Thoughtful Money with Adam Taggart

After years of refusing to lower prices, more and more home sellers are starting to throw in the towel, says housing analyst Nick Gerli of Reventure Consulting. And as more distressed inventory hits the market, we're starting to see "crash pricing" in certain markets. The trend is early, and prices will likely still fall further. But as Nick walks us through in this video, if you&#39...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHedge fund manager & activist investor Eric Jackson makes his living betting big on "story" stocks. So, what does he think about the prospects for the recent SpaceX IPO?Given its sheer size alone, whatever it does from here will apply...

After bottoming early this year, the US dollar has been on a tear. That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Iran war oil shock AND the increase in the dollar. It has been a double-whammy for them. A triple-whammy actually, when you take into accounts the cost of servicing any dollar-denominated debts. And th...

Happy 250th birthday, America! On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates. They've been rising so far, so fast, that there's a real risk now that reality won't be able to meet them. And once the Wall Street analysts realize that, they're going to have to adjust downwards -- which will pull stock prices d...

Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, and Long Term Capital Management imploded. This is notable because Darius has been a consistent bull since stocks bottomed out in late 2022.It's not all gloom, though. If the mar...

Stephanie Pomboy of MacroMavens returned for her latest monthly update. She sees mounting stresses in consumer households, private credit and oil markets. So, exactly WHEN does she think these will actually matter to markets? Her current expectation is that our political leaders will do their utmost to contain them until after the mid-term elections in November. But once those are over?.....Watch...

The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less. And the economy continues to chug along nicely, currently forecasted to grow at 2.5% in Q2. And even despite conusmers' stated concerns, retail sales remain resilient and even surprised to the upside last month. Are those wo...

International investor Louis Gave returns to share where he sees risk & opportunity in the markets right now. As for risk: he sees a LOT of it. The market is drunk on speculation. And when the party ends, there's going to be one hell of a hangover as the painful correction from today's overvaluation sets in. As for opportunities, to learn what they are, watch this video. WORRIED ABOUT...

Markets are super-saturated in speculation. An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives. "This will end in tears" warns portfolio manager Lance Roberts. We discuss the why & when of it, as well as the latest capital rotation underway, new risks to the AI bubble, oil prices and future inflation, Bitcoin's tro...

Kevin Muir, publisher of the popular 'The Macro Tourist' newsletter, sees far too many investors underestimating market risk today. Everywhere he looks the market is expensive. But Wall Street can't get enough. Kevin shares why he strongly advises "now is a time for defense" in portfolios, and which assets he prefers most right now. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FRE...

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe precious metals are still struggling to find secure footing in the wake of their sell-off from record highs earlier this year. How low will gold & silver prices go before they do? To discuss, we're fortunate to have precious metals expert Andy Schectman return to the program in this livestream. H...

AI-driven speculation in the stock market went into overdrive last week with the launch of the SpaceX IPO.And that may be very dangerous, warns Quoth The Raven's Chris Irons. In fact, he thinks it may have the definitive "jump the shark" moment for the AI bubble. To understand why and how severe the fallout could be, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORT...

REGISTER FOR RICK'S UPCOMING SYMPOSIUM at https://thoughtfulmoney.com/rulesymposiumA number of commodities & commodity producers are trading at extreme bargains right now assesses natural resource investor Rick Rule. Not only for the long-term value of the ore in the ground. But also for the dramatic efficiencies AI is bringing in getting the ore out of the ground much more cheaply. For a...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe peace deal announcement rescued markets last week, but Tech (especially semis) still remains very overbought here. So much so that portfolio manager Lance Roberts cautions the risks for the next few weeks are to the downside, should the white-h...

Yesterday, Kevin Warsh made his inaugural debut as the new Chairman of the Federal Reserve. Along with revealing that the FOMC is keeping the policy rate unchanged for now, he announced a number of changes at the Fed now that he's "the new sheriff in town".How did the markets react? Fed-watcher Axel Merk returns to the program to share his initial reaction, as well as take live use Q...

WANT TO INVEST IN COMMODITIES? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIt has been three months after the outbreak of the US/Iran war, and the world is still dealing with the ongoing effects of an oil price shock. Not only is that having an inflationary impact on the prices of many goods & services, but it&#3...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe trend change away from globalization towards nationalism and mercantilism continues around the world. For the man who predicted this over a decade in advance, what does he see ahead for both geopolitics and the global economy? We're very fo...

SCHEDULE YOUR FREE PORTFOLIO REVIEW TED & THE OXBOW TEAM at https://www.thoughtfulmoney.com/oxbowVeteran high net worth money manager Ted Oakley warns that we're currently in a "lemming market".Investors, whipped up by a complicit Wall Street, are stampeding in a herd after bigger and bigger speculative gains. At some point, he says from the experience of past cycles, they follow...

Markets are a chaotic mess right now. Volatility has returned as numerous headwinds & tailwinds compete to pull stocks in opposite directions. What should investors do in such an environment? Michael and I discuss his current outlook, plus the SpaceX IPO, Bitcoin, quantum computing, bond yields, inflation, oil prices and Michael's firm's latest trades. For everything that mattered to m...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWelcome to Thoughtful Money. I'm its founder & your host, Adam TaggartToday's guest has been warning for a good while now that the current bull market is stocks is in its final innings. In fact, he think the AI boom may be -- right now...

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more. Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, com...

The day of panic the stock market experienced last Friday is just a taste of what's to come, predicts financial advisor Jonathan Wellum. With so many asset prices stretched to historic extremes and so many macro risk factors currently circulating, heightened volatility is going to be the theme of the back half of 2026 says Jonathan."It's going to be a wild ride" from here, he war...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comLawrence Lepard warns that "The Big Print" he wrote about in his book is fast approaching. This will be another surge of $trillions in monetary and fiscal stimulus that will surge inflation and accelerate the devaluation of the dollar. He...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comStocks finally had a down week, breaking a 9-in-row streak of up weeks. And in particular, the markets broke down hard on Friday. The S&P was down over -2.5% and the NASDAQ down nearly -5%.Regular watchers know that portfolio manager Lance Robe...

With the rabid fervor with which any stock even vaguely related to A.I. is being bid up right now, the advisors at New Habor warn we may now have a twin bubble in both equity valuations AND corporate earnings. Which leads them to wonder: Is this the blow-off top? If so, how bad will the ensuing correction be? I discuss that with them in today's video, as well as how they are helping clients pr...