Thoughtful Money with Adam Taggart

Approximately one-third (about 30%–34%) of the world's seaborne fertilizer trade passes through the Strait of Hormuz. With the Strait closed for so long now, there is growing concern there will be insufficient fertilizer for the Northern Hemisphere harvest this year (which contains 87% of the world's population)Is another Arab Spring -- this time, worldwide -- likely as a result? To find o...

Chris Irons, publisher of the highly popular QTR Fringe Finance substack, returns today to explain how our financial markets are now little more than a "digital casino on cocaine".Speculations runs rampant. Everywhere. And those who see that clearly have a difficult time successfully positioning against it, because the House (our central planners) keep intervening to improve the odds in...

Brent Johnson, developer of the Dollar Milkshake Theory, squares off against Craig Tindale to debate whether America, China, and the rest of the world are teetering into collapse as the current global system breaks down. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#geopolitics #commodities #...

Stocks are about to complete their 9th consecutive up week in a row. That's REALLY rare, folks. That alone suggests this market rally is long in the tooth. But given the current vertical price action in the semiconductor sector, odds are even higher that a material pullback will happen soon. So be very careful if you're chasing this rally warns portfolio manager Lance Roberts. Lance and I...

Despite stocks being at rich valuations, there's a risk of them bubbling sharply higher from here should the Federal Reserve under Kevin Warsh chose to "look past" the current inflation concerns. This would be akin to what happened in the late 1990s. Darius Dale, CEO of macro forecasting and market timing service 42Macro, delivers this warning in today's video, as well as shares...

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...

WANT RETIREMENT PLANNING HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWe're trying something new I've been wanting to do for a while: inject more videos focusing on the best practices of wealth buildingToday Julia Lembcke, Certified Financial Planner and Managing Director at URS Advisory tells about abou...

Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation. He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using  the old 40-year “buy-th...

Well, the stock market rally continues, with short-term technicals remaining in highly overbought territory. Portfolio manager Lance Roberts still thinks the near-term risks to the downside far outweigh the upside potential at this point -- warning it may not take much to trigger a sizable pullback at this point. We discuss the odds of that, as well as the headline concerns about falling global oi...

Today's guest entered the year pretty bearish on the prospects for the US economy, the global economy, the financial markets and the housing market. Now that we're 5 months into the year -- and embroiled in a new war against Iran -- how has his outlook changed, if at all? For insight, we're fortunate to welcome back to the program Edward Dowd, founder of macroeconomic consulting &...

Macro & market analyst Stephanie Pomboy returned to provide her monthly outlook in today's livestream. She remains concerned that rising bond yields will be the kryptonite that brings the economy to its knees -- sending the prices of stocks, bonds and real estate downwards. Will Kevin Warsh be able to help us avoid this fate? Find out by clicking here or on the video below. WORRIED ABOUT T...

Is the US economy now solidly on the path to a new Golden Age as the Administration tells us? Or have President Trump's aggressive tariffs & international military interventions set America's prospects back as a number of critics claim? I can think of few better people to hear from on this topic than today's guest, who remains one of the key economic advisors to President Trump and...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMike Green has become famous for his work empirically proving that net positive passive capital flows have predominantly been responsible for the strong performance of stocks since the GFC.He has also warned that should those flows weaken, or even...

The stock market rally is looking increasingly vulnerable as breath narrows, volume declines, and reading remain at short-term overbought extremes. And now, bond yields are surging. Is the weakness we saw on Friday the start of the pullback many have been expecting? Portfolio manager Lance Roberts and I discuss the odds, as well as the latest retail sales data, the latest on passive capital flows,...

Stocks have positively roared back to new all-time highs after some initial market jitters at the start of the Iran war. Is such confident optimism warranted? Or is Wall Street irresponsibly discounting serious risks like the global oil price shock and rising bond yields? To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program tod...

What should we expect from the Fed as Kevin Warsh takes over as Chairman this week? Given the inflationary oil price shock from the US-Iran war, are rate cuts now off the table? Are rate *hikes* possible ahead? For answers, we're incredibloy fortunate to welcome back to the program Dr Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a...

How much of a threat to the economy is the oil price shock, and shortages of other key commodities, caused by the US-Iran war? What's likeliest to happen if the war wraps up soon? Or, if it escalates from here? And what impact is this all likely to have on the financial markets, which are back trading at all-time highs? To find out, we're fortunate to welcome back to the program analyst Bi...

WANT HELP BUILDING A PRO-SEC PORTFOLIO? SCHEDULE YOUR FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest has been a champion for what he calls the ProSec trade. ProSec is short for "production for Security": aka the sectors essential to reshoring and national security. COVID and the Ukraine and Iran wars have woke...

Stocks have rallied so far so fast there's now a "massive deviation" between prices and their daily moving averages. Technical analysis strongly suggests that the risk of pullback, possibly as much as 15%, is now high warns portfolio manager Lance Roberts. Lance and I discuss the odds of this happening soon, as well as the new non-farm payrolls and UMICH consumer sentiment data, as w...

Hopefully, a negotiated resolution to the Iran war happens within the next few weeks/months. If indeed so, what comes next? What will happen to the price of oil -- and other key Gulf commodities like natural gas, fertilizer and helium -- after the Strait of Hormuz reopens? Will they plunge? Or will the damage done so far to world trade keep prices elevated for longer than many expect? What about t...

A perfect storm is in the process of hitting the US housing market. Cost of ownership has made homes the most unaffordable on record. And mortgage rates are rising again, making things even worse. But beyond that, housing analyst Melody Wright predicts a flood of foreclosures to swell as 2026 progresses, adding even more excess inventory and pushing prices down. To understand why, watch this video...

The S&P 500 clocked its best month in 6 years in April. Is that momentum likely to continue? And will the volatility in many commodities due to the closure of the Persan Gulf likely to become more extreme the longer war extends? And what about bonds? Will the start of the Kevin Warsh era at the Federal Reserve bring any relief to yields? To address these pressing questions, we're fortunate...

LEARN MORE ABOUT STEVEN'S INCOME FACTORY at https://www.thoughtfulmoney.com/incomefactoryWorries about default risk in private credit may be overblown. But they've served to drive prices down of a number of assets, potentially creating a bonanza of bargains for income investors says Steven Bavaria, developer of the Income Factory. To learn where he sees quality income-generating assets tra...

After the best month for stocks in six years, the market is in 'very overbought' territory in the near term and ripe for a pullback warns portfolio manager Lance Roberts. We talk about the odds for that, plus the violent recovery in the Mag 7, the boom in oil & gas earnings, the promise & dangers of AI to the economy & society, as well as Lance's firm's latest trades. F...

Many think the war in Iran is weakening (some claim ruining) the prospects for the US generally and the dollar specifically. Others argue the exact opposite. So which is more likely? To make sense of it all for us, Brent Johnson, develop of the Dollar Milkshake Theory and CEO of Santiago Capital joined me today for a livestream. It was an extremely thoughtful discussion of not just where the dolla...