Thoughtful Money with Adam Taggart

A few hours ago, the Federal Reserve Open Market Committee announced that it’s leaving its policy rate unchanged for the time being. As expected. But there was a record number of dissents this time, as fears the Iran war will re-stoke inflation and compromise supply chains took center stage. This was also Jerome Powell’s last ride as Fed Chair. Next time, the Fed will under the new leadership of K...

"The bad events always happen from very rich valuations"That's the warning history gives us, cautions John Llodra, senior partner at New Harbor Financial. And stocks are trading near -- and in some cases at -- all-time high valuations right now. John and his partner Mike Preston join us today to provide their latest macro & market outlook. They also share several of the most time...

How would history's most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- investing in today's volatile markets. For starters, they didn't concern themselves much with what was happening in the short term. Instead, they focused on doing the following:1. Buy wonderful companies2. Led by outstanding managers3. Trading at fair...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe markets just hit new all-time highs yesterday. That's after one of the most violent face-ripping V-bottoms in market history. And there are a lot of technical indicators still flashing green, suggesting this rally still has room to run even...

When today's guest was last on the program back in January, he predicted that stocks would soon experience a 15% correction, the precious metals would experience a big pullback, and that oil had found a bottom. He was right. And this was BEFORE the war with Iran broke out. So, how has the war impacted his outlook for the next quarter? To find out, we're fortunate to welcome back to the pro...

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe demand for physical silver around the world is turning into a mad scramble. COMEX deliveries remain at unprecedented levels. China’s silver imports are at record highs. And countries like France are repatriating their gold bars stored in the US.How will this resolve? And what will happen if supply become...

SCHEDULE YOUR FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbowThe global oil price shock triggered by the Iran war is resulting in an inflationary surge that will ultimately slow economic growth. That means: "Stagflation dead ahead", warns Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors. To find out how Chance and Oxbow founde...

The freight industry has long been thought of the circulatory system of the economy. It's how the things bought & sold through commerce get from point A to point B in the real world. And when today's guest last appeared on this channel back in November, he warned that freight volumes had fallen dramatically due to tariff uncertainty and economic sluggishness. A recession in the economy...

The S&P 500’s recovery rally is now the fastest since 1982.While a "face-ripping" rally is what portfolio manager Lance Roberts had been expecting to happen, he advises investors not to chase it at this point. He thinks it more likely that a pull-back will happen soon, to higher lows, providing a better buy-in opportunity compared to today's prices. We discuss this, as well as hi...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Macro maven Stephanie Pomboy returned today for her monthly livestream. We discussed the implications the war is having on global resources and financial markets. Stephanie explained why the latest developments only reinforce her longstanding rati...

INTERESTED IN LEARNING MORE ABOUT AALO? Email CEO Matt Lozak at matt@aalo.comAfter decades of stifling government regulation and vilification by environmentalists, nuclear energy is suddenly experiencing a renaissance. In a world now all-too conscious of its over-reliance on foriegn fossil fuels -- and realizing that renewable energy sources won't come anywhere near to meeting the gargantuan e...

We have under-invested in production for so long that "there's nothing we can do" to avoid the copper price rising to the point where rationing begins, warns natural resource invest Rick Rule. So, how can savvy investors position for this coming copper price shock? Rick is holding a Copper Bootcamp this weekend, April 18th, to explain in detail how to do exactly that. To learn more a...

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWhen market uncertainty is as high as it is 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 j...

Whipsawed stocks have been very volatile since the start of the Iran war. This week saw a violent bounce in response to the declared ceasefire. Is the bottom for stocks now in? Portfolio manager Michael Lebowitz and I discuss the odds, as well as the latest inflation data, oil price trends, bond yields, defense stocks, AI risks to the banking sector, as well as his firm's latest trades -- of w...

As the US/Israeli war vs Iran continues to unfold, what will its legacy be for the US dollar specifically, and American hegemony in general? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of a broader economic unraveling tied to supply shocks, currency stress, and geopolitical fragmentation? Simply put, what comes next? T...

Iran came to the negotiating table last night just hours before President Trump’s deadline expired. We currently have a tenuous ceasefire declared for the next 2 weeks. So, is the Iran war nearing its end? RANE's Mideast analyst Ryan Bohl returned to join us this morning for a livestream where he provided his latest assessment of the situation. We covered a lot of ground. WORRIED ABOUT THE MAR...

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldAre gold and silver prices now "on sale" given how much the metals have corrected despite the raging war in the MidEast? Precious metals expert Andy Schectman thinks so. And when it comes to pre-1965 US coinage (aka "junk" silver), Andy thinks silver is trading at the best value he's...

Money manager Michael Pento sees a lot of similarities between today’s conditions and the lead-up to the GFC.And he concludes the risk of another Great Recession is uncomfortably high, especially as oil prices continue to remain elevated. So, how is his model invested right now? To find out, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWill the oil price shock that has resulted from the war in Iran trigger a recession this year? Portfolio manager Lance Roberts and I discuss this odds, as well as where the markets are likely headed next, what's happening with credit spreads &a...

The war against Iran is creating a global oil shock, both in price and supply. How serious and long-lasting is this likely to be? And what will the knock on effects be: for future oil & gas flows, for other conventional fuels like coal, and for the future of alternative sources like nuclear energy? To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy...

Sound money proponent and money manager  Lawrence Lepard  joined me a few hours ago on a livestream to share his latest outlook on precious metals and digital assets -- answering the key question investors are asking right now: Is the bottom in for gold, silver and/or Bitcoin? To hear his answers, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money...

Ed Yardeni, President of Yardeni Research, has maintained a more bullish outlook on the economy and the financial markers than most analysts over recent years. And he's largely been proven correct. But in the aftermath of the outbreak of war in Iran, his outlook has turned quite bearish -- he sees the return of the bond market vigilantes (a term he coined back in the 1980s), this time worldwid...

Smart retirement planning is key to living well after you've stopped working. Sadly many Americans find themselves falling behind. According to the Federal Reserve’s “Economic Well-Being of U.S. Households” report, 65% of Americans either believe their retirement savings are off track or aren’t sure. For those who do have retirement accounts, the median savings balance stands at $87,000 -- far...

There is so much short-term worry in the financial markets right now, that even a whiff of good news could send stocks into a face-ripping rally claims portfolio manager Lance Roberts. That's not to say there still aren't reasons to be concerned that lower prices may lie ahead. But don't ignore the reflexible upward potential of stock prices given how dominant the fear trade has been o...

SCHEDULE YOUR FREE CONSULTATION WITH TED'S FIRM at https://www.thoughtfulmoney.com/oxbowThe extreme valuations, heightened uncertainty and potential threats in today's financial markets lead high-net worth advisor Ted Oakley to encourage investors to raise cash at this time."If you don't have at least 20-25% in cash or T-bills, I think you're taking a bigger risk", he war...