Thoughtful Money with Adam Taggart
Thoughtful Money with Adam Taggart provides actionable insights on building wealth from top experts in money and the markets. Hosted by Adam Taggart, the podcast features interviews and discussions on personal finance, investing, and economic trends. It aims to help listeners make informed financial decisions and grow their wealth.
Episodes
It's Crunch Time For Bonds | Bill Fleckenstein
REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceIt's "crunch time" for the bond market.So says seasoned investor Bill Fleckenstein, given that bond yields have risen so far so quickly that the US Treasury is now stepping in to contain the long end of the curve.What does he think is most likely to happen next for the m
Risk Of A 10% Market Correction Now Uncomfortably High | Lance Roberts
REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceAfter a rip-roaring rally that began in April, sending the market to new all-time highs, the S&P is now cooling off.Is this just a short breather before stocks race back to new highs soon?Probably not, thinks portfolio manager Lance Roberts.He assesses that the downside risks outw
Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds
REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLacy Hunt, longtime deflationist and bond investor, has undergone a major pivot where he now assesses inflation as the bigger risk trend over the coming decade.That inflation, he expects, will be accompanied by higher bond yields than what we're suffering today.So he advises cauti
With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum
REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTrust is breaking the world over, as evidenced by de-globalization and central banks preferring gold over any country's financial assets.In such an era, collateral you CAN trust becomes key.Which is why Jonathan Wellum is confident that owning critical hard assets -- and the compa
The Market Is Mispricing The Inevitable | Peter Tchir
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comPeter Tchir is shocked how many big investors haven't accepted the end of globalization.As a result, the market is mispricing assets -- assuming the future is going to resemble the past.For those who understand the new ProSec era, that means ke
Recent Market Breakout Running Out Of Steam? | Lance Roberts
Stocks are now "stuck" in a trading range after their recent upside breakout.Is the rally running out of steam?Or are new highs ahead, perhaps after a brief re-test?Portfolio manager Lance Roberts and I discuss the odds, as well as the future of AI stocks, the latest employment & CPI data and, of course, his firm's latest trades -- of which he made many over the past week.For eve
Will You Maximize Your Social Security Income? Or Choose Poorly? | Julia Lembcke
WANT HELP WITH RETIREMENT PLANNING? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWhen to take Social Security is more important, and more complicated, than most realize.There are plenty of ways to make a bad choice and miss out on $tens of thousands (or more) of income you could otherwise receive in retirement,.Julia
Is A.I. A Massive Lie? | Ed Zitron
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comAI-linked stocks account for a record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even higher
Fed To "Punch The Economy In The Gut" This Fall? | Darius Dale
Darius Dale is worried, in the short term, about a near-term correction in stocks.He calculates that it's more likely than not the Federal Reserve will tighten this fall in order to appease the bond market and set itself up to start easing in early 2027.But to do that, in the immediate term, it will likely spook markets by hiking (and perhaps reducing its balance sheet) soon.It wouldn't su
False Breakout? Or Is A Wave Of New Market Highs Ahead? | Michael Lebowitz
Stocks have recently ripped to new highs, after spending months in a trading range.Is this a sustainable breakout?Or a false one, as we saw back in June?Portfolio manager Michael Lebowitz discuss the odds, as well as the new surprise payroll numbers, his outlook for bond yields, as well as his firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.WORRI
The Fed Is Facing An Impossible Problem | Judy Shelton & Thomas Hoenig
This year so far has been full of transition & challenge for the Federal Reserve, arguably the single most influential institution for the economy.The Chairmanship has been passed on from Jerome Powell to Kevin Warsh, who appears to want to chart a more hawkish and limited scope for the Fed.Inflation remains stubbornly above the 2% target. And elevated oil prices resulting from the US war with
Rising Yields Are The Greatest Threat Markets Face Today | Stephanie Pomboy
