Thoughtful Money with Adam Taggart

When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final quarter of Q4 2024, things so far have pla...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Banking expert Chris Whalen fears the Federal Reserve cut interest rates too soon. As a result inflation will remain sticky, the Fed will likely be forced to start expanding its balance sheet soon, and that mortgage rates will rise back above 7% #mort...

The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year. Well, as we prepare to enter 2025, and with it a new US presidential administration I might add, it helps to tap the expertise of those investors who have been around the longest and been the most successful. High on that list is Jim Rogers, legendary internationa...

In 2024 so far, stocks have had one of the best years in decades. And that's on top of a great year in 2023. Bulls are obviously cheering this, but how long can the party continue? Stocks are richly priced here. And if earnings don't start growing aggressively, at some point, prices will have to correct, warns portfolio manager Lance Roberts. That said, a new buy signal just got triggered this wee...

2023 was the year of the recession that wasn't. 2024 is looking to be the year of the hard landing that wasn't. How is 2025 shaping up to look like? For guidance we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research. David is very concerned that investors, especially the 70 million Baby Boomers, are "all in" the markets....

2024 has been a good year for the bulls. And with the world's largest economies now back into easing mode, both monetarily and fiscally, does that mean 2025 will be another winning year for the longs? To help us find out, as investors have a lot riding on the answer, we have the good fortune of speaking with investor and analyst Bill Fleckenstein of Fleckenstein Capital. Bill is watching bond yiel...

Gold has been one of the best performing assets in 2024 so far. It's up over 27% since the start of the year and recently hit a record high. And with the central banks of the worlds largest economies -- the US, China and the EU -- now all cutting interest rates, will that add further fuel to gold's breakout? For answers to all things gold, silver and the companies that mine them, we're fortunate t...

While there is a "tsunami" of liquidity currently flowing that can power stocks higher into year end, in the near term, stocks are looking over-bought and a (short-term) sell signal was triggered this week says portfolio manager Lance Roberts. So between now and the election, be prepared for stocks to trade sluggishly and/or weaken. Other than that, though, the developments this week have been lar...

While much of Wall Street's focus over past recent years has been on the Big US Tech stocks, aka the Magnificent 7, there are an increasing number of seismic developments happening internationally investors need to be aware of. For example, emerging market stocks have positively trounced tech stocks since June. And to name just a few others: - China is now firing i's monetary and fiscal bazookas w...

An interview with RANE's Middle East geopolitical analyst to address: - The drivers of tension between Iran and Israel - What led to Tuesday's missile attack? - What do you expect to happen from here? - What impact is this conflict having on the global economy & financial markets? - If things escalate, how concerned should those living in the West be? - What will it take to de-escalate the sit...

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 a second appearance of one of the most respected capital allocators in the business: Jan van Eck Jan is CEO of va...

Few things are more valuable in life than the food we eat and the soil that grows it. So today, we have the great honor of talking with Joel Salatin. Named "the most famous farmer in America", Joel has spent his career advocating for sustainable farming practices, and pioneering models that show how food can be grown & raised in ways that: - are regenerative to our topsoils - are more humane t...

In the wake of interest rates cuts now coming from the Federal Reserve, the ECB and the Bank of China, could the stock market experience a melt-up to S&P 600 -- or higher -- by the end of the year? Portfolio manager Lance Roberts thinks it's quite possible, especially given stocks' recent technical breakout. We talk in depth about that in this week's Market Recap, as well as the latest inflati...

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advanta...

The US housing market remains in uncharted territory. Median -- not average -- existing home prices hit another all-time high last month, yet transaction volumes are at lows not seen for decades. And potentially changing the game from here is that mortgage rates are likely headed downwards now that the Federal Reserve is cutting interest rates. We're also seeing inventory starting to surge in...

In many ways, investors are dealing with a lot of conflicting signals right now. It seems that nearly every day, we're seeing signs that the consumer is weakening under the high cost of living, yet financial markets are back trading at all-time highs. Meanwhile the Federal Reserve is telling us the economy is strong, yet it just cut interest rates by 50 basis points, a move we typically only see d...

The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has changed. Delivering what sounded like a "mission accomplished" press conference this week, Fed Chair Jerome Powell is projecting confidence that inflation is nearly beaten, unemployment remains low, and economic growth is solid. He doesn't see rece...

There's a lot of change in the air right now: in the economy, the markets, and of course with the fast-approaching US election. There's so much change currently underway that today's guest titled his latest report: The Macro Winds Are Shifting. How exactly? What will the likely repercussions be? And how should investors consider positioning intelligently today for where the puck is headed? For gui...

Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He also takes live Q&A from viewers.

We're going to do something a little different in today's video. This Thoughtful Money channel is all about wealth-building. So makes sense that we focus most of our attention on money. But money is a means to an end. It's not an end in and of itself. No one's goal in life is to die atop a big pile of cash -- instead we hope to use our money to better enjoy the things that really f...

As today's guest rightfully often repeats "Energy is life" Without it, there is no economy. No means to power the systems society depends on. And, like it or not, the world still runs on hydrocarbons -- most especially oil. Well, oil is in an interesting place right now. It's starting to become cheap again. After trading near $120/barrell following the Russian embargo ensuing from the war in Ukrai...

Well, the correction that was underway last week appears to have been short-lived. Stocks bounced hard this week, with the S&P up over 200 points. We're at an important point technically, where the current momentum needs to continue to affirm the rally. If not, and we get a triple top, there's a decent chance stocks could then resume a downward slide. Portfolio manager Lance Roberts and I discuss...

Total US federal debt now stands at $35.34 Trillion, now exceeding US annual GDP by $10 trillion. It has been growing at a faster rate than GDP for many decades. That dynamic shows no signs of reversing or even moderating. And on top of the federal debt lies the borrowing of households, businesses, financial institutions and state & local governments. When you add all that up, the total US debt ex...

After a long slumber, volatility has started returning to the financial markets over the past month. Why? And is this just a brief episode? Or the start of a more turbulent era for investors? For answers, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter. LOCK IN THE EARLY BIRD DISCOUNT for the Th...

Many consumers are still suffering annual double-digit increases in living essentials. So even though inflation measured as CPI is now reported to be under 3%, that flies in the face of the much higher cost increases real people experience in their daily lives. This is causing investors to start worrying: Will the cost of living outpace my ability to grow my wealth from here? In today's interview...