Thoughtful Money with Adam Taggart
Episodes
Episodes of Thoughtful Money
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Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His detractors call it "non-sensical" and "hamfisted".That it's based on faulty logic, p
Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month.For many, this will be frustrating. Investors' hope
Stocks prices are down, yields on bonds are up, and the dollar is weakening.This is the type of behavior one expects from emerging markets falling into "banana republic" trouble -- not what one expects of the US.In today's interview with the se
America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents.Ted Siedle is a former SEC attorney. His
Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on record.And while the US at least is giving lip service to its plans to reduce its deficit ove
We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templet
As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, weakening consumer) are already priced in to sto
When today's guest was on this program last back in December, he predicted the following:1. That a contraction in global liquidity could set the stage for severe market corrections and increased volatility -- check2. That stocks would peak earl
Well, 2025 is here and the US housing market is still in an injured state.Will we start to see some healing this year?Or may things take a turn for the worse?Today we have the good fortune to be joined by Nick Gerli, founder of reventure Consul
TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.
In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct.But he did express worry t
The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly threatening to spill over into the banking system.These "basis trade" players are highly le
When markets are in turmoil as they are 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
Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term.And just when traders thought a bounce was due, President Tr
I've stated many times on this program that perhaps the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power.Today's guest explains why, and what we can do to protect our wealth from this scourge in
Stocks got slaughtered this week in the wake of Trump's Liberation Day tariffs.The S&P is now off more than -15% from its all-time high earlier this year. The NASDAQ is down over -20% from its ATH and is officially now in a "bear market".So, is
Portfolio manager Lance Roberts joins me for a special report making sense of yesterday's announced "Liberation Day" tariffs.Live Q&A will be taken from the audience in the back half of the discussion
Today's guest had one of the best track records last year in forecasting key economic indicators like rates of inflation and unemployment.Now that we have a new Administration in place, one aggressively deploying disruptive economic policy chan
The Trump Administration's torrent of tariffs is keeping stocks on edge as "Liberation Day" approaches on April 2nd.Today I sit down with Jonathan Wellum, of Rocklinc Investment Partners up in Canada, to discuss how to invest through such marke
Over recent years, today's expert has consistently been one of the best predictors of where the inflation rate was headed.So, where does he see it heading from here? How about interest rates?And, why is he calling the Federal Reserve an "engine
Wall Street likes predictability.And that's proving quite elusive these days.Which explains why stocks have been performing poorly of late.Too many curveballs, many thrown by the new Trump Administration's ever-changing tariff policies, are mak
There's a lot of debate right now whether the US is indeed at risk of entering a recession this year.And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes i
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMacro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from t
After embracing the "no landing narrative" last year and later unleashing animal spirits after the Presidential election that drove stocks to record levels of euphoria, the national mood has turned substantially more dour.Suddenly, the headline
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