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
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
Market To Pullback By May, Then Race To New Summer Highs | Mark Newton, Fundstrat
When today's guest was last on the program back in January, he predicted that stocks would soon experience a 15% correction, the precious metals would experience a big pullback, and that oil had found a bottom.He was right.And this was BEFORE the war with Iran broke out.So, how has the war impacted his outlook for the next quarter?To find out, we're fortunate to welcome back to the program
The Global Rush For Physical Gold & Silver Is Going Into Overdrive | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe demand for physical silver around the world is turning into a mad scramble.COMEX deliveries remain at unprecedented levels. China’s silver imports are at record highs. And countries like France are repatriating their gold bars stored in the US.How will this resolve?And what will happen if supply becomes
Stagflation Dead Ahead From Global Oil Price Shock | Chance Finucane, @OxbowAdvisors
SCHEDULE YOUR FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbowThe global oil price shock triggered by the Iran war is resulting in an inflationary surge that will ultimately slow economic growth.That means: "Stagflation dead ahead", warns Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors.To find out how Chance and Oxbow founder
Miracle Turnaround? The US Industrial Economy Is Now Booming DESPITE High Oil Prices | Craig Fuller
The freight industry has long been thought of the circulatory system of the economy.It's how the things bought & sold through commerce get from point A to point B in the real world. And when today's guest last appeared on this channel back in November, he warned that freight volumes had fallen dramatically due to tariff uncertainty and economic sluggishness. A recession in the economy
Don't Chase This Rally | Lance Roberts
The S&P 500’s recovery rally is now the fastest since 1982.While a "face-ripping" rally is what portfolio manager Lance Roberts had been expecting to happen, he advises investors not to chase it at this point.He thinks it more likely that a pull-back will happen soon, to higher lows, providing a better buy-in opportunity compared to today's prices.We discuss this, as well as his
Stephanie Pomboy: Iran War Creating A Global Scramble For Hard Assets?
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMacro maven Stephanie Pomboy returned today for her monthly livestream.We discussed the implications the war is having on global resources and financial markets.Stephanie explained why the latest developments only reinforce her longstanding rationa
Is This The Future Of Nuclear Energy? | Matt Lozak, Aalo Atomics
INTERESTED IN LEARNING MORE ABOUT AALO? Email CEO Matt Lozak at matt@aalo.comAfter decades of stifling government regulation and vilification by environmentalists, nuclear energy is suddenly experiencing a renaissance.In a world now all-too conscious of its over-reliance on foriegn fossil fuels -- and realizing that renewable energy sources won't come anywhere near to meeting the gargantuan el
Rick Rule: The Coming Copper Price Shock
We have under-invested in production for so long that "there's nothing we can do" to avoid the copper price rising to the point where rationing begins, warns natural resource invest Rick Rule.So, how can savvy investors position for this coming copper price shock?Rick is holding a Copper Bootcamp this weekend, April 18th, to explain in detail how to do exactly that.To learn more abou
Van Eck's Q2 2026 Market Outlook: Time To Bargain Hunt | Jan van Eck
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWhen 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 ju
Is The Market Bottom In? Stocks Up Big So Far This Month | Michael Lebowitz
Whipsawed stocks have been very volatile since the start of the Iran war.This week saw a violent bounce in response to the declared ceasefire.Is the bottom for stocks now in?Portfolio manager Michael Lebowitz and I discuss the odds, as well as the latest inflation data, oil price trends, bond yields, defense stocks, AI risks to the banking sector, as well as his firm's latest trades -- of whic
DEBATE | Marc Faber vs Brent Johnson: What Comes Next After The Iran War?
