Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money
  • 0,0 (0)
  • INVESTEREN
  • MAANDELIJKS BIJGEWERKT
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. 1 DAG GELEDEN

    Stocks Are The Most Overpriced In 100 Years | Danielle Park

    Today's guest expert wrote in her latest newsletter: "This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can solve the problem of spreading insolvency." She is highly dubious that they can. And if indeed they cannot, what then lies ahead for the economy, for the markets, and for investors? To find out we'll hear it straight from her directly. We have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the daily financial website JugglingDynamite.com WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bearmarket #marketcorrection #stocksinvesting --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 24m

  2. 2 DGN GELEDEN

    S&P Surges To 6000 Following Trump Victory | Lance Roberts & Adam Taggart

    Stocks and bonds both surged higher once the election was called for President-elect Trump this week. Technically and capital flow-wise, there are a number of reasons to expect stocks to keep running higher to year end and into 2025, though that won't happen without some pullbacks along the ways, counsels portfolio manager Lance Roberts. This week also saw the Federal Reserve cut its policy rate by a further 0.25%, with Fed Chair projecting confidence that a soft landing is in the cards. All this raises an interesting question: If bull markets "climb a wall of worry", are we running out of worry? Lance and I discuss that, the breakout in stocks, the future of bonds yields, what Trumps proposed policies will mean for the economy, and Lance's firm's latest trades in this week's Market Recap. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #trumpelection #interestrates --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 21m

  3. 4 DGN GELEDEN

    What Will The New Trump Era Mean For The Fed? | Axel Merk

    What impact (if any) will the Trump victory have on Federal Reserve policy? Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers. --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 3m

  4. 6 DGN GELEDEN

    David Stockman: It's "Damn Near Impossible" To Avoid A 30-50% Market Correction At This Point

    To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here. And few have as detailed an understanding as today's guest, who has been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career. We're fortunate today to speak with former Congressman, economic policymaker & financier, David Stockman. He warns that "everything is overpriced" that it will be "damn near impossible" to continue the current high levels of deficit spending without restoking inflation. It would not surprise him to see a 30-50% downwards correction in financial asset prices begin next year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #debtcrisis #deficit --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    57 min

  5. 3 NOV.

    Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful"

    When Sven Henrich of NorthmanTrader.com was last on this program in July, he shared that he had just closed out all his longs and moved to cash. That moved paid off, as the S&P fell over 300 points in the following few weeks. Stocks rebounded after the sell-off and have powered higher up to today, now back near all-time highs. So what does his Technical Analysis tell us to expect next? Especially with volatility elevated, both in stocks as measured by the VIX and in bonds as measured by the MOVE index. To find out, we'll now hear from the man himself. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #technicalanalysis #bullmarket #volatility --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 35m

  6. 2 NOV.

    Spooked Markets To Remain Jittery Until Election Resolves | Lance Roberts & Adam Taggart

    In this week's Market Recap, portfolio manager Lance Roberts and I discuss the drivers of this week's turbulence in stocks (especially the Magnificent 7 tech stocks), the disappointing payrolls numbers, the impact of the upcoming presidential election as well as the resumption of buybacks on markets, as well as Lance's firm's recent trades. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #election2024 #magnificent7 #payrolls --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 36m

  7. 1 NOV.

    Are The Big Banks Still Colluding? | Nomi Prins

    The stock market has hit another all-time high this week, and Wall Street's profits for 2024 are off the charts -- nearly TWICE as high as last year's. Meanwhile, the wealth divide in America continues to widen as average folks struggle with the post-COVID surge in cost of living and record high interest rates on their debt. What does this growing difference between the haves and have-nots say about fairness in today's society? And how much farther can it be stretched before some financial and/or social boiling over point is reached? For perspective, we're fortunate to speak today with Nomi Prins, reformed Wall Streeter, author of best-sellers All The Presidents Bankers, Collusion: How Central Bankers Rigged The World, and Permanent Distortion: How the Financial Markets Abandoned The Real Economy Forever. She's also the publisher of Prinsights with Nomi Prins on Substack. Follow Nomi at https://prinsights.substack.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #banks #wealthgap #wallstreet --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

    1u 1m

  8. 31 OKT.

    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

    1u 29m
Bekijk alles (213)

Hosts en gasten

Info

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

Informatie

  • Maker
    Adam Taggart | Thoughtful Money
  • Jaren actief
    2023 - 2024
  • Afleveringen
    213
  • Beoordeling
    Veilig
  • Copyright
    © Adam Taggart | Thoughtful Money
  • Website van aflevering
    Thoughtful Money with Adam Taggart

Suggesties voor jou

Om naar expliciete afleveringen te luisteren, moet je inloggen

Blijf op de hoogte van dit programma

Log in of meld je aan om programma’s te volgen, afleveringen te bewaren en de laatste updates te ontvangen.
Kies een land of regio

Afrika, Midden-Oosten en India

Azië, Stille Oceaan

Europa

Latijns-Amerika en het Caribisch gebied

Verenigde Staten en Canada