Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
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Stephanie Pomboy shares her latest outlook on inflation.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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"Rocky Road Ahead" For Financial Markets & Central Banks | Richard Koo, Nomura
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The winds of change are blowing around the globe.74 countries representing half of the world's population held national elections last year.Many of them -- including the US -- saw a replacement of the ruling incumbent by the opposition, often one promising a more nationalistic agenda.With so many new leaders and their accompanying new policies, wha…
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Stocks At A Decision Point: Which Way Will They Break? | Lance Roberts & Adam Taggart
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Portfolio manager Lance Roberts lays out the odds for where stocks are headed next.We also discuss the rising bond term premium & what it means, the risk of a large market drawdown in 2025, Lance fir'sm latest trades and the benefits of using time to your advantage in both investing & life.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVI…
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"I Expect To Become A Raging Bear Later This Year" | Darius Dale
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1:23:07
Darius Dale, founder & CEO of 42 Macro, has had a remarkably impressive track record in correctly forecasting the markets over recent years.Having turned bullish near the end of 2022, he remained so ever since, helping his subscribers successfully ride the wave of ferocious back-to-back annual returns of over 20%+ in stocks.He also helped them catc…
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The Bond Vigilantes Are Back & Rejecting The Fed | Jim Bianco
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Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain.And today's guest expert, Jim Bianco, founder of market research firm Bianco Research, thinks it's going to continue to prove problematic as the return of the "bond vigilantes" increasingly undermines the Fed's efforts.We'll tal…
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A Challenging Year Ahead For The S&P = Opportunity For Active Investors | Dave Iben
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On this channel, we often highlight abnormalities we notice in the financial markets.Today's guest actively embraces them as gifts from the investment gods. In his words: "Fortunately, the financial markets are often quite inefficient, presenting opportunities for us to generate substantial value for our clients’ portfolios."So, where are the bigge…
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Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart
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1:47:38
The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes.For these reasons, portfolio manager Lance Roberts is turning significantly more tactically bearish on stock this year.This doesn't necessarily mean he expects an imminent crash.But it does mean he expects stocks to put in a much …
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Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein
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Today's guest has long warned that the bond market will one day take the printing press away from the Federal Reserve.Well, the Fed has now CUT its policy rate by 100 basis points since September, but the yield on the 10 year US Treasury note is now 100 basis point HIGHER since then.This has flummoxed many investors and mortgage holders. Yet it beg…
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Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"
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Well it's a new year. And in just two weeks, a new American Administration as well.What kind of impact will President-Elect Trump's policies likely have on natural resources, the "real things" that power the global economy?To find out, we're fortunate to be joined by Rick Rule, one of the world's greatest living natural resource investors, and a he…
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Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025
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1:04:42
A new bi-weekly show launches today on Thoughtful Money!Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
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Will A New American Energy Boom Supercharge The Economy? | Doomberg
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In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?Which ones are we likely to turn to more to power the world of tomorrow?And where are the best opportunities for investors likely to lie?To discuss in depth, we're fortunate …
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A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
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1:23:59
The stock market has seen two consecutive years of 20% returns.Will it see similar returns this year?Highly unlikely, cautions portfolio manager Lance Roberts.Complacent bulls hoping for a repeat performance may well find themselves disappointed with 2025.We discuss the reasons why, the latest market technicals, the potential impact of domestic ter…
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Find Your Purpose & Live With Greater Meaning | Betsy Wills & Alex Ellison
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As we begin a new year, I thought it appropriate to continue Thoughtful Money's ongoing commitment to highlighting the principles components of true wealth -- of which money is simply a means, not the end in itself.Research tells us that true wealth is primarily a function of quality relationships, purpose & health.And today, we're going to drill d…
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Meltdown In Florida & Texas: 2025 Housing Market Forecast | Reventure's Nick Gerli
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Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices.We're joined by Nick Gerli, founder of reventure Consulting and creator of the new reventure app.Nick points out that buying a home has rarely been this expensive in living American history: once was in 1981 when mortgage rates were a whopping 18%. The o…
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While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well.Instead, 2024 was the year gravity caught up with home prices. They've stopped rising nationally for the most part, and certain once red-hot cities are now starting to see clear declines as inventory surges.Is this the Wile E. Coyote moment before prices st…
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Is This The Peak Of The Stock Market? | Lance Roberts & Adam Taggart
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The world is in love with US stocks right now.Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks.US stocks have never made up as a great a percentage of global market cap as they do now.Retail investors (including seniors!) have never been this long stocks.As portfolio manager Lance Rob…
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Today, we're going to do something a little different on this channel.We're going to interview a highly successful private equity CEO, and yes we'll get his economic & market outlook for 2025. But, we'll also delve into his insights for achieving personal success, in life and business.Graham Weaver is the founder and managing partner of Alpine Inve…
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Did The Fed's Hawkish Cut Just Change Everything For Markets? | New Harbor Financial
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The Fed sent a shock through markets last week when it announced that fewer rates cuts may be needed to reach its policy goals.The S&P immediately sold off by -3% and the Nasdaq and Russell sold off even harder.It this just a curveball that, once digested, won't a matter much to the bull trend?Or, could it have set up a reversal in trend?To discuss…
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Will The Bull Rally Continue In 2025? | Ed Yardeni
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Well, this interview is being recorded the day after the Federal Reserve spooked markets by slowing the expected pace of future rate cuts.The S&P instantly dropped 3% on the news and bond yields spiked.Is this just temporary heartburn as the markets digest the news?Or might this signal that markets have just peaked?For perspective, we're fortunate …
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After Fed Scare, Will The Grinch Ruin The Santa Rally? | Lance Roberts & Adam Taggart
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The Fed caught markets by surprise this week when it guided that the pace of future rate cuts will be slower than initially expected.Stocks sold off hard on the news and bond yields spiked.Friday saw some recovery, causing investors to wonder:Is a Santa Claus rally still likely?Or could a Grinch bust be in the cards now?Portfolio manager Lance Robe…
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Rampant Insider Selling Signals The End Of The Bubble In Stocks | Jesse Felder
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Today's guest expert is the second this week to warn that US financial asset prices appear to be in bubble territory.Is that truly the case?And if so, will the bubble burst in 2025? Or inflate further?Investors have much riding on the answer.To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected mar…
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SPECIAL REPORT: Reaction To This Week's Market-Tanking Federal Reserve Update | Axel Merk
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Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He also takes live Q&A from viewers.
