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
Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
In his previous appearances on this channel, Michael Howell, founder & CEO of Crossborder Capital, has explained that rising net liquidity been largely responsible for the surprisingly strong perform…
01:14:17 |
Thu 23 Jan 2025
Stock Market More Dangerous Than Right Before The 1929 Crash | David Hay
One of the great David Bowie's most popular songs was titled "Changes"
Today's guest David Hay, Chief Investment Officer & Principal at Evergreen Gavekal, might well steal that title for his expecte…
01:28:20 |
Tue 21 Jan 2025
Stephanie Pomboy: Don't Let The Latest Inflation Data Fool You, It's Still A Threat
Stephanie Pomboy shares her latest outlook on inflation.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmo…
00:37:22 |
Mon 20 Jan 2025
"Rocky Road Ahead" For Financial Markets & Central Banks | Richard Koo, Nomura
The winds of change are blowing around the globe.
74 countries representing half of the world's population held national elections last year.
Many of them -- including the US -- saw a replacement o…
01:01:29 |
Sun 19 Jan 2025
Stocks At A Decision Point: Which Way Will They Break? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts lays out the odds for where stocks are headed next.
We also discuss the rising bond term premium & what it means, the risk of a large market drawdown in 2025, Lance f…
01:29:47 |
Sat 18 Jan 2025
"I Expect To Become A Raging Bear Later This Year" | Darius Dale
Darius Dale, founder & CEO of 42 Macro, has had a remarkably impressive track record in correctly forecasting the markets over recent years.
Having turned bullish near the end of 2022, he remained s…
01:23:07 |
Thu 16 Jan 2025
The Bond Vigilantes Are Back & Rejecting The Fed | Jim Bianco
Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain.
And today's guest expert, Jim Bianco, founder of market research firm Bianc…
01:29:51 |
Tue 14 Jan 2025
A Challenging Year Ahead For The S&P = Opportunity For Active Investors | Dave Iben
On this channel, we often highlight abnormalities we notice in the financial markets.
Today's guest actively embraces them as gifts from the investment gods.
In his words: "Fortunately, the financ…
01:03:42 |
Sun 12 Jan 2025
Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart
The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes.
For these reasons, portfolio manager Lance Roberts is turning significantly m…
01:47:38 |
Sat 11 Jan 2025
Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein
Today's guest has long warned that the bond market will one day take the printing press away from the Federal Reserve.
Well, the Fed has now CUT its policy rate by 100 basis points since
September…
01:41:05 |
Thu 09 Jan 2025
Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"
Well it's a new year. And in just two weeks, a new American Administration as well. What kind of impact will President-Elect Trump's policies likely have on natural resources, the "real things" that…
01:01:49 |
Tue 07 Jan 2025
Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025
A new bi-weekly show launches today on Thoughtful Money!
Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
01:04:42 |
Mon 06 Jan 2025
Will A New American Energy Boom Supercharge The Economy? | Doomberg
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…
01:00:54 |
Sun 05 Jan 2025
A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
The stock market has seen two consecutive years of 20% returns.
Will it see similar returns this year?
Highly unlikely, cautions portfolio manager Lance Roberts.
Complacent bulls hoping for a repe…
01:23:59 |
Sat 04 Jan 2025
Find Your Purpose & Live With Greater Meaning | Betsy Wills & Alex Ellison
As we begin a new year, I thought it appropriate to continue Thoughtful Money's ongoing commitment to highlighting the principles components of true wealth -- of which money is simply a means, not th…
01:06:20 |
Thu 02 Jan 2025
Meltdown In Florida & Texas: 2025 Housing Market Forecast | Reventure's Nick Gerli
Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices.
We're joined by Nick Gerli, founder of reventure Consulting and creator of the new reventure app.
Ni…
01:04:56 |
Tue 31 Dec 2024
Historic Unaffordability Squeeze To Weigh Down Home Prices In 2025 | Lance Lambert
While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well.
Instead, 2024 was the year gravity caught up with home prices. They've stopped rising nationally for the…
00:58:25 |
Sun 29 Dec 2024
Is This The Peak Of The Stock Market? | Lance Roberts & Adam Taggart
The world is in love with US stocks right now.
Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks.
US stocks have never made up as a g…
01:14:03 |
Sat 28 Dec 2024
Top CEO & Stanford Prof: What Makes A Good Investor? | Graham Weaver
Today, we're going to do something a little different on this channel. We're going to interview a highly successful private equity CEO, and yes we'll get his economic & market outlook for 2025. But,…
00:57:55 |
Thu 26 Dec 2024
Did The Fed's Hawkish Cut Just Change Everything For Markets? | New Harbor Financial
The Fed sent a shock through markets last week when it announced that fewer rates cuts may be needed to reach its policy goals.
The S&P immediately sold off by -3% and the Nasdaq and Russell sold of…
01:04:31 |
Tue 24 Dec 2024
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