Thoughtful Money with Adam Taggart
Actionable insights on building wealth from the top experts in money & the markets
Hosted by Adam Taggart
- Update frequency
- every day
- Average duration
- 78 minutes
- Episodes
- 418
- Years Active
- 2023 - 2025
America's Secret Weapon To Win The A.I. War | Doomberg
As today's guest rightfully often repeats "Energy is life"
Without it, there is no economy. No means to power the systems society depends on.
And, like it or not, the world still runs on hydrocarbo…
01:34:31 |
Sun 15 Sep 2024
The Correction In Stocks Is Over...For Now | Lance Roberts & Adam Taggart
Well, the correction that was underway last week appears to have been short-lived.
Stocks bounced hard this week, with the S&P up over 200 points.
We're at an important point technically, where the…
01:49:21 |
Sat 14 Sep 2024
The Debt Crisis Also Presents Great Opportunity For Investors | Gordon Long
Total US federal debt now stands at $35.34 Trillion, now exceeding US annual GDP by $10 trillion.
It has been growing at a faster rate than GDP for many decades. That dynamic shows no signs of rever…
01:25:51 |
Thu 12 Sep 2024
Buckle Up! Markets To Get More Volatile From Here | Cem Karsan
After a long slumber, volatility has started returning to the financial markets over the past month.
Why? And is this just a brief episode? Or the start of a more turbulent era for investors?
For a…
01:09:55 |
Tue 10 Sep 2024
Will The Cost Of Living Grow Faster Than Your Wealth Can? | New Harbor
Many consumers are still suffering annual double-digit increases in living essentials. So even though inflation measured as CPI is now reported to be under 3%, that flies in the face of the much high…
01:16:56 |
Sun 08 Sep 2024
The Market Correction Has Started | Lance Roberts & Adam Taggart
Stocks have had a bad week, make worse on Friday when a mixed payrolls report sent investors into a tizzy trying to speculate whether deeper interest rate cuts were more or less likely in September. …
01:38:48 |
Sat 07 Sep 2024
Marc Faber: Inflation Destroys Societies. It Won't Be Any Different This Time.
This interview comes hot on the heels of the one I just released with demographer Neil Howe in which we discussed the current period of extreme volatility and change -- which he calls the 4th Turning…
01:13:07 |
Thu 05 Sep 2024
Neil Howe: We May Suffer A Collision of Financial, Social & Geo-Political Crises All At Once
The fault lines that divide our society are widening.
The K-shaped recovery that we've seen since COVID has rewarded asset owners at the expense of everyone else.
And millennials and Gen Zers, who …
01:19:16 |
Tue 03 Sep 2024
Farmland Is Becoming A "Buyer's Market" | Craig Wichner
REGISTER for Farmland LP's free webinar on Sep 4 @7pmET by emailing [email protected]
One of the asset classes I get the most requests to do an interview on is farmland. It's a form of real estate i…
01:15:04 |
Sun 01 Sep 2024
"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart
The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts.
And while he doesn't think an economic calamity necessarily lies ahead, w…
01:48:07 |
Sat 31 Aug 2024
Lacy Hunt: Both Presidential Candidates Will Only Make Our Debt Problem Worse
Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets?
Will they be enough to keep recession at bay and prevent a further rise i…
01:40:55 |
Thu 29 Aug 2024
Former Fed Official Accuses It Of Socialism | Thomas Hoenig
Last week in his much-anticipated speech at Jackson Hole, Federal Reserve Chairman Jerome Powell announced the "time has come for policy to adjust".
World markets now have a 100% probability expect…
01:06:23 |
Tue 27 Aug 2024
When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter
The war of conflicting narratives continues.
Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July retail sales, and record high prices for both stocks…
01:26:14 |
Sun 25 Aug 2024
Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart
Now that Jerome Powell has gone "full pivot", will stocks shoot higher?
Not necessarily, says portfolio manager Michael Lebowitz, who steps in this week while Lance Roberts moves into his new house.
…01:35:05 |
Sat 24 Aug 2024
Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria
The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history.
With stocks so richly valued, prudent investors worry that stretching for furt…
01:40:53 |
Thu 22 Aug 2024
"Way Too Much Is Priced Into This Market" | Mike Shedlock
We're currently receiving a lot of mixed signals about the direction of the economy?
Inflation has dropped to 2.9%. And retail sales for July just beat expectations.
That's good, right?
But unempl…
01:10:13 |
Tue 20 Aug 2024
Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us
Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm happy & honored that today we get to sit down w…
01:24:36 |
Sun 18 Aug 2024
"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart
Stocks have recovered aggressively since the sell-off two weeks ago.
Does that signal the market correction that started in mid-July is over?
Likely so, thinks portfolio manager Lance Roberts.
We …
01:45:12 |
Sat 17 Aug 2024
US Stocks Too Richly Valued For Their Risk | John Pease, GMO
Jeremy Grantham is one of the most respected investors alive today.
His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces so…
01:44:17 |
Thu 15 Aug 2024
Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman
The real estate market is a tangled mess right now.
High vacancies along with higher interest rates and tighter lending standards are wreaking carnage across much of the commercial sector these days…
01:10:52 |
Tue 13 Aug 2024
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