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Thoughtful Money with Adam Taggart - Podcast

Thoughtful Money with Adam Taggart

Actionable insights on building wealth from the top experts in money & the markets

Hosted by Adam Taggart

Investing Business
Update frequency
every day
Average duration
78 minutes
Episodes
418
Years Active
2023 - 2025
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Yep, Stocks Are Back In A Bubble | Jonathan Treussard

Yep, Stocks Are Back In A Bubble | Jonathan Treussard

Animal spirits have certainly been running wild in the stock market of late. The S&P is up over 1,000 points (roughly 25%) in the past 4.5 months. Is this a new era of easy gains as giddy bulls are…

01:09:04  |   Thu 28 Mar 2024
'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa

'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa

Recent inflation reports show that it's proving "sticky", stubbornly refusing to recede down to the target rates that central banks are shooting for.

But rather than simply staying sticky, could it a…

01:00:31  |   Tue 26 Mar 2024
Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz

Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz

The global economy is awash in too much debt, which continues to pile up at an exponential rate. History is clear how such eras end. The purchasing power of currency gets destroyed. To understand w…

01:08:42  |   Sun 24 Mar 2024
Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart

Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart

As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies) T…

01:18:46  |   Sat 23 Mar 2024
Reaction to This Week's Federal Reserve Announcement & Press Conference | Axel Merk

Reaction to This Week's Federal Reserve Announcement & Press Conference | Axel Merk

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'll also take live Q&A from viewers


WORRI…

01:05:52  |   Fri 22 Mar 2024
Here's The Latest Outlook From Lacy Hunt, Stephanie Pomboy, Michael Pento + A Dozen Other Experts

Here's The Latest Outlook From Lacy Hunt, Stephanie Pomboy, Michael Pento + A Dozen Other Experts

Well, the first-ever Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success. That was due primarily to the amazing line-up of speakers wh…

00:12:56  |   Tue 19 Mar 2024
Bill Fleckenstein: Bulls May Find Themselves

Bill Fleckenstein: Bulls May Find Themselves "Up To Their Neck In Alligators" Soon

For a long time now, passive capital inflows have powered equities higher, especially the Magnificent 7, as a tremendous percent of every new dollar that flows into the market goes into these 7 stock…

00:53:41  |   Sun 17 Mar 2024
No Doubt About It: Stock Prices Remain Very Stretched Here | Lance Roberts & Adam Taggart

No Doubt About It: Stock Prices Remain Very Stretched Here | Lance Roberts & Adam Taggart

Stocks pretty much ended the week where they began. Is the raging rally that has propelled stocks higher so far this year finally running out of gas? Quite possibly thinks portfolio manager Lance R…

01:28:21  |   Sat 16 Mar 2024
It's All About To Crash | David Stockman

It's All About To Crash | David Stockman

To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here. And few have as detailed an understanding as today's guest, who has be…

01:45:50  |   Thu 14 Mar 2024
Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4% Will the bull run continue through the rest o…

01:05:09  |   Tue 12 Mar 2024
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell

Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell

When today's guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial market…

01:42:41  |   Sun 10 Mar 2024
'Juggernaut' Rally Ripe For A Correction | Lance Roberts & Adam Taggart

'Juggernaut' Rally Ripe For A Correction | Lance Roberts & Adam Taggart

Well, another week, another all-time high in stocks.

Valuations are now stretched to extremes only seen near a bubble top, and volatility is low...too low.

The odds of a pull-back, perhaps a larger c…

01:32:44  |   Sat 09 Mar 2024
Over-Leveraged Consumers & Corporations Pose The Biggest Threat To the Economy | Neely Tamminga

Over-Leveraged Consumers & Corporations Pose The Biggest Threat To the Economy | Neely Tamminga

The media is full of reports that the economy is in fine shape due to a "strong" and "resilient" consumer who has held up much better than expected during the recent years of high inflation and high …

01:25:41  |   Thu 07 Mar 2024
Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane

Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane

As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally? Or has the getting been too good for too long? Is it instead now a good time to take gains and …

01:08:22  |   Tue 05 Mar 2024
The Coming Year Will See Recession & A Major Correction In Stocks | Gordon Long

The Coming Year Will See Recession & A Major Correction In Stocks | Gordon Long

The economy is chugging along at more robust GDP growth than many expected. Inflation has moderated and unemployment remains low. Many, including Wall Street for certain, have bought into the soft l…

01:39:08  |   Sun 03 Mar 2024
Stock Rally 'Extremely Long In The Tooth' | Lance Roberts & Adam Taggart

Stock Rally 'Extremely Long In The Tooth' | Lance Roberts & Adam Taggart

Investing great Ray Dalio said this week: "The stock market doesn't look very bubbly". But Bank of America just released a new report titled: "The S&P 500 is egregiously expensive" Who's closer to …

01:42:11  |   Sat 02 Mar 2024
Returning Inflation Is Putting The Fed In A Tough Spot | Truflation's Oliver Rust

Returning Inflation Is Putting The Fed In A Tough Spot | Truflation's Oliver Rust

Inflation has been called the invisible tax. Economist John Maynard Keynes wrote that, through it, "Governments can confiscate, secretly and unobserved, an important part of the wealth of their citi…

01:05:02  |   Thu 29 Feb 2024
Markets Are In A

Markets Are In A "Speculative Blowoff", But When Will It End? | David Hay

Back in 1996, Federal Reserve Chair Alan Greenspan famously said: "How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged …

01:12:33  |   Tue 27 Feb 2024
Unaffordable Housing Market Still Due To Correct By 30-40% | Nick Gerli

Unaffordable Housing Market Still Due To Correct By 30-40% | Nick Gerli

Well, the average home price in America remains just about as unaffordable as it's ever been. In fact, a recent report from real estate data provider ATTOM examined the median home prices last year …

01:34:27  |   Sun 25 Feb 2024
Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart

Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart

The S&P is at yet another record high in a week that saw the second-biggest 1-day gain in market cap in history after Nvidia (NVDA) delighted investors with blowout revenue& earnings growth. The bul…

01:45:57  |   Sat 24 Feb 2024
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