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 sp…
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…
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 fu…
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.
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 …
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 thei…
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 rall…
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 …
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 growin…
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 purc…
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, portfo…
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 les…
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…
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 …
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 …
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 Administratio…
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
Well, America has a new President-Elect with a ve…
SCHEDULE YOUR FREE YEAR END PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
At the end of every year, there’s a list of prudent steps to consi…
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 po…
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 y…
01:17:57 |
Thu 21 Nov 2024
Disclaimer: The podcast and artwork embedded on this page are the property of Adam Taggart | Thoughtful Money. This content is not affiliated with or endorsed by eachpod.com.