Judy Shelton: It's "Day 1" Of The Reckoning As US' Unsustainable Fiscal Path Runs Out
From tariffs to tax cuts to de-regulation to budget reductions to a potential sovereign wealth fund, the new Trump administration is moving aggressively to redesign the way America finances itself.Are these much-needed reforms that will put the American economy on a more secure & sustainable footing?Or could they risk resulting in misguided chaos?To find out, today we have the great fortune to welcome to the program Dr Judy Shelton, economist, author, Senior Fellow at the Independent Institute and the author of Good as Gold How to Unleash the Power of Sound Money.She's a particularly qualified expert on today's topic because she served as an economic advisor to President Trump during his first term, and was nominated by him in 2020 for the Federal Reserve.BUY YOUR TICKET FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:21:14
Stocks Likely To Bounce Higher From Here | Lance Roberts & Adam Taggart
Stocks have had a rough week, declining through mid-day Friday until finally bouncing in the last few hours.Is the bottom in?It could be, says portfolio manager Lance Roberts. The downward price action has been so swift, and the sentiment swing so negative, that stocks look very oversold in the near term.So he thinks a continued bounce from here next week is quite likely.We discuss that, plus the growing risk of recession, the latest Trump economic policies (including the new Strategic Bitcoin Reserve), rising unemployment, the housing market and Lance's firm's latest trades.For everything that mattered to markets this week, watch this new Market Recap.BUY YOUR TICKET FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:44:20
US Stocks To Underperform For For Years Ahead | Kevin Muir
There's a lot of urgency right now in America to reduce the fiscal deficit via the new D.O.G.E and also to reduce its trade deficit via the threat of tariffs.Both initiatives are creating a lot of disruption right now, and have their fair share of vocal supporters and detractors.Are they likely to work? And at what cost?For discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of the top financial Substacks in the world. In a nutshell, Kevin thinks nearly all US assets, including the dollar, are woefully overvalued.Just as capital flowed into the US over the past decade, pushing all these assets ever higher, he expects the coming years to see capital flowing out of the US, leading to chronic underperformance vs international assets.BUY YOUR TICKET AT THE 'LAST CHANCE TO SAVE' PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:54:29
Michael Pento: Stocks & Home Prices To Fall 40-50% As Liquidity Dries Up?
When today's guest was last on this program back in December, he warned that after blockbuster double-digit returns in 2023 and 2024, stocks were likely to have a tougher time this year.Well, so far, with the S&P slightly down YTD for 2025, that prediction is proving prescient.So, where does he see the market headed from here?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.Spoiler alert: it is telling him we are at a dangerously high risk of a major downwards correction in both stock & home prices.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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1:25:40
Stephanie Pomboy: Signs Of Stagflation Are Multiplying
Our bi-weekly ‘Macro Monday Mornings’ with Stephanie Pomboy resumed today.We discussed the mounting signs of economic slowdown, as well as the continued ‘stickiness’ of inflation.Will the rest of 2025 see us stuck in Stagflation?Stephanie thinks the odds are uncomfortably high. And similarly so for a material correction in the financial markets.We also discussed her projected implications of the latest policy developments of the new Trump administration (as best we understand them given the highly-fluid environment). And Stephanie also fielded live viewer Q&A.BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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