Thoughtful Money with Adam Taggart

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Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green Nov 14, 2024

Show notes

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 Asset Management. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #capitalflows #bullmarket #trumpeconomy

Jim Rickards: Markets Are Blind To This Massive New Risk Nov 12, 2024

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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 skeptics, like today's guest expert, who do think AI is a serious threat to the global financial order and to national security. A threat that cause chaos to ripple through the world's systems at lightning speed. In this new book MoneyGPT: AI & The Threat To The Global Economy, Wall Street veteran and former advisor to the Department of Defense James Rickards lays out the specific risks of AI we need to remain vigilant to, and the steps we can take to make the Age of AI safer for both our national interests as well as those of our species as a whole. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #ai #artificialintelligence #marketcrash

Stocks Are The Most Overpriced In 100 Years | Danielle Park Nov 10, 2024

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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 her directly. We have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the daily financial website JugglingDynamite.com WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearmarket #marketcorrection #stocksinvesting

S&P Surges To 6000 Following Trump Victory | Lance Roberts & Adam Taggart Nov 09, 2024

Show notes

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 its policy rate by a further 0.25%, with Fed Chair projecting confidence that a soft landing is in the cards. All this raises an interesting question: If bull markets "climb a wall of worry", are we running out of worry? Lance and I discuss that, the breakout in stocks, the future of bonds yields, what Trumps proposed policies will mean for the economy, and Lance's firm's latest trades in this week's Market Recap. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #trumpelection #interestrates

What Will The New Trump Era Mean For The Fed? | Axel Merk Nov 08, 2024

Show notes

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.

David Stockman: It's "Damn Near Impossible" To Avoid A 30-50% Market Correction At This Point Nov 05, 2024

Show notes

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 & financier, David Stockman. He warns that "everything is overpriced" that it will be "damn near impossible" to continue the current high levels of deficit spending without restoking inflation. It would not surprise him to see a 30-50% downwards correction in financial asset prices begin next year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #debtcrisis #deficit

Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful" Nov 03, 2024

Show notes

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 expect next? Especially with volatility elevated, both in stocks as measured by the VIX and in bonds as measured by the MOVE index. To find out, we'll now hear from the man himself. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #technicalanalysis #bullmarket #volatility

Spooked Markets To Remain Jittery Until Election Resolves | Lance Roberts & Adam Taggart Nov 02, 2024

Show notes

In this week's Market Recap, portfolio manager Lance Roberts and I discuss the drivers of this week's turbulence in stocks (especially the Magnificent 7 tech stocks), the disappointing payrolls numbers, the impact of the upcoming presidential election as well as the resumption of buybacks on markets, as well as Lance's firm's recent trades. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #election2024 #magnificent7 #payrolls

Are The Big Banks Still Colluding? | Nomi Prins Nov 01, 2024

Show notes

The stock market has hit another all-time high this week, and Wall Street's profits for 2024 are off the charts -- nearly TWICE as high as last year's. Meanwhile, the wealth divide in America continues to widen as average folks struggle with the post-COVID surge in cost of living and record high interest rates on their debt. What does this growing difference between the haves and have-nots say about fairness in today's society? And how much farther can it be stretched before some financial and/or social boiling over point is reached? For perspective, we're fortunate to speak today with Nomi Prins, reformed Wall Streeter, author of best-sellers All The Presidents Bankers, Collusion: How Central Bankers Rigged The World, and Permanent Distortion: How the Financial Markets Abandoned The Real Economy Forever. She's also the publisher of Prinsights with Nomi Prins on Substack. Follow Nomi at https://prinsights.substack.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #banks #wealthgap #wallstreet

Fiscal Spending Is Out Of Control | Chris Brightman Oct 31, 2024

Show notes

We've had two excellent years of returns in the stock market. Can that winning streak continue into 2025? And in less than a week, we should know who the next President of the United States is. How should investors alter their position based on who the winner is. For answers, we're going to find out how the big players -- those managing tens of billions of dollars in client capital -- are allocating their portfolios right now. And we'll ask: what can the regular retail investor learn from their strategy? To find out, we're fortunate to welcome Chris Brightman to the program today. Chris is the CEO & CIO of Research Affiliates, and along with Rob Arnott, is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds To give you a sense of the impressive scope of Chris' work, around $150 billion in assets are managed worldwide using investment strategies developed by Research Affiliates. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #deficit #debtcrisis #investing

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