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 Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

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Top 10 Thoughtful Money with Adam Taggart Episodes

Goodpods has curated a list of the 10 best Thoughtful Money with Adam Taggart episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Thoughtful Money with Adam Taggart for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Thoughtful Money with Adam Taggart episode by adding your comments to the episode page.

Markets Unprepared For West-To-East Capital Repatriation | Louis Gave

Thoughtful Money with Adam Taggart

10/03/24 • 62 min

While much of Wall Street's focus over past recent years has been on the Big US Tech stocks, aka the Magnificent 7, there are an increasing number of seismic developments happening internationally investors need to be aware of. For example, emerging market stocks have positively trounced tech stocks since June. And to name just a few others: - China is now firing i's monetary and fiscal bazookas with gusto. - India is now the world's fastest growing major economy & its stock market is booming. - Japan just elected a new prime minister whose hawkish policies might end the yen/dollar carry trade. - And of course, the escalation of hostilities in the MiddleEast threaten to inject a lot more uncertainty into geopolitical and global trade. Which international trends are the most important for investors to track? What are the biggest risks? And where are the biggest opportunities? To better understand the situation from a non-US perspective, we're fortunate to welcome back to the program Louis Gave, Founding Partner and CEO at Gavekal. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #emergingmarkets #chinastocks #carrytrade --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green

Thoughtful Money with Adam Taggart

11/14/24 • 62 min

Well, the election is over and we have a clear victor. What kind of economy is President-elect Trump inheriting? And what impact on it are his policies likely to have? And what does this mean for investors? Where do the opportunities, as well as the risks, lie? To discuss, we're fortunate to be joined again by Michael Green, portfolio manager & chief strategist at Simplify Asset Management. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #capitalflows #bullmarket #trumpeconomy --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

How Bullish Is The New Market All-Time High? | Lance Roberts & Adam Taggart

Thoughtful Money with Adam Taggart

01/20/24 • 106 min

The S&P 500 index closed at an all-time high yesterday (1.19.24).How much of a bullish signal is that for stocks for 2024?

Maybe not as big of one as many think. Remember, over the past 2 years, stocks have returned 0%.

Stocks are not at oversold reading at this point, meaning that there's not a lot of room to run higher before they become overbought.

Plus, the potential looming challenges of the draining of the Reverse Repo Program (RRP) and the expiry of the Bank Term Funding Program (BTFP) could pour cold water on the market's euphoria.

To learn more about Lance's event on Sat Jan 27, 2024, go to https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687

SUBSCRIBE to Adam's new Substack to get Adam's Notes for all the recent experts who have appeared on this channel. Go to https://adamtaggart.substack.com/

#stocks #reverserepo #btfp

--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Will Rising Unemployment Trigger A Recession? | Michael Kantrowitz

Thoughtful Money with Adam Taggart

06/11/24 • 83 min

Despite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative Tightening, the US has managed to avoid recession. Consumer spending has held up, largely due to the "strong" jobs market. But is that likely to remain the case going forward? And if not, if unemployment starts to rise significantly, what should we expect? Mass layoffs? A recession? A correction in the financial markets or home prices? Or none of these? To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. He's created the HOPE framework, which provides a way for us to track recession risk, and gives us the ability to project what's likely to happen next for the economy. Michael's forecast is surprisingly nuanced and contains elements both bulls & bears should heed. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #unemployment #employment #recession --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

'Vast Majority' Of Investors Unprepared For Coming Higher Levels Of Inflation & Risk | Bob Elliott

Thoughtful Money with Adam Taggart

02/20/24 • 67 min

After decades of moving towards increased globalization, the aftermath of the supply-chain vulnerabilities revealed by the COVID pandemic, as well as the geopolitical fallout from Russia's invasion of Ukraine, are pushing the world order into a more fragmented state. If trade globalization has indeed peaked, what does that mean for the future of the major world economies and for asset prices? To address, we're fortunate to be joined by Bob Elliott, former Investment Committee member at Bridgewater Associates and now CEO and CIO of the investment company Unlimited.

Follow Bob on X/Twitter at @BobEUnlimited On YouTube at youtube.com/ @BobEUnlimited And on LinkedIn at https://www.linkedin.com/in/ttoillebob/

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #inflation #globalization #investing

--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Bullish Indicators Galore, But Stocks Overbought In Short Term | Lance Roberts & Adam Taggart

Thoughtful Money with Adam Taggart

10/19/24 • 76 min

Bullish signals were everywhere this week. The S&P broke above it rising wedge. It retested support & then made new highs. And buy signals on both a daily and a weekly basis have been recently triggered. All this bodes well for a strong end to the year, predicts portfolio manager Lance Roberts...except that in the immediate term, stocks are looking overbought and some sort of pullback feels warranted. Lance and I talk about this potential run-up into the end of the year, as well as rising liquidity, credit spreads, earning estimates, volatility and much more in this week's Market Recap. BUY THE REPLAY of the Thoughtful Money Fall Online Conference at https://thoughtfulmoney.com/conference #liquidity #volatility #bullmarket --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70%

