Actionable insights on building wealth from the top experts in money & the markets
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Felix Zulauf: Expect A Wild Ride (Up & Down) In Markets From Here
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
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59:08
2025 Could See A Repeat Of 2022's Market Pain | Brent Johnson
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
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1:11:20
Stocks So Euphoric A Pullback Is Likely Soon | Lance Roberts & 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
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1:46:00
Michael Pento: Buy & Hold Investors To Get Wiped Out
Stocks are on track to end 2024 on a high note.
The S&P is up roughly 27% so far, hitting new record highs all throughout the year.
Will the party continue into the New Year?
Or will 2025 be a less enjoyable one for investors?
To find out, we're fortunate today to talk with money manager Michael Pento. president of Pento Portfolio Strategies.
He maintains a 20-point model that guides his portfolio allocation, and today we'll hear what it's advising him to do right now.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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56:55
Prepare For "The Mother Of All Blow-Off Tops" | New Harbor Financial
Asset prices bubbles follow a predictable trajectory, driven by investor psychology.
The final stage before the bursting is a Euphoric peak.
The financial advisors at New Harbor Financial think we're on our way to such a blow-off top, but we're not quite there yet. They expect the action to get even more manic before we do.
If Euphoria indeed arrives, prices will likely zoom to highs that just seem silly right now. Prepare yourself for this: you will not believe what your eyes are telling you.
But also prepare for this peak to be very short-lived. Be very cautious about getting sucked in, because the gains will likely evaporate quickly once the downcycle begins. This is why bubbles are so destructive to so many people -- especially those who go "all in" at the top.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#bullmarket #stockcrash #bubble
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Actionable insights on building wealth from the top experts in money & the markets
Hosted by Adam Taggart Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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