Thoughtful Money with Adam Taggart How Bullish Is The New Market All-Time High? | Lance Roberts & Adam Taggart
7 snips
Jan 20, 2024 
Financial expert Lance Roberts and investment analyst Adam Taggart discuss the recent all-time high of the S&P 500 index and its implications for stocks. They highlight the lack of room for stocks to run higher, potential challenges like the draining of the Reverse Repo Program and the expiry of the Bank Term Funding Program, and the importance of active management in generating profits. They also touch on the consequences of monetizing debt and express concerns about the lack of progress in implementing reforms.
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
Discussion on Internet lists, Texas cold snap, and upcoming event with Greg Valier
01:46 • 3min
Market Outlook and Potential All-Time High
04:50 • 29min
Analyzing the Potential for Zero Returns in the Market and the Importance of Active Management
34:10 • 6min
The Consequences of Monetizing Debt
39:55 • 14min
Concerns about Lack of Progress in Reforms
53:55 • 19min
Thoughts on Inflation and Bond Yields
01:12:47 • 2min
Jobless Claims and the Disconnect with Job Openings
01:14:31 • 10min
Corporate Transparency Act and Government Oversight
01:24:36 • 5min
The Power of Knowing Your Why
01:29:11 • 17min