Thoughtful Money with Adam Taggart

It's a tough time to be an investor.

There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and market technicals.

After the easy decade that followed the…

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Ac…

Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts. Well, we're now starting to see the firs…

How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that hard to find evidence of stress fractur…

Well it's a new year and with it, I'm doing my best to bring important new voices into the discuss here at Thoughtful Money. And today we're fortunate to sit down with one of them: Cem Karsan, Found…

Greed and exuberance returned to Wall Street as we ended 2023 and welcomed the start of 2024. Markets are trading near all-time highs, the Fed has switched to singing a more dovish tune, and confide…

2024 has seen the worst start to the year for stocks in 20 years. Is this just a natural pullback from overbought extremes, or is there something more worrisome afoot?

Portfolio manager Lance Robert…

Nothing happens in an economy without energy.  And despite the current efforts & hopes to de-carbonize our energy systems, the world remains heavily dependent on oil -- especially as the dominant tr…

When I think back on all the experts I interviewed last year, the one whose market predictions played out most accurately is Darius Dale, founder & CEO of 42 Macro. So what do his models tell him is…

The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year. Well, as we prepare to enter 2024, it may help to tap the expe…

We're all aware of how the pandemic threw the economy and financial markets into unprecedented disarray. And for the past two years, investors have eagerly awaited them to return back to a state of …

Wall Street was extremely pessimistic heading into 2023, and the year surprised to the upside. Here at the end of the year, markets are now brimming with optimism and the S&P is trading at an all-ti…

2023, a year nearly everyone expected a recession, has instead seen impressive economic growth and the markets power to all-time highs. How did this happen? Especially as the Federal Reserve kept i…

In this final Weekly Market Recap of 2024, portfolio manager Lance Roberts explains why a short-term correction in stocks (and bonds, too) is highly likely. They've simply move so far, so quickly tha…

While 2023 was a much better year for stocks and bonds, the housing market has fared less well. Instead, 2023 was the year gravity caught up with home prices. They've stopped rising nationally for t…

By many calculations, the stock market has returned to rich valuations. Following one of the best Novembers in market history and now juiced by fresh optimism for rate cuts -- now 3 of them -- in 20…

In my recent interview with Felix Zulauf he mentioned that we are shifting from a unipolar world order into a multipolar world dis-order.The majority of folks who watch this Thoughtful Money channel …

Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Federal Reserve's surprisingly dovish guidance this week.…

Yesterday the Federal Reserve Market Committee announced it has chosen to keep the Federal Funds Rate steady for now, but when that changes, a rate cut is much more likely than a rate hike. In fact, …

Bonds yields have weakened recently, making November the best month for global bonds since 2008 and for US bonds since 1985.

Is this the start of a recovery in the bond market, which has been battere…