Thoughtful Money with Adam Taggart

Nov 19 2024 218 ep. 80 mins 422

Thoughtful Money with Adam Taggart Podcast artwork

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Copy RSS

Subscribe on Podcast Addict

Big Drop In Home Prices Coming Next Year | Melody Wright

Nov 19 2024 59 mins

Well, the Fed has now cut its benchmark interest rate 75 basis points, and yet mortgage rates have RISEN -- back up near 7% for the average 30-year fixed mortgage. This has NOT been good news for the housing market, which has been frozen transaction-wise at record levels of unaffordability for the majority of aspiring purchasers. It's been often asked on this program: How long ca

What Does An "America First" World Look Like? | Michael Every

Nov 17 2024 84 mins

When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism. That has proven to be the case worldwide, and particularly so for the US, where Donald Trump has just regained the Presidency with a clear mandate to pursue an "America First' agenda. How is this wave

The Trump Rally In Stocks Is Already Undone. What Comes Next? | Lance Roberts & Adam Taggart

Nov 16 2024 102 mins

In this week's Weekly Market Recap portfolio manager Lance Roberts and I talk about the round-trip the stock market has made since the Election. Is the rally likely to resume? Or was the exuberance short-lived? We also talk bonds, the recent inflation numbers, Lance's recent trades, and the wisdom of conducting year-end planning on your portfolio before 2025 arrives. For that an

Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green

Nov 14 2024 62 mins

Well, the election is over and we have a clear victor. What kind of economy is President-elect Trump inheriting? And what impact on it are his policies likely to have? And what does this mean for investors? Where do the opportunities, as well as the risks, lie? To discuss, we're fortunate to be joined again by Michael Green, portfolio manager & chief strategist at Simplify A

Jim Rickards: Markets Are Blind To This Massive New Risk

Nov 12 2024 56 mins

The markets continue to surge to all-time record highs, driven in no small part by expectations of a massive productivity boom enabled by artificial intelligence, otherwise known as AI Corporate America and Wall Street are clearly shrugging off the warnings that science fiction gave us about AI taking command of the world's technology to eradicate humans. But...there are some ske

Stocks Are The Most Overpriced In 100 Years | Danielle Park

Nov 10 2024 84 mins

Today's guest expert wrote in her latest newsletter: "This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can solve the problem of spreading insolvency." She is highly dubious that they can. And if indeed they cannot, what then lies ahead for the economy, for the markets, and for investors? To find out we'll hear it straight from he

S&P Surges To 6000 Following Trump Victory | Lance Roberts & Adam Taggart

Nov 09 2024 81 mins

Stocks and bonds both surged higher once the election was called for President-elect Trump this week. Technically and capital flow-wise, there are a number of reasons to expect stocks to keep running higher to year end and into 2025, though that won't happen without some pullbacks along the ways, counsels portfolio manager Lance Roberts. This week also saw the Federal Reserve cut

What Will The New Trump Era Mean For The Fed? | Axel Merk

Nov 07 2024 62 mins

What impact (if any) will the Trump victory have on Federal Reserve policy? 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. --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

David Stockman: It's "Damn Near Impossible" To Avoid A 30-50% Market Correction At This Point

Nov 05 2024 56 mins

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 been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career. We're fortunate today to speak with former Congressman, economic policymaker &

Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful"

Nov 03 2024 95 mins

When Sven Henrich of NorthmanTrader.com was last on this program in July, he shared that he had just closed out all his longs and moved to cash. That moved paid off, as the S&P fell over 300 points in the following few weeks. Stocks rebounded after the sell-off and have powered higher up to today, now back near all-time highs. So what does his Technical Analysis tell us to e