Thoughtful Money with Adam Taggart

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By: Adam Taggart | Thoughtful Money

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

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A.I. To Cause Even Higher Inflation & Interest Rates? | Jim Bianco
A.I. To Cause Even Higher Inflation & Interest Rates? | Jim Bianco episode artwork
Yesterday at 3:00 PM

Market researcher Jim Bianco isn't worried that A.I. will disappoint.He's more worried it will deliver on its promises.Why?Because he think that would usher in an era of higher inflation and higer interest rates.To learn why, watch this interview.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#interestrates #inflation #aibubble _____________________________________________ 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...


Surviving The Fourth Turning | Neil Howe
Surviving The Fourth Turning | Neil Howe episode artwork
Last Sunday at 2:40 PM

Famed demographer Neil Howe, author of The Fourth Turning, has just finished writing a new book with practical advice on how to survive it.If history is any guide, we need to prepare for:1) a financial crash2) political collapse, and3) conflict among the great powersIn advance of the new book's availability to the general public, we discuss its key recommendation in this video.#fourthturning #demographics #marketcrash _____________________________________________ 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, no...


It's A Tricky Market Right Now | Lance Roberts
It's A Tricky Market Right Now | Lance Roberts episode artwork
Last Saturday at 3:00 PM

BUY THE REPLAY OF THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conferenceAs volatility has increased and capital races back & forth between growth and value sectors, many investors are finding it hard right now to make money in the market.Portfolio manager Lance Roberts thinks that may continue until the results of the midterm elections deliver certainty.But once they're over, Lance thinks that many stocks are poised for a strong run into the end of the year.To learn why, watch this week's Market Recap.#volatility #aistocks #valuestocks _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor...


Is The Market Hitting Its Breaking Point? | Jesse Felder
Is The Market Hitting Its Breaking Point? | Jesse Felder episode artwork
Last Thursday at 3:00 PM

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceFor the past several years, A.I. stocks ("the New Economy") have been on fire while most other sectors ("the Old Economy") have flagged.Market researcher Jesse Felder is now seeing signs that we're at the point where the New Economy can no longer carry the Old Economy.And if it no longer can, then the door opens to a major market correction.And possibly recession.How does he recommend investors position accordingly?To find out, watch this...


When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter
When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter episode artwork
10/14/2026

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWant to know what will trigger the next recession?Just watch A.I. CAPEX spending.As soon as that starts to weaken, trouble will begin.To understand why, watch this video with Wolf Richter.#aistocks #marketcorrection #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 th...


It's A New World Order For Markets | Cameron Dawson
It's A New World Order For Markets | Cameron Dawson episode artwork
10/13/2026

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe 40-year bull market in bonds is over, states Cameron Dawson, Chief Investment Officer of New Edge Wealth.That's going to change the landscape for investors over coming years.And high yields, given enough time, will force a re-pricing of all assets -- including and especially A.I. stocks should they start growing at slower rates (which is quite likely).What should investors plan for as a result?To find out, watch this video.#bondyields #aistocks #marketcorrection _____________________________________________ Thoughtful...


High Yields To Pull Asset Prices Down | Danielle Park
High Yields To Pull Asset Prices Down | Danielle Park episode artwork
10/11/2026

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceRising bond yields are actually a good thing, says money manager Danielle Park.They *finally* offer savers a meaningful return.They clear malinvestment. And will bring down the prices of financial assets and housing to much more affordable levels.Yes, there will be pain taking as overinflated asset prices correct. But that largely impacts those with assets who have benefitted disproportionately from the low-interest rate era of central planner intervention.For a LOT of charts explaining her optimism, watch this video.#interestrates...


Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts
Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts episode artwork
10/10/2026

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWORRIED ABOUT THE MARKET? SCHEDULE Portfolio manager Lance Roberts calculates that, more likely than not, stocks will rally into the end of the year.But he thinks rather than Tech being the principal driver of the rally, it will be value stocks.They've been bruised by rising yields and appear set for a recovery rally.If bond yields cool off a bit, that will add additional propellant behind them.For all this and everything else that mattered to markets this week, watch...


