Thoughtful Money with Adam Taggart

It's Not Time To Sell...Yet | Milton Berg

29 snips
Jan 20, 2026
Milton Berg, founder of MB Advisors and expert in macroeconomic research, shares groundbreaking insights on market dynamics. He discusses why he believes it's not time to panic sell despite extreme valuations and forecasts higher volatility by 2026. Milton unveils his proprietary buy/sell model, highlighting its impressive 18.5% annualized return since 1957. Listeners learn about specific entry and exit strategies, the importance of rare market patterns, and how retail investors can benefit from this model.
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INSIGHT

2026 Will Be An Unusual Market

  • Milton Berg expects 2026 to be an "unusual" market driven by extreme valuations, commodity/speculative moves, and debt dynamics.
  • He anticipates higher volatility and more frequent corrections than recent quiescent years.
ADVICE

Institutional Short Signal In December

  • Institutional clients were advised to short the market on December 11th based on a rare VXN-based sell signal.
  • Milton warns institutions to stop out if the market rises 2.75% above that signal's close.
INSIGHT

Long-Term Model Outperformed Buy‑and‑Hold

  • Milton's individual-investor model (Milton Berg Edge) backtests to 1957 and averaged 18.5% annualized total return.
  • The model's average outperformed buy-and-hold S&P total return (~10.9% per annum) across the test period.
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