Thoughtful Money with Adam Taggart
Episodes
Lacy Hunt: Prepare For Recession, The Fed's Optimism Is Wrong
01 Feb 2024
Contributed by Lukas
The S&P and Nasdaq are back to all-time highs. And the recently-released Q4 GDP data beat analysts expectations, positively, by a long shot. So a...
Farmland's Long Term Return Beats Stocks & Bonds. Here's How To Invest In It | Craig Wichner
30 Jan 2024
Contributed by Lukas
One of the asset classes I get the most requests to do an interview on is farmland. It's a form of real estate investment that yields cash flow b...
The Market Bottom Is Not In Yet | Danielle Park
28 Jan 2024
Contributed by Lukas
According to the latest government data, the US economy is growing faster than expected, inflation is largely under control, jobs are plentiful and c...
Will The Current Bull Stampede In Stocks Turn Into A Bearish One? | Lance Roberts & Adam Taggart
28 Jan 2024
Contributed by Lukas
NEW!! SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The S&P just...
Debate On "Peak Cheap Oil": Fact Or Overblown Fear? | Doomberg vs Adam Rozencwajg
25 Jan 2024
Contributed by Lukas
A month ago, energy analyst Doomberg published a report titled "Peak Cheap Oil Is A Myth", and a few weeks back, I interviewed him about it....
Housing Market To Suffer 'Aggregate Price Decline' This Year | Melody Wright
21 Jan 2024
Contributed by Lukas
The US real estate market remains frozen. Transactions are at multi-decade lows, mortgage rates remain painfully high and home prices are at near rec...
How Bullish Is The New Market All-Time High? | Lance Roberts & Adam Taggart
20 Jan 2024
Contributed by Lukas
The S&P 500 index closed at an all-time high yesterday (1.19.24).How much of a bullish signal is that for stocks for 2024? Maybe not as big of on...
The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
18 Jan 2024
Contributed by Lukas
Rumors are suddenly flying fast and furious that the Federal Reserve will be soon ending its campaign of Quantitiave Tightening (aka QT). This is on ...
Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan
16 Jan 2024
Contributed by Lukas
It's a tough time to be an investor. There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and marke...
Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
14 Jan 2024
Contributed by Lukas
The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit fro...
Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
13 Jan 2024
Contributed by Lukas
Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the cur...
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
12 Jan 2024
Contributed by Lukas
How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't ...
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
09 Jan 2024
Contributed by Lukas
Well it's a new year and with it, I'm doing my best to bring important new voices into the discuss here at Thoughtful Money. And today we'...
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
07 Jan 2024
Contributed by Lukas
Greed and exuberance returned to Wall Street as we ended 2023 and welcomed the start of 2024. Markets are trading near all-time highs, the Fed has sw...
Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart
06 Jan 2024
Contributed by Lukas
2024 has seen the worst start to the year for stocks in 20 years. Is this just a natural pullback from overbought extremes, or is there something more...
Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg
04 Jan 2024
Contributed by Lukas
Nothing happens in an economy without energy. And despite the current efforts & hopes to de-carbonize our energy systems, the world remains hea...
Darius Dale: "I'm About As Bullish As I Can Possibly Be" Looking At The Next 3 Months
02 Jan 2024
Contributed by Lukas
When I think back on all the experts I interviewed last year, the one whose market predictions played out most accurately is Darius Dale, founder &...
Jim Rogers: Before It's All Over, We'll See Higher Inflation, Higher Rates & A Wicked Bear Market
31 Dec 2023
Contributed by Lukas
The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year. Well, as we p...
Fiscal Spending Is Having A FAR Bigger Impact Than Investors Realize | Kevin Muir, The Macro Tourist
28 Dec 2023
Contributed by Lukas
We're all aware of how the pandemic threw the economy and financial markets into unprecedented disarray. And for the past two years, investors ha...
Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
26 Dec 2023
Contributed by Lukas
Wall Street was extremely pessimistic heading into 2023, and the year surprised to the upside. Here at the end of the year, markets are now brimming ...
Rising Liquidity To Power Markets Higher Through 2025? | Michael Howell
24 Dec 2023
Contributed by Lukas
2023, a year nearly everyone expected a recession, has instead seen impressive economic growth and the markets power to all-time highs. How did this ...
Overbought Stock Market Likely To Pullback, Then Power Even Higher | Lance Roberts & Adam Taggart
23 Dec 2023
Contributed by Lukas
In this final Weekly Market Recap of 2024, portfolio manager Lance Roberts explains why a short-term correction in stocks (and bonds, too) is highly l...
"Unhealthy" Housing Market Stuck In A Tug-Of-War | Lance Lambert
20 Dec 2023
Contributed by Lukas
While 2023 was a much better year for stocks and bonds, the housing market has fared less well. Instead, 2023 was the year gravity caught up with hom...
Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
19 Dec 2023
Contributed by Lukas
By many calculations, the stock market has returned to rich valuations. Following one of the best Novembers in market history and now juiced by fresh...
The World Order Is Fraying. Will The Global Economy Survive? | Michael Every
17 Dec 2023
Contributed by Lukas
In my recent interview with Felix Zulauf he mentioned that we are shifting from a unipolar world order into a multipolar world dis-order.The majority ...
Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
16 Dec 2023
Contributed by Lukas
Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Fede...
'Buy Everything!' Says Wall Street As Fed Signals 3 Rate Cuts Are Coming | Axel Merk
14 Dec 2023
Contributed by Lukas
Yesterday the Federal Reserve Market Committee announced it has chosen to keep the Federal Funds Rate steady for now, but when that changes, a rate cu...
Bonds Becoming "Irresistible" To Big Buyers, Prices Headed Higher | Alf Peccatiello
12 Dec 2023
Contributed by Lukas
Bonds yields have weakened recently, making November the best month for global bonds since 2008 and for US bonds since 1985. Is this the start of a re...
Felix Zulauf: Stocks To Crash A Gut-Wrenching 40% Next Year?
10 Dec 2023
Contributed by Lukas
As 2023 begins to draw to a close, investors are feeling substantially better than they were are the start of the year. And as we enter 2024 where is...
Did The Santa Claus Rally Already Happen? Pullback Likely Ahead | Lance Roberts & Adam Taggart
09 Dec 2023
Contributed by Lukas
With such a massive run-up in stocks and bonds in November, should we still expect a Santa Claus rally in the markets this month? Or did it already ha...
Danielle DiMartino Booth: The Fed's Sins Are Finally Going To Catch Up With Us In 2024
07 Dec 2023
Contributed by Lukas
Many of the guests appearing on this program recently, though perhaps none more than I, have warned that the Lag Effect will eventually catch up with ...
"We NEED A Recession!" Says Wolf Richter, Though He Doesn't See One Happening Soon
05 Dec 2023
Contributed by Lukas
There are a lot of narratives flying around right now regarding the economy, the stock market, recession risk, jobs, inflation and what's going to...
Michael Pento: "Look Out Below!" - Stocks So Overvalued Phase 2 Of Bear Market To Hit Soon
03 Dec 2023
Contributed by Lukas
Like many, today's guest was quite concerned entering 2023 that a recession was all but inevitable. But it never showed up. As the year nears it...
Is Liquidity Foiling The Fed's Efforts To Tame Inflation? | Lance Roberts & Adam Taggart
02 Dec 2023
Contributed by Lukas
In this week's market recap, portfolio manager Lance Roberts warns that both stocks and bonds remain short-term overbought here and are likely to ...
The Future of Money | Lyn Alden, Danielle DiMartino Booth, James Rickards & Russ Gray
30 Nov 2023
Contributed by Lukas
Recently, I was invited to host a panel discussion on “The Future of Money: at the New Orleans Investment Conference, which has a well-earned reputa...
Simon Hunt: Holy Smokes! A Market Crash In 2024 & A Depression By 2025?
28 Nov 2023
Contributed by Lukas
The last time Simon Hunt was on this channel, he predicted a rocky road ahead for the global economy, that will eventually culminate in the massive pi...
Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024
26 Nov 2023
Contributed by Lukas
Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Is that confidence ...
Short-Term Pullback Ahead: Stocks & Bonds Are Overbought | Lance Roberts & Adam Taggart
25 Nov 2023
Contributed by Lukas
To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/...
Recession To Send Interest Rates Even Higher In 2024? | Jesse Felder
23 Nov 2023
Contributed by Lukas
When the game changes, the old rules don't apply and to succeed, you need to adopt a new playbook. Well, there's a good argument to be made t...
Debate On The US Dollar: Will It Soar Or Sink From Here? | Brent Johnson vs Matthew Piepenburg
21 Nov 2023
Contributed by Lukas
In this video, we're witness to a "meeting of the minds" between two top monetary experts, who each will argue their predicted path for ...
2024 "Going To Be A Lot Worse" For Markets As Tech Stocks Implode | Fred Hickey
19 Nov 2023
Contributed by Lukas
Heading into 2024, we may be witnessing a change in a number of trends. The October CPI numbers suggest inflation is moderating faster than expected....
How Much Juice Does The Rally In Stocks Have Left? | Lance Roberts & Adam Tagart
18 Nov 2023
Contributed by Lukas
Yes, the Saturday weekly market reviews between Adam Taggart & Lance Roberts are back! In today's video, Lance shares his expectation that th...
David Rosenberg: The Market Is NOT Ready For What's Coming
16 Nov 2023
Contributed by Lukas
The world has watched intently as the world's most influential central bank, the Federal Reserve, has implemented the most aggressive interest rat...
Marc Faber: Prepare For A Global Breakdown Of Order (Part 2)
14 Nov 2023
Contributed by Lukas
Macro & markets expert Dr Marc Faber returns for Part 2 of this interview to explain his concerns why he sees democracy increasingly under threat ...
Marc Faber: Prepare For "Disappointing" Market Returns From Here (Part 1)
12 Nov 2023
Contributed by Lukas
Macro & markets expert Dr Marc Faber predicts that the "heavenly" returns the financial markets have delivered over the past 20+ years a...
Nobel Prize-Winning Economist Sees Era Of "Permacrisis" Ahead | Michael Spence (w/ Adam Taggart)
09 Nov 2023
Contributed by Lukas
Michael Spence, recipient of the Nobel Memorial Prize in Economic Sciences, sits down with Thoughtful Money host Adam Taggart to discuss the findings ...