The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Rumors are suddenly flying fast and furious that the Federal Reserve will be soon ending its campaign of Quantitiave Tightening (aka QT). This is on top of the 3 rate cuts it recently guided the marke...
18 Jan 20241h 21min
Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan
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 ...
16 Jan 20241h 7min
Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Ach...
14 Jan 20241h 50min
Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts. Well, we're now starting to see the first...
13 Jan 20241h 52min
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that hard to find evidence of stress fracture...
12 Jan 20241h 22min
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Well it's a new year and with it, I'm doing my best to bring important new voices into the discuss here at Thoughtful Money. And today we're fortunate to sit down with one of them: Cem Karsan, Founde...
9 Jan 20241h 3min
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
Greed and exuberance returned to Wall Street as we ended 2023 and welcomed the start of 2024. Markets are trading near all-time highs, the Fed has switched to singing a more dovish tune, and confiden...
7 Jan 20241h 44min
Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart
2024 has seen the worst start to the year for stocks in 20 years. Is this just a natural pullback from overbought extremes, or is there something more worrisome afoot? Portfolio manager Lance Roberts...
6 Jan 20241h 53min
