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Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money
Thoughtful Money with Adam Taggart
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  • "This Is A Bubble". You'd Better Invest Accordingly | Cem Karsan
    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 on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.#volatility #marketcorrection #wealthgap _____________________________________________ 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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  • Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore
    Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.Stephanie is eagerly awaiting next month’s FOMC decision, as she thinks it has potential to be the event that punctures the market’s current blind optimism — if the Fed starts cutting its policy rate but bond yields don’t come down as hoped.What does she expect to happen if they don’t?Find out by watching this video.And follow Stephanie at https://macromavens.com/Or on X at @spomboyLOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#federalreserve #inflation #marketcorrection 0:01 - Fed drama: Powell’s Jackson Hole speech, staffing changes, and structural debates2:30 - Importance of Fed actions for financial markets and market mispricing8:15 - Potential triggers for bond yield declines: short squeeze or safety trade14:49 - Fed intervention risks: QE or operation twist amid economic slowdown20:05 - Investment strategy: Gold and energy as hedges against dollar debasement 9:03 - Inflation outlook: Disinflation expected due to consumer distress36:04 - Corporate margin squeeze and potential job losses41:41 - Why credit spreads remain tight despite economic risks48:30 - Housing market distress: High cancellations, cash-outs, and oversupply55:00 - Boomer aging and housing market headwinds58:13 - Thoughtful Money Fall Conference teaser, October 18th58:59 - Dollar outlook: Short-term strength, long-term decline vs. gold1:01:04 - Taylor Swift engagement’s negligible economic impact1:03:30 - Where to follow Stephanie Pomboy’s work_____________________________________________ 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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  • The Fed Is Starting To Fear Recession | Danielle DiMartino Booth
    Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. And another FOMC voting member, governor Lisa Cook is now in the crosshairs due to a purported mortgage fraud scandal, and is at risk of being replaced.On top of all that, Jerome Powell gave a significant indication in his speech at Jackson Hole last week that rate cuts are indeed coming ahead, likely starting next month -- due to rising concerns at the Fed that the economy, labor force and housing market are weaker than it previously appreciated.To make sense of all this for us and the likely implications, we're fortunate to welcome back to the program Danielle DiMartino Booth, CEO & Chief Strategist for QI Research LLC and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America"Subscribe to Danielle on Substack at http://dimartinobooth.substack.com/LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#federalreserve #recession #interestrates _____________________________________________ 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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  • Home Prices Will Be Heading Lower For Years | Melody Wright
    LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceGet ready for years of pain for home prices, warns housing analyst Melody Wright.In fact, the correction is already underway. But it's only just getting started in her estimation.#homeprices #housingmarket #realestate _____________________________________________ 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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  • Fed Chair Signals Rate Cuts Ahead, Markets Zoom Higher | Lance Roberts
    Jerome Powell just made his long-awaited speech at Jackson Hole and sent a strong signal the Fed will start cutting interest rates due to increasing concern over growing economic weakness.The markets, little surprise, took this as fantastic news and practically every asset class rose sharply in price.Is this sustainable?Assets, after all, are valued based on expected future earnings.If the economy is slowing, shouldn't that bring valuation multiples *down* not *up*?Lance Roberts and I discuss that in depth today, as well as where inflation, earnings estimates and the housing market are likely headed.For everything that mattered to markets this week, watch this new Market Recap.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#federalreserve #interestrates #labormarket 0:00 - Jackson Hole Symposium and record August options expiration3:07 - Risks to earnings from recent economic data4:02 - Market reaction to Powell’s speech, expectations of rate cuts11:45 - Steve Hanke’s inflation outlook and quantity theory of money15:59 - Bond yields debate: Economic growth vs. tariff uncertainty19:59 - Money supply growth relative to GDP and inflation27:29 - Currency devaluation and wealth preservation strategies32:07 - Wealth gap and inflation’s impact on asset owners vs. non-owners34:02 - Alternative 2008 scenario: Letting banks fail43:14 - Role of government in economic resets, infrastructure investment46:05 - Risks to earnings due to slowing economic activity56:19 - ETF flows: Retail buying vs. professional selling1:04:59 - Housing market correction and its economic impact1:11:30 - Demographic trends in housing: Boomer sell-offs1:13:48 - Recent trades and Simplevisor thematic models1:19:14 - Grace under pressure: Handling adversity in life and markets1:34:05 - Thoughtful Money Fall Conference announcement, October 18th_____________________________________________ 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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