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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

01:56:02

Has A "Tradable Opportunity" For Oversold Stocks Now...

Thoughtful Money with Adam Taggart ·

2025/03/22

Yesterday, the S&P 500 (barely) broke a 4-week losing streak of down weeks.On a technical level, stocks remain extremely oversold here and sentiment is similarly at a negative extreme.As portfolio manager Lance Roberts notes, conditions like these are ripe for a market reversal. In his opinion, the odds favor a rally in the near term -- perhaps as soon as next week.We discuss the reasons why, as well as the latest Fed guidance, the true risk of recession, bonds, Tesla, and Lance's firm's latest

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00:55:22

Art Laffer: Could We Really Get Rid Of The IRS??

Thoughtful Money with Adam Taggart ·

2025/03/20

The new Trump Administration has wasted no time deploying its ambitious and disruptive economic policies.Tax cuts, aggressive trade re-negotiations, de-regulation, DOGE-driven cost reductions -- a potential new sovereign wealth fund.What are the intended benefits of these policies? Are they likely to succeed? Are they being implemented in the right way? Might they tip the economy into recession before the long term benefits materialize?I can think of few better people to ask these questions to than

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00:56:34

SPECIAL REPORT: An 'Uncertain' Fed Slows Quantitative...

Thoughtful Money with Adam Taggart ·

2025/03/20

An hour ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) but slowing the pace of its Quantitative Tightening program.And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market’s reaction (so far) has been positive.My bullet-point notes to Powell’s conference are below.And I’m also happy to announce that Fed-watcher Axel Merk is joining us

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00:17:47

Here's The Latest Outlook From Lacy Hunt, Luke...

Thoughtful Money with Adam Taggart ·

2025/03/18

Well, the Spring 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 10-hour day.Lacy Hunt delivered the keynote, followed by Luke Gromen, Michael Howell, Darius Dale, Sven Henrich, Brent Johnson, Thomas Hoenig, Danielle DiMartino Booth, Mike Green, Andy Schectman, John Thorndike (GM), Louis-Vincent Gave,

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01:07:45

Stephanie Pomboy: It's Just Dumb To Dismiss Recession...

Thoughtful Money with Adam Taggart ·

2025/03/18

Macro analyst Stephanie Pomboy and I just concluded our bi-weekly live show.This week, Stephanie focused on recession risk and the mental gymnastics many go through to avoid addressing it.Not only are the economic data continuing to weaken, but even the new Administration is telling investors to prepare for a slowdown.Here’s US Treasury Secretary Scott Bessent yesterday:“The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox

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00:38:57

The Whole Tenor Of The Market Just Changed | New...

Thoughtful Money with Adam Taggart ·

2025/03/16

After four weeks of relentless selling, the charter of the stock market has changed.While a short-term bounce is likely here, sentiment is now damaged.It will be harder for the market to race back to new highs, as investors start to price in a greater acceptance of the current risk factors.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

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01:14:41

Is The Pain In Stocks Over? Did The Bounce Just...

Thoughtful Money with Adam Taggart ·

2025/03/15

After a pummeling few weeks over which the stocks lost $trillions in market cap, Friday saw a big rally and the reversal of a number of technical indicators.Does this mean the bottom is in? At least, in the near term?Quite possibly, says portfolio manager Michael Lebowitz.We discuss the reasons why this is more likely than not, and the importance of watching closely what happens next.If stocks rise to make a new high, the multi-year bull market trend will remain intact.If they rise, but start

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01:06:02

Carson Block: Famed Short-Seller Explains Why The...

Thoughtful Money with Adam Taggart ·

2025/03/13

As mentioned many times on this program, stocks entered the year trading at or near record-high valuation extremes.When stocks are at such overbought extremes, short-sellers smell opportunity. They've certainly had a lot of it over the past two weeks.Today we have the good fortune of speaking with one of the best known short-sellers in the business, Carson Block, founder of Muddy Waters Research.He's come to the conclusion that the market, especially in the US, are "broken"To find out why, watch

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01:23:29

The World Is Suddenly Desperate For Physical Gold &...

Thoughtful Money with Adam Taggart ·

2025/03/11

Gold has experienced a major upwards repricing in recent years.It's up nearly $1,000/oz over the past two years.And in just the past year alone, it's up 35%, handily outperforming the S&P's return of just 13%.Some say gold is quite overbought after this big run. Others say it's just getting started, and that far higher prices lie ahead due to the ongoing loss of purchasing power of the US dollar and other world fiat currencies.Which is more likely?For a "boots on the ground" report on all things

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01:21:14

Judy Shelton: It's "Day 1" Of The Reckoning As US'...

Thoughtful Money with Adam Taggart ·

2025/03/09

From tariffs to tax cuts to de-regulation to budget reductions to a potential sovereign wealth fund, the new Trump administration is moving aggressively to redesign the way America finances itself.Are these much-needed reforms that will put the American economy on a more secure & sustainable footing?Or could they risk resulting in misguided chaos?To find out, today we have the great fortune to welcome to the program Dr Judy Shelton, economist, author, Senior Fellow at the Independent Institute and

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01:44:20

Stocks Likely To Bounce Higher From Here | Lance...

