Thoughtful Money with Adam Taggart

Financial analyst Lyn Alden, former Fed advisor Danielle DiMartino Booth, economist James Rickards, and real estate investor Russ Gray discuss the future of money. They challenge common assumptions about money, explore the importance of income and stability in investing, discuss inflation and its causes, and analyze bank credits, collateral demand, and exchange rates. They also examine the likelihood of a recession in 2024 and discuss the battle between top-down and bottom-up currencies in the digitized world of money.

Commodities expert Simon Hunt discusses his prediction of a worldwide depression by 2025 due to global unserviceable debt and the impact of positive and negative economic indicators. They also explore geopolitical tensions and potential conflicts, analyze bond performance and yield predictions, and debate owning physical commodities vs shares. The host wraps up the conversation by promoting their work and providing updates on 'thoughtful money'.

Ted Oakley, financial advisor with over 40 years experience, predicts the worst part of the bear market will occur in 1st half of 2024. They discuss the impact of stimulus and low interest rates, private debt market troubles, Warren Buffett's investment strategy, potential mega trends for the 2030s, outlook on stocks and concerns about debt, portfolio positioning and investment strategy, and the relationship between wealth and happiness.

To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/In this week's market recap, portfolio manager Lance Roberts reiterates his call for a near-term pullback in both stocks in bonds, as both look overbought given how quickly prices for both have recently risen. After the pullback, which he expects sometime between now & mid-Dec, Lance thinks it's more likely than not that stocks power to new highs by the end of the year. How they'll perform in 2024, though, is a totally different story... Lance and Adam also discuss oil, the US dollar, Bitcoin and the latest recession odds. They also review the wisdom of many of today's most successful living investors, who warn that most retail investors underperform due either to poorly assessing risk and/or letting their emotions drive their decision-making. To read the article by Lance cited during this discussion, go to: https://realinvestmentadvice.com/speculator-or-investor-whats-the-difference/ Lance also shares his trades for the week. #stocks #bonds #investing

When the game changes, the old rules don't apply and to succeed, you need to adopt a new playbook. Well, there's a good argument to be made that the investing gameboard has materially changed in the post-COVID era. But so far, both Wall Street and regular investors are still playing by the old rules. Is this a recipe for disaster? To find out, we have the good fortune today to hear from Jesse Fedler, founder & Editor of The Felder Report, a highly respected market research firm. He written a lot lately on the "sea change" the economy and financial markets have recently experienced. We'll ask him what the biggest implications will be & how investors should adapt to them. Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @jessefelder To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #interestrates #techstocks

Brent Johnson, CEO of Santiago Capital and Matthew Piepenburg, Commercial Director at Matterhorn Asset Management AG, engage in a "co-exploration" on the future of the US dollar. They discuss areas of agreement such as the sovereign debt spiral and the demand for US dollars. They also debate the impact of monetary policies, the role of the Federal Reserve, and potential consequences if the dollar loses control. The speakers explore the need for a new global monetary system and stress the importance of owning gold as a hedge against currency devaluation.

Heading into 2024, we may be witnessing a change in a number of trends. The October CPI numbers suggest inflation is moderating faster than expected. If that proves true, this may mean the Federal Reserve's aggressive campaign of hiking interest rates is over. And if that is true, the 3-year beating the bond market has suffered may be coming to an end. As for stocks, they've been powered higher all year by the Magnificent 7 -- Apple, Google/Alphabet, Amazon, Microsoft, Nvidia, Meta and Tesla.. But even there, we may be witnessing a regime change. To clarify whether these are indeed real & significant trend shifts, Thoughtful Money host Adam Taggart sits down in today's video to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987. If you're interested in signing up for Fred's newsletter, send an email to thehightechstrategist@yahoo.com Or follow him on Twitter at @htsfhickey To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #magnificent7 #techstocks #inflation

Financial market analyst and commentator Lance Roberts joins Adam Taggart on the podcast to discuss the current rally in stocks and his prediction of a short-term selloff. They also talk about the behavior of bonds, the most commonly asked questions about the new venture, and the outlook for bonds and stocks in 2024. The hosts reflect on the stock market's performance, the Santa Claus rally, the decision to buy Walmart stocks after an earnings drop, and the challenging job market. They also debate the timing of a recession and its potential impact. Lastly, they share their journey of starting their own company and finding their true calling.

Highly-respected economist & award-winning researcher David Rosenberg discusses the potential opportunities in the long Treasury bond market. Topics include global recession, American consumers' spending behavior, flawed data used by central planners, interest rates and potential recession, bond market signals, and investing in long-duration treasuries.

Macro & markets expert Marc Faber explains his concerns about the increasing threat to democracy worldwide. He predicts social unrest and war due to geopolitical competition, government overreach, and the diminishing prospects of the masses. They also discuss topics like the impact of immigration, cultivating resilience, and the Greyman strategy.