Thoughtful Money with Adam Taggart

The world is in love with US stocks right now. Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks. US stocks have never made up as a great a percentage of global market cap as they do now. Retail investors (including seniors!) have never been this long stocks. As portfolio manager Lance Roberts explains in this interview, we only see conditions like these are market peaks. So, is the stock market peaking here? Lance and I discuss the odds, as well as his key takeaways from 2024, his market outlook for 2025, and his firm's recent 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 --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Today, we're going to do something a little different on this channel. We're going to interview a highly successful private equity CEO, and yes we'll get his economic & market outlook for 2025. But, we'll also delve into his insights for achieving personal success, in life and business. Graham Weaver is the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses. He serves on the faculty at Stanford University's Graduate School of Business where he teaches a top-rated strategic management course. And he's also a highly popular personal development influencer, with millions of followers across social media. Graham also happens to be one of my former business school classmates. I witnessed him begin his private equity firm from his dorm room there. He's a truly remarkable individual and I predict you're going to highly enjoy today's discussion. Follow Graham at https://www.grahamweaver.com Or on YouTube at https://www.youtube.com/@UC0QlsANSV3_ZC-uqxLQ_5uA Or on TikTok and Instagram at  @grahamcweaver  Or on LinkedIn at https://www.linkedin.com/in/graham-weaver-2b79/ #privateequity #investing #businesssuccess --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

The Fed sent a shock through markets last week when it announced that fewer rates cuts may be needed to reach its policy goals. The S&P immediately sold off by -3% and the Nasdaq and Russell sold off even harder. It this just a curveball that, once digested, won't a matter much to the bull trend? Or, could it have set up a reversal in trend? To discuss, the advisors at New Harbor Financial give their take and then answer viewer questions live. --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Well, this interview is being recorded the day after the Federal Reserve spooked markets by slowing the expected pace of future rate cuts. The S&P instantly dropped 3% on the news and bond yields spiked. Is this just temporary heartburn as the markets digest the news? Or might this signal that markets have just peaked? For perspective, we're fortunate to be joined by Dr. Ed Yardini, President of Yardeni Research. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support