Thoughtful Money with Adam Taggart

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.

Michael Lebowitz, Lance Robert's portfolio co-manager, discusses the Federal Reserve's surprising guidance on interest rate cuts. He questions the reasons behind the swift change and speculates if the Fed is hiding a potential recession. Lebowitz and Adam Taggart also explore the future of inflation, interest rates, liquidity, and the outlook for bonds, stocks, and the markets. They conclude by sharing their firm's latest trade.

In this podcast, Adam Taggart talks with finance and investing expert Axel Merk about the recent announcement by the Federal Reserve and its implications on the market. They discuss the lack of clear strategy from the Fed, the risks of cheap capital, and the uncertainties surrounding the job market. They also delve into the investment outlook for precious metals, the possibility of higher yields, and the importance of investing with caution and independent financial preparation.

"Bonds Becoming \"Irresistible\" To Big Buyers, Prices Headed Higher | Alf Peccatiello" Alf Peccatiello, bond expert, discusses the recent strength in bond yields and the potential recovery of the bond market. He predicts attractive prices and a decrease in inflation, making Treasury yields appealing to institutional buyers. The podcast also covers the impact of rising refinancing costs on companies and the labor market. Peccatiello introduces a new bond market course with a discount offer for the first 50 buyers. The speakers analyze investment strategies and discuss the potential consequences of the BoWIP effect on the economy.

In this episode, host Adam Taggart invites Felix Zulauf, founder & CEO of Zulauf Consulting, to discuss the potential market conditions for 2024 and allocation strategies. They highlight concerns about the global economy, excessive liquidity, and potential inflationary problems. They predict a significant decline in the stock market next year after reaching new highs. The chapter also covers investment opportunities, leveraging options in the currency trade, and the importance of relationships in life.

Portfolio manager Lance Roberts believes the Santa Claus rally may have already happened or if it does occur, it will be mild. He discusses reducing long exposure and preparing for a pullback. The strong correlation between financial asset prices and net liquidity is also explored. The podcast delves into the odds of recession risk which experts are divided on. Wall Street and financial media's influence on investor perceptions is discussed along with navigating market valuations. The decline in favorability of capitalism among millennials and Gen Z is explored, as well as a memorable encounter with Warren Buffett. Pursuing passion and putting in the work for success is emphasized.

Danielle DiMartino Booth, an economic expert and commentator, discusses the Lag Effect and its impact on the economy in 2024. They analyze the global economy, rising unemployment rates, and the bond market rally. The podcast delves into the Federal Reserve's actions, disinflation, and potential deflation. It also explores concerns in the commercial real estate market and the role of the reverse repo facility. The chapter concludes by discussing the depletion of the facility and the benefits of allowing natural market forces to take over.

Economist and financial analyst Wolf Richter discusses the contrasting narratives about the economy, expressing concerns about overvaluation and warning of a recession next year. He assesses the global economy, highlighting the divergence between the strong US economy and weaker economies in other regions. They discuss positive trends in construction spending and per capita income, delinquency rates in the subprime sector, expectations for bond yields, gold and commodities as long-term investments, and the importance of staying fit and healthy.

Macro analyst Michael Pento shares his insights on the delayed recession, rising debt, and indicators pointing to an imminent bear market. He emphasizes the importance of professional money management and advises caution against mainstream financial media. The significance of including gold miners and options in a portfolio is also discussed, along with the active management of option positions and the importance of financial advisors.

Guest Lance Roberts, a portfolio manager, warns of a near-term selloff in overbought stocks and bonds. He discusses rising asset prices, which contradict the Fed's tightening efforts, and explains how liquidity is making it harder to control inflation. They also talk about market outlook for 2024, bonds, recent trades, and risk mitigation for investors.