Thoughtful Money with Adam Taggart

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Is 'National Security' The New Investing Priority? | Peter Tchir Feb 18, 2026

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With the era of globalization ending and nationalism on the rise around the world, today's guest has been advocating investors strongly consider the ProSec trade.ProSec is short for "production for Security": aka the sectors essential to national security.Since his last appearance on this channel, in the US, President Trump has proposed a massive 50% increase in military spending next year, and many European nations are considering similar increases.Is betting on further prioritization of national security spending looking even more attractive?How has the ProSec trade been performing so far?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#nationalsecurity #energyinvesting #artificialintelligence _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

"It's The Worst Demand Market EVER" For Housing | Nick Gerli, Reventure Consulting  Feb 17, 2026

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Demand for US homes is the worst it has ever been, reports housing analyst Nick Gerli of Reventure Consulting.In his opinion, the only two things that will return the housing market to health will be more inventory for sale and lower prices.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#homeprices #housingmarket #mortgagerates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Previously Bullish Top Economist Turns Cautious | Anna Wong, Bloomberg Feb 15, 2026

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The jury is still out for many analysts on the outlook for economic growth, inflation and the labor market this year.Some see lots of reasons for concern for the road ahead.Others are much more convinced 2026 is going to be a blockbuster year.Which is more likely?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.Anna and her team started the year quite bullish, seeing many of last year's headwinds turning into tailwinds in 2026.But, in light of recent developments, she's starting to turn more cautious.To find out why, watch this video.

Follow Anna on Bloomberg by typing BECO + "Go"Or on X at @AnnaEconomist

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#gdp #inflation #unemploymentrate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The Stock Market Is Showing Signs Of Technical Breakdown | Lance Roberts Feb 14, 2026

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REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWhile the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000.The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.Should that indeed happen, it substantially increases the odds of a further material decline.Will the market recover? Or will it roll-over?Portfolio manager Lance Roberts and I discuss the odds, as well as the the recent rise in volatility, the latest CPI inflation data, "financial nihilism", the implications of warmer US-Russia relations, the housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #volatility #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

"Globalization Has Failed" Declaration By USA = MASSIVE Change Is Ahead | Michael Every Feb 12, 2026

Show notes

Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism by the world's major countries.With nationalist leaders rising to power over recent years, and the US officially declaring at Davos last month that "globalization has failed", what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comFollow Michael at https://www.rabobank.com/knowledgeOr on X at @TheMichaelEvery#mercantilism #globalization #geopolitics _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Stephanie Pomboy: Market Confusion -- Are Things Getting Better...Or Worse?? Feb 12, 2026

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REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceOn the surface, today’s payrolls report was a blockbuster upside surprise.And the unemployment rate fell (from 4.4% to 4.3%).But when looking at other recent data, like weakening retail spending and a surge in both credit card balances & consumer debt delinquencies, things look less rosy.So which is it: Is the economy getting better or worse?Macro analyst Stephanie Pomboy returned for a livestream this morning to discuss this key question with me. We also discussed her thoughts on the selection of Kevin Warsh as the new Chair of the Federal Reserve, as well as her reaction to the sharp pullback and subsequent recovery in the gold price.Follow Stephanie at https://macromavens.com/Or on X at @spomboy#federalreserve #goldprice #jobsreport_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Luke Gromen: "All Roads Lead To Gold" Feb 10, 2026

Show notes

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceToday's guest has long warned that the US and most other countries are hurdling into a global sovereign debt crisis.One that is increasingly forcing them to "Get busy inflating, or get busy dying"To get an update where things stand on his timeline, where this all is likely headed, and what investors should be tracking most, we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program.Looking at the all important trends underway, Luke reaches the same conclusion for each of them: "All roads lead to gold"To find out why, watch this video.#gold #debt #inflationhedge _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The Next Great Commodities Boom Is Just Getting Started. Here's How To Play It | Tavi Costa Feb 08, 2026

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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest has been predicting an oncoming boom in the commodity complex for a while now.And increasingly, it's starting to look like that boom is arriving.If so, how high will it go? And how long will it last?And where may the best opportunities lie for investors?For answers, we turn to macro and commodities expert Tavi Costa formely of Crescat Capital. but now newly running his own show at Azuria Capital.#commodities #gold #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Is The Market Topped Out? Or Is It Poised To Bounce From Here? | Lance Roberts Feb 07, 2026

Show notes

The market has been range-bound for months.Has it topped out and about to roll over, as we saw at the start of 2022?Or, is it consolidating and poised for a breakout higher soon?Portfolio manager Lance Roberts and I discuss the odds, as well as the likely rotation of capital back into Growth from Value, the sell-off in Bitcoin and its repercussions, the growing trouble in private credit, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #growthstocks #bitcoin _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Yesterday's Winning Stocks Becoming Tomorrow's Losers? And Vice-Versa? | Chance Finucane Feb 05, 2026

Show notes

For years now, corporate stock prices have been growing substantially faster than their free cash flows.In theory, this shouldn't be sustainable.Will 2026 prove to be the year that the math starts to matter?Today's guest, Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors, thinks it may be.

REQUEST A FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbow#magnificent7 #commodities #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

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