Thoughtful Money with Adam Taggart

Stocks prices are down, yields on bonds are up, and the dollar is weakening. This is the type of behavior one expects from emerging markets falling into "banana republic" trouble -- not what one expects of the US.In today's interview with the senior partners at New Harbor Financial, we discuss what's causing this worrisome action, how much longer it's likely to persist, and why investors need to p...

America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents. Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management industry. He's nationally recog...

Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on record. And while the US at least is giving lip service to its plans to reduce its deficit over coming years, much of the rest of the world's largest economies -- like the EU and China -- are actively ramping up their fiscal spending. All of which m...

We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments. But histories most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- didn't concern themselves much with what was happening int he short term. Instead, they focused on doing the following:1. Buy wonderful companies2....

As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process. In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, weakening consumer) are already priced in to stocks and bonds. While he expects markets will likely remain volatile over the next few months and could retest the recent lows, he doesn't expect material n...

When today's guest was on this program last back in December, he predicted the following:1. That a contraction in global liquidity could set the stage for severe market corrections and increased volatility -- check2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check3. That new U.S. trade tariffs could lead to retaliatory measures from trading partners, triggeri...

Well, 2025 is here and the US housing market is still in an injured state. Will we start to see some healing this year? Or may things take a turn for the worse? Today we have the good fortune to be joined by Nick Gerli, founder of reventure Consulting and creator of the excellent reventure app. Nick will walk us through his latest outlook on the US home prices and share a number of charts with us....

TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.

In his last two appearances on this program, today's gues predicted the market would start to become more volatile. In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct. But he did express worry that as we entered 2025, continued higher volatility would start to become a problem for investors. And boy, did he nail things with that prediction."Volat...

The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly threatening to spill over into the banking system. These "basis trade" players are highly levered in what they considered very safe, very predictable assets. But bond yields jumped so quickly in response to the Trump tariff tempest, that losses --...

When markets are in turmoil as they are now, 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 having the return appearance of one of the most respected capital allocator...

Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience

Wall Street feels like the world just got turned on its head. The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term. And just when traders thought a bounce was due, President Trump's Liberation Day tariffs announcements sent the markets plunging by percentages not seen since the worst of the COVID crisis. What is going on and wha...

I've stated many times on this program that perhaps the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power. Today's guest explains why, and what we can do to protect our wealth from this scourge in his new book: The Big Print, What Happened To America and How Sound Money Will Fix ItWe're fortunate to be joined by investor, sound money advocate and -...

Stocks got slaughtered this week in the wake of Trump's Liberation Day tariffs. The S&P is now off more than -15% from its all-time high earlier this year. The NASDAQ is down over -20% from its ATH and is officially now in a "bear market".So, is this The Big One? Will stocks continue to crash? Perhaps triggering a recession? Or, might there be reasons for a rebound after the dust settles? Portfoli...

Portfolio manager Lance Roberts joins me for a special report making sense of yesterday's announced "Liberation Day" tariffs. Live Q&A will be taken from the audience in the back half of the discussion

Today's guest had one of the best track records last year in forecasting key economic indicators like rates of inflation and unemployment. Now that we have a new Administration in place, one aggressively deploying disruptive economic policy changes, where does she see the key indicators heading from here? To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist f...

The Trump Administration's torrent of tariffs is keeping stocks on edge as "Liberation Day" approaches on April 2nd. Today I sit down with Jonathan Wellum, of Rocklinc Investment Partners up in Canada, to discuss how to invest through such market uncertainty. Jonathan gives a valuable perspective on the Trump tariffs from a country on the receiving end of them. And he provides his firm's latest gu...

Over recent years, today's expert has consistently been one of the best predictors of where the inflation rate was headed. So, where does he see it heading from here? How about interest rates? And, why is he calling the Federal Reserve an "engine of income inequality? 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 t...

Wall Street likes predictability. And that's proving quite elusive these days. Which explains why stocks have been performing poorly of late. Too many curveballs, many thrown by the new Trump Administration's ever-changing tariff policies, are making it nearly impossible for analysts to make earnings forecasts that aren't completely outdated by the next morning's news cycle. Does that mean stocks...

There's a lot of debate right now whether the US is indeed at risk of entering a recession this year. And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly bipolar. Who is more likely to be proven right this year: the optimists or the pessimists? For answers, we turn to the experience and wisdom of...

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMacro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience

After embracing the "no landing narrative" last year and later unleashing animal spirits after the Presidential election that drove stocks to record levels of euphoria, the national mood has turned substantially more dour. Suddenly, the headlines are filled with fears of recession. The post-COVID higher cost of living and the uncertainty caused by the new Administration's policies has many fearing...

To better understand the odds for success of the economic policies of the new Trump Administration, it helps to talk to someone with first-hand experience in managing the Federal budget. Today's guest, has been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career. We're fortunate today to speak with former Congressman, economic policymaker & financier,...

Yesterday, the S&P 500 (barely) broke a 4-week losing streak of down weeks. On a technical level, stocks remain extremely oversold here and sentiment is similarly at a negative extreme. As portfolio manager Lance Roberts notes, conditions like these are ripe for a market reversal. In his opinion, the odds favor a rally in the near term -- perhaps as soon as next week. We discuss the reasons why, a...