Thoughtful Money with Adam Taggart

Housing expert Melody Wright provides a compelling analysis of the US housing market, predicting a 9% decline in home prices this year. She discusses late 2023 trends, emphasizing regional shifts in areas like Richmond and Washington, D.C. Melody critiques existing housing narratives, suggesting a surplus of inventory rather than a shortage. She highlights the implications of demographic changes, economic factors, and the importance of informed decision-making for homebuyers. Listeners gain valuable insights into navigating this shifting landscape.

In this discussion, market analyst Gordon Long from MATASII breaks down the unsettling realities of the Fourth Turning, a societal cycle reshaping our power structures. He emphasizes the challenges investors face amid potential debt crises and market volatility. Long explores the implications of excessive corporate debt and stock buybacks, stressing the importance of adaptable investment strategies. Listeners gain insights into navigating economic shifts, bond investment strategies, and the impact of private equity on market dynamics, ensuring they're equipped for future uncertainties.

In this insightful discussion, portfolio manager Michael Lebowitz unpacks the current market's excessive optimism, likening it to 'irrational exuberance.' He shares his thoughts on the bond market and the mixed signals in job data, revealing the disconnect between bullish statistics and real-world challenges like layoffs. The potential risks posed by single-stock ETFs and the evolving role of ETFs in speculation are examined. Lebowitz emphasizes the importance of self-awareness and strategic planning for investors navigating today's complexity.

Lyn Alden, a renowned analyst known for her insights into fiscal deficits, joins the discussion to dissect the implications of ongoing government spending. She argues that current fiscal deficits are here to stay, shaping economic growth and asset prices, including gold and Bitcoin. Alden explores the interactions between increased liquidity and market volatility, offering strategies for investors to navigate potential downturns. She also delves into how fiscal policies could affect Bitcoin's performance and the speculative nature of a U.S. sovereign wealth fund on various asset classes.

Join John Lodra and Mike Preston from New Harbor Financial as they navigate the stormy waters of market volatility under President Trump's administration. They discuss how political changes, like tariffs and military actions, affect investor sentiment. The conversation shifts to strategic tactics for portfolio de-risking and highlights gold as a hedge against inflation. Plus, they dissect the impact of technology stocks, emphasizing the need for self-education and emotional support in investing during uncertain times.

In this captivating discussion, Thomas Hoenig, former CEO of the Kansas City Fed and seasoned monetary policy expert, shares insights on the Federal Reserve's evolving role under a new presidential administration. He delves into the tensions between political pressures and the Fed's independence, while exploring the implications of low interest rates on inflation and trade deficits. Hoenig critiques past monetary policies, emphasizing the risks of wealth inequality and national debt, and advocates for a balanced fiscal strategy amid economic uncertainties.

Macro and market analyst Stephanie Pomboy shares her insights on the impacts of Trump's new tariffs on Canada, Mexico, and China. She delves into the complexities of retaliation and the shift from globalization to mercantilism. Pomboy discusses how these tariffs could affect domestic jobs, inflation, and market volatility. She also examines the relationship between employment data and stock performance, highlighting the disconnect between official statistics and real-world job seekers' experiences. Tune in for a dynamic conversation filled with macroeconomic wisdom!

Sven Henrich, founder of NorthmanTrader.com, dives into the current stock market dynamics and valuations. He assesses the surprising impact of China's DeepSeek A.I. release on investor sentiment. The conversation highlights the disconnect between stagnant economic growth and rising asset prices, probing into liquidity-driven market behaviors and wealth disparity. Caution is advised as Henrich explains the risks of extreme valuations, emphasizing the need for adaptable strategies in navigating potential corrections.

Lance Roberts, a jurisprudential portfolio manager, offers deep insights into today's market dynamics. He discusses how the market is faring despite recent turmoil, like the DeepSeek scare and mixed earnings. Together, they analyze inflation data and the GDP's stagnation while emphasizing the resilience of major companies. The conversation also touches on the role of emotional investing, the impact of AI on market behavior, and the importance of maintaining a diversified portfolio. Investors are urged to think long-term amidst today's volatility.

This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to restore confidence in investors.But then the markets rallied hard into the close on Friday. Which is causing investors everyone to ask:Is the sell-off over?Or, is this merely a head-fake before prices resume their decline?Adding to the uncertainty is the sudden rash of recession worries making it back into media headlines. The latest consumer confidence numbers are plummeting and the Atlanta GDPNow's Q1 GDP estimate suddenly plunged to a negative forecast.Portfolio manager Lance Roberts and I discuss all of this, plus what the latest technical analysis is telling us, rising bond prices, DOGE, the weakening housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference