Thoughtful Money with Adam Taggart

BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Fall Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success. That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day. Lacy Hunt delivered t...

Today's guest suggests that for much of the past three years, the economy & financial markets have been boosted by a "sugar high" cocktail including prodigous fiscal stimulus from the government, massive AI capex outlays from the private sector, a wave of incremental consumer spending from waves of millions of illegal immigrants. But now he warns the sugar high is behind us. If t...

When 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 judged upon the results. Today we have the great fortune of having the return appearance of one of the most respected capital a...

Well, this week certainly was not a dull one. It saw growing fears of credit contagion from "cockroach" corporations as the fallout from TriColor and First Brands now spreads to regional banks. The President whipsawed markets with a "yes, we are/no, we aren't" barrage of tweets on a trade war with China. Bitcoin and the crypto complex took their lumps, while the precious me...

Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry & other signs of rising systemic stress. She also takes live viewer Q&A#goldprice #creditspreads #artificialintelligence 0:00 - Gold & Silver Rally: Early Innings or Pullback Ahead?2:16 - Silver's Surge: Supply-Demand Imbala...

TO BUY SILVER & GOLD, contact Andy's firm at info@milesfranklin.comWith silver having just exploded above $50/oz, many of you have reached out to me asking about what’s driving the surge & if there’s still time to join the party. So I invited precious metals expert Andy Schectman on for a livestream this morning to discuss to all things silver. To listen to the replay of the livestream...

The housing market remains in an injured state, with transactions still frozen and an increasing number of states seeing falling prices. But...the Federal Reserve has resumed rate cuts and mortgage rates are lower than at the start of the year. So, will we start to see some healing in the housing market as we head into 2026?Or will things get worse from here? Today we have the good fortune to be j...

Portfolio manager Michael Lebowtiz looks back at the red-hot rise in stocks over the past two month and asks:Have stocks moved too far too fast? Can this continue without a pullback first? YOU CAN STILL GET THE 'LAST CHANCE TO SAVE' PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#investing #marketcorrection #aibubble _______________________...

Wall Street is partying hard right now with stocks at all-time highs. Unless a significant correction happens soon, the S&P will put in its third year of double-digit returns in a row. But pressures are building. The AI juggernaut, which is driving so much of the US economy and the market's rise these days, increasingly appears to be in bubble territory. While on the other hand, a large pe...

The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day. This is increasingly pushing investors into asset classes that offer protection from the inflation/loss of fiat currency purchasing power that results. Meanwhile, the gargantuan buildout of processing power and electricity generation & transmi...

Citing a current macro landscape of lower economic growth, sticky inflation and rising unemployment, today's guest has recently declared we've entered a "stagflation lite" period. How long will it last? And how should investors position accordingly? To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today. Y...

Much concern has been raised of late about how the economy is slowing and recession risk is rising. But is that really true? Or, could we already be through the worst of things, with the economy strengthening from here? To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Rese...

At this point, the stock market is being driven nearly entirely by sentiment and momentum. Portfolio manager Lance Roberts thinks the odds are good that will continue as the allure of S&P 7,000 entices investors to keep buying dips through the remainder of the year. He and I discuss the technical reasons for this, as well as the impact of the government shutdown, the latest disappointing ADP j...

While many analysts are worried about the weakening jobs market, today's guest thinks it might be exactly what's needed for the economy to get...better? Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler, is best known for his H.O.P.E. framework -- which predicts how recessions start and end. Michael sees the economy as potentially entering "goldi...

TIME'S NEARLY UP! LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceDavid Hay delivers his macro & market outlook -- plus takes your live Q&A#bonds #marketcorrection #goldprice _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational conten...

Gold is up 40% this year. Silver's up almost 50%.And the mining stocks as a sector are up over 100%.Has the big money in precious metals now been made? Or is the party just getting started? For answers to all things gold, silver and the companies that mine them, we fortunate to speak with Brien Lundin, CEO of Jefferson Financial, publisher of GoldNewsleter.com and producer of the excellent New...

Today's guest has long been warning that the US -- as well as many other countries -- is now in an era of fiscal dominance. That's when fiscal spending gets out of control, like a runaway train. It becomes so large that it becomes the primary determinant of economic growth and inflation -- steamrolling over any impact of monetary policy or private sector lending. At this time of this recor...

The leading economic indicators are showing that the economy is slowing further. Are we headed into recession? It's too early to tell. But it does put today's sky-high stock valuations in doubt, as they depend on very strong earnings growth next year -- which increasingly look at odds with the decelerating economic data. This boosts the chance of a coming correction in the stock market. Ho...

In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a time when the Fed is cutting rates. This doesn't happen often. What makes more sense: Ride the current party until it ends? Or play it safe and leave it early? We evaluate the options in today's video, as well as what to do if sitting...

Portfolio manager Michael Lebowitz joins us live to explain why he remains bullish on bonds here in the near term, as well as to take your Q&A#bonds #treasurybonds #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content i...

When today's guest was last on the program back in May, he made the bold prediction that new all-time highs for the stock market were just weeks away. And he was right. And since then, markets have continued powering higher, trading at a new all-time high the day of this recording. So, is he still bullish on the markets prospects for the remainder of the year? To find out, we're fortunate...

The stock market is back in party mode since zooming back to all-time highs in the wake of the April Liberation Day lows. And the Fed just cut its policy rate for the first time this year, and guided that more cuts likely lie ahead. So, can the bulls remain in charge and keep powering asset prices higher into 2026?Or are the many potential risks, not the least of which is a slowing economy, more l...

Right now nearly every asset class in rising in price simultaneously. And many indices and individual securities are hitting all-time highs. Investors are getting increasingly confident -- which explains the ongoing melt-up. How long will it last? And when it reverses, will it do so gently? Or violently? The longer the current momentum continues at this pace, the more likely the reckoning is soone...

When Sven Henrich of NorthmanTrader.com was last on this program in May, he stated that it was "do or die time for the bears" Well...it seems they died. Since May, the S&P has rocketed to new all-time highsWe now see many equity valuation levels at their most extended levels in all of history. Though this is happening at a time when the global economy is showing increasing signs of slowdown. S...

TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.com Precious metals expert Andy Schectman joined me for a livestream to discuss the significance of the ongoing breakout in gold and silver. What’s been behind it? Is it played out or is it just getting started? We addressed those key questions as well as several new developments (e.g., silver recently being declared a “strategic...