Too-High Earnings Expectations The Stock Market's Achilles Heel? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts warns that corporate earnings expectations are likely unrealistic, and that one Wall Street realizes this, stock prices will have to come down. WORRIED ABOUT THE MARKE...
25 Jan 20251h 43min
Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
In his previous appearances on this channel, Michael Howell, founder & CEO of Crossborder Capital, has explained that rising net liquidity been largely responsible for the surprisingly strong performa...
23 Jan 20251h 14min
Stock Market More Dangerous Than Right Before The 1929 Crash | David Hay
One of the great David Bowie's most popular songs was titled "Changes" Today's guest David Hay, Chief Investment Officer & Principal at Evergreen Gavekal, might well steal that title for his expected...
21 Jan 20251h 28min
Stephanie Pomboy: Don't Let The Latest Inflation Data Fool You, It's Still A Threat
Stephanie Pomboy shares her latest outlook on inflation. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmon...
20 Jan 202537min
"Rocky Road Ahead" For Financial Markets & Central Banks | Richard Koo, Nomura
The winds of change are blowing around the globe. 74 countries representing half of the world's population held national elections last year. Many of them -- including the US -- saw a replacement of...
19 Jan 20251h 1min
Stocks At A Decision Point: Which Way Will They Break? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts lays out the odds for where stocks are headed next. We also discuss the rising bond term premium & what it means, the risk of a large market drawdown in 2025, Lance fi...
18 Jan 20251h 29min
"I Expect To Become A Raging Bear Later This Year" | Darius Dale
Darius Dale, founder & CEO of 42 Macro, has had a remarkably impressive track record in correctly forecasting the markets over recent years. Having turned bullish near the end of 2022, he remained so...
16 Jan 20251h 23min
The Bond Vigilantes Are Back & Rejecting The Fed | Jim Bianco
Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain. And today's guest expert, Jim Bianco, founder of market research firm Bianco...
14 Jan 20251h 29min
