Thoughtful Money with Adam Taggart

Mortgage lending expert & housing analyst, Melody Wright, predicts a national aggregate price decline in the US housing market this year. They discuss topics like price discovery, unexpected housing inventory increases in Florida, rise of real estate investment, impact of speculation on home prices, manipulation of reality by developers, exploring alternatives in housing market, capitalism in finding innovative solutions, and the importance of location and local involvement in real estate.

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.

Jim Bianco, founder of Bianco Research, discusses the potential end of Quantitative Tightening (QT) by the Federal Reserve and the implications it may have. He shares insights on macro trends impacting markets in 2024, including concerns about a liquidity crisis once the Reverse Repo Program is fully drained. The podcast also discusses the market's expectations for rate cuts, supply chain disruptions, the struggle of gold against Bitcoin ETFs, and a sensitive issue affecting Republican voters. Other topics covered include scams on social media, investing in one's health, and finding sustainable personal growth.

In this podcast, Andy Constan discusses the current challenges for investors, the state of the global economy and financial markets, different economic scenarios, and the consequences of fiscal and monetary programs. He also addresses the underserved category of wealthy retail investors and recommends non-monetary investments like books.

Lakshman Achuthan, Co-founder of the Economic Cycle Research Institute, discusses the key turning points for investors. Topics include the slowing growth and returning inflation as the key themes for 2024, assessing the global economy and financial markets, the impact of fiscal spending on the construction industry, the current state of the economy and the role of the Federal Reserve, navigating the current market environment, non-money investments, predicting turning points in the market, analyzing turning points and managing risk, the correlation between stocks and bonds during inflationary cycles, and the relationship between gold and gold miners.

Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts. Well, we're now starting to see the first un-inversions. The 2s-30s yield curve has steepened and is no longer inverted. Does that mean the recession countdown has begun? Lance and I discuss this as well as this week's surge in the S&P, the latest on the bond market, the just-released December inflation data, the new Bitcoin ETF, and, as usual, Lances' firm's latest trades. Learn more about Lance's event on Sat Jan 27th in Houston at https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687 SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #inflation #yieldcurve #recession2024

How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that hard to find evidence of stress fractures: from recessionary leading indicators, to struggling consumer households, to the frozen real estate market, to the breakdown of trade through the Red Sea, to the loss of faith in once-premier establishment brands like Harvard, to the polarization and cynicism of this year's US presidential election. What's more likely to happen from here: ascent or breakdown? To discuss, we're fortunate to welcome monetary and macro analyst John Rubino, author and co-author of numerous books including The Money Bubble with James Turk. Sign up for John's Substack at https://rubino.substack.com/ SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #recession #bearmarket #layoffs

Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, discusses the potential occurrence of stagflation and the concept of regime change in the current era. He explores the connection between inflation, fairness, and natural selection, and the impact of growing economic inequality. The podcast also delves into the cycle of crisis and change, and the structural forces behind vol compression in the market.

Stephanie Pomboy discusses the potential economic downfall due to the culture of moral hazard, concerns about higher interest rates, unsustainable reliance on technology and bailouts, surprise resilience of the labor market, need for reform, market outlook and volatility, dealing with social media scammers, surrounding oneself with positive influences, disagreement on the dollar and gold, investment strategy, and market state.

Lance Roberts, a portfolio manager, joins Adam Taggart to discuss the recent stock market pullback. They analyze the market performance, the impact of the shutdown on the economy and employment, and the risks of deficit spending. They also delve into the funding behind stock buybacks and share their recent trades and positive outlook. In addition, they explore topics such as over-diagnosis of mental health issues, the importance of taking action, and the idea of a secular church.