Thoughtful Money with Adam Taggart

Latest Episodes:

Michael Pento: "Look Out Below!" - Stocks So Overvalued Phase 2 Of Bear Market To Hit Soon Dec 03, 2023

Show notes

Like many, today's guest was quite concerned entering 2023 that a recession was all but inevitable. But it never showed up. As the year nears its end and a new one readies to begin, did we indeed dodge a bullet? Or has the recession only been delayed, now ready to make landfall in 2024, perhaps with even stronger destructive force than had it arrived sooner? For answers, we turn to the highly popular and always informed money manager and macro analyst Michael Pento.

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #marketcrash #deflation

Is Liquidity Foiling The Fed's Efforts To Tame Inflation? | Lance Roberts & Adam Taggart Dec 02, 2023

Show notes

In this week's market recap, portfolio manager Lance Roberts warns that both stocks and bonds remain short-term overbought here and are likely to experience a near-term selloff. After that thought, he does expect stocks to rise again into the end of the month, perhaps making new highs for the year. He also notes that as asset prices rise, it loosens financial conditions which goes against the Fed's tightening efforts. Assets are likely rising in part to the substantial liquidity pumped into the system by a ~$200 billion recent rise in central banking reserves, as well as fiscal deficit spending. These are inflationary and definitely make the Fed's job of taming inflation below 2% harder. Lance and Adam also discuss his market outlook for 2024, bonds, his recent trades and how investors should approach risk mitigation in their portfolios.

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #inflation #bonds #stockmarketcorrection

The Future of Money | Lyn Alden, Danielle DiMartino Booth, James Rickards & Russ Gray Nov 30, 2023

Show notes

Recently, I was invited to host a panel discussion on “The Future of Money: at the New Orleans Investment Conference, which has a well-earned reputation for attracting the world’s foremost authorities on geopolitics, economics and investments. I’ve moderated this panel for several years running and, while the talent is elite, it has become a gathering of friendly peers who – with goodwill and respect – reunite to peel away as much of the fog obscuring the road ahead as they can, giving us a clearer view of where our currency & money is headed. As usual Danielle DiMartino Booth, Jim Rickards and Russ Gray were there. And this year we had the pleasure of welcoming Lyn Alden to the group. I’ll start the replay of this panel discussion in a moment, but first let me note that this panel was just a single hour of the 5 DAYS WORTH of excellent presentations, debates, panels and workshops that just concluded at this year’s New Orleans Conference. If you like the video I’m about to show you, you can purchase the replays for the ENTIRE conference at https://neworleansconference.com/tm #dollar #money #currency

Simon Hunt: Holy Smokes! A Market Crash In 2024 & A Depression By 2025? Nov 28, 2023

Show notes

The last time Simon Hunt was on this channel, he predicted a rocky road ahead for the global economy, that will eventually culminate in the massive pile of $trillions in global unserviceable debt going into default causing a worldwide depression by 2025. Since his last appearance, the markets have become a lot more optimistic, US Q3 GDP hit 4.9% and inflation has marching downwards to 3% -- all positives. Though on the negative side, US deficits & debt balances have soared, leading economic indicators have fallen to recessionary levels, and the Middle East has been plunged into war. Today we'll ask commodities expert and geopolitical analyst Simon Hunt how any of this impacts his dire forecast for 2024/2025. Follow Simon at his website https://www.simon-hunt.com/

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #depression #marketcrash

Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024 Nov 26, 2023

Show notes

Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Is that confidence justified? Or will 2024 deliver a rude awakening? 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. Ted is worried that the "worst part" of the bear market that started in 2022 still lies ahead, likely in the first two quarters of 2024. To follow Ted, go to: https://oxbowadvisors.com/

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #bearmarket #recession #stockcrash

Short-Term Pullback Ahead: Stocks & Bonds Are Overbought | Lance Roberts & Adam Taggart Nov 25, 2023

Show notes

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/In this week's market recap, portfolio manager Lance Roberts reiterates his call for a near-term pullback in both stocks in bonds, as both look overbought given how quickly prices for both have recently risen. After the pullback, which he expects sometime between now & mid-Dec, Lance thinks it's more likely than not that stocks power to new highs by the end of the year. How they'll perform in 2024, though, is a totally different story... Lance and Adam also discuss oil, the US dollar, Bitcoin and the latest recession odds. They also review the wisdom of many of today's most successful living investors, who warn that most retail investors underperform due either to poorly assessing risk and/or letting their emotions drive their decision-making. To read the article by Lance cited during this discussion, go to: https://realinvestmentadvice.com/speculator-or-investor-whats-the-difference/ Lance also shares his trades for the week. #stocks #bonds #investing

Recession To Send Interest Rates Even Higher In 2024? | Jesse Felder Nov 23, 2023

Show notes

When the game changes, the old rules don't apply and to succeed, you need to adopt a new playbook. Well, there's a good argument to be made that the investing gameboard has materially changed in the post-COVID era. But so far, both Wall Street and regular investors are still playing by the old rules. Is this a recipe for disaster? To find out, we have the good fortune today to hear from Jesse Fedler, founder & Editor of The Felder Report, a highly respected market research firm. He written a lot lately on the "sea change" the economy and financial markets have recently experienced. We'll ask him what the biggest implications will be & how investors should adapt to them.

Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @jessefelder

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #interestrates #techstocks

Debate On The US Dollar: Will It Soar Or Sink From Here? | Brent Johnson vs Matthew Piepenburg Nov 21, 2023

Show notes

In this video, we're witness to a "meeting of the minds" between two top monetary experts, who each will argue their predicted path for the US dollar from here. We're very fortunate to be joined by Brent Johnson, CEO of Santiago Capital and developer of The Dollar Milkshake Theory, which will serve as the foundation upon which today's discussion will be built. Serving as a counterpoint perspective will be Matthew Piepenburg, Commercial Director at Matterhorn Asset Management AG - GoldSwitzerland This is not a debate so much as a "co-exploration", as there are many points our speakers agree on. But there are definitely a few where they see things differently. And over the next hour, we'll drill down together on those points of differentiation, to see if we can't make the path ahead for the US dollar clearer to discern.

Follow Brent on Twitter at @SantiagoAuFund or at https://santiagocapital.com

Follow Matt at https://goldswitzerland.com

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #dollar #money #currency

2024 "Going To Be A Lot Worse" For Markets As Tech Stocks Implode | Fred Hickey Nov 19, 2023

Show notes

Heading into 2024, we may be witnessing a change in a number of trends. The October CPI numbers suggest inflation is moderating faster than expected. If that proves true, this may mean the Federal Reserve's aggressive campaign of hiking interest rates is over. And if that is true, the 3-year beating the bond market has suffered may be coming to an end. As for stocks, they've been powered higher all year by the Magnificent 7 -- Apple, Google/Alphabet, Amazon, Microsoft, Nvidia, Meta and Tesla.. But even there, we may be witnessing a regime change. To clarify whether these are indeed real & significant trend shifts, Thoughtful Money host Adam Taggart sits down in today's video to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987. If you're interested in signing up for Fred's newsletter, send an email to thehightechstrategist@yahoo.com Or follow him on Twitter at @htsfhickey

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #magnificent7 #techstocks #inflation

How Much Juice Does The Rally In Stocks Have Left? | Lance Roberts & Adam Tagart Nov 18, 2023

Show notes

Yes, the Saturday weekly market reviews between Adam Taggart & Lance Roberts are back! In today's video, Lance shares his expectation that the rally in stocks will likely continue through year end, though he predicts a short-term selloff is both likely and welcome at this point. Bonds are starting to finally behave the way he has been forecasting for the past several months. He expects them to be largely range-bound (UST10yr between 4.0-4.5%) for the coming quarter or two, and then expects prices to rise by mid-2024 as yields resume declining. Lance concludes by asking Adam the most-commonly asked questions about the new Thoughtful Money venture. Chances are, if you have questions, Adam answers them here. Follow Lance at https://realinvestmentadvice.com/ Follow Adam at https://adamtaggart.substack.com/ #bonds #stockmarket #adamtaggart

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