"Higher for longer" bond yields appear to be heading even higher and even longer than Wall Street expected.This is the greatest threat to asset prices right now, claims Stephanie Pomboy.Stephanie returns to offer her latest monthly macro and markets outlook.To hear it all, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed
This Will End In A Deflationary Depression | Michael Pento
July ended up being a painful month.It was the Nasdaq's worst July in 22 yearsBonds experienced their biggest July yield-spike since 2005And oil's saw its biggest July price increase in over 30 yearsWhat's driving all this?Is this just a mid-year pressure-release before prices resume climbing? Or are these signs that momentum is rolling over?Most importantly: what does all this mean fo
Longtime Deflationist Now Fears Inflation More | Lacy Hunt
For years, Lacy Hunt, one of the greatest living economists, has feared deflation would pull the economy into a prolonged morass of stagnation.But now, the forces in play have shifted tectonically.A new secular era has begun. One of rising inflation. And Lacy doesn't see it ending for years.He has shifted his conclusions. He now warns that inflation is the greater risk to the economy.What exac
As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay
There are a multiplying number of reasons to worry that the dominant A.I. trade driving markets looks increasingly vulnerable.But the solution isn't retreating to a bunker says veteran investor David Hay, former CIO of Evergreen Gavekal.David expects a major rotation of capital from Big Tech into value stocks. In fact, he thinks it has already started.A number of value sectors have broken out
Cracks Starting To Show In The Market? | Lance Roberts
GET YOURSELF SOME LMNT, INCLUDING YOUR FREE 8-COUNT SAMPLE PACK at https://drinklmnt.com/ThoughtfulMoneyAre cracks starting to show in the market?The S&P has gone nowhere for two months now, and a momentum sell signal has just triggered.It has also recently broken out of it's trading wedge...to the downside.Are these signs that should worry investors a larger correction may lie ahead? Or a
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil marching higher as we approach 2030.Forget the Iran war's impact on oil prices. It's the lack of exploration the world did not invest in over the past several decades that is going to crea
What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz
What are bonds telling us right now about investor confidence & expected inflation?What is oil telling us about the prospects to an end to the Iran-US war?And what are gold prices telling us now that they may have found a bottom?Portfolio manager Michael Lebowitz joined us for a livestream to answer these questions as well as audience Q&A. Watch the replay here.WORRIED ABOUT THE MARKET? SC
SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIs the re-escalation of the US-Iran war threatening to spin out of control?In this Special Report, RANE Middle East analyst Ryan Bohl returns to provide his latest assessment of the situation.#iranwar #oilprices #straitofhormuz ____________________
Next Big Downdraft For Housing Market To Start Soon | Melody Wright
Housing analyst Melody Wright expects home prices to start notably softening later this year.Why?Because a wave of distressed sellers looks very likely to hit the housing market by then.So far, sellers have largely tried to resist lowering prices. "Rage delisting has become a trend where, rather than bring down their price, sellers are just taking their real estate off of the market.But they
Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts
While there a no immediate signs of danger, portfolio manager Lance Roberts warns that if the softening semiconductor sector keeps falling from here, trouble will likely start.He thinks it more likely than not that stocks will experience a ~10% correction as the mid-terms and all their drama and uncertainty approach.He and I discuss the odds of that, as well as what bonds are up to in today's
A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors
A market reversal is inevitable at this point.So cautions high net worth money manager Chance Finucane of Oxbow Advisors.He explains why in today's video, as well as how he and the team at Oxbow are positioning client capital right now.SCHEDULE YOUR FREE FINANCIAL CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbow#bearmarket #marketcorrection #aistocks ___________________________
What's More Likely: A Rally Or Rout From Here? | New Harbor Financial
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe team at New Harbor Financial returns for their monthly summary, offering their updated outlook on the road ahead for the economy & the markets.They'll also take live viewer Q&A#marketcorrection #aistocks #inflation _________________
Get Ready For A.I.-Mageddon | Fred Hickey
