Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money
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Thoughtful Money with Adam Taggart

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

  1. 10 HR AGO

    Fiscal Spending Is Out Of Control | Chris Brightman

    We've had two excellent years of returns in the stock market. Can that winning streak continue into 2025? And in less than a week, we should know who the next President of the United States is. How should investors alter their position based on who the winner is. For answers, we're going to find out how the big players -- those managing tens of billions of dollars in client capital -- are allocating their portfolios right now. And we'll ask: what can the regular retail investor learn from their strategy? To find out, we're fortunate to welcome Chris Brightman to the program today. Chris is the CEO & CIO of Research Affiliates, and along with Rob Arnott, is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds To give you a sense of the impressive scope of Chris' work, around $150 billion in assets are managed worldwide using investment strategies developed by Research Affiliates. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #deficit #debtcrisis #investing --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1h 29m

  2. 2 DAYS AGO

    Luke Gromen: Bonds Are Now "Un-investable"

    We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we'll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates. And we may be seeing the start of a new era in bond yields, which have been marching higher despite the wishes of the central planners. If this continues as a secular trend, this higher cost of debt could prove destabilizing the world's hundreds of $trillions in debt and entitlement programs. To find out where this all is likely headed, and what investors should be tracking most we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program. #bonds #interestrates #debtcrisis --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1 hr

  3. 4 DAYS AGO

    Stocks Could Easily Plunge 20% Or More In 2025 | David Hay & Jeff Dicks

    It's certainly an interesting time in the markets. The world's major central banks have returned to cutting interest rates. Yet bond yields are rising on the long end. Meanwhile, risk on assets are in rally mode. Stocks are back at all-time highs. Yet so is gold, the grand-daddy of risk off assets. To make sense of all of this, we're fortunate to speak today with capital managers David Hay and Jeff Dick of Evergreen Gavekal. David is its Chief Investment Officer & Principal and Jeff is a Managing Director and Partner there. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearmarket #volatility #marketcorrection --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1h 11m

  4. 5 DAYS AGO

    6-Week Win Streak For Stocks Just Ended | Lance Roberts & Adam Taggart

    The S&P has been on a tear of late, rising on a weekly basis for six consecutive weeks. That kind of win streak doesn't happen very often. And...it ended yesterday. Not only did stocks close down for the week (slightly), but they broke out of the rising wedge technical pattern they've been trading in -- to the downside. Portfolio manager Lance Roberts would not be surprised to see a near-term pullback deepen from here, especially given how close the US presidential election is at this point. It would be very rational for fund managers to lock in some of the near-term gains they've just enjoyed and de-risk from here, to wait until the dust settles after the election. We discuss the odds of that that, as well as the continued rise in bond yields, Lance's latest trades, and the seeds that sowed the American Revolution in this week's Market Recap. #bullmarket #bondyields #interestrates --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1h 33m

  5. 23 OCT

    The Rules Of Investing Are Changing, Making The Game Harder | Cameron Dawson

    When today's guest was last on this program back in May, she made the somewhat heretical prediction that when the Fed started cutting interest rates, it would set off a chain of events that were likely to prove more restrictive than its tightening policy. Well, here we are 6 months later, and the Fed has indeed started cutting interest rates and yet longer duration bond yields and mortgage rates are....higher?? So, is her prediction coming true? To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today. We'll also hear her market outlook, as stock bulls are clearly in risk on mode right now. Cameron thinks they may continuing stampeding higher for a while. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #volatility #interestrates --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    59 min

  6. 22 OCT

    Here's The Latest Outlook From Lacy Hunt, Lyn Alden, Stephanie Pomboy + A Dozen Other Experts

    BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference Well, 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 9 hour day. Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Fred Hickey, Thomas Hoenig, Danielle DiMartino Booth, Michael Pento, Michael Lebowitz, Steven Bavaria, Brent Johnson, Lyn Alden, Melody Wright, Rick Rule, Lance Roberts, New Harbor Financial and Jonathan Wellum. For those of you who didn’t attend, I thought you’d enjoy hearing some of the conference highlights. And for details on the New Harbor event in Concord, MA on Oct 24th, go to https://newharborfinancial.regfox.com/the-new-harbor-summit-new-england #recession #interestrates #marketcorrection --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    16 min

  7. 20 OCT

    The Facts On Illegal Immigration & Border Security | Center For Immigration Studies

    Pretty much every poll shows the economy remains the #1 voter issue in the upcoming US presidential election. Many of these same polls show immigration and border security as the second most important issue. Concerned by reports of a surge of undocumented immigrants crossing the border illegally in recent years, many voters worry about the economic, social and political implications of this wave of bodies, and wonder if America can effectively absorb & afford them. I recognize this is a quite sensitive topic, one that some would say is outside of the purview of this channel. But this issue does have important economic implications, and from what I hear from viewers, many regular Americans feel they just don't have a good sense of the facts on this situation. So that's why I'm sitting down today with Dr Steven Camarota, who serves as the Director of Research for the Center for Immigration Studies (CIS), a non-partisan Washington, D.C.-based research institute that examines the consequences of legal and illegal immigration on the United States. We're going to do our best to lay out the facts of the situation at our borders, in as non-partisan, respectful and impartial a manner as possible #illegalimmigration #bordersecurity #immigration 0:00 Context For The Discussion 7:00 How The Legal Immigration System Works (And Doesn't) 21:01 How Big Is The Flow Of Illegal Immigrants? 26:50 Why Do We Grant Illegals Work Authorization? 31:04 How "Remain In America" Works 40:08 Will Illegals Impact Future US Elections? 44:28 Why Allow *Any* Illegal Immigration Vs Expanding Legal Immigration? 47:37 Charts Visualizing The Recent Surge In Illegal Immigration 1:01:15 Education Level Differential Between Legal & Illegal Immigrants 1:07:49 Are Illegals Taking Jobs From Working US Citizens? 1:20:20 Can The US Afford To Absorb The Current Volumes Of Illegals? 1:26:23 What Is The Crime Risk From Illegals? 1:35:59 Are Mass Deportations Feasible? 1:40:00 What Reforms To Our Immigration System Would Be Wise To Consider? --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1h 45m

  8. 19 OCT

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

    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

    1h 17m
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About

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

Information

  • Creator
    Adam Taggart | Thoughtful Money
  • Years Active
    2023 - 2024
  • Episodes
    206
  • Rating
    Clean
  • Copyright
    © Adam Taggart | Thoughtful Money
  • Show Website
    Thoughtful Money with Adam Taggart

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