Markets Face A Double-Threat Today | Jim Iuorio
Markets Face A Double-Threat Today | Jim Iuorio episode artwork
10/08/2026

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevClear signs that AI stocks are in a major bubble, along with swiftly-rising bond yields, present a double-threat to investors right now warns Jim Iuorio.It's not (yet) time to exit the market, in his opinion.But it is time to boost downside risk management.To learn how Jim is positioning right now for these conditions, watch this video.#aibubble #interestrates #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s im...


Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks episode artwork
10/07/2026

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevThis morning, macro analyst Stephanie Pomboy returned for her monthly livestream.She's increasingly worried that the rise in bond yields will cause the markets to "crack" beneath their weight.She shares a number of signs of systemic stress she's tracking closely right now, and updates her thoughts on how to handle a material "risk off" event should indeed one happen.To watch the replay, watch this video#interestrates #bondyields #marketcorrection_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational...


Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen
Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen episode artwork
10/06/2026

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevBanking analyst Chris Whalen expects interest rates to rise "for generations to come".And in the coming year, he expects that to translate into a tough year ahead for the prices of both stocks and bonds.To learn why, as well as hear how is positioning his own portfolio for it, watch this video.#interestrates #bonds #marketcorrection _____________________________________________ 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 co...


ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento
ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento episode artwork
10/04/2026

EXPIRES AT MIDNIGHT TONIGHT!! LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencePlan for next year to be a "disaster" for both stocks & bonds (and real estate, too) warns money manager Michael Pento.We recorded a special session yesterday, as his model has just shifted, causing him to cease being net long.He's now net neutral, and expects to switch to net short as things deteriorate from here.For all the details why, watch this video.#marketcorrection #recession #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor...


Time To Buy Bonds? | Lance Roberts
Time To Buy Bonds? | Lance Roberts episode artwork
10/03/2026

ONLY 1 DAY LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference"Today's bond yields are a gift", says portfolio manager Lance Roberts.If -- and that's a big if -- they're close to peaking out, this may be a good opportunity to lock in attractive real returns for years, while also potentially riding the price appreciation of the underlying bonds.We go deep into the math on this, as well as discuss the latest jobs data & odds for a major rotation of capital from growth...


No Living Investor Has Seen A Time Like This Before | Lawrence Lepard
No Living Investor Has Seen A Time Like This Before | Lawrence Lepard episode artwork
09/29/2026

ONLY A FEW DAYS LEFT TO LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLawrence Lepard is convinced another "Big Print" by the Federal Reserve and other central planners is inevitable."It's just math", he states.And he thinks we're on the precipice of a major dislocating event that will be massive enough to trigger this Big Print.What will it be? And when will it happen?To hear Larry's latest outlook, as well as which assets he thinks will perform best when the money printers fire...


Is It Becoming A Great Time For Income Investors? | Steven Bavaria
Is It Becoming A Great Time For Income Investors? | Steven Bavaria episode artwork
09/27/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceBond yields are at their highest in decades.And that make things a lot more attractive for income investors.To explain why, and share where he sees the greatest income opportunities right now, we're fortunate to welcome back to the program Steven Bavaria, creator of The Income Factory.#incomeinvesting #bondyields #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 in...


Market Starting To Crack Under High Bond Yields? | WMR 9 24 26
Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 episode artwork
09/26/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceBond yields continue their surge higher.The US 10-year Treasury bond is now at its highest yield in 19 years.Will stocks start to crack as a result?Portfolio manager Michael Lebowitz thinks the answer is "yes", and that if we look below the surface at the markets, we are already seeing signs weakness is underway.For all the details, watch this week's new Market Recap.#bonds #interestrates #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce...


Ready For A Bear Market? Most Investors Aren't | Ted Oakley
Ready For A Bear Market? Most Investors Aren't | Ted Oakley episode artwork
09/24/2026

TALK TO TED & HIS TEAM at Oxbow Advisors FOR FREE by filling out the short form at https://www.thoughtfulmoney.com/oxbowHigh-net worth financial advisor Ted Oakley is concerned about how so many investors AND financial professionals are unprepared to deal with the next bear market when it arrives.We are very overdue for one. And yet, most investors act as if the current bull market is going to last forever, taking on far more risk in their portfolios than circumstances merit.For a deep discussion on today's market risk with an advisor who has successfully navigated more bear...