AI-linked stocks account for a record 45% of the S&P 500's total market capitalization and drive nearly all of the gains it's had for the year so far.Note that's the S&P, the general market.These companies make up an even higher percentage -- nearly 70% -- of the NASDAQ 100's market cap.Will this new AI-powered Tech renaissance that will continuing powering the indices high
The Equity Markets Are Insane Right Now | Jan van Eck
When market uncertainty is as high as it is now, 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 all
Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts
The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index.And while this trade has propelled the S&P higher, it's starting to show signs that it may be sputtering out.A head & shoulders formation appears to be forming. If confirmed, then it's highly likely semis will pull the overall down with them as they correct.Portfolio manager
"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure
After years of refusing to lower prices, more and more home sellers are starting to throw in the towel, says housing analyst Nick Gerli of Reventure Consulting.And as more distressed inventory hits the market, we're starting to see "crash pricing" in certain markets.The trend is early, and prices will likely still fall further.But as Nick walks us through in this video, if you're
SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHedge fund manager & activist investor Eric Jackson makes his living betting big on "story" stocks.So, what does he think about the prospects for the recent SpaceX IPO?Given its sheer size alone, whatever it does from here will apply
Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon
After bottoming early this year, the US dollar has been on a tear.That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Iran war oil shock AND the increase in the dollar.It has been a double-whammy for them.A triple-whammy actually, when you take into accounts the cost of servicing any dollar-denominated debts.And this c
Earnings Expectations Courting Disaster? | Lance Roberts
Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there's a real risk now that reality won't be able to meet them.And once the Wall Street analysts realize that, they're going to have to adjust downwards -- which will pull stock prices down
Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale
Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, and Long Term Capital Management imploded.This is notable because Darius has been a consistent bull since stocks bottomed out in late 2022.It's not all gloom, though. If the mark
Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy
Stephanie Pomboy of MacroMavens returned for her latest monthly update.She sees mounting stresses in consumer households, private credit and oil markets.So, exactly WHEN does she think these will actually matter to markets?Her current expectation is that our political leaders will do their utmost to contain them until after the mid-term elections in November.But once those are over?.....Watch out.
Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth
The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less.And the economy continues to chug along nicely, currently forecasted to grow at 2.5% in Q2. And even despite conusmers' stated concerns, retail sales remain resilient and even surprised to the upside last month.Are those worr
There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave
International investor Louis Gave returns to share where he sees risk & opportunity in the markets right now.As for risk: he sees a LOT of it.The market is drunk on speculation. And when the party ends, there's going to be one hell of a hangover as the painful correction from today's overvaluation sets in.As for opportunities, to learn what they are, watch this video.WORRIED ABOUT THE
Record Margin Debt: "The Blow-up Is Going To Be Spectacular" | Lance Roberts
Markets are super-saturated in speculation.An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives."This will end in tears" warns portfolio manager Lance Roberts.We discuss the why & when of it, as well as the latest capital rotation underway, new risks to the AI bubble, oil prices and future inflation, Bitcoin's troubl
The Market Is Dangerously Expensive Now | Kevin Muir
Kevin Muir, publisher of the popular 'The Macro Tourist' newsletter, sees far too many investors underestimating market risk today.Everywhere he looks the market is expensive.But Wall Street can't get enough.Kevin shares why he strongly advises "now is a time for defense" in portfolios, and which assets he prefers most right now.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PO
Where Is The Bottom For Gold & Silver? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe precious metals are still struggling to find secure footing in the wake of their sell-off from record highs earlier this year.How low will gold & silver prices go before they do?To discuss, we're fortunate to have precious metals expert Andy Schectman return to the program in this livestream. He&