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Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley
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As 2024 draws to a close, the mood on Wall Street is very jolly.Stocks are back to trading near all-time highs.Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking.Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025?Or, is the optimism overlooking risks -- both valu…
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Top Fund Manager's "Cloudy" Outlook For 2025 | Jan van Eck
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I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.Today we have the great fortune of having the return appearance of one of the most respected capital alloca…
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Is A Santa Claus Rally Into Year End Still Likely? | Lance Roberts & Adam Taggart
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Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds.Once that wave is over, does a Santa Claus rally still look likely to occur?Lance and I discuss the odds of this, as well as the recent inflation data, poor price action in bonds, market correction ri…
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Stephanie Pomboy: A "Spectacular Implosion" In Stocks Is Due Once The Euphoria Ends
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As we prepare to enter a new year, there's a revived optimism on Wall Street.Excited in part by the pro-business policies of the incoming Trump administration, stocks are back to trading at record highs and investor and business confidence is rising.But that said, the average American household is still struggling under a high cost of living, and a…
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As 2024 begins to draw to a close, investors are cheering a second blockbuster year in the stock market.And as we enter 2025, will the party continue? Will today's asset prices shrug off the growing litany of macro concerns and power still higher in the new year?Or will 2025 be a less enjoyable, or even a more painful year for investors?I can't thi…
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2025 Could See A Repeat Of 2022's Market Pain | Brent Johnson
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As we head into a new year, there are a lot of questions swirling about money:Will the dollar's strength vs other world currencies continue into 2025?And even if so, will it continue to lose purchasing power vs real things?Will gold continue to be aggressively purchased by the world's central banks? By investors?Is Bitcoin "winning" the store of va…
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Stocks So Euphoric A Pullback Is Likely Soon | Lance Roberts & Adam Taggart
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1:46:00
Stocks are currently at record levels of euphoria as measured by the Euphoriaometer (yes, such a thing exists!)While he still expects a Santa Claus rally into year end, between now and then, portfolio manager Lance Roberts thinks there's good probability of a short-term pullback.We discuss the reasons for that, as well as current technical indicato…
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Stocks are on track to end 2024 on a high note.The S&P is up roughly 27% so far, hitting new record highs all throughout the year.Will the party continue into the New Year?Or will 2025 be a less enjoyable one for investors?To find out, we're fortunate today to talk with money manager Michael Pento. president of Pento Portfolio Strategies.He maintai…
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Asset prices bubbles follow a predictable trajectory, driven by investor psychology.The final stage before the bursting is a Euphoric peak. The financial advisors at New Harbor Financial think we're on our way to such a blow-off top, but we're not quite there yet. They expect the action to get even more manic before we do.If Euphoria indeed arrives…
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Stocks Poised To Plunge -55% (Or Worse) Soon | Henrik Zeberg
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By many measures, stocks are richly valued.And by measures like the Buffett Indicator, they're the most overvalued they've EVER been.Does that strongly suggest a downwards market correction lies in store for 2025?Or is there a good reason that "this time is truly different" and a new bull era for stocks awaits?To discuss, we're fortunate to welcome…
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Has The Market Become Blind To Risk? | Lance Roberts & Adam Taggart
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Credit spreads are about the tightest they've ever been in history. High yield (aka "junk") debt is priced at very low premium to US Treasury debt, the safest asset in the world That says the bond market is just not worried about risk.So either, "everything truly is awesome"...or the market is mis-pricing risk here, perhaps dangerously so.Whether o…
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Economy "Very Shaky", Unemployment Likely To Surge | Anna Wong, Bloomberg
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The last time today's expert was on the program back in July, she was concerned about rising unemployment.Is she still as worried about it as we prepare to enter a new year with a new Administration taking over?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current r…
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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWell, America has a new President-Elect with a very different economic plan than the departing administration's.What new policies should we expect when Donald Trump returns to the White House?And what r…
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SCHEDULE YOUR FREE YEAR END PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comAt the end of every year, there’s a list of prudent steps to consider that can make a big positive difference to your financial prospects — but only if you take them before January 1st arrives.If 2024 was a good year to…
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S&P To Hit 6200 Next Month?? | Lance Roberts & Adam Taggart
