Thoughtful Money with Adam Taggart

When you're uncertain, they say to seek the counsel of those smarter than you. Well, amongst the many experts I interview on this channel, Michael Green is definitely in the top cohort intellectual horsepower-wise. Mike is portfolio manager & chief strategist at Simplify Asset Management. And today, we'll tap his latest thinking on the stock market, the credit markets, the economy, and...

The economy is showing increasing signs of weakening, and eventually stock prices are going to have to reflect that predicts portfolio manager Michael Lebowitz -- who guest stars in this week's Market Recap while Lance Roberts is traveling in the UK.Earnings estimates for the rest of this year and next are very optimistic, perhaps unrealistically so. Should the economy continue to weaken, the chan...

As he now does at the start of each quarter, Jan van Eck returned for a livestream this monring to share with us his macro & market outlook for Q3 2025.Deficits, tariffs, interest rates, bond yields, artificial intelligence, international equities, gold, Bitcoin....what lies in store ahead? Jan is CEO of VanEck, a highly-respected investment company with $116.3 billion in assets under management t...

I spend a lot of time on this channel talking with seasoned investors with decades of experience, the vast majority of whom are older than I -- oftentimes by several decades. But I'm no spring chicken. And I find myself more and more wondering how younger generations look at the world of finance and the economy -- especially with the daunting challenges they face: inflation & the high cost of livi...

After the tariff tizzy that sent stocks falling earlier this year, the markets are back at all time highs and seemingly nothing -- not US involvement in a Middle East war, nor growing pushback to Trump's Big Beautiful Bill, nor a weakening consumer -- can cool Wall Street's red-hot optimism right now. Is this bull rally justified? Have we put the uncertainty and volatility that defined the...

Portfolio manager Lance Roberts warns that speculation is running rampant among retail investors now. Yes, the market is now at an all-time high and the bulls are in charge. But as stocks are back to being overbought in the short term and earnings forecasts are likely going to have to be ratcheted down sometime soon, the risk of a blow-off top followed by a reversal is not low. We discuss the odds...

The team of financial advisors are New Harbor Financial explain why this market could quickly race to new highs....but then experience another painful correction like we had in April...or possibly worse. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#goldprice #iranisraelwar #federalreserve __...

In our latest bi-weekly livestream with Stephanie Pomboy this morning, we had a lot of ground to cover. We tackled the unexpected market reaction (stocks up/oil down) to this weekend’s bombing of Iran’s nuclear facilities by the US, whether the Fed is earning its “too late & often wrong” criticism, fast-growing delinquencies among student loans, the dwindling inflationary odds, and the brighte...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comOver this past weekend, the United States conducted an airstrike that appears to have destroyed Iran's most important nuclear facilities. The US had been supporting Israel with defensive measures in its military campaign with Iran. But this marks the f...

Of all the people I've interviewed since launching this Thoughtful Money channel, today's guest's portfolio management track record has been spookily accurate. The last time I interviewed, which was back in mid-March, he had drastically reduced his long positions and declared himself "ragingly bearish".And in the weeks that followed, the S&P plunged nearly 700 points to the post-Liberation Day low...

Stocks are still in a technical breakdown, approaching a test of the 20 Day daily moving average (DMA)Portfolio manager Lance Roberts thinks the S&P could easily drop another 100 points or more until it hits support. Once it does, he thinks that will be a good time to add capital back into quality stocks that have sold off a bit. So in the near term, keep your powder dry -- but be ready to act onc...

Veteran natural resources investor Rick Rule provides an update on the commodities sector: energy (oil, gas, coal, nuclear, wind & solar), precious metals (gold, mining stocks, silver & platinum) and base metals (e.g., copper)WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#commodities #oil #gold0:0...

Growth stocks have far out-performed value stocks in recent years. Similarly, large cap stocks have trounced small caps. Will that dichotomy continue? Or will the pendulum finally swing back to give value & small cap investors their day in the sun? For perspective, we welcome Eric Cinnamond to the program today. Eric is founder and co-CEO of Palm Valley Capital Management. WORRIED ABOUT THE MARKET...

Today's guest expert has long warned about the dangers of "Too Much Debt" in the global economy. The ever-growing mountain of it enables nations to spend beyond their means, creating asset price bubbles & wealth inequality in the present, and destroying the purchasing power of their fiat currencies in the long term. So where are we today on the timeline of debt-driven monetary decline? And how...

The outbreak of war between Israel and Iran has caught markets by surprise and may serve as the catalyst for the pullback Lance Roberts has been expecting. He can see the S&P losing 100+ points over the coming week from the current military action. If that happens and provided things don't escalate materially from there, in his opinion that could present an attractive opportunity to buy stocks bef...

This is the replay of today's livestream with Ryan Bohl, RANE’s senior Middle East analyst, breaking down last night’s pre-emptive strike by Israel against Iran:Why was it unleashed? What damage has occurred? How is Iran likely to respond? How are the other countries in the Middle East theatre likely to respond? Who, if anyone, has the advantage? What is mostly likely to happen next & what will th...

Housing analyst Melody Wright sees prices headed downwards nationally this year as inventory continues to explode higher in more and more markets. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#homeprices #housingmarket #mortgagerates _____________________________________________ Thoughtful Money...

Stephanie Pomboy returns to the channel to explain why she thinks recession odds are much higher than Wall Street expects. In her opinion, investors should sell into the current rally in stocks before a reversal occurs. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #marketcorrection #in...

When stocks are as richly valued as they are today, investors, especially older ones looking to live off of the wealth they've already built, start to prefer safer assets that provide income. Today's guest, Steven Bavaria, author of The Income Factory, has appeared several times on this channel sharing his approach to income investing which he claims can deliver similar long term returns as stocks...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries. Well, now that the previously unipolar globe is in the process of fracturing into multiple power and tradi...

The correction that occurred in March and April is now officially over, declares portfolio manager Lance Roberts. He has removed his short positions and thinks the market's bias is to the upside in the immediate term, though he cautions a pullback will happen at some point given how short-term overbought stocks remain. Lance and I also discuss the implications of Elon Musk's recent pushback on the...

For a while now, the "soft" data (like confidence surveys) have indicated worry that times are tough..But the "hard" data (like the unemployment rate, corporate profits, retail spending, etc) have shown that the economy is proving quite resilient. So why the discrepancy? And which data set should we be giving more weight to? For perspective, we're fortunate to welcome back to the program Joanne Hs...

TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comIn response to strong audience demand for it, precious metals expert Andy Schectman and I conducted a livestream this morning discussing the top scams and fraudulent practices prevalent in the gold & silver industry. Andy shared the warning signs to look out for, as well as what to do if you or a loved one suspects you’re the victi...

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbow"Dazed and confused" is how a lot of regular investors are feeling right now. Stocks have bounced back from their April lows, and optimism is back on Wall Street. I've certainly interviewed several experts who are feeling pretty bullish right now. But that doesn't mean there aren't reasons for concern: technical...

GET THE 3 RESOURCES LACY MENTIONS by signing up for our free Substack at http://thoughtfulmoney.substack.com/It's an especially confusing time for investors. On one hand, the US economy is showing signs of slowing, with a negative growth for Q1 GDP, and mounting evidence that many corporations and consumer households are feeling the pinch of higher borrowing costs. On the other hand, FOMO Is retur...