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
- 419
- Years Active
- 2023 - 2025
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
Tap Into The Same Advantage That Hedge Funds Do | Andrew Beer
When I graduated from Stanford Business School 25 years ago, a classmate announced he was going to work for a hedge fund and the rest of us asked "What's that?"
Fast forward two and a half decades a…
00:51:39 |
Sun 07 Jul 2024
"Massive Deviation" Between The Markets & The Economy | Lance Roberts & Adam Taggart
There is a massive deviation between stock valuations and earnings growth: growth in the former is far outpacing the latter.
This is unsustainable warns portfolio manager Lance Roberts.
And unless …
01:50:59 |
Sat 06 Jul 2024
Chris Whalen: The Economy's At A Tipping Point
Today's guest wrote the book "Inflated: How Money & Debt Built The American Dream"
In it, he wrote: "The first rule of any fiat system is no fiscal deficit"
Well, the US -- and virtually every othe…
00:56:30 |
Thu 04 Jul 2024
Common Ways To Protect Your Portfolio Using Option Hedges | New Harbor Financial
With so many recent interview guests on this channel expressing concern about the near-record levels of overvaluation AND narrow trading breadth in stocks, about slowing economic growth, a weakening …
00:53:09 |
Tue 02 Jul 2024
Home Prices Are Falling In More & More Markets Now | Nick Gerli
I find myself frequently repeating the advice that in today's highly bifurcated economy, it's critical to understand the difference between the mean and the median in order to get a true picture of w…
01:03:23 |
Sun 30 Jun 2024
"Beneath The Surface The Market Looks Terrible" | Lance Roberts & Adam Taggart
Today's stock market is like an iceberg, says portfolio manager Lance Roberts.
We can see the surface, which looks fine. The Magnificent 7 stocks -- really now the Mag 5 -- are collectively growing …
01:39:04 |
Sat 29 Jun 2024
John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70%
There's an old saying on Wall Street that "no one rings a bell at the market top"
This is why so many surprised investors got so badly burned when the DotCom and 2008 stock bubbles burst.
But those…
01:55:13 |
Thu 27 Jun 2024
Too-High Cost Of Living Is Destroying Consumer Confidence | Joanne Hsu
If you listen to the politicians and the headlines, you'll hear a lot of talk about the "strong consumer" who is keeping the economy happily chugging along.
But when we hear from actual consumers th…
00:34:26 |
Tue 25 Jun 2024
Rick Rule: "We're In A Real Sweet Spot" For Investors
The purchasing power of the world's major fiat currencies has taken a beating since the pandemic.
Just in the US, due to the spike in inflation, Truflation now estimates that the dollar has lost ove…
01:04:29 |
Sun 23 Jun 2024
We're Due For A Correction | Lance Roberts & Adam Taggart
With stocks still firmly in overbought territory and the uncertainty of the US presidential election nearing, portfolio manager Lance Roberts warns "We're due for a correction"
He expects a 5-10% pu…
01:51:50 |
Sat 22 Jun 2024
Unavoidable Crisis: We Have Too Much Debt That We Can't Afford To Repay | Matt Piepenburg
When asked last month if the US economy was heading into stagflation, Fed Chair Jerome Powell said he didn't see the "stag" nor the "flation" in the data he looks at.
Well, US Q2 GDP growth estimate…
01:55:53 |
Thu 20 Jun 2024
Is The A.I.-Pocalypse Near For Tech Stocks? | Fred Hickey
So far this year, the top 10 stocks in the S&P 500 have accounted for more than 76% of the index's gain.
This is the 2nd most concentrated reading for the S&P in the past 20 years. The highest perce…
01:08:23 |
Tue 18 Jun 2024
Sven Henrich: S&P 9000 By 2028?
Well, the markets are back at all-time highs and central banks around the world are increasingly talking of interest rate cuts...or actually making them.
Will that take asset prices even higher from…
01:24:10 |
Sun 16 Jun 2024
Stocks Remain Overbought. Will Poor Earnings End The Rally? | Lance Roberts & Adam Taggart
Stocks hit new all-time highs this week and despite being very overbought, momentum is still higher.
What could end this rally is the upcoming earnings season, cautions portfolio manager Lance Rober…
01:41:37 |
Sat 15 Jun 2024
Only 1 Rate Cut In 2024? What Does The Latest Fed Guidance Really Mean? | Axel Merk
In its latest guidance released this week, the Federal Reserve is holding interest rates steady for now. The Federal Funds rate will remain unchanged at 5.25%
But the Fed did lower its rate cut fore…
01:02:20 |
Thu 13 Jun 2024
Will Rising Unemployment Trigger A Recession? | Michael Kantrowitz
Despite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative Tightening, the US has managed to avoid recessio…
01:23:54 |
Tue 11 Jun 2024
Doomberg: These "Big" Energy Solutions Will Power Tomorrow's Economy
In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.
As we look to the future, where are global energy trends headed?
Which ones are we l…
01:08:58 |
Sun 09 Jun 2024
Will Coming Week's Inflation & Fed News Cause Markets To Pop Or Drop? | Lance Roberts & Adam Taggart
Stocks remain overbought at current levels and volatility remains low.
Portfolio manager Lance Roberts expects markets to tread sideways until next week's CPI data and latest Fed guidance are in.
I…
01:51:16 |
Sat 08 Jun 2024
Brent Johnson: Important Update On The Dollar Milkshake Theory
According to Truflation, the US dollar has lost nearly 25% of its purchasing power since January of 2020.
Many everyday Americans struggling to pay their monthly bills may argue that's an understate…
01:29:09 |
Thu 06 Jun 2024
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