We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
We Must Not Abandon Capitalism For Socialism | Jonathan Wellum episode artwork
09/22/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceMore & more Western voters are feeling the pull towards socialist -- even downright communist -- candidates today.History clearly warns this is a fatal path to go down.In today's discussion with Jonathan Wellum, founder of Canadian financial advisory firm ROCKLINC Investment partners, we discuss the importance of fighting to repair capitalism vs abandoning it for models with a know 100% failure rate.#capitalism #socialism #democraticsocialism _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared...


A Big Market Bull Just Turned Cautious | Ed Yardeni
A Big Market Bull Just Turned Cautious | Ed Yardeni episode artwork
09/20/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceEd Yardeni, one of Wall Street's biggest perennial bulls, is now turning more cautious.And as a result, he has lowered his market forecast for the end of the year.Why?To find out, watch this video.#geopolitics #oilprices #marketcorrection _____________________________________________ 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...


This Is A Really Difficult Market To Navigate | Lance Roberts
This Is A Really Difficult Market To Navigate | Lance Roberts episode artwork
09/19/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference"This is a really difficult market to navigate", cautions portfolio manager Lance Roberts.That's because there's no clear trend at the moment. In times like these, he recommends investors do what's hardest for them: Nothing.For the details why & when he thinks this period of uncertainty will likely end, watch this new Market Recap.#midtermelection #volatility #marketuncertainty _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to...


Time To Start Getting REALLY Bullish? | Tom McClellan
Time To Start Getting REALLY Bullish? | Tom McClellan episode artwork
09/17/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTechnical analyst Tom McClellan is poised to become "bullish as all get out"Why?For starters, the third year of a Presidential administration, on average, tends to the best of the four year cycle. And the party usually starts a few weeks before the midterm elections (i.e., very soon)Second, many of the factors that have been areas of concern for him seem to be approaching their end. So he expects the markets to have fewer headwinds ahead...


SPECIAL REPORT: Fed Hikes Rates! | Axel Merk
SPECIAL REPORT: Fed Hikes Rates! | Axel Merk episode artwork
09/17/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe Fed just hiked its policy rate for the first time since 2023.How important is this?And what will the likeliest implications be?To find out, we had the great good fortune of sitting down for a livestream with Fed watcher Axel Merk today, who not only shared his real-time reaction to today's Fed news, but also took live audience Q&A.#federalreserve #interestrates #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s im...


The Truth About China: Collapsing & Conquering? | Peter Alexander
The Truth About China: Collapsing & Conquering? | Peter Alexander episode artwork
09/15/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWesterners see China imperfectly, cautions China analyst Peter Atwater.The Chinese culture and mindset is so different that most Americans & Europeans ascribe motives and intent that make sense to a Westerner, but don't really apply to the Chinese.In attempt to help give us a truer sense of what really going on inside China and to understand its aspirations -- in geopolitics, in energy, in AI -- Peter provides the kind of boots-on-the-ground perspective that only living & working inside...


Luke Gromen & Darius Dale: How Close To The End Are We?
Luke Gromen & Darius Dale: How Close To The End Are We? episode artwork
09/13/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTwo of the sharpest minds in macro & markets return for a detailed thoughtful exploration of what lies ahead.Both think the trajectory we're on eventually ends in a painful, inflationary breakdown, preceded by a bond market crisis.So I ask them: how close to the end do you think we are?Their answers may surprise you.For one of the most important discussions you'll hear this year about the approaching endgame, watch this video.#bondyields #inflation #marketcorrection _____________________________________________ Thoughtful Money...


We're Going To Pay A Heavy Price For Creating A Generation Of Speculative Drunkards | Lance Roberts
We're Going To Pay A Heavy Price For Creating A Generation Of Speculative Drunkards | Lance Roberts episode artwork
09/12/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWe are sowing the seeds of a societal crisis by pushing younger generations into speculation, not true investing, warns portfolio manager Lance Roberts.As a result, we will pay a heavy cost when the reckoning arrives.He and I discuss the reasons why, as well as the latest CPI inflation data, whether the Fed will hike next week and what the likeliest implications will be, bond yields and higher oil prices, as well as his firm's latest trades.For...


Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz
Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz episode artwork
09/10/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe yield on the US Treasury 10-year bond is now dangerously near 5%That's the "line in the sand" portfolio manager Michael Lebowitz sees that, once hit, the economy and financial markets will start to buckle, and the Treasury and (likely) the Fed feel forced to step in an intervene to bring yields down.So, contrary to the current swirl of narratives projecting that yields will keep rising into 2027, Michael concludes it's more likely that they will peak soon and...


Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg
Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg episode artwork
09/06/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceVeteran of the Dot-Com bubble & bust, award-winning researcher and economist David Rosenberg is concerned.So concerned, in fact, that he thinks today's blizzard of knock-on effects could have more damaging repercussions on the economy & financial markets than we saw in the reckoning of the early 2000s.To find out why, watch this video.#bondyields #marketcorrection #bonds _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note th...


With Buybacks Ending, A Market Correction Is Not Off The Table | Lance Roberts
With Buybacks Ending, A Market Correction Is Not Off The Table | Lance Roberts episode artwork
09/05/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceAs of today, the stock market is now entering the blackout window for corporate buybacks.Lance Roberts views this as making the market vulnerable to headline/geopolitical/rebalancing risk. Meaning the possibility of a correction is still on the table.We talk about the odds for this, as well as this morning's surprise payrolls beat and how Wall Street is interpreting that as a sign the Fed is more likely to hike, what to expects as the mid-term elections...


The Bullish Case For The Housing Market | Jason Hartman
The Bullish Case For The Housing Market | Jason Hartman episode artwork
09/03/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceFrom audience feedback, a small but vocal minority has suggested the housing experts who regularly appear on this channel are "too bearish".Well, here's your opportunity to hear the bull case from an optimistic housing analyst.Jason Hartman, CEO of Empowered Invest and Real Estate tools, has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. And he joins us today to share his analysis (and a slew of supporting charts...


Stephanie Pomboy: Has The Grand Game Just Changed?
Stephanie Pomboy: Has The Grand Game Just Changed? episode artwork
09/02/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe past few weeks have seen potential game changers popping up at home as well as all over the globe.How tectonic are they?Are they re-shaping the future in ways that impact investing strategy?To find out, we have the great good fortune of sitting down with research analyst Stephanie Pomboy, who will not only share her latest macro & market outlook, but take audience Q&A live.#macro #geopolitics #oil 0:00 Has the grand game just changed?2:15 Kevin Warsh and a less interventionist Fed4:21 Ending...


Why I Just Bought A House (For The 1st Time In My Life At Age 55) | Adam Taggart & Melody Wright
Why I Just Bought A House (For The 1st Time In My Life At Age 55) | Adam Taggart & Melody Wright episode artwork
09/01/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conference

So, yes, after 55 years on this Earth, I've finally become a homeowner for the first time!

Many of you have asked me to share the "why?" behind my decision as well as what the process has been like for me, and if I've learned any valuable lessons to pass along to potential homebuyers.

Housing analyst Melody Wright turns the table in this video and interviews me to reveal those answers.

...


The Key Pillars Of Wealth-Building That School Doesn't Teach Us: Do You Know Them? | Dave Rubin
The Key Pillars Of Wealth-Building That School Doesn't Teach Us: Do You Know Them? | Dave Rubin episode artwork
08/30/2026

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comI had the great privilege of being interviewed by Dave Rubin on his popular platform, The Rubin Report.We had a wide-ranging discussion about the fundamentals of wealth-building that our education system fails to teach us.For a great overview for how to reitire as a millionaire (fyi: this is a great interview to share with your kids), watch this video.#wealthbuilding #moneytips #personalfinance _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the...