Did The AI Bubble Just "Jump The Shark" With The SpaceX IPO? | Chris Irons, Quoth The Raven
AI-driven speculation in the stock market went into overdrive last week with the launch of the SpaceX IPO.And that may be very dangerous, warns Quoth The Raven's Chris Irons.In fact, he thinks it may have the definitive "jump the shark" moment for the AI bubble.To understand why and how severe the fallout could be, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOL
Rick Rule: These Commodities Are Mind-Bogglingly Underpriced
REGISTER FOR RICK'S UPCOMING SYMPOSIUM at https://thoughtfulmoney.com/rulesymposiumA number of commodities & commodity producers are trading at extreme bargains right now assesses natural resource investor Rick Rule.Not only for the long-term value of the ore in the ground.But also for the dramatic efficiencies AI is bringing in getting the ore out of the ground much more cheaply.For a det
A Sell-Off In Tech Is The Biggest Near-Term Risk To Markets Right Now | Lance Roberts
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe peace deal announcement rescued markets last week, but Tech (especially semis) still remains very overbought here.So much so that portfolio manager Lance Roberts cautions the risks for the next few weeks are to the downside, should the white-ho
SPECIAL REPORT: Kevin Warsh Announces New Hawkish Era At The Fed | Axel Merk
Yesterday, Kevin Warsh made his inaugural debut as the new Chairman of the Federal Reserve.Along with revealing that the FOMC is keeping the policy rate unchanged for now, he announced a number of changes at the Fed now that he's "the new sheriff in town".How did the markets react?Fed-watcher Axel Merk returns to the program to share his initial reaction, as well as take live use Q&a
"I'm A Buyer Of Oil Here" | Jeff Currie
WANT TO INVEST IN COMMODITIES? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIt has been three months after the outbreak of the US/Iran war, and the world is still dealing with the ongoing effects of an oil price shock.Not only is that having an inflationary impact on the prices of many goods & services, but it'
Iran "Peace Deal" To Change The World For The Better...Or Worse? | Michael Every
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe trend change away from globalization towards nationalism and mercantilism continues around the world.For the man who predicted this over a decade in advance, what does he see ahead for both geopolitics and the global economy?We're very fort
Ted Oakley: Wall Street Is Running Investors Off A Cliff
SCHEDULE YOUR FREE PORTFOLIO REVIEW TED & THE OXBOW TEAM at https://www.thoughtfulmoney.com/oxbowVeteran high net worth money manager Ted Oakley warns that we're currently in a "lemming market".Investors, whipped up by a complicit Wall Street, are stampeding in a herd after bigger and bigger speculative gains.At some point, he says from the experience of past cycles, they follow
Colliding Market Headwinds & Tailwinds Make This A Time For Caution | Michael Lebowitz
Markets are a chaotic mess right now.Volatility has returned as numerous headwinds & tailwinds compete to pull stocks in opposite directions.What should investors do in such an environment?Michael and I discuss his current outlook, plus the SpaceX IPO, Bitcoin, quantum computing, bond yields, inflation, oil prices and Michael's firm's latest trades.For everything that mattered to marke
Did The Bust Just Begin? | Jesse Felder
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWelcome to Thoughtful Money. I'm its founder & your host, Adam TaggartToday's guest has been warning for a good while now that the current bull market is stocks is in its final innings.In fact, he think the AI boom may be -- right now -
AI Boom = Commodities Super-Boom? | Tavi Costa
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, comm
Extreme Valuations + Rising Volatility = 'Wild Ride' Ahead For Markets | Jonathan Wellum
The day of panic the stock market experienced last Friday is just a taste of what's to come, predicts financial advisor Jonathan Wellum.With so many asset prices stretched to historic extremes and so many macro risk factors currently circulating, heightened volatility is going to be the theme of the back half of 2026 says Jonathan."It's going to be a wild ride" from here, he warn
The Next Big Money Printing Cycle Is Almost Here | Lawrence Lepard
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comLawrence Lepard warns that "The Big Print" he wrote about in his book is fast approaching.This will be another surge of $trillions in monetary and fiscal stimulus that will surge inflation and accelerate the devaluation of the dollar.He e
Is The Rally Over? Has The Pullback Now Started? | Lance Roberts
