Thoughtful Money with Adam Taggart

When today's guest was on this channel earlier this year, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatened to take down our fragile economy and dash...

Despite the markets trading at all-time highs and likely to end the year up near +20%, they are "very fragile" warns portfolio manager Lance Roberts.Record margin debt, AI buildout concerns, record valuation levels...

Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for third year in a row.A string of three-peats like this is quite rare in markets. Which...

TO TAKE ADVANTAGE OF ANDY'S OFFER ON SILVER, go to thoughtfulmoney.com/buygold The Federal Reserve Open Market Committee just released the outcome of its meeting this week. As expected, the Fed cut its policy rate by...

Well, 2025 draws to an end in just a few weeks.What should we expect, especially in terms of the markers, in 2026?To peer into the future, we have the good fortune to welcome Danielle Park back to the program. Danielle...

There are less than four weeks left in 2025.Will a Santa Claus rally show up on Wall Street before then?Portfolio manager Lance Roberts thinks so.We discuss the odds why, as well as the latest jobs data, rising yields...

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant...

TO BUY GOLD & SILVER, go to thoughtfulmoney.com/buygoldAs of this morning, silver futures have broken out to a new all-time high above $59/oz.What’s driving this fresh price breakout?And how high could silver go?Will...

Will the Federal Reserve cut interest rates when it meets again in two weeks?Wall Street has been whipsawing the odds back & forth over the past few weeks.To address that question, plus the even larger one of who is...

PURCHASE THE FULL REPLAY OF THE NEW ORLEANS INVESTMENT CONFERENCE at Schiff, Brent Johnson, Lawrence Lepard & Russ Gray discuss fiat money, gold, Bitcoin and Stablecoins at the New Orleans Investment...

The market is over-extended, over-bought and over-leveraged warns portfolio manage Lance Roberts.That combination of conditions often results in more volatility and lower returns in the coming year, so he's looking at...

There are some big capital rotations underway right now in the stock market.In the AI trade, we're seeing capital start to flow from the biggest player, Nvidia, into Google. Is the baton being passed to a new lead stock...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at the time of this recording, tensions are high between the US and Venezuela.American warships have been...

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at week saw a big reversal that jarred Wall Street: after reporting yet-again blockbuster results and...

Contagion has been the trend of the US housing market this year as rising inventory and weakening prices have spread to more and more metros.How bad has it become?Well, Zillow just revealed that it's data shows that 53%...

The stock market experienced a massive reversal after Nvidia announced another blowout earnings report.Nvidia, the S&P and the Nasdaq all shot higher at first...but then gravity took over.On Thursday, Nvidia opened up...

Suddenly signs of systemic stress are cropping up all around us.In the public debt markets, credit spreads are on the rise after years of dormancy. In the private credit markets, defaults and counter party risk concerns...

Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry & other signs of rising systemic stress.We talked about the...

The freight industry has long been thought of the circulatory system of the economy.It's how the things bought & sold through commerce get from point A to point B in the real world. Historically, when trucking frieght...

When you're uncertain, they say to seek the counsel of those smarter than you.Well, amongst the many experts I interview on this channel, Michael Green is definitely in the top cohort intellectual horsepower-wise.Mike...

Volatility returned to the stock market this week.Partly due to growing concerns about the sustainability of the AI spending boom.Partly due to further stresses building in the credit market.And also due to a growing...

WANT HELP INVESTING IN MINING STOCKS? SCHEDULE A FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at metals mining company analyst Jeff Clark shares his top picks for gold & silver mining...

TO BUY SILVER & GOLD, contact Andy's firm at [email protected] precious metals appear to have recovered from their recent pullback as gold futures vaulted over $4,200/oz today while silver futures surpassed...

I always say the most valuable people to interview are capital allocators, because they have to answer to their clients for their market calls.They are judged not by their opinions, but by their results.Today, we're...

In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How is the AI race and its voracious need...