Thoughtful Money with Adam Taggart ·

2025/03/08

Stocks have had a rough week, declining through mid-day Friday until finally bouncing in the last few hours.Is the bottom in?It could be, says portfolio manager Lance Roberts. The downward price action has been so swift, and the sentiment swing so negative, that stocks look very oversold in the near term.So he thinks a continued bounce from here next week is quite likely.We discuss that, plus the growing risk of recession, the latest Trump economic policies (including the new Strategic Bitcoin

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01:54:29

US Stocks To Underperform For For Years Ahead | Kevin...

Thoughtful Money with Adam Taggart ·

2025/03/06

There's a lot of urgency right now in America to reduce the fiscal deficit via the new D.O.G.E and also to reduce its trade deficit via the threat of tariffs.Both initiatives are creating a lot of disruption right now, and have their fair share of vocal supporters and detractors.Are they likely to work? And at what cost?For discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of

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01:25:40

Michael Pento: Stocks & Home Prices To Fall 40-50% As...

Thoughtful Money with Adam Taggart ·

2025/03/04

When today's guest was last on this program back in December, he warned that after blockbuster double-digit returns in 2023 and 2024, stocks were likely to have a tougher time this year.Well, so far, with the S&P slightly down YTD for 2025, that prediction is proving prescient.So, where does he see the market headed from here?To find out, we're fortunate today to talk with money manager Michael Pento. president of Pento Portfolio Strategies.He maintains a 20-point model that guides his portfolio

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01:00:12

Stephanie Pomboy: Signs Of Stagflation Are Multiplying

Thoughtful Money with Adam Taggart ·

2025/03/04

Our bi-weekly ‘Macro Monday Mornings’ with Stephanie Pomboy resumed today.We discussed the mounting signs of economic slowdown, as well as the continued ‘stickiness’ of inflation.Will the rest of 2025 see us stuck in Stagflation?Stephanie thinks the odds are uncomfortably high. And similarly so for a material correction in the financial markets.We also discussed her projected implications of the latest policy developments of the new Trump administration (as best we understand them given the

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00:29:17

Jeffrey Sachs: DOGE Cuts Won't Be Enough, We're Going...

Thoughtful Money with Adam Taggart ·

2025/03/02

There can be little doubt we're at a material juncture: Deficit spending and the resulting pile of debts and other sovereign liabilities are starting to place real limits on our economic prosperity. In addition to these legacies of the past, the future is fast becoming more uncertain as many nations -- the US in particular -- are embarking on new policy directions very different from the status quo of recent decades.Where is all this heading?And are our odds for entering a better tomorrow increasing

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01:40:58

Will Stocks Fall Even Further From Here? | Lance...

Thoughtful Money with Adam Taggart ·

2025/03/01

This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to restore confidence in investors.But then the markets rallied hard into the close on Friday. Which is causing investors everyone to ask:Is the sell-off over?Or, is this merely a head-fake before prices resume their decline?Adding to the uncertainty is the sudden rash of recession worries making it back into media headlines. The latest consumer

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01:29:00

Get Ready For A Falling Dollar. It Will Change...

Thoughtful Money with Adam Taggart ·

2025/02/27

The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result.Today’s guest predicts that for many reasons, especially America’s need to get bond yields lower in order to make its debt more serviceable, the dollar will fall materially over the coming year.If that happens, it will likely be unfavorable for US stocks, but add a tailwind to other assets, some trading at attractive discounts todaySo where do

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00:57:31

Overpriced Stocks Due For A Big Drop Or A "Lost...

Thoughtful Money with Adam Taggart ·

2025/02/25

Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash flows of the underlying companies will be able to deliver.In short, stocks prices appear to be promising returns that their actual profit growth simply can't meet.We'll discuss this concerning disconnect today with Chance Finucane, Chief Investment Office at Oxbow Advisors. We'll also address the other

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01:38:14

The New Geo-Political Era Is Changing...

Thoughtful Money with Adam Taggart ·

2025/02/23

GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdfWhen today's guest was last on this program back in Nov, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism.That has proven to be the case worldwide, and particularly so for the US, where Donald Trump's "America First' agenda has kicked off at warp speed -- shocking

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01:46:44

Market Correction "Near Guaranteed" Given Insanely...

Thoughtful Money with Adam Taggart ·

2025/02/22

"It's almost a guaranteed setup for a mean-reverting event"That's how portfolio manager Lance Roberts views the extremely-rosy earnings estimates currently forecasted for 2025 are.In his estimation, these estimates are so far removed from what actual corporate profits will be able to deliver that downwards repricing event is highly likely.The critical question, of course, remains: When?Lance and I discuss this unrealistic estimates threat in depth, as well as Walmarts recent disappointment, the

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