Thoughtful Money with Adam Taggart

Latest Episodes:

SPECIAL REPORT: Reaction To This Week's Market-Tanking Federal Reserve Update | Axel Merk Dec 19, 2024

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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 also takes live Q&A from viewers.

Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley Dec 19, 2024

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As 2024 draws to a close, the mood on Wall Street is very jolly. Stocks are back to trading near all-time highs. Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking. Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025? Or, is the optimism overlooking risks -- both valuation-based and structural -- that may make next year a much more challenging one for investors? For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Top Fund Manager's "Cloudy" Outlook For 2025 | Jan van Eck Dec 15, 2024

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I often emphasize that the most useful people to interview are asset managers. Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results. Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes. As we've done the past two quarters, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Is A Santa Claus Rally Into Year End Still Likely? | Lance Roberts & Adam Taggart Dec 14, 2024

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Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds. Once that wave is over, does a Santa Claus rally still look likely to occur? Lance and I discuss the odds of this, as well as the recent inflation data, poor price action in bonds, market correction risk in 2025, and Lance's firm's latest trades. For everything that mattered to markets this week, watch this new Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Stephanie Pomboy: A "Spectacular Implosion" In Stocks Is Due Once The Euphoria Ends Dec 12, 2024

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As we prepare to enter a new year, there's a revived optimism on Wall Street. Excited in part by the pro-business policies of the incoming Trump administration, stocks are back to trading at record highs and investor and business confidence is rising. But that said, the average American household is still struggling under a high cost of living, and a labor market that does not seem as robust as we've been told. How will this dichotomy resolve in 2025? Will consumers eventually catch Wall Street's optimism? Or may stocks have to moderate its expectations for economic growth & corporate profits? For an expert view, we're lucky today to talk with Stephanie Pomboy, economic and market analysis and proprietor of MacroMavens.com. To watch the free 20-minute Q&A session from Stephanie's recent conference with Grant Williams, click the link below and then scroll down: https://www.grant-williams.com/super-terrific-happy-day-virtual-pass/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Felix Zulauf: Expect A Wild Ride (Up & Down) In Markets From Here Dec 10, 2024

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As 2024 begins to draw to a close, investors are cheering a second blockbuster year in the stock market. And as we enter 2025, will the party continue? Will today's asset prices shrug off the growing litany of macro concerns and power still higher in the new year? Or will 2025 be a less enjoyable, or even a more painful year for investors? I can't think of anyone better to ask these questions to than today's expert, who is among the world's most highly respected living investors, Felix Zulauf. He thinks we'll be in for wild ride in 2025, with stocks peaking in Q1, then falling 15-120%, recovering possibly to new highs, and then ending the year with a serious drawdown. He believes his predicted "decade of the roller coaster" will enter full swing next year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

2025 Could See A Repeat Of 2022's Market Pain | Brent Johnson Dec 08, 2024

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As we head into a new year, there are a lot of questions swirling about money: Will the dollar's strength vs other world currencies continue into 2025? And even if so, will it continue to lose purchasing power vs real things? Will gold continue to be aggressively purchased by the world's central banks? By investors? Is Bitcoin "winning" the store of value war? To discuss all these and more, we're fortunate to welcome back to the program Brent Johnson, CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory. Brent is "extra cautious" right now given Wall Street's exuberance. At these high levels of euphoria, he fears the 2025 market could look a lot like 2022 rough year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Stocks So Euphoric A Pullback Is Likely Soon | Lance Roberts & Adam Taggart Dec 07, 2024

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Stocks are currently at record levels of euphoria as measured by the Euphoriaometer (yes, such a thing exists!) While he still expects a Santa Claus rally into year end, between now and then, portfolio manager Lance Roberts thinks there's good probability of a short-term pullback. We discuss the reasons for that, as well as current technical indicators for the S&P, market sentiment, the latest Payrolls data, the risk of a much larger market correction in 2025, as well as Lance's latest trades. For everything that mattered to markets this week, watch this Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #marketcorrection #jobsreport

Michael Pento: Buy & Hold Investors To Get Wiped Out Dec 05, 2024

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Stocks are on track to end 2024 on a high note. The S&P is up roughly 27% so far, hitting new record highs all throughout the year. Will the party continue into the New Year? Or will 2025 be a less enjoyable one for investors? To find out, we're fortunate today to talk with money manager Michael Pento. president of Pento Portfolio Strategies. He maintains a 20-point model that guides his portfolio allocation, and today we'll hear what it's advising him to do right now. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Prepare For "The Mother Of All Blow-Off Tops" | New Harbor Financial Dec 03, 2024

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Asset prices bubbles follow a predictable trajectory, driven by investor psychology. The final stage before the bursting is a Euphoric peak. The financial advisors at New Harbor Financial think we're on our way to such a blow-off top, but we're not quite there yet. They expect the action to get even more manic before we do. If Euphoria indeed arrives, prices will likely zoom to highs that just seem silly right now. Prepare yourself for this: you will not believe what your eyes are telling you. But also prepare for this peak to be very short-lived. Be very cautious about getting sucked in, because the gains will likely evaporate quickly once the downcycle begins. This is why bubbles are so destructive to so many people -- especially those who go "all in" at the top. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #stockcrash #bubble