Thoughtful Money with Adam Taggart

Thoughtful Money with Adam Taggart

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

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Avsnitt(633)

"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart

"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart

Stocks have recovered aggressively since the sell-off two weeks ago. Does that signal the market correction that started in mid-July is over? Likely so, thinks portfolio manager Lance Roberts. We d...

17 Aug 20241h 45min

US Stocks Too Richly Valued For Their Risk | John Pease, GMO

US Stocks Too Richly Valued For Their Risk | John Pease, GMO

Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces som...

15 Aug 20241h 44min

Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman

Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman

The real estate market is a tangled mess right now. High vacancies along with higher interest rates and tighter lending standards are wreaking carnage across much of the commercial sector these days....

13 Aug 20241h 10min

Markets Turning From 'Goldilocks' Into Deflation | Darius Dale

Markets Turning From 'Goldilocks' Into Deflation | Darius Dale

When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1 And to give credit where credit ...

11 Aug 20241h 44min

It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart

It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart

What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday. Equities tanked, as did Bitcoin, oil and gold. US Treasurys jumped, returning to their traditional inverse...

10 Aug 20241h 37min

Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!!

Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!!

The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it's too early to worry about a slowdown, that the economy is too strong currently. Others ...

8 Aug 20241h 12min

What's Behind The Recent Market Sell-Off? (live advisor Q&A)

What's Behind The Recent Market Sell-Off? (live advisor Q&A)

After declining for weeks, the global market sell-off accelerated on Monday. Why? The professional financial advisors endorsed by Thoughtful Money answered this + a number of other burning questions ...

6 Aug 20241h 5min

Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm

Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm

There's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession. So, what's it telling us right now? To...

4 Aug 20241h 49min

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