As the US/Israeli war vs Iran continues to unfold, what will its legacy be for the US dollar specifically, and American hegemony in general? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of a broader economic unraveling tied to supply shocks, currency stress, and geopolitical fragmentation?Simply put, what comes next?To
Iran War Nearing The End? | Ryan Bohl, RANE
Iran came to the negotiating table last night just hours before President Trump’s deadline expired.We currently have a tenuous ceasefire declared for the next 2 weeks.So, is the Iran war nearing its end?RANE's Mideast analyst Ryan Bohl returned to join us this morning for a livestream where he provided his latest assessment of the situation. We covered a lot of ground.WORRIED ABOUT THE MARKET?
Are Gold & Silver Now "On Sale"? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldAre gold and silver prices now "on sale" given how much the metals have corrected despite the raging war in the MidEast?Precious metals expert Andy Schectman thinks so. And when it comes to pre-1965 US coinage (aka "junk" silver), Andy thinks silver is trading at the best value he's e
Great Recession 2.0? | Michael Pento
Money manager Michael Pento sees a lot of similarities between today’s conditions and the lead-up to the GFC.And he concludes the risk of another Great Recession is uncomfortably high, especially as oil prices continue to remain elevated.So, how is his model invested right now?To find out, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's en
Oil Price Shock To Cause A Recession This Year? | Lance Roberts
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWill the oil price shock that has resulted from the war in Iran trigger a recession this year?Portfolio manager Lance Roberts and I discuss this odds, as well as where the markets are likely headed next, what's happening with credit spreads &am
Oil To Collapse To $25/Barrel After Iran War Ends? | Doomberg
The war against Iran is creating a global oil shock, both in price and supply.How serious and long-lasting is this likely to be?And what will the knock on effects be: for future oil & gas flows, for other conventional fuels like coal, and for the future of alternative sources like nuclear energy?To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy exp
Is The Bottom In For Gold? Silver? Bitcoin? | Lawrence Lepard
Sound money proponent and money manager Lawrence Lepard joined me a few hours ago on a livestream to share his latest outlook on precious metals and digital assets -- answering the key question investors are asking right now:Is the bottom in for gold, silver and/or Bitcoin?To hear his answers, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money'
"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni
Ed Yardeni, President of Yardeni Research, has maintained a more bullish outlook on the economy and the financial markers than most analysts over recent years.And he's largely been proven correct.But in the aftermath of the outbreak of war in Iran, his outlook has turned quite bearish -- he sees the return of the bond market vigilantes (a term he coined back in the 1980s), this time worldwide.
Maximizing Your Tax-Free Wealth & Income For Retirement | Ed Slott
Smart retirement planning is key to living well after you've stopped working.Sadly many Americans find themselves falling behind.According to the Federal Reserve’s “Economic Well-Being of U.S. Households” report, 65% of Americans either believe their retirement savings are off track or aren’t sure. For those who do have retirement accounts, the median savings balance stands at $87,000 -- far t
Wall Of Worry Puts Stocks At Risk Of Screaming Higher On Any Good News | Lance Roberts
There is so much short-term worry in the financial markets right now, that even a whiff of good news could send stocks into a face-ripping rally claims portfolio manager Lance Roberts.That's not to say there still aren't reasons to be concerned that lower prices may lie ahead.But don't ignore the reflexible upward potential of stock prices given how dominant the fear trade has been ove
Is It Time To De-Risk Your Portfolio? | Ted Oakley
SCHEDULE YOUR FREE CONSULTATION WITH TED'S FIRM at https://www.thoughtfulmoney.com/oxbowThe extreme valuations, heightened uncertainty and potential threats in today's financial markets lead high-net worth advisor Ted Oakley to encourage investors to raise cash at this time."If you don't have at least 20-25% in cash or T-bills, I think you're taking a bigger risk", he war
Is Cuba Next? | Mario Braga, RANE
