Thoughtful Money with Adam Taggart

Not A Good Time To Be Long Stocks Or Real Estate Right Now | Chris Whalen

13 snips
Apr 22, 2025
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INSIGHT

Inflation Shapes Investment Strategy

  • Inflation is the constant historical rule in America shaping investment strategies.
  • Investors must adjust their approach, avoiding stocks and real estate during unfavorable inflation phases.
INSIGHT

Market Deflation and Volatility Risks

  • The U.S. markets are deflating and shifting to a defensive posture.
  • Volatility from political disruption, especially by Trump, is expensive and unsettling for mortgage lenders.
INSIGHT

Trump's Prepared Strategic Disruption

  • Trump's current administration is highly prepared and strategic, unlike his first term.
  • Structural government changes and Supreme Court rulings aim to reduce federal agency autonomy and reshape governance.
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