Thoughtful Money with Adam Taggart

Latest Episodes:

What's Behind The Recent Market Sell-Off? (live advisor Q&A) Aug 06, 2024

Show notes

After declining for weeks, the global market sell-off accelerated on Monday. Why? The professional financial advisors endorsed by Thoughtful Money answered this + a number of other burning questions viewers asked in this live Q&A session

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

Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm Aug 04, 2024

Show notes

There's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession. So, what's it telling us right now? To find out, we have the privilege of speaking to its developer, economist Claudia Sahm. In addition to founding Sahm Consulting, Claudia spent many years working at the Federal Reserve as well as serving on the Council of Economic Advisors to the White House during the Obama administration. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #economy #recession #marketcorrection

How Low Will The Market Sell-Off Go? | Lance Roberts & Adam Taggart Aug 03, 2024

Show notes

Friday's payrolls report miss and subsequent triggering of the Sahm Rule recession indictor caused stocks to continue their sell-off From their mid-July highs, the S&P is down -6%, the Nasdaq is down -10% and the Russell is down -7% How much further will the sell-off go? Portfolio manager Lance Roberts and I discuss that in this week's highly animated Market Recap, along with the recent jobs data, the FOMC release, Jerome Powell's recent press conference, the latest market technicals, and Lance's recent trades. For everything that mattered to markets, watch this week's Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #marketcorrection #recession #jobsreport

Fed Strongly Signals A September Rate Cut. Is That Wise? | Axel Merk Aug 01, 2024

Show notes

In this video, fund manager & Federal Reserve watcher Axel Merk delivers his real-time reaction to yesterday's FOMC guidance & subsqent press conference by Jerome Powell. The Fed is strongly signaling that it will start cutting interest rates starting in September. Is that wise? WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #interestrates #labormarket

Gretchen Morgenson: The Plunderers Now Run Our Economy Jul 30, 2024

Show notes

When we talk about the "markets", most people immediately think of publicly traded financial assets: the S&P and Nasdaq indices, stocks of popular companies like Microsoft & Nvidia, their corporate bonds, etc. We can see the prices of these assets, and how they change minute-by-minute, on the public exchanges. We receive audited financial statements from these companies, as well as quarterly updates on their operating results & forecasts from their executive management. But there's also a massive amount of capital invested in private companies, where there is FAR less transparency, and many would claim, oversight. Today's guest expert, Pulitizer-prize winning & NYTimes best-selling investigative journalist Gretchen Morgenson, along with her co-author Joshua Rosner, has shined much-needed daylight into these private markets through their recent book: "These Are the Plunderers: How Private Equity Runs―and Wrecks―America" I spoke to her last year when the book first came out. We discussed its central claim that a small cohort of elite financiers -- and their government enablers -- use excessive debt and dubious practices to undermine our nation’s economy for their own enrichment. Today we sit down with her for an update. Has anything changed, for the worse or the better, since her book came out? Follow Gretchen at nbcnews.com WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #privateequity #privatecredit #leveragedbuyouts

"People Are Waking Up" And Becoming Motivated Home Sellers | Melody Wright Jul 28, 2024

Show notes

Yesterday I had a private conversation with housing analyst Melody Wright. In it, she revealed how shocked she is by the latest stats that show how the housing market is starting to unravel. Record-low transactions during what is normally the business time of the year for home sales. Inventory up nearly 30% year over year nationally. And of ever greater concern, spiking delinquencies -- in some cases, at rates worse than seen during the 2008 Global Financial Crisis. In Melody's words this is the turning point and "winter is coming" for the housing market. Not that you'd know it by looking at the median existing home price, which just hit another all-time high. Is the country really sleepwalking into another housing crisis? We'll find out now, as Melody kindly accepted my ask for her to join me today for an impromptu discussion on this important topic. Follow Melody at: https://www.youtube.com/@DoomersNewsNetwork https://x.com/m3_melody https://m3melody.substack.com https://www.youtube.com/@m3_melody WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #housingmarket #homeprices #realestate

Is The Stock Sell-Off Over? Or Is This A Head-Fake Rally? | Lance Roberts & Adam Taggart Jul 27, 2024

Show notes

While it looks like stocks could continue bouncing higher in the immediate term, portfolio manager Lance Roberts isn't convinced the sell-off is done yet. He and his firm aren't back to buying yet, as they expect a better chance to enter at lower prices in coming weeks. We discuss that, as well as the recent upwards surprise in GDP, Fed rate cut odds, Zombie company risk, the un-inverting yield curve, and Lance's firm's latest trades. For all the mattered to markets, watch this week's Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Math All But Guarantees Recession By 2025 | Steve Hanke Jul 25, 2024

Show notes

When today's expert was last on this program back in March, he predicted we'll see sub-2% inflation AND a recession by the end of this year. Since then, headline CPI has remained stubbornly "sticky" above 3% So, is 2% (or less) inflation by December still his forecast? Or have conditions changed? To find out, we have the good fortune to sit down and get a full update today from Steve Hanke, professor of applied economics at the Johns Hopkins University in Baltimore, Maryland WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #inflation #recession #federalreserve

Four Key Macro Trends That Will Drive Markets Through 2025 | Jan Van Eck| Jan Van Eck Jul 23, 2024

Show notes

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 being joined by 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. Jan and I will spend the next hour discussing his 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

Sven Henrich: We're Living Through The Most Distorted Business Cycle In History Jul 21, 2024

Show notes

When Sven Henrich of NorthmanTrader.com was last on this program, he admitted he was a reluctant bull. He just wasn't seeing any material barriers that stood in the way of the ongoing bully rally in stocks at that time. At the end of our conversation, I asked him to come back on this program when his technical analysis tells him conditions have changed. Well, Sven just reached out last night, letting me know that he has closed out all his longs this week and moved to cash. Why? What has him so spooked? Let's ask the man himself. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #marketcorrection #technicalanalysis #tradingstrategy

Our TOPPODCAST Picks

Follow Us

Stay Connected

Thoughtful Money with Adam Taggart

Related Podcasts

Links

Stay Connected