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comStocks finally had a down week, breaking a 9-in-row streak of up weeks.And in particular, the markets broke down hard on Friday. The S&P was down over -2.5% and the NASDAQ down nearly -5%.Regular watchers know that portfolio manager Lance Rober
Has A.I. Mania Created Twin Bubbles In Both Stock Prices AND Earnings? | New Harbor Financial
With the rabid fervor with which any stock even vaguely related to A.I. is being bid up right now, the advisors at New Habor warn we may now have a twin bubble in both equity valuations AND corporate earnings.Which leads them to wonder: Is this the blow-off top?If so, how bad will the ensuing correction be?I discuss that with them in today's video, as well as how they are helping clients prepa
SPECIAL REPORT: Will The Fertilizer Shortage Create A Global Food Crisis? | Bruce Sherrick
Approximately one-third (about 30%–34%) of the world's seaborne fertilizer trade passes through the Strait of Hormuz.With the Strait closed for so long now, there is growing concern there will be insufficient fertilizer for the Northern Hemisphere harvest this year (which contains 87% of the world's population)Is another Arab Spring -- this time, worldwide -- likely as a result?To find out
Today's Markets Are A Digital Casino On Cocaine | Chris Irons, Quoth The Raven
Chris Irons, publisher of the highly popular QTR Fringe Finance substack, returns today to explain how our financial markets are now little more than a "digital casino on cocaine".Speculations runs rampant. Everywhere.And those who see that clearly have a difficult time successfully positioning against it, because the House (our central planners) keep intervening to improve the odds in i
DEBATE: Does The Entire World Face A "Bronze Age Type" Collapse? | Brent Johnson vs Craig Tindale
Brent Johnson, developer of the Dollar Milkshake Theory, squares off against Craig Tindale to debate whether America, China, and the rest of the world are teetering into collapse as the current global system breaks down.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#geopolitics #commodities #d
Don't Fool Yourself: A Market Pullback Is Extremely Likely Now | Lance Roberts
Stocks are about to complete their 9th consecutive up week in a row.That's REALLY rare, folks.That alone suggests this market rally is long in the tooth.But given the current vertical price action in the semiconductor sector, odds are even higher that a material pullback will happen soon.So be very careful if you're chasing this rally warns portfolio manager Lance Roberts.Lance and I discu
This Could Cause The Market To Bubble Sharply Higher | Darius Dale
Despite stocks being at rich valuations, there's a risk of them bubbling sharply higher from here should the Federal Reserve under Kevin Warsh chose to "look past" the current inflation concerns.This would be akin to what happened in the late 1990s.Darius Dale, CEO of macro forecasting and market timing service 42Macro, delivers this warning in today's video, as well as shares ho
How Low Will Gold & Silver Go? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe precious metals are still struggling to find secure footing in the wake of their sell-off from record highs earlier this year.How low will gold & silver prices go before they do?To discuss, we're fortunate to have precious metals expert Andy Schectman return to the program in this livestream. He&
This Simple Strategy Can Save Retirees Thousands (or More) | Julia Lembcke
WANT RETIREMENT PLANNING HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWe're trying something new I've been wanting to do for a while: inject more videos focusing on the best practices of wealth buildingToday Julia Lembcke, Certified Financial Planner and Managing Director at URS Advisory tells about abou
A Perfect Storm Of Troubles Is Brewing | Cem Karsan
Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation.He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using the old 40-year “buy-the
It Won't Take Much To Tip This Market Over | Lance Roberts
Well, the stock market rally continues, with short-term technicals remaining in highly overbought territory.Portfolio manager Lance Roberts still thinks the near-term risks to the downside far outweigh the upside potential at this point -- warning it may not take much to trigger a sizable pullback at this point.We discuss the odds of that, as well as the headline concerns about falling global oil
Ed Dowd: Big Downturn Coming -- "I've Never Seen Anything Like This"
Today's guest entered the year pretty bearish on the prospects for the US economy, the global economy, the financial markets and the housing market.Now that we're 5 months into the year -- and embroiled in a new war against Iran -- how has his outlook changed, if at all?For insight, we're fortunate to welcome back to the program Edward Dowd, founder of macroeconomic consulting & re
Stephanie Pomboy: Just How Screwed Are We?
