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Adam Taggart | Thoughtful Money

Actionable insights on building wealth from the top experts in money & the markets

Hosted by Adam Taggart

Thoughtful Money with Adam Taggart

Stocks are currently at record levels of euphoria as measured by the Euphoriaometer (yes, such a thing exists!)

While he still expects a Santa Claus rally into year end, between now and then, portfolio manager Lance Roberts thinks there's good probability of a short-term pullback.

We discuss the reasons for that, as well as current technical indicators for the S&P, market sentiment, the latest Payrolls data, the risk of a much larger market correction in 2025, as well as Lance's latest trades.

For everything that mattered to markets this week, watch this Market Recap.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#bullmarket #marketcorrection #jobsreport

Stocks So Euphoric A Pullback Is Likely Soon | Lance Roberts & Adam Taggart

As we head into a new year, there are a lot of questions swirling about money:

Will the dollar's strength vs other world currencies continue into 2025?

And even if so, will it continue to lose purchasing power vs real things?

Will gold continue to be aggressively purchased by the world's central banks? By investors?

Is Bitcoin "winning" the store of value war?

To discuss all these and more, we're fortunate to welcome back to the program Brent Johnson, CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory.

Brent is "extra cautious" right now given Wall Street's exuberance. At these high levels of euphoria, he fears the 2025 market could look a lot like 2022 rough year.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

2025 Could See A Repeat Of 2022's Market Pain | Brent Johnson

As 2024 begins to draw to a close, investors are cheering a second blockbuster year in the stock market.

And as we enter 2025, will the party continue? Will today's asset prices shrug off the growing litany of macro concerns and power still higher in the new year?

Or will 2025 be a less enjoyable, or even a more painful year for investors?

I can't think of anyone better to ask these questions to than today's expert, who is among the world's most highly respected living investors, Felix Zulauf.

He thinks we'll be in for wild ride in 2025, with stocks peaking in Q1, then falling 15-120%, recovering possibly to new highs, and then ending the year with a serious drawdown.

He believes his predicted "decade of the roller coaster" will enter full swing next year.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Felix Zulauf: Expect A Wild Ride (Up & Down) In Markets From Here

As we prepare to enter a new year, there's a revived optimism on Wall Street.

Excited in part by the pro-business policies of the incoming Trump administration, stocks are back to trading at record highs and investor and business confidence is rising.

But that said, the average American household is still struggling under a high cost of living, and a labor market that does not seem as robust as we've been told.

How will this dichotomy resolve in 2025?

Will consumers eventually catch Wall Street's optimism? Or may stocks have to moderate its expectations for economic growth & corporate profits?

For an expert view, we're lucky today to talk with Stephanie Pomboy, economic and market analysis and proprietor of MacroMavens.com.

To watch the free 20-minute Q&A session from Stephanie's recent conference with Grant Williams, click the link below and then scroll down:
https://www.grant-williams.com/super-terrific-happy-day-virtual-pass/

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Stephanie Pomboy: A "Spectacular Implosion" In Stocks Is Due Once The Euphoria Ends

Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds.

Once that wave is over, does a Santa Claus rally still look likely to occur?

Lance and I discuss the odds of this, as well as the recent inflation data, poor price action in bonds, market correction risk in 2025, and Lance's firm's latest trades.

For everything that mattered to markets this week, watch this new Market Recap.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Is A Santa Claus Rally Into Year End Still Likely? | Lance Roberts & Adam Taggart

I often emphasize that the most useful people to interview are asset managers.

Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.

Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck

Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes.

As we've done the past two quarters, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Top Fund Manager's "Cloudy" Outlook For 2025 | Jan van Eck

As 2024 draws to a close, the mood on Wall Street is very jolly.

Stocks are back to trading near all-time highs.

Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking.

Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025?

Or, is the optimism overlooking risks -- both valuation-based and structural -- that may make next year a much more challenging one for investors?

For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.

Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley

Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. 

He also takes live Q&A from viewers.

SPECIAL REPORT: Reaction To This Week's Market-Tanking Federal Reserve Update | Axel Merk

Today's guest expert is the second this week to warn that US financial asset prices appear to be in bubble territory.

Is that truly the case?

And if so, will the bubble burst in 2025? Or inflate further?

Investors have much riding on the answer.

To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.

Jesse has a number of charts of leading indicators that he walks us through that strong suggest stock prices will head lower - perhaps a lot lower - in 2025.

Follow Jesse at his website at https://thefelderreport.com/

Or on X at @jessefelder

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Rampant Insider Selling Signals The End Of The Bubble In Stocks | Jesse Felder

The Fed caught markets by surprise this week when it guided that the pace of future rate cuts will be slower than initially expected.

Stocks sold off hard on the news and bond yields spiked.

Friday saw some recovery, causing investors to wonder:

Is a Santa Claus rally still likely?

Or could a Grinch bust be in the cards now?

Portfolio manager Lance Roberts and I discuss the odds, as well as the latest inflation data, his macro and market outlook for 2025, and his firm's latest trades.

For everything that mattered to markets this week, watch this new Market Recap.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

After Fed Scare, Will The Grinch Ruin The Santa Rally? | Lance Roberts & Adam Taggart

The S&P and Nasdaq are back to all-time highs. And the recently-released Q4 GDP data beat analysts expectations, positively, by a long shot.

So are we in the clear? Is the soft landing camp being proven right?

Have we been able to side step the Lag Effects so many expected from the Fed's aggressive campaigns of rates hikes and Quantitative Tightening?

Is inflation indeed on its way to being tamed this year?

For answers, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#recession #inflation #deflation

Lacy Hunt: Prepare For Recession, The Fed's Optimism Is Wrong

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