Thoughtful Money with Adam Taggart

Available Episodes

5 of 301

Coming Crash In Stocks To Trigger The Next Recession? | Wolf Richter
After embracing the "no landing narrative" last year and later unleashing animal spirits after the Presidential election that drove stocks to record levels of euphoria, the national mood has turned substantially more dour.Suddenly, the headlines are filled with fears of recession.The post-COVID higher cost of living and the uncertainty caused by the new Administration's policies has many fearing for their household budgets, their portfolios, and their jobs.Are things really this bad?After all, the economy is still growing, inflation has moderated (mostly), and unemployment remains low.When there are so many crosscurrents as there are today, it's prudent to seek the counsel of those who take. cold and calculated look at the data, to see what "is" vs what our biases may want us to see.Which is why we're fortunate to speak with macro analyst Wolf Richter of WolfStreet.com, who will share with us what the charts he regularly compiles are telling him about the true state of today's economy & markets._____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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1:06:33
David Stockman: If It Doesn't Cut To The Bone, DOGE Won't Succeed
To better understand the odds for success of the economic policies of the new Trump Administration, it helps to talk to someone with first-hand experience in managing the Federal budget.Today's guest, 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 -- who served a the Director of the Office of Management and Budget under President Ronald Reagan.He's also the author of the new book: 'How To Cut $2 Trillion: A Blueprint From Ronald Reagan’s Budget Cutter To Musk, Ramaswamy And The DOGE Team'.We'll hear his advice for bringing the runaway fiscal deficit under control, and whether he thinks the Administration is indeed up to the task.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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1:17:07
Has A "Tradable Opportunity" For Oversold Stocks Now Arrived? | Lance Roberts & Adam Taggart
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 trades in this Weekly Market Recap.
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1:56:02
Art Laffer: Presidential Economic Advisor Grades Trump's Policies So Far
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 today's guest, who has served in the past as an economic advisor to President Elect Trump - as well as to many other previous presidential administrations, both Democrat & RepublicanToday, we're fortunate to welcome back to the program economist Dr Arthur Laffer. He was the first to hold the title of Chief Economist at the Office of Management and Budget in the early 1970s. He then later served as a member of President Reagan's Economic Policy Advisory Board. He's perhaps best known for developing the Laffer curve, a model for determining the optimal balance between tax revenues and economic growth.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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55:22
SPECIAL REPORT: An 'Uncertain' Fed Slows Quantitative Tightening | Axel Merk
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 again to deliver his expert reaction to the Fed’s latest guidance as well as take your questions live.
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56:34