Macro & market analyst Stephanie Pomboy returned to provide her monthly outlook in today's livestream.She remains concerned that rising bond yields will be the kryptonite that brings the economy to its knees -- sending the prices of stocks, bonds and real estate downwards.Will Kevin Warsh be able to help us avoid this fate?Find out by clicking here or on the video below.WORRIED ABOUT THE M
The Doubters Are Wrong: Boom Times Ahead For The USA | Dr Art Laffer
Is the US economy now solidly on the path to a new Golden Age as the Administration tells us?Or have President Trump's aggressive tariffs & international military interventions set America's prospects back as a number of critics claim?I can think of few better people to hear from on this topic than today's guest, who remains one of the key economic advisors to President Trump and h
Passive Capital Flows Are All That Matter For Stocks. Are They Starting To Falter? | Mike Green
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMike Green has become famous for his work empirically proving that net positive passive capital flows have predominantly been responsible for the strong performance of stocks since the GFC.He has also warned that should those flows weaken, or even
Stocks Looking Vulnerable As Bond Yields Surge | Lance Roberts
The stock market rally is looking increasingly vulnerable as breath narrows, volume declines, and reading remain at short-term overbought extremes.And now, bond yields are surging.Is the weakness we saw on Friday the start of the pullback many have been expecting?Portfolio manager Lance Roberts and I discuss the odds, as well as the latest retail sales data, the latest on passive capital flows, an
Risk Of A "Ferocious" Market Reversal Becoming Increasingly High | Cameron Dawson
Stocks have positively roared back to new all-time highs after some initial market jitters at the start of the Iran war.Is such confident optimism warranted?Or is Wall Street irresponsibly discounting serious risks like the global oil price shock and rising bond yields?To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today.
The Surest Bet Is The Continued Debasement Of Our Money | Tom Hoenig, Former FOMC Member
What should we expect from the Fed as Kevin Warsh takes over as Chairman this week?Given the inflationary oil price shock from the US-Iran war, are rate cuts now off the table?Are rate *hikes* possible ahead?For answers, we're incredibloy fortunate to welcome back to the program Dr Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a fo
"There Will Be Hell To Pay" When The Bond Market Breaks | Bill Fleckenstein
How much of a threat to the economy is the oil price shock, and shortages of other key commodities, caused by the US-Iran war?What's likeliest to happen if the war wraps up soon?Or, if it escalates from here?And what impact is this all likely to have on the financial markets, which are back trading at all-time highs?To find out, we're fortunate to welcome back to the program analyst Bill F
Geopolitical Risk = Massive Opportunity: The ProSec Trade Explained | Peter Tchir
WANT HELP BUILDING A PRO-SEC PORTFOLIO? SCHEDULE YOUR FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest has been a champion for what he calls the ProSec trade.ProSec is short for "production for Security": aka the sectors essential to reshoring and national security.COVID and the Ukraine and Iran wars have woken
Current "Massive Deviation" Suggest Stocks Will Pullback By Up To 15% Soon | Lance Roberts
Stocks have rallied so far so fast there's now a "massive deviation" between prices and their daily moving averages.Technical analysis strongly suggests that the risk of pullback, possibly as much as 15%, is now high warns portfolio manager Lance Roberts.Lance and I discuss the odds of this happening soon, as well as the new non-farm payrolls and UMICH consumer sentiment data, as wel
DEBATE | Michael Pento vs Adam Parker: What Comes Next After The Iran War Ends?
