Thoughtful Money with Adam Taggart

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Luke Gromen: Bonds Are Now "Un-investable" Oct 29, 2024

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We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we'll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates. And we may be seeing the start of a new era in bond yields, which have been marching higher despite the wishes of the central planners. If this continues as a secular trend, this higher cost of debt could prove destabilizing the world's hundreds of $trillions in debt and entitlement programs. To find out 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. #bonds #interestrates #debtcrisis

Stocks Could Easily Plunge 20% Or More In 2025 | David Hay & Jeff Dicks Oct 27, 2024

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It's certainly an interesting time in the markets. The world's major central banks have returned to cutting interest rates. Yet bond yields are rising on the long end. Meanwhile, risk on assets are in rally mode. Stocks are back at all-time highs. Yet so is gold, the grand-daddy of risk off assets. To make sense of all of this, we're fortunate to speak today with capital managers David Hay and Jeff Dick of Evergreen Gavekal. David is its Chief Investment Officer & Principal and Jeff is a Managing Director and Partner there. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearmarket #volatility #marketcorrection

6-Week Win Streak For Stocks Just Ended | Lance Roberts & Adam Taggart Oct 26, 2024

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The S&P has been on a tear of late, rising on a weekly basis for six consecutive weeks. That kind of win streak doesn't happen very often. And...it ended yesterday. Not only did stocks close down for the week (slightly), but they broke out of the rising wedge technical pattern they've been trading in -- to the downside. Portfolio manager Lance Roberts would not be surprised to see a near-term pullback deepen from here, especially given how close the US presidential election is at this point. It would be very rational for fund managers to lock in some of the near-term gains they've just enjoyed and de-risk from here, to wait until the dust settles after the election. We discuss the odds of that that, as well as the continued rise in bond yields, Lance's latest trades, and the seeds that sowed the American Revolution in this week's Market Recap. #bullmarket #bondyields #interestrates

The Rules Of Investing Are Changing, Making The Game Harder | Cameron Dawson Oct 23, 2024

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When today's guest was last on this program back in May, she made the somewhat heretical prediction that when the Fed started cutting interest rates, it would set off a chain of events that were likely to prove more restrictive than its tightening policy. Well, here we are 6 months later, and the Fed has indeed started cutting interest rates and yet longer duration bond yields and mortgage rates are....higher?? So, is her prediction coming true? To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today. We'll also hear her market outlook, as stock bulls are clearly in risk on mode right now. Cameron thinks they may continuing stampeding higher for a while.

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

Here's The Latest Outlook From Lacy Hunt, Lyn Alden, Stephanie Pomboy + A Dozen Other Experts Oct 22, 2024

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BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference Well, the Fall Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success. That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 9 hour day. Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Fred Hickey, Thomas Hoenig, Danielle DiMartino Booth, Michael Pento, Michael Lebowitz, Steven Bavaria, Brent Johnson, Lyn Alden, Melody Wright, Rick Rule, Lance Roberts, New Harbor Financial and Jonathan Wellum. For those of you who didn’t attend, I thought you’d enjoy hearing some of the conference highlights. And for details on the New Harbor event in Concord, MA on Oct 24th, go to https://newharborfinancial.regfox.com/the-new-harbor-summit-new-england #recession #interestrates #marketcorrection

The Facts On Illegal Immigration & Border Security | Center For Immigration Studies Oct 20, 2024

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Pretty much every poll shows the economy remains the #1 voter issue in the upcoming US presidential election. Many of these same polls show immigration and border security as the second most important issue. Concerned by reports of a surge of undocumented immigrants crossing the border illegally in recent years, many voters worry about the economic, social and political implications of this wave of bodies, and wonder if America can effectively absorb & afford them. I recognize this is a quite sensitive topic, one that some would say is outside of the purview of this channel. But this issue does have important economic implications, and from what I hear from viewers, many regular Americans feel they just don't have a good sense of the facts on this situation. So that's why I'm sitting down today with Dr Steven Camarota, who serves as the Director of Research for the Center for Immigration Studies (CIS), a non-partisan Washington, D.C.-based research institute that examines the consequences of legal and illegal immigration on the United States. We're going to do our best to lay out the facts of the situation at our borders, in as non-partisan, respectful and impartial a manner as possible #illegalimmigration #bordersecurity #immigration 0:00 Context For The Discussion 7:00 How The Legal Immigration System Works (And Doesn't) 21:01 How Big Is The Flow Of Illegal Immigrants? 26:50 Why Do We Grant Illegals Work Authorization? 31:04 How "Remain In America" Works 40:08 Will Illegals Impact Future US Elections? 44:28 Why Allow *Any* Illegal Immigration Vs Expanding Legal Immigration? 47:37 Charts Visualizing The Recent Surge In Illegal Immigration 1:01:15 Education Level Differential Between Legal & Illegal Immigrants 1:07:49 Are Illegals Taking Jobs From Working US Citizens? 1:20:20 Can The US Afford To Absorb The Current Volumes Of Illegals? 1:26:23 What Is The Crime Risk From Illegals? 1:35:59 Are Mass Deportations Feasible? 1:40:00 What Reforms To Our Immigration System Would Be Wise To Consider?

Bullish Indicators Galore, But Stocks Overbought In Short Term | Lance Roberts & Adam Taggart Oct 19, 2024

Show notes

Bullish signals were everywhere this week. The S&P broke above it rising wedge. It retested support & then made new highs. And buy signals on both a daily and a weekly basis have been recently triggered. All this bodes well for a strong end to the year, predicts portfolio manager Lance Roberts...except that in the immediate term, stocks are looking overbought and some sort of pullback feels warranted. Lance and I talk about this potential run-up into the end of the year, as well as rising liquidity, credit spreads, earning estimates, volatility and much more in this week's Market Recap. BUY THE REPLAY of the Thoughtful Money Fall Online Conference at https://thoughtfulmoney.com/conference #liquidity #volatility #bullmarket

Liquidity Drain To Disrupt Markets In 2025 | Michael Howell Oct 17, 2024

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When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have played out according to his script. So will the good times continue into 2025? Maybe not, says Michael Howell, founder & CEO of Crossborder Capital. He sees good change the liquidity tide could start receding as debt refinancings suck capital from the system. As a result, he thinks 2025 will be a MUCH bumpier ride for investors (and 2026 likely even worse). WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #liquidity #debtcrisis #bearmarket

Did The Fed "Jump The Shark" By Cutting Too Early? | Chris Whalen Oct 15, 2024

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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Banking expert Chris Whalen fears the Federal Reserve cut interest rates too soon. As a result inflation will remain sticky, the Fed will likely be forced to start expanding its balance sheet soon, and that mortgage rates will rise back above 7% #mortgagerates #interestrates #federalreserve

Jim Rogers: We're On A Collision Course With Crisis Oct 13, 2024

Show notes

The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year. Well, as we prepare to enter 2025, and with it a new US presidential administration I might add, it helps to tap the expertise of those investors who have been around the longest and been the most successful. High on that list is Jim Rogers, legendary international investor, financial commentator and author of several best-selling books on wealth-building. Jim is concerned that history is clear about the path we're taking. First, the debt starts to run out of control. That leads governments to try to contain the contagion with currency exchange controls. As those fail, countries fall into a full-blown debt crisis. And ultimately, that results in a currency crisis that wipes out purchasing power. Will we avoid that fate? WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #debtcrisis #commodities #goldprice

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