More & More Signals Popping Up That Suggest A Pullback Is Near | Lance Roberts
More & More Signals Popping Up That Suggest A Pullback Is Near | Lance Roberts episode artwork
08/29/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceA current sell signal, slowing momentum, retail demand weakening...These are just some of the recently indicators suggesting the market rally is stocks is losing steam, and more likely than not to experience some sort of pullback in the coming weeks.Portfolio manager Lance Roberts and I discuss the odds, as well as Kevin Warsh's Jackson Hole speech, the breaking deal for the US to gain access to 65+ billion barrels of Venezuelan oil reserves, Nvidia's blowout earnigns & forecast, and...


De-Globalization Is Forcing Nations Worldwide To Choose A Side | Michael Every
De-Globalization Is Forcing Nations Worldwide To Choose A Side | Michael Every episode artwork
08/27/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceDe-globalization has kicked into a higher gear.The US is now forcing the nations of the world to choose sides: are you with us, or Iran?And obviously this pressure further complicates America's relations with China.Also, stablecoins will soon be used as a form of further economic pressure on countries not aligned with the US?What will this mean for the global chessboard?And which assets should fare relatively better in this new era?To hear the answers...


Despite Big Real Challenges, The Economy Is In Good Shape & Getting Better | Dr. Art Laffer
Despite Big Real Challenges, The Economy Is In Good Shape & Getting Better | Dr. Art Laffer episode artwork
08/26/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceDr Art Laffer, economic advisor to President Trump and numerous prior presidents on both sides of the aisle, remains optimistic about where the US economy is headed.And he's quite thrilled at how he thinks Kevin Warsh will reform the Federal Reserve.He acknowledges that the economy faces some very real risks. But he's confident the current good trends will overcome the bad.If you're looking for inspiration about America's prospects, watch this video.If your work depends on...


Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat episode artwork
08/25/2026

LOCK IN YOUR EARLY BIRD PRICE DISCOUNT FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceMark Newton, Head of Technical Strategy at Fundstrat, expects a rocky ride for the stock market from now until the mid-term elections.But that doesn't mean he's bearish.Once the elections are resolved, he then expect the S&P to rise to a new price high of 8000 by the end of the year.So what assets and portfolio strategy is he recommending right now?To learn it all, watch this video.#marketcorrection #midtermelections #technicalanalysis _____________________________________________ Thoughtful Money LLC is a...


It's Crunch Time For Bonds | Bill Fleckenstein
It's Crunch Time For Bonds | Bill Fleckenstein episode artwork
08/23/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceIt's "crunch time" for the bond market.So says seasoned investor Bill Fleckenstein, given that bond yields have risen so far so quickly that the US Treasury is now stepping in to contain the long end of the curve.What does he think is most likely to happen next for the markets?And which assets is he sitting in right now in preparation?To find out the answers to these important questions & more, watch this video.#bonds #bondyields #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered...


Risk Of A 10% Market Correction Now Uncomfortably High | Lance Roberts
Risk Of A 10% Market Correction Now Uncomfortably High | Lance Roberts episode artwork
08/22/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceAfter a rip-roaring rally that began in April, sending the market to new all-time highs, the S&P is now cooling off.Is this just a short breather before stocks race back to new highs soon?Probably not, thinks portfolio manager Lance Roberts.He assesses that the downside risks outweigh the upside ones, and that a correction of about 10% or so is the most likely outcome over coming weeks.He and I discuss why he thinks so, as well as the US Treasury's version of...


Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds
Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds episode artwork
08/22/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLacy Hunt, longtime deflationist and bond investor, has undergone a major pivot where he now assesses inflation as the bigger risk trend over the coming decade.That inflation, he expects, will be accompanied by higher bond yields than what we're suffering today.So he advises caution for today's investors, particularly for who own bonds.Brent Johnson of Santiago Capital, creator of the Dollar Milkshake Theory, joins me in asking Lacy a number of probing & clarifying follow-up questions.For an in-depth discussion about one of the...


With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum
With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum episode artwork
08/18/2026

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceTrust is breaking the world over, as evidenced by de-globalization and central banks preferring gold over any country's financial assets.In such an era, collateral you CAN trust becomes key.Which is why Jonathan Wellum is confident that owning critical hard assets -- and the companies that produce them -- is a winning strategy for investors.To find out which ones he favors most right now, watch this video.#artificialintelligence #gold #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content...