The Trump Administration is now openly saying it may "take Cuba next".What does that mean?What would it look like?And why does the US want to do this?To address, RANE's LatAm analyst Mario Braga joins us for this livestream where he'll provide his latest assessment of the situation and take live audience Q&ABUY THE REPLAY OF THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at
Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts
BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Spring Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day.Lacy Hunt delivered t
A Market "Retrenchment" Ahead Looks Likely | Jonathan Wellum
Canada financial advisor Jonathan Wellum of Rocklinc Investment Partners gives an update on the current stock market situation.He concerned that the odds of a "market retrenchment" look uncomfortably high now that oil prices are surging.#marketcorrection #oilprice #stockmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.W
The Market Just Broke Below A Critical Support Level | Lance Roberts
PURCHASE THE REPLAY OF THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conferenceThe S&P just broke below its 200 Daily Moving Average, which is a critical support level.This substantially increases the odds that stocks could really start to drop materially from here.Lance and I discuss which indicators he's be monitoring most closely over the next few we
SPECIAL REPORT: Is The US Winning Or Losing The War In Iran? | Ryan Bohl, RANE
The Trump Administration reports it is decimating Iran's ruling regime and military capacity, claiming the war is all but won and should end soon.Others see Iran's continued strikes on key infrastructure, ships & civilians across it Gulf neighbors and worry the US is becoming stuck in another long-term Mideast quagmire.Which version is closer to reality?To address, RANE's Mideast a
Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander
Right now the world's attention is focused on Iran, which is under siege by the US and Israel.But many in America think the real threat to Amercia -- economically and geostrategically -- is a different country, perhaps one the war in Iran is designed to weaken = China.Many viewers of this channel have been asking for a deep dive on China -- its capabilities, its motivations and its likely futu
Will Lower Margin Requirements + Iran War = New Highs For Gold? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe CME recently lowered margin requirements on gold & silver.And the war in Iran continues to rage, increasing global uncertainty.Are these conditions that will send the price of the precious metals back to new highs?Precious metals expert Andy Schectman, CEO of Miles Franklin, returns to provide his la
Will The Iran War Oil Price Shock Sink Stocks? | Lance Roberts
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE 'LAST CHANCE TO SAVE' DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceThe military conflict in Iran has sent oil prices to $100/barrel, placing stress on the global economy.And tonight, the US just threatened to destroy the oil infrastructure on Kharg Island, which would essentially cut off Iran's ability t
Is A Private Credit Meltdown About To Take Down The System? | Chris Irons
With the US at war with Iran, oil prices spiking, private credit imploding and payrolls sinking -- it's perhaps understandable some investors are worried the world is going to hell.To put everything in perspective for us today -- likely using more than a few f-bombs himself -- is Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newslett
We're Entering The "Death Spiral" Phase Of Currency Collapse | John Rubino
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE 'LAST CHANCE TO SAVE' DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceHistory repeats. And we've seen time and time again over the ages how monetary systems collapse.Monetary analyst John Rubino thinks we're now entering the "death spiral" phase of the world's major fiat currencies, due to
Does A "Lost Decade" For Stocks Lie Ahead? | New Harbor Financial
LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWould your portfolio be able to survive if a "lost decade" lies ahead for the stock market?Such lost decades happen more frequently than many investors realize.The senior team at New Harbor Financial discuss the risks of such a period of
Will The Iran War Crash The Markets? | Michael Lebowitz
And they've weakened since the outbreak of war in Iran?Could they be on the verge of a larger correction?While unknowable for certain, portfolio manager Michael Lebowitz and his team at RIA are starting to decrease their equity exposure.He and I discuss why, as well as the recent disappointing payroll data, rising private credit fears, the strengthening US dollar and falling bond prices, as we
"Significant Strain" Ahead For The Economy | David Rosenberg bnhgyhu.
