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PODCAST

Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

business investing

All Episodes

01:01:56

Breakout Underway In Gold & Silver. How High Will...

Thoughtful Money with Adam Taggart ·

2025/09/04

GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices likely to go?That was the topic of today's livestream with Jonathan Wellum, founder of ROCKLINC Investment Partners, Thoughtful Money’s endorsed Canadian financial advisory firm.Jonathan has been an active investor in the precious metals mining space for years and largely anticipated the current price surge we’re seeing now in the

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01:40:48

Our Money Is Dying | Lawrence Lepard

Thoughtful Money with Adam Taggart ·

2025/09/02

In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.Today's guest not only agrees, but rings that same bell even more loudly than I do.For an update on his outlook on inflation, asset prices, the economy, the dollar, and what to expect next in this current Fourth Turning, we're fortunate to welcome back to the program investor and sound money advocate Lawrence Lepard, author of the

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01:10:58

Lacy Hunt: The Economy Is Seizing Up While The Fed...

Thoughtful Money with Adam Taggart ·

2025/08/31

It's an especially confusing time for investors given how divided the experts are on whether resurging inflation or disinflation/deflation is more likely from here.Your answer to this question determines whether you think the Fd starting to cut interests rates is a good idea or not.Today's guest has very strong views on this matter, based on a lifetime of study.For perspective, we have the great fortune today to sit down with one of the greatest living economists, Lacy Hunt, former senior economist

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01:49:04

Does A September Surprise Lie In Store For Stocks? |...

Thoughtful Money with Adam Taggart ·

2025/08/30

Historically, September is the cruelest month for stocks.October is little better.Are odds good that history will repeat, especially with valuations as extreme as they currently are?Or, will the party continue on through the end of the year?Portfolio manager Lance Roberts and I discuss the probabilities, as well as the latest market technical analysis, recession risk, the likeliest next steps for the Federal Reserve, and where bond yields are headed.For everything that mattered to markets this week,

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01:23:18

"This Is A Bubble". You'd Better Invest Accordingly |...

Thoughtful Money with Adam Taggart ·

2025/08/28

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 year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will

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01:06:17

Stephanie Pomboy: The Cracks In The Economy Are...

Thoughtful Money with Adam Taggart ·

2025/08/27

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.Stephanie is eagerly awaiting next month’s FOMC decision, as she thinks it has potential to be the event that punctures the market’s current blind optimism — if the Fed starts cutting its policy rate but bond

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01:05:43

The Fed Is Starting To Fear Recession | Danielle...

Thoughtful Money with Adam Taggart ·

2025/08/26

Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. And another FOMC voting member, governor Lisa Cook is now in the crosshairs due to a purported mortgage fraud scandal, and is at risk of being replaced.On

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01:03:46

Home Prices Will Be Heading Lower For Years | Melody...

Thoughtful Money with Adam Taggart ·

2025/08/24

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceGet ready for years of pain for home prices, warns housing analyst Melody Wright.In fact, the correction is already underway. But it's only just getting started in her estimation.#homeprices #housingmarket #realestate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the

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01:36:57

Fed Chair Signals Rate Cuts Ahead, Markets Zoom...

Thoughtful Money with Adam Taggart ·

2025/08/23

Jerome Powell just made his long-awaited speech at Jackson Hole and sent a strong signal the Fed will start cutting interest rates due to increasing concern over growing economic weakness.The markets, little surprise, took this as fantastic news and practically every asset class rose sharply in price.Is this sustainable?Assets, after all, are valued based on expected future earnings.If the economy is slowing, shouldn't that bring valuation multiples *down* not *up*?Lance Roberts and I discuss

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01:30:07

Inflation Headed DOWN From Here, Despite Tariffs |...

Thoughtful Money with Adam Taggart ·

2025/08/22

As the world awaits Federal Reserve Chairman Jerome Powell's speech at Jackson Hole, the question on everyone's mind is:Where is inflation headed from here?Is it set to surge as the Trump tariffs start being felt in full force?Or is it set to trend downwards to the Fed's 2.0% target due to a slowing economy?To discuss the latest possibilities, we have the good fortune to sit down and get a full update today from Steve Hanke, professor of applied economics at the Johns Hopkins University

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00:51:32

The Wealth Gap Is Accelerating Out-Of-Control | Lacy...

