Thoughtful Money with Adam Taggart

Latest Episodes:

Leading Indicators Say 'No Recession' Over Next Few Quarters?? | Lakshman Achuthan Sep 26, 2024

Show notes

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advantage of them? Let's find out. LESS THAN 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #recession #softlanding #economy

Surging Inventory Starting To Strike Fear In Home Sellers | Nick Gerli Sep 24, 2024

Show notes

The US housing market remains in uncharted territory. Median -- not average -- existing home prices hit another all-time high last month, yet transaction volumes are at lows not seen for decades. And potentially changing the game from here is that mortgage rates are likely headed downwards now that the Federal Reserve is cutting interest rates. We're also seeing inventory starting to surge in an increasing number of regions. What does this all mean for home prices as we head into 2025? Will we ever return to a "normal" market again? And what would "normal" look like from here? To find out, we welcome housing analyst Nick Gerli, founder of reventure Consulting and creator of the new reventure app back to the program.

ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference

#housingmarket #homeprices #mortgagerates

Markets Are Too Complacent - Prepare For Pain | Ted Oakley Sep 22, 2024

Show notes

In many ways, investors are dealing with a lot of conflicting signals right now. It seems that nearly every day, we're seeing signs that the consumer is weakening under the high cost of living, yet financial markets are back trading at all-time highs. Meanwhile the Federal Reserve is telling us the economy is strong, yet it just cut interest rates by 50 basis points, a move we typically only see during times of extreme stress. So..which is it? Should we be preparing for better or worse conditions ahead? To find out, 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. ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #bearmarket #recession #investing

Interest Rate Cuts Just Changed Everything! | Michael Lebowitz & Adam Taggart Sep 21, 2024

Show notes

The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has changed. Delivering what sounded like a "mission accomplished" press conference this week, Fed Chair Jerome Powell is projecting confidence that inflation is nearly beaten, unemployment remains low, and economic growth is solid. He doesn't see recession as a visible threat here. So has the Fed indeed achieved a soft landing? Or... is the large rate cut a sign the Fed is actually worried it's already behind the curve? I discuss this with portfolio manager Michael Lebowitz. He suspects the Fed is worried, and for certain he thinks that the switch to cutting rates has changed the rules for investing. In his words: now is the time to re-evaluate what you own. How will it perform in a era of falling interest rates? For everything that mattered to markets this week, watch this Weekly Market Recap. ONLY 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #interestrates #inflation #recession

Corporate Insiders Are Selling Like Crazy | Jesse Felder Sep 20, 2024

Show notes

There's a lot of change in the air right now: in the economy, the markets, and of course with the fast-approaching US election. There's so much change currently underway that today's guest titled his latest report: The Macro Winds Are Shifting. How exactly? What will the likely repercussions be? And how should investors consider positioning intelligently today for where the puck is headed? For guidance, we're fortunate to speak today with Jesse Felder, founder & Editor of the respected market research firm: The Felder Report. Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @JesseFelder WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #earnings #marketcorrection

The Fed Finally Pivots & Cuts Interest Rates By 0.5% ! | live Q&A w/ Axel Merk Sep 18, 2024

Show notes

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.

Healthy Relationships Are A Huge Part Of True Wealth | Ashley Taggart Sep 16, 2024

Show notes

We're going to do something a little different in today's video. This Thoughtful Money channel is all about wealth-building. So makes sense that we focus most of our attention on money. But money is a means to an end. It's not an end in and of itself. No one's goal in life is to die atop a big pile of cash -- instead we hope to use our money to better enjoy the things that really feed our souls. As those who live to be 100 years old tell us, true wealth, the things that really matter in life, are a function of the following three things: fulfilling relationships, purpose and health. So, as a number of you have asked for, I'm going to periodically interview experts on these key topics. And today we're going to focus on what makes for successful happy relationships. To help us understand what makes or breaks the important relationships in our lives, I've invited a professional marriage & family therapist today. Ashley is a licensed MFT, trained in Emotion-Focused Therapy (otherwise known as EFT) and the Gottman Method of couples therapy -- Drs John & Julie Gottman we're made famous by Malcolm Gladwell's coverage of them in his book "Blink" describing how they could predict with near 90% accuracy whether or not a couple will remain together after interviewing them for only 3 minutes. In her California practice, Ashley deals with clients from all backgrounds, many of whom are Silicon Valley power-couples, though she also sees her fair share of rural farmers. I would be remiss if I didn't also acknowledge that Ashley is my wife. So I can personally vouch for both her professional credentials as well as the effectiveness of the strategies for conflict resolution she'll share with us in today's discussion. Because we have put plenty of them to use in our own marriage -- which just celebrated its 24th anniversary last week.

HAVE QUESTIONS FOR ASHLEY? You can contact her at https://taggartrelationships.com/ #relationships #therapy #mentalhealth

America's Secret Weapon To Win The A.I. War | Doomberg Sep 15, 2024

Show notes

As today's guest rightfully often repeats "Energy is life" Without it, there is no economy. No means to power the systems society depends on. And, like it or not, the world still runs on hydrocarbons -- most especially oil. Well, oil is in an interesting place right now. It's starting to become cheap again. After trading near $120/barrell following the Russian embargo ensuing from the war in Ukraine, it's now nearly half that -- trading at $67/barrel the day of this recording. New technologies are creating oil substitutes from natural gas condensates. And the OPEC cartel, which has exerted control over world oil supply and therefore price, suddenly looks in danger of losing its grip. What do all these mean for the future of oil? And in turn, for the economy? And where are the best opportunities for investors? To find out, we have the good fortune today to sit down with the green chicken himself, energy analyst Doomberg. LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #oil #ai #naturalgas

The Correction In Stocks Is Over...For Now | Lance Roberts & Adam Taggart Sep 14, 2024

Show notes

Well, the correction that was underway last week appears to have been short-lived. Stocks bounced hard this week, with the S&P up over 200 points. We're at an important point technically, where the current momentum needs to continue to affirm the rally. If not, and we get a triple top, there's a decent chance stocks could then resume a downward slide. Portfolio manager Lance Roberts and I discuss the odds, as well as the inflation and jobs data that came out this week, the approaching Fed rate cut(s), the importance of optimism to successful investing and Lance's firm's recent trades. For everything that mattered to markets this week, watch this Market Recap. LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #inflation #jobs #bullmarket

The Debt Crisis Also Presents Great Opportunity For Investors | Gordon Long Sep 12, 2024

Show notes

Total US federal debt now stands at $35.34 Trillion, now exceeding US annual GDP by $10 trillion. It has been growing at a faster rate than GDP for many decades. That dynamic shows no signs of reversing or even moderating. And on top of the federal debt lies the borrowing of households, businesses, financial institutions and state & local governments. When you add all that up, the total US debt exceeds $100 trillion. So what does that mean for the future? Are we hurdling towards a sovereign debt crisis, as a number of analysts warn? Or is there reason to hope the economy can handle this debt trajectory? For guidance, we're fortunate to welcome back to the program market analyst Gordon Long of MATASII: Macro Analytics & Technical Analysis Strategic Investment Insight Follow Gordon at https://matasii.com LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #debtcrisis #inflation #investing

Our TOPPODCAST Picks

Follow Us

Stay Connected

Thoughtful Money with Adam Taggart

Related Podcasts

Links

Stay Connected