Thoughtful Money with Adam Taggart

Michael Howell, founder & CEO of Crossborder Capital, explains why he calculates the global liquidity cycle has peaked. He predicts stocks will go lower by the end of 2026.And possibly for several more years to come. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#liquidity #marketcorrectio...

Today's guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s -- as America and much of the rest of the world experience a replacement of the old order and the birthpangs of a new one. All of us who have lived through this period and epecially the year 2025 that just ended probably find it hard to argue that massive change -- culturally, politicall...

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldAfter hitting an all-time high of $83/oz in the futures market a week ago, silver has fallen down to $72/oz as of the time of this writing. Did the silver price boom just peak? Could we see a vicious plunge in price from here, as we did during the previous price peaks in 1980 and 2011?Or, are things truly di...

Stocks have had three amazing years of returns in a row, while multiples have risen to dramatic extremes. How realistic is it to expect a fourth year of the same? Not very, cautions portfolio manager Lance Roberts. We discuss his outlook for the market in 2026, as well as his projections for inflation, bond yields, jobs and home prices, as well as his firm's latest trades. For everything that...

Suddenly, nuclear energy has become the belle of the ball when it comes to future electrical production expectations. After decades of demonization, this energy-dense, cost-effective, always-on solution -- statistically proven to be the safest in the world in terms of lives lost -- is now looked at as the future of green energy and a key component to winning the AI race in the long term. It also o...

Some analysts fear the coming year could be pretty gruesome, as a slowing economy get compounded by rising unemployment, right as tapped-out consumers buckle under the high cost of living & rising debt delinquencies. The Adminsitration however, projects a much more confident outlook. One of booming economic growth, contained inflation, lower taxes, more jobs and meaningful government cost cont...

The advisors at New Harbor Financial share their outlook for the new year ahead. They see lots of reasons why it will likely be a more volatile and painful year than investors have become accustomed to after 3 blockbuster years of returns. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearma...

2025 started out with some market uncertainty. But once Liberation Day was past us, things rose pretty smoothly through the rest of the year.2026 is looking to be a much more wild ride. It's a mid-term election year. Tariffs may get struck down by the Supreme Court. Concerns about the AI bubble are growing. The yen carry trade may be in jeopardy. These are just a few of the destabilizers that...

While we talk about money a LOT on this program, it's very important to keep in mind that money is a means to wealth -- it's not true wealth in and of itselfTrue wealth is pretty simple when you boil it down: it's having quality relationships, a sense of purpose, and good health. Today, we're going to dive deeply into the first two of those. We're fortunate to be joined by Jenn...

Today we're going to start with our usual financial fare, but then branch out into other important topics impacting society today, like the state of free speech, media bais and the role of government. I'm taking the license to do so because of our good fortune to be joined today by Matt Taibbi, one of the few remaining truly great independent journalists -- a rare breed these days. Many of...

After two 20%+ years of returns for the S&P in 2023 and 2024, 2025 looks like it will close with another big double digit performance. Three back to back to back years of performance like this is somewhat rare in markets. What's the likelihood the streak will continue in 2026?Or is performance more likely to mean-revert? To discuss, we're fortunate to speak today with market veteran Ke...

Stocks have been this far overvalued only a handful of time within the past 25 years. They could drop 50-60% from today's levels and *still* not enter a true bear market says portfolio manager Lance Roberts. But should a correction of that size happen, he warns, few investors are prepared to survive that. We discuss his outlook for the markets for 2026, whether he thinks a Santa Clause rally w...

TO TAKE ADVANTAGE OF ANDY'S OFFER ON SILVER, go to thoughtfulmoney.com/buygold The silver breakout continues, with the futures price now above $66/oz. Can it hit $75/oz soon? How about $100/oz? Precious metals Andy Schectman will share his latest outlook on silver and what's going on with precious metals demand & supply. He'll also take live audience Q&A.#silverprice #goldprice...

Macro analyst Stephanie Pomboy returned for a livestream this morning. In it, we discussed the gargantuan debt financing needs of the AI sector and how the competition for funds across public & private companies AND the federal government is highly likely to create undesirable trade-offs. We also talked about the recent Fed moves and how they signal all is not well in the financial plumbing, t...

While much of Wall Street's focus over past recent years has been on the AI hyperscalers, there are an increasing number of seismic developments happening internationally investors need to be aware of. For example, as a basket, emerging market stocks have outperformed the S&P 500 this year. And to name just a few others:1) Japanese bond yields have surged to the highest levels in 20 years,...

When today's guest was on this channel earlier this year, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatened to take down our fragile economy and dash the retirement hopes for millions. Since then, the bubbles have only expanded. Will they expand further -- or pop -- in 2026?To find out, we have the great good fortune...

Despite the markets trading at all-time highs and likely to end the year up near +20%, they are "very fragile" warns portfolio manager Lance Roberts. Record margin debt, AI buildout concerns, record valuation levels, highly optimistic earnings expectations, and credit market stresses each and all could trigger a market correction in 2026.Lance and I discuss those risks, as well as the re...

Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for third year in a row. A string of three-peats like this is quite rare in markets. Which raises the question: Can the momentum last in 2026?Or will the market's returns start to mean revert. To discuss, we have the good fortune of welcoming back to the program high n...

TO TAKE ADVANTAGE OF ANDY'S OFFER ON SILVER, go to thoughtfulmoney.com/buygold The Federal Reserve Open Market Committee just released the outcome of its meeting this week. As expected, the Fed cut its policy rate by 0.25% (with three governors dissenting - the most since 1988!). It also announced that it will start purchasing shorter-term US Treasurys, to maintain “an ample supply of reserves...

Well, 2025 draws to an end in just a few weeks. What should we expect, especially in terms of the markers, in 2026?To peer into the future, we have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the d...

There are less than four weeks left in 2025.Will a Santa Claus rally show up on Wall Street before then? Portfolio manager Lance Roberts thinks so. We discuss the odds why, as well as the latest jobs data, rising yields in the Japan bond market, China's real estate woes, the probability of a "lost decade" ahead, as well as Lance's firm's latest trades. For everything that mat...

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far. Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter. Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the yea...

TO BUY GOLD & SILVER, go to thoughtfulmoney.com/buygoldAs of this morning, silver futures have broken out to a new all-time high above $59/oz. What’s driving this fresh price breakout? And how high could silver go? Will Wall Street soon start believing $100/oz silver is likely? In this morning’s livestream, I talked about all these questions with precious metals expert Andy Schectman - plus a...

Will the Federal Reserve cut interest rates when it meets again in two weeks? Wall Street has been whipsawing the odds back & forth over the past few weeks. To address that question, plus the even larger one of who is likely to replace Fed Chair Jerome Powell when his tenure ends in the Spring, we're fortunate to welcome back to the program Dr Thomas Hoenig, former CEO of the Kansas City F...

PURCHASE THE FULL REPLAY OF THE NEW ORLEANS INVESTMENT CONFERENCE at http://thoughtfulmoney.com/noPeter Schiff, Brent Johnson, Lawrence Lepard & Russ Gray discuss fiat money, gold, Bitcoin and Stablecoins at the New Orleans Investment Conference#goldprice #bitcoin #stablecoin _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We prod...