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
Markets Turning From 'Goldilocks' Into Deflation | Darius Dale
When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1
And to give credit where credit…
01:44:15 |
Sun 11 Aug 2024
It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart
What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday.
Equities tanked, as did Bitcoin, oil and gold. US Treasurys jumped, returning to their traditional invers…
01:37:15 |
Sat 10 Aug 2024
Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!!
The Sahm Rule, a widely-monitored recession indicator, triggered on Friday.
Some analysts are arguing that it's too early to worry about a slowdown, that the economy is too strong currently.
Others…
01:12:44 |
Thu 08 Aug 2024
What's Behind The Recent Market Sell-Off? (live advisor Q&A)
After declining for weeks, the global market sell-off accelerated on Monday. Why? The professional financial advisors endorsed by Thoughtful Money answered this + a number of other burning questions…
01:05:20 |
Tue 06 Aug 2024
Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm
There's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession.
So, what's it telling us right now?
T…
01:49:40 |
Sun 04 Aug 2024
How Low Will The Market Sell-Off Go? | Lance Roberts & Adam Taggart
Friday's payrolls report miss and subsequent triggering of the Sahm Rule recession indictor caused stocks to continue their sell-off
From their mid-July highs, the S&P is down -6%, the Nasdaq is dow…
01:56:30 |
Sat 03 Aug 2024
Fed Strongly Signals A September Rate Cut. Is That Wise? | Axel Merk
In this video, fund manager & Federal Reserve watcher Axel Merk delivers his real-time reaction to yesterday's FOMC guidance & subsqent press conference by Jerome Powell.
The Fed is strongly signali…
01:14:44 |
Thu 01 Aug 2024
Gretchen Morgenson: The Plunderers Now Run Our Economy
When we talk about the "markets", most people immediately think of publicly traded financial assets: the S&P and Nasdaq indices, stocks of popular companies like Microsoft & Nvidia, their corporate b…
01:09:06 |
Tue 30 Jul 2024
"People Are Waking Up" And Becoming Motivated Home Sellers | Melody Wright
Yesterday I had a private conversation with housing analyst Melody Wright. In it, she revealed how shocked she is by the latest stats that show how the housing market is starting to unravel.
Record-…
01:06:15 |
Sun 28 Jul 2024
Is The Stock Sell-Off Over? Or Is This A Head-Fake Rally? | Lance Roberts & Adam Taggart
While it looks like stocks could continue bouncing higher in the immediate term, portfolio manager Lance Roberts isn't convinced the sell-off is done yet.
He and his firm aren't back to buying yet,…
01:52:44 |
Sat 27 Jul 2024
Math All But Guarantees Recession By 2025 | Steve Hanke
When today's expert was last on this program back in March, he predicted we'll see sub-2% inflation AND a recession by the end of this year.
Since then, headline CPI has remained stubbornly "sticky"…
01:41:59 |
Thu 25 Jul 2024
Four Key Macro Trends That Will Drive Markets Through 2025 | Jan Van Eck| Jan Van Eck
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…
01:08:29 |
Tue 23 Jul 2024
Sven Henrich: We're Living Through The Most Distorted Business Cycle In History
When Sven Henrich of NorthmanTrader.com was last on this program, he admitted he was a reluctant bull.
He just wasn't seeing any material barriers that stood in the way of the ongoing bully rally in…
01:42:34 |
Sun 21 Jul 2024
Rough Week For Stocks As Credit Spreads Issue Warning | Lance Roberts & Adam Taggart
Well, portfolio manager Lance Roberts has been warning for a while now that stocks were materially overbought and due for a 5%+ correction.
And it looks like that started this week, with the S&P se…
02:00:42 |
Sat 20 Jul 2024
Michael Green: The Stock Market Is Now A Giant Ponzi Scheme
There is a mechanical force that pushes asset prices higher as capital flows passively into the market every month.
As more money flows in, it must be used to purchase assets, at whatever current pr…
01:08:15 |
Thu 18 Jul 2024
What If A Coming Recession & Bear Market Are The LEAST Of Our Worries? | John Rubino
History is full of examples where nations resorted to taking on ever-increasing amounts of debt to maintain a positive economic growth rate.
But it never works out well for those who do. Most often,…
01:34:33 |
Tue 16 Jul 2024
Michael Pento: Stocks "Running On Fumes", Risk Of A 30-80% Crash
Federal Reserve Chair Jerome Powell testified in front of Congress this week to defend his current monetary policy.
While we don't have the results of that testimony as of the time of this recording…
01:40:32 |
Sun 14 Jul 2024
Fed Fears Too-High Rates Are Starting To Crush The Economy | Lance Roberts & Adam Taggart
Yes, Federal Reserve Jerome Powell is hoping he can cut rates soon.
But it's less because he's proud he's won the inflation battle. It's more because he's afraid the Lag Effect from his "higher for …
01:18:28 |
Sat 13 Jul 2024
"It Will Feel Like A Recession" When Unemployment Hits 4.5% By Year-End | Bloomberg's Anna Wong
The US economy appears to be slowing down. Final Q1 GDP growth came in at just 1.4% and, as of this recording, Q2 GDP is currently estimated to be little better, at 1.5%.
Retail sales for May, the m…
01:07:41 |
Thu 11 Jul 2024
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Dollar Liquidity
Former Vice President Dick Cheney famously said "Reagan proved that deficits don't matter" True or not, running greater and greater federal budget deficits has become standard operating procedure fo…
01:04:05 |
Tue 09 Jul 2024
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