Thoughtful Money with Adam Taggart

The podcast explores the global economy's reliance on oil and its fluctuating prices. It discusses the transition from energy shortage to abundance, the growth of natural gas liquids production, the potential for the Western Hemisphere to become less dependent on OPEC, the impact of hydrocarbon abundance on the US economy, and investment opportunities in the oil space. The host concludes by inviting the guest to present at an upcoming conference.

Darius Dale, founder & CEO of 42 Macro, shares his bullish market outlook for the next three months. He discusses the positive indicators in the global economy, improved corporate profits, and their systematic portfolio construction process. The risks in the market, immaculate disinflation's impact on the labor market, and the lag effect are also analyzed.

Legendary investor Jim Rogers discusses his concerns about the next bear market, higher inflation, and higher interest rates. He explores the exponential growth of debt in the US and its consequences, as well as Argentina's struggles with economic reforms. The podcast also delves into different perspectives on investing, the role of luck, and the importance of safety and stability in client portfolios.

Market veteran Kevin Muir, founder and editor of The Macro Tourist, discusses the underestimated impact of fiscal spending and stimulus measures on the global economy. They explore the slow implementation of infrastructure spending, the potential consequences of continued fiscal spending leading up to the 2024 elections, and the historical use of gold as an inflation hedge. They also delve into the possibility of a recession affecting Trump's reelection chances and the importance of considering future inflation when setting policy.

Simon White, Macro Strategist at Bloomberg, discusses the current outlook for the global economy and financial markets. They explore the challenges posed by the uneven recovery of different sectors, analyze the possibility of returning to normalcy post-pandemic, and assess the impact of the Federal Reserve's balance sheet on the economy. They also discuss the Fed's rate decisions, the liquidity outlook for next year, and the importance of understanding technology and AI as non-financial investments.

2023, a year nearly everyone expected a recession, has instead seen impressive economic growth and the markets power to all-time highs. How did this happen? Especially as the Federal Reserve kept interest rates above 5% while conducting Quantitative Tightening? In a word: liquidity. Liquidity steadily rose throughout 2023 and, like an incoming ocean tide, rose all boats. How? Why? Where is it coming from? And if it's such a key driver of asset prices, where is it headed from here? To find out, we're going to have a very important conversation today with Michael Howell, founder & CEO of Crossborder Capital. Get Michael's book Capital Wars at https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872 Subscribe to his Substack at https://capitalwars.substack.com Or follow him on X/Twitter at @crossbordercap ACT SOON! SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get his Adam's Notes for all the recent experts who have appeared on this channel. But do so before the price increases on Jan 1st 2024! #liquidity #bullmarket #stocks2024

Portfolio manager Lance Roberts predicts a short-term correction in stocks and bonds due to dangerously high overbought extremes. However, he believes this pullback will be brief as the Federal Reserve plans to ease more. With solid jobs, decreasing inflation, and no imminent recession, financial assets are in a positive position.

Real estate analyst Lance Lambert discusses the challenges and potential future of the US housing market. Topics include the current stalemate in the market, the impact of remote work, short-term rentals, future outlook for different regions, and resources available on Resi Club.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the rich valuations of the stock market and the potential for a pullback. They explore the late-cycle economy, the effects of easing on the market, and the possibility of extending Federal Reserve policy. The importance of selectivity in the late-cycle economy and opportunities in beaten-up areas are highlighted. The speakers also analyze predictions for commodities in the coming year, with a focus on the influence of the Fed and the dollar. They delve into the social implications of current housing policies as well.

Michael Every, Global Strategist at Rabobank, discusses the shifting dynamics of the global economy, with a focus on the rise of nationalism and the reversal of globalization. He emphasizes the need for a new operating framework and expresses concern that we may not adopt the right policies in time to avoid conflict and crisis. The podcast also explores the challenges of disentangling supply chains from China, the importance of industry and tariffs in shaping the US economy, and the potential for a more equitable economic system.