Thoughtful Money with Adam Taggart
Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
Episodes
May 1, 2025 • 90 mins
Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will get back to "normal"Today's guest thinks yesterday's "normal" may now be an artifact of history.And that, like it or not, we've experienced "‘A Geopolitical And Economic Paradigm Shift’"That means the future of investing may look quite different from the past.To discuss, we ...
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April 29, 2025 • 66 mins
As worldwide tariff uncertainty persists and US-China tensions continue to escalate, are President Trump's trade policies speeding the economy into recession?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtful...
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April 27, 2025 • 74 mins
Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His detractors call it "non-sensical" and "hamfisted".That it's based on faulty logic, poor math, and has done grave injury to relations with our closest allies.They fear it's actually driving the rest of the world into China's -- our chief competitor's -- arms. And as a result,...
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April 26, 2025 • 118 mins
Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month.For many, this will be frustrating. Investors' hope will be raised, then dashed -- and then raised and dashed again.Lance doesn't expect a true bottom to be put in until the speculators currently in the market are washed out by this volatility...
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April 24, 2025 • 64 mins
Stocks prices are down, yields on bonds are up, and the dollar is weakening.This is the type of behavior one expects from emerging markets falling into "banana republic" trouble -- not what one expects of the US.In today's interview with the senior partners at New Harbor Financial, we discuss what's causing this worrisome action, how much longer it's likely to persist, and why investors need to prevent their emotions from causing t...
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America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents.Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the money management industry. He's nationally recognized as an authority on pensions an...
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April 22, 2025 • 69 mins
Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on record.And while the US at least is giving lip service to its plans to reduce its deficit over coming years, much of the rest of the world's largest economies -- like the EU and China -- are actively ramping up their fiscal spending. All of which makes today's guest's perspective inc...
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April 20, 2025 • 85 mins
We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- didn't concern themselves much with what was happening int he short term.Instead, they focused on doing the following:1. Buy wonderful companies2. Led by outstanding managers3. Trading...
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April 19, 2025 • 90 mins
As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, weakening consumer) are already priced in to stocks and bonds. While he expects markets will likely remain volatile over the next few months and could retest the recent lows, he doesn't expect material new lows. And in the latter half of t...
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April 18, 2025 • 42 mins
When today's guest was on this program last back in December, he predicted the following:1. That a contraction in global liquidity could set the stage for severe market corrections and increased volatility -- check2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check3. That new U.S. trade tariffs could lead to retaliatory measures from trading partners, triggering a global trade war -- check, esp...
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April 17, 2025 • 78 mins
Well, 2025 is here and the US housing market is still in an injured state.Will we start to see some healing this year?Or may things take a turn for the worse?Today we have the good fortune to be joined by Nick Gerli, founder of reventure Consulting and creator of the excellent reventure app.Nick will walk us through his latest outlook on the US home prices and share a number of charts with us.Spoiler alert: the weakness we've seen ...
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April 16, 2025 • 67 mins
TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.
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April 13, 2025 • 89 mins
In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct.But he did express worry that as we entered 2025, continued higher volatility would start to become a problem for investors.And boy, did he nail things with that prediction."Volatile" is perhaps a gentle word for the ...
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April 12, 2025 • 114 mins
The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly threatening to spill over into the banking system.These "basis trade" players are highly levered in what they considered very safe, very predictable assets.But bond yields jumped so quickly in response to the Trump tariff tempest, that losses -- highly levered ones -- ensued. Now t...
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April 10, 2025 • 65 mins
When markets are in turmoil as they are 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 allocators in the business: Jan van EckJan is ...
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April 9, 2025 • 70 mins
Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
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April 8, 2025 • 79 mins
Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term.And just when traders thought a bounce was due, President Trump's Liberation Day tariffs announcements sent the markets plunging by percentages not seen since the worst of the COVID crisis.What is going on and what's most likely to happen from here?Is...
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April 6, 2025 • 87 mins
I've stated many times on this program that perhaps the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power.Today's guest explains why, and what we can do to protect our wealth from this scourge in his new book: The Big Print, What Happened To America and How Sound Money Will Fix ItWe're fortunate to be joined by investor, sound money advocate and - now - author, Lawrence Lepard.WORRIE...
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April 5, 2025 • 88 mins
Stocks got slaughtered this week in the wake of Trump's Liberation Day tariffs.The S&P is now off more than -15% from its all-time high earlier this year. The NASDAQ is down over -20% from its ATH and is officially now in a "bear market".So, is this The Big One?Will stocks continue to crash? Perhaps triggering a recession?Or, might there be reasons for a rebound after the dust settles?Portfolio manager Lance Roberts and I discuss i...
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April 3, 2025 • 48 mins
Portfolio manager Lance Roberts joins me for a special report making sense of yesterday's announced "Liberation Day" tariffs.Live Q&A will be taken from the audience in the back half of the discussion
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