Hopefully, a negotiated resolution to the Iran war happens within the next few weeks/months.If indeed so, what comes next?What will happen to the price of oil -- and other key Gulf commodities like natural gas, fertilizer and helium -- after the Strait of Hormuz reopens? Will they plunge? Or will the damage done so far to world trade keep prices elevated for longer than many expect?What about the
Coming Flood Of Foreclosures To Sink Home Prices | Melody Wright
A perfect storm is in the process of hitting the US housing market.Cost of ownership has made homes the most unaffordable on record.And mortgage rates are rising again, making things even worse.But beyond that, housing analyst Melody Wright predicts a flood of foreclosures to swell as 2026 progresses, adding even more excess inventory and pushing prices down.To understand why, watch this video.WOR
Stocks To Crash By 50%+, Silver To Surge To $300+? | Michael Oliver
The S&P 500 clocked its best month in 6 years in April.Is that momentum likely to continue?And will the volatility in many commodities due to the closure of the Persan Gulf likely to become more extreme the longer war extends?And what about bonds? Will the start of the Kevin Warsh era at the Federal Reserve bring any relief to yields?To address these pressing questions, we're fortunate to
Bonanza Of Bargains For Income Investors? | Steven Bavaria
LEARN MORE ABOUT STEVEN'S INCOME FACTORY at https://www.thoughtfulmoney.com/incomefactoryWorries about default risk in private credit may be overblown.But they've served to drive prices down of a number of assets, potentially creating a bonanza of bargains for income investors says Steven Bavaria, developer of the Income Factory.To learn where he sees quality income-generating assets tradi
Very Overbought Stock Market Ripe For A Pullback | Lance Roberts
After the best month for stocks in six years, the market is in 'very overbought' territory in the near term and ripe for a pullback warns portfolio manager Lance Roberts.We talk about the odds for that, plus the violent recovery in the Mag 7, the boom in oil & gas earnings, the promise & dangers of AI to the economy & society, as well as Lance's firm's latest trades.For
What Does The Post-War Future Of The US Dollar Look Like? | Brent Johnson
Many think the war in Iran is weakening (some claim ruining) the prospects for the US generally and the dollar specifically.Others argue the exact opposite.So which is more likely?To make sense of it all for us, Brent Johnson, develop of the Dollar Milkshake Theory and CEO of Santiago Capital joined me today for a livestream.It was an extremely thoughtful discussion of not just where the dollar is
SPECIAL REPORT: Chaos At The Fed? Record Dissents In Powell's Last Meeting | Axel Merk
A few hours ago, the Federal Reserve Open Market Committee announced that it’s leaving its policy rate unchanged for the time being. As expected.But there was a record number of dissents this time, as fears the Iran war will re-stoke inflation and compromise supply chains took center stage.This was also Jerome Powell’s last ride as Fed Chair. Next time, the Fed will under the new leadership of Kev
The Bad Times Happen When Market Valuations Are Too Rich...Like Now | New Harbor Financial
"The bad events always happen from very rich valuations"That's the warning history gives us, cautions John Llodra, senior partner at New Harbor Financial.And stocks are trading near -- and in some cases at -- all-time high valuations right now.John and his partner Mike Preston join us today to provide their latest macro & market outlook. They also share several of the most time-h
How Would The Greats Like Buffet, Lynch, & Templeton Invest In Today's Market? | Pieter Slegers
How would history's most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- investing in today's volatile markets.For starters, they didn't concern themselves much with what was happening in the short term.Instead, they focused on doing the following:1. Buy wonderful companies2. Led by outstanding managers3. Trading at fair va
Is This Rally A Bull Trap?? | Lance Roberts
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe markets just hit new all-time highs yesterday.That's after one of the most violent face-ripping V-bottoms in market history.And there are a lot of technical indicators still flashing green, suggesting this rally still has room to run even h
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