Thoughtful Money with Adam Taggart

06/27/24 • 115 min

There's an old saying on Wall Street that "no one rings a bell at the market top" This is why so many surprised investors got so badly burned when the DotCom and 2008 stock bubbles burst. But those who noticed the extreme market conditions beforehand, whose analysis of history convinced them that defense was more prudent than fear of missing out, these few avoided most of the losses -- and some even gained mightily from those crashes, having been positioned wisely in advance. Today's guest is one of those who smartly navigated the past 2 great market corrections. He now thinks we stand at the precipice of a 3rd -- and he's ringing a bell for anyone who will listen. To hear why and what he advises we do about it, we have the great fortune to speak today with Dr John Hussman, founder of Hussman funds, economist, health scientist and philanthropist. He also plays a mean guitar. John gives interviews very rarely. So it's a true privilege for Thoughtful Money that he's willing to give us the next hour of his time. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Follow John at https://www.hussmanfunds.com or on X/Twitter at @hussmanjp You can read John's recent Market Comment (and see all the charts) at https://www.hussmanfunds.com/comment/mc240623/ #marketcrash #stockbubble #investing --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Only 1 Rate Cut In 2024? What Does The Latest Fed Guidance Really Mean? | Axel Merk

Thoughtful Money with Adam Taggart

06/13/24 • 62 min

In its latest guidance released this week, the Federal Reserve is holding interest rates steady for now. The Federal Funds rate will remain unchanged at 5.25% But the Fed did lower its rate cut forecast for 2024 to just 1. And it raised its 2025 rate cut expectations upwards from 3 to 4. It largely did this because its outlook on inflation is notably more optimistic than in previous months. Wall Street certainly liked what it heard, with the S&P jumping over 1% on the news and Treasury yields falling. But does this slightly more optimistic view actually change anything? To find out, we sat down right after Fed Chair Jerome Powell's press conference with Axel Merk to get his real-time assessment. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #interestrates #inflation --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

"Massive Deviation" Between The Markets & The Economy | Lance Roberts & Adam Taggart

Thoughtful Money with Adam Taggart

07/06/24 • 110 min

There is a massive deviation between stock valuations and earnings growth: growth in the former is far outpacing the latter. This is unsustainable warns portfolio manager Lance Roberts. And unless economic growth suddenly surges (and no catalyst for that is on the radar), then asset prices will need to come down in order to bring the ratio back into balance. And with GDP growth coming in at1.4% in Q1 and currently at 1.7% (and slowing) here in Q2, asset price reduction indeed seems like the more probable outcome. In this video, Lance and I discuss this, as well as market technicals, whether the latest inflation & jobs data increase the odds for a near-term rate cut by the Fed, the importance of sentiment, the latest market technicals and Lance's recent trades. If you like the new studio background, it was created by Inspired Spaces Designs. They do great work and can be contacted through their website https://inspiredspacesdesign.com/ & their Instagram https://www.instagram.com/inspiredspacesinc/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #earnings #stockmarket #inflation --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan

Thoughtful Money with Adam Taggart

01/16/24 • 67 min

It's a tough time to be an investor.

There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and market technicals.

After the easy decade that followed the Great Financial Crisis where markets dependably churned higher year after year and you could make money just going long pretty much any stock or ETF and "buying the dips" along the way -- suddenly it's taking a lot more hard work to earn a good return.

What are the keys to investing success in today's more uncertain environment?

For guidance, we're fortunate to talk with Andy Constan, founder of the macroeconomic research firm Damped Spring. His work there builds on his earlier tenure at elite firms like Solomon Brothers, Bridgewater and Brevan Howard.

He sees the likelihood of a 'soft landing' as low given today's economic challenges.

And in his explanation, he delivers a detailed summary of how the Reverse Repo Programm (RRP) and the Bank Funding Term Program (BFTP) work.

Follow Andy at https://dampedspring.com/

Or on X/Twitter at @dampedspring

SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel, including this interview with Andy.

#bftp #softlanding #reverserepo

--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

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FAQ

How many episodes does Thoughtful Money with Adam Taggart have?

Thoughtful Money with Adam Taggart currently has 231 episodes available.

What topics does Thoughtful Money with Adam Taggart cover?

The podcast is about Investing, Podcasts and Business.

What is the most popular episode on Thoughtful Money with Adam Taggart?

The episode title 'Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart' is the most popular.

What is the average episode length on Thoughtful Money with Adam Taggart?

The average episode length on Thoughtful Money with Adam Taggart is 80 minutes.

How often are episodes of Thoughtful Money with Adam Taggart released?

Episodes of Thoughtful Money with Adam Taggart are typically released every 2 days.

When was the first episode of Thoughtful Money with Adam Taggart?

The first episode of Thoughtful Money with Adam Taggart was released on Nov 9, 2023.

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Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money

Top 10 Thoughtful Money with Adam Taggart Episodes

FAQ

How many episodes does Thoughtful Money with Adam Taggart have?

What topics does Thoughtful Money with Adam Taggart cover?

What is the most popular episode on Thoughtful Money with Adam Taggart?

What is the average episode length on Thoughtful Money with Adam Taggart?

How often are episodes of Thoughtful Money with Adam Taggart released?

When was the first episode of Thoughtful Money with Adam Taggart?

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