Thoughtful Money with Adam Taggart

In Volatile Markets Like These, Wait For The Fat Pitch | New Harbor

May 29, 2025
In this engaging discussion, Mike Preston and John Llodra, lead partners at New Harbor Financial, delve into strategies for investing amid today's market volatility. They emphasize the importance of patience, likening it to waiting for a 'fat pitch' in baseball before making investment decisions. The conversation covers market recovery signals, the performance of various asset classes, and the significance of gold and silver as safe havens. They also highlight the need for personalized financial guidance, especially for those nearing retirement.
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ADVICE

Manage Equities with Risk Controls

  • Do not rush to increase equity exposure; maintain moderate levels to balance upside and downside risks.
  • Use hedges or stops to protect portfolios when key technical levels break.
INSIGHT

Bond Market Outlook: Oversold but Uncertain

  • Bond yields have risen but are not historically high; bonds appear oversold and due for a bounce.
  • Fiscal concerns drive bond market uncertainty, but short-term trades in bonds may be profitable.
INSIGHT

Precious Metals as Inflation Hedge

  • Gold and silver remain strong hedges against currency debasement and inflation.
  • Silver, although more volatile, shows potential for a significant price breakout soon.
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