Thoughtful Money with Adam Taggart

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5 of 418

Increasingly Strapped Consumers Are Tapping Out | David Hay
In this new monthly macro/market recap with veteran investor David Hay, we go deep into the major trends in motion currently: an increasing number of recessionary indicators, a fast-deteriorating housing market, higher for longer bond yields, stubborn secular inflation, and a promising outlook for the commodity complex.Let us know in the Comments if you value this new monthly segment with David.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#recession #inflation #commodities _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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54:57
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54:57
Big Jobs Miss Suggests Economy Is Sicker Than Believed | Lance Roberts
The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of 75k).And the June payrolls number was revised downwards to a LOSS of -13k jobs,. On top of that, this week's JOLTS data revealed that there are now *fewer* jobs openings than applicants, something we haven't seen since the early days of COVID.As the unemployment rate now rises to 4.3%, should we expect it to begin rising more aggressively from here as the economy continues to slow?Are we seeing the early warning signs that a recession lies ahead?Portfolio manager Lance Roberts and I discuss the odds, as well as the latest technical analysis for stocks, the ongoing breakout in gold & silver, the attractiveness of the oversold energy sector, prudent risk management best practices, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this latest Market Recap.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#labormarket #unemployment #recession _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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1:51:27
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1:51:27
We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park
After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell suddenly changed his tune.He expressed concern about the deteriorating labor market, saying the situation may warrant a resumption of monetary easing notwithstanding the potential inflationary risks of tariffs.This comes at a time when stocks are at nosebleed valuations levels, with the general public more exposed to them than at any time since the 2000 and 2007 bubble peaks.Are investors sleepwalking into an oncoming painful market correction here?To find out, we have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealthiest families. She's also proprietor of the daily financial website JugglingDynamite.comWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #housingmarket #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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1:49:18
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1:49:18
Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum
GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices likely to go?That was the topic of today's livestream with Jonathan Wellum, founder of ROCKLINC Investment Partners, Thoughtful Money’s endorsed Canadian financial advisory firm.Jonathan has been an active investor in the precious metals mining space for years and largely anticipated the current price surge we’re seeing now in the sector.To learn where he thinks things are likely to go from here, watch this video.#goldprice #silverprice #preciousmetals _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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1:01:56
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1:01:56
Our Money Is Dying | Lawrence Lepard
In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.Today's guest not only agrees, but rings that same bell even more loudly than I do.For an update on his outlook on inflation, asset prices, the economy, the dollar, and what to expect next in this current Fourth Turning, we're fortunate to welcome back to the program investor and sound money advocate Lawrence Lepard, author of the book: The Big Print, What Happened To America and How Sound Money Will Fix ItLOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#inflation #money #moneyprinting _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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1:40:48
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1:40:48