The Administration tells us that a new "Golden Age" for the American economy is now underway, and that we should see substantial material incremental GDP growth this year from the policies it has put in place through acts like the One Big Beautiful Bill, tax relief, deregulation, tariffs and new trade deals purported to bring $trillions of new foreign investment into the US.Today's g
Is Graphene The Next Big Boom? | Kjirstin Breure
Graphene is a 2-dimensional variety of the element carbonIt's what's know as a carbon "allotrope" consisting of a single layer of carbon atoms tightly bound in a hexagonal honeycomb lattice.Graphene is known for its exceptionally high tensile strength, electrical conductivity, transparency, and being the thinnest two-dimensional material in the world.Despite the nearly transparen
"Meaningful Tailwinds" To Push Stocks Higher Over Coming Months? | Darius Dale
ARE YOU A DIY INVESTOR? LEARN MORE ABOUT 42MACRO'S SOLUTIONS at https://www.thoughtfulmoney.com/diyBy popular demand, Darius Dale, CEO of 42Macro, returns to share his latest macro & market outlook.His model currently predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals and small caps, to perform well from here.To see
SPECIAL REPORT: US & Israel Now At War With Iran - What Will The Implications Be? | Ryan Bohl, RANE
Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure.We are now at war.What will the likeliest implications be?To address, RANE's Mideast analyst Ryan Bohl just joined me for a livestream this morning where he provided his latest assessment of the situation and his best forecast of what lies ahead.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FRE
The Market Is At A "Very Important Crossroads". Which Way Will It Break? | Lance Roberts
Stocks have been trading sideways for months now -- since Halloween of last year.Portfolio manager Lance Roberts sees the market now at a "very important crossroads".Which path will it take when it breaks out of this trading range?Lance and I discuss the odds, as well as the latest inflation and AI news, rising private credit concerns, the new expansion in US manufacturing, as well as La
Coming Wave Of Distressed Sellers To Tank Home Prices Worse Than The GFC | Melody Wright
The last time housing analyst Melody Wright was on this program, she warned that home prices could fall by up to 50% in certain markets over the next few years as the housing market experiences a national correction.Does she still feel that way?Yes. And she thinks the pace of contagion is accelerating as the correction spreads to more & more states,She warns of a coming wave of distressed sell
Lyn Alden: While "Nothing Stops This Train", Imminent Economic Crisis Is Unlikely
Today's guest has long been warning that the US -- as well as many other countries -- is now in an era of fiscal dominance.That's when fiscal spending gets out of control, like a runaway train.It becomes so large that it becomes the primary determinant of economic growth and inflation -- steamrolling over any impact of monetary policy or private sector lending.Today's guest is famous f
The Most Important Monetary Development Since The End Of The Gold Standard? | Brent Johnson
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceDollar Milkshake Theory developer Brent Johnson has released another report on stablecoins, emphasizing their tremendous potential to upend the global monetary system.He's shouting loudly about this because he sees most of Wall Street vastly unprepared for
Gold & Silver About To Rally Higher Again? | Andy Schectman
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldIs the correction in gold & silver prices over?Are prices about to rally higher again, or is there more room left to fall farther?Precious metals expert Andy Schectman provides his latest outlook for the precious metals and takes live audience Q&A.#goldprice #silverprice #preciousmetals 0:00 - USA Ho
Odds Of Stocks Recovering To Hit New Highs Increasing | Lance Roberts
While stocks have been stuck in a trading range for months, it has given their Daily Moving Averages time to catch up and for oversold levels to burn off.Technically, this should provide current prices with stronger support to move higher from -- especially if capital starts rotating back into the battered software and AI sectors.Portfolio manager Lance Roberts and I discuss the odds for this, as
Stephanie Pomboy: Expect GDP To Run Hot...Until Inflation Spikes Or The Markets Plunge
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceMacro analyst Stephanie Pomboy shares the top insights fresh on her mind as her Super Terrific Happy Day conference concludes.One of her top expectations for 2026 is the the Administration will do "whatever it takes" to run the economy hot into the mi
Is 'National Security' The New Investing Priority? | Peter Tchir
With the era of globalization ending and nationalism on the rise around the world, today's guest has been advocating investors strongly consider the ProSec trade.ProSec is short for "production for Security": aka the sectors essential to national security.Since his last appearance on this channel, in the US, President Trump has proposed a massive 50% increase in military spending nex