Thoughtful Money with Adam Taggart ·

2025/08/21

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceIn today's video, we discuss a new chart showing the top 1% running away with America's wealth.This is massive challenge facing our society. Some would call it a calamity.At what point does the bottom 90% hit its breaking point?And what can we, as individuals, do to decrease our odds of coming out of the wrong side of this growing wealth disparity?We discuss that in

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01:29:58

The Coming Era Of Rate Cuts: How Will They Affect...

Thoughtful Money with Adam Taggart ·

2025/08/20

TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman returns to answer all your precious metals-related questions.#goldprice #silver #preciousmetals __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor

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00:57:49

Bonds Trading At A Bargain Right Now? | Jim Masturzo

Thoughtful Money with Adam Taggart ·

2025/08/19

Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is that this moment offers a rare setup for strong bond performance.Why? Well, let's ask the man himselfToday we have the good fortune to welcome to the program Jim Masturzo, CIO of Multi-Asset Strategies at Research Affiliates.Around $150 billion in assets are managed worldwide using investment strategies developed by Research

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01:04:16

Housing Starting To Become A Buyer's Market? | Ivy...

Thoughtful Money with Adam Taggart ·

2025/08/17

The real estate market remains a tangled mess.Commercial real estate has crashed hard under higher interest rates and tighter lending standards.However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions remain frozen up, languishing at the lowest level in decades.Where is all this headed? Are things likely to get better, or worse, from here?For answers, we're fortunate to speak with Ivy Zelman today. Ivy is the

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01:46:20

Wall Street Is Now Dumping It's Junk On The Regular...

Thoughtful Money with Adam Taggart ·

2025/08/16

Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be warned, says Lance: history is clear that periods of indiscriminate buying like this always end in tears.For everything that mattered to markets this

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01:12:51

Stephanie Pomboy: The Next Fed Cut To Mark The Peak...

Thoughtful Money with Adam Taggart ·

2025/08/15

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money and shared how it won’t surprise her that, if the Federal Reserve does indeed cut rates in September, the market could enter a correction soon after.In fact, were this to happen, it would be extremely consistent with the past pattern of rate cut regimes.Much more often than not, it’s once the Fed starts cutting that substantial market corrections and recessions often follow.How is she positioning for this

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01:35:37

Expect A Market Correction By September | Brent Johnson

Thoughtful Money with Adam Taggart ·

2025/08/14

The dollar has weakened considerably so far this year.Amidst the new US Adminstration's hardball trade tactics, critics claim that foreigners are ramping up their de-dollarization efforts, buying less US debt, and that the days of the dollar as the dominant world reserve currency are ending.How much truth, if any, underlies this?For answers, we're fortunate to welcome back to the program Brent Johnson, CEO & Portfolio Manager at Santiago Capital, developer of the Dollar Milkshake Theory.Brent

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01:05:07

The "T-Bill & Chill" Era Is Ending. What Should...

Thoughtful Money with Adam Taggart ·

2025/08/12

Trillions in investor capital has been locked up in the "T-bill and Chill" trade for several years now.But will the Fed expected to cut rates materially over the next year, that trade is coming to an end.Where should all that capital consider going next?Portfolio manager Michael Lebowitz and I dive into this key question in this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#interestrates

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01:25:06

The Coddling Of The American Mind: Good Times Have...

Thoughtful Money with Adam Taggart ·

2025/08/10

The great engine of American success was built by generations of pioneers, entrepreneurs, scholars, soldiers and immigrants defined by their grit, strength and resilience.Contrast that indomitable spirit with today's generational cohort of special snowflakes who seek 'safe spaces', rush to 'cancel' any discomfiting realities, and demand desired outcomes without putting in the effort to achieve them.What happens to a society when it loses its backbone?And once lost, how if at all, can it be

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01:12:22

Dangerously Rosy Earnings Estimates Will Plunge...

Thoughtful Money with Adam Taggart ·

2025/08/09

2026 forward corporate earning estimates are the farthest they have ever been from historical averages.This makes a future downward revision a near-guarantee at this point; which will in turn force stocks to reprice downwards as well.So warns portfolio manager Lance Roberts.While he doesn't see much on the immediate radar to suggest the market is in any near-term trouble, he's concerned this lurking repricing risk will grow the more that earning estimates distort to the upside.For everything that

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435 results

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