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While stocks have been choppy the 20 Day Moving Average has been acting as solid support. If it indeed holds and stocks rebound, the rising uptrend will remain intact and S&P 6200 becomes a real possibility by the end of December.That would indeed make for a jolly "Santa Claus rally".Portfolio manager Lance Roberts and I discuss the odds of this ha…
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Grant Williams: The Perversion Of Money Is The Great Existential Risk Investors Now Face
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The markets are locked in a battle of dangerous extremes vs high complacency.Yes, there are many reasons to be concerned about today's record high valuations.But those concerns haven't mattered yet.And there's no guarantee they will on any relevant time frame to today's investors.And so the party in stocks continues on...for now.In today's intervie…
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Well, the Fed has now cut its benchmark interest rate 75 basis points, and yet mortgage rates have RISEN -- back up near 7% for the average 30-year fixed mortgage.This has NOT been good news for the housing market, which has been frozen transaction-wise at record levels of unaffordability for the majority of aspiring purchasers.It's been often aske…
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What Does An "America First" World Look Like? | Michael Every
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When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism.That has proven to be the case worldwide, and particularly so for the US, where Donald Trump has just regained the Presidency with a clear mandate to pursue an "America F…
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The Trump Rally In Stocks Is Already Undone. What Comes Next? | Lance Roberts & Adam Taggart
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In this week's Weekly Market Recap portfolio manager Lance Roberts and I talk about the round-trip the stock market has made since the Election.Is the rally likely to resume? Or was the exuberance short-lived?We also talk bonds, the recent inflation numbers, Lance's recent trades, and the wisdom of conducting year-end planning on your portfolio bef…
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Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green
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Well, the election is over and we have a clear victor.What kind of economy is President-elect Trump inheriting? And what impact on it are his policies likely to have?And what does this mean for investors? Where do the opportunities, as well as the risks, lie?To discuss, we're fortunate to be joined again by Michael Green, portfolio manager & chief …
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The markets continue to surge to all-time record highs, driven in no small part by expectations of a massive productivity boom enabled by artificial intelligence, otherwise known as AICorporate America and Wall Street are clearly shrugging off the warnings that science fiction gave us about AI taking command of the world's technology to eradicate h…
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Stocks Are The Most Overpriced In 100 Years | Danielle Park
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Today's guest expert wrote in her latest newsletter:"This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can solve the problem of spreading insolvency."She is highly dubious that they can.And if indeed they cannot, what then lies ahead for the economy, for the markets, and for investors?To find out we'l…
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S&P Surges To 6000 Following Trump Victory | Lance Roberts & Adam Taggart
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1:21:10
Stocks and bonds both surged higher once the election was called for President-elect Trump this week.Technically and capital flow-wise, there are a number of reasons to expect stocks to keep running higher to year end and into 2025, though that won't happen without some pullbacks along the ways, counsels portfolio manager Lance Roberts.This week al…
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What Will The New Trump Era Mean For The Fed? | Axel Merk
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What impact (if any) will the Trump victory have on Federal Reserve policy?Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers.
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David Stockman: It's "Damn Near Impossible" To Avoid A 30-50% Market Correction At This Point
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To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here.And few have as detailed an understanding as today's guest, who has been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career.We're fortunate today to speak with former Congressm…
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Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful"
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When Sven Henrich of NorthmanTrader.com was last on this program in July, he shared that he had just closed out all his longs and moved to cash.That moved paid off, as the S&P fell over 300 points in the following few weeks.Stocks rebounded after the sell-off and have powered higher up to today, now back near all-time highs.So what does his Technic…
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Spooked Markets To Remain Jittery Until Election Resolves | Lance Roberts & Adam Taggart
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In this week's Market Recap, portfolio manager Lance Roberts and I discuss the drivers of this week's turbulence in stocks (especially the Magnificent 7 tech stocks), the disappointing payrolls numbers, the impact of the upcoming presidential election as well as the resumption of buybacks on markets, as well as Lance's firm's recent trades.WORRIED …
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Are The Big Banks Still Colluding? | Nomi Prins
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The stock market has hit another all-time high this week, and Wall Street's profits for 2024 are off the charts -- nearly TWICE as high as last year's.Meanwhile, the wealth divide in America continues to widen as average folks struggle with the post-COVID surge in cost of living and record high interest rates on their debt.What does this growing di…
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