Afleveringen
-
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
-
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
-
Zijn er afleveringen die ontbreken?
-
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
-
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
-
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
-
There can be little doubt we're at a material juncture: Deficit spending and the resulting pile of debts and other sovereign liabilities are starting to place real limits on our economic prosperity. In addition to these legacies of the past, the future is fast becoming more uncertain as many nations -- the US in particular -- are embarking on new policy directions very different from the status quo of recent decades.Where is all this heading?And are our odds for entering a better tomorrow increasing or decreasing?To help us wrestle with these very large and important questions, we have the great privilege of speaking today with Jeffrey Sachs, professor of economics at Columbia, bestselling author, and global leader in sustainable development.A survey by The Economist ranked Professor Sachs as among the three most influential living economists -- and it is an honor to welcome him to this program for the first, of hopefully many future appearances.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to restore confidence in investors.But then the markets rallied hard into the close on Friday. Which is causing investors everyone to ask:Is the sell-off over?Or, is this merely a head-fake before prices resume their decline?Adding to the uncertainty is the sudden rash of recession worries making it back into media headlines. The latest consumer confidence numbers are plummeting and the Atlanta GDPNow's Q1 GDP estimate suddenly plunged to a negative forecast.Portfolio manager Lance Roberts and I discuss all of this, plus what the latest technical analysis is telling us, rising bond prices, DOGE, the weakening housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this Market Recap.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result.Today’s guest predicts that for many reasons, especially America’s need to get bond yields lower in order to make its debt more serviceable, the dollar will fall materially over the coming year.If that happens, it will likely be unfavorable for US stocks, but add a tailwind to other assets, some trading at attractive discounts todaySo where do the best opportunities lie for investors?To find out, we turn to macro and commodities expert Tavi Costa of Crescat Capital.TIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash flows of the underlying companies will be able to deliver.In short, stocks prices appear to be promising returns that their actual profit growth simply can't meet.We'll discuss this concerning disconnect today with Chance Finucane, Chief Investment Office at Oxbow Advisors. We'll also address the other big trends factoring into his portfolio allocation decisions right now.Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what find of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it.Follow Chance at http://oxbowadvisors.com/Or at http://youtube.com/@oxbowadvisorsTIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdfWhen today's guest was last on this program back in Nov, he predicted we'd see continued momentum geopolitically away from globalization and towards mercantilism and protectionism.That has proven to be the case worldwide, and particularly so for the US, where Donald Trump's "America First' agenda has kicked off at warp speed -- shocking citizens, allies and enemies alike with its violent & swift disruption of what was Business As Usual just a month ago. How is this wave of nationalism around the world likely to impact the global economy?What are the biggest opportunities it may open up for investors? And what are its biggest risks?To discuss, we're fortunate to be able to spend the next hour with Michael Every, Global Strategist at Rabobank, who joins us from Thailand.Michael, thanks so much for taking time out of your busy morning to join us.Follow Michael at https://www.rabobank.com/knowledgeOn LinkedIn at https://www.linkedin.com/in/michael-every-38983214/?originalSubdomain=sgOr on X at @themichaelevery
-
"It's almost a guaranteed setup for a mean-reverting event"That's how portfolio manager Lance Roberts views the extremely-rosy earnings estimates currently forecasted for 2025 are.In his estimation, these estimates are so far removed from what actual corporate profits will be able to deliver that downwards repricing event is highly likely.The critical question, of course, remains: When?Lance and I discuss this unrealistic estimates threat in depth, as well as Walmarts recent disappointment, the continued weakening the US consumer, shifting investor & CEO confidence, gold, bonds, DOGE, tariffs, inflation, and Lance's firm's latest trades in this week's Market Recap.For everything that mattered to markets this week, watch this video.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
The financial advisors from New Harbor Financial explain why the odds favor higher stock prices from here in the near term, to new all-time highs.They also discuss the prospects for gold & the gold miners (both promising, especially the latter), the safety of T-bills, and what to do if you fear you may lose your job in 2025.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
-
When today's guest was last on this program back in October, she advised investors to prepare for a more volatile year ahead in 2025 - a year in which she predicted 'the game would start to get harder"So far, with the major indices stuck bouncing up & down in a trading range, her prediction is looking prescient.Now that we're two months into the year, and we have more clarity around the new Trump administration and its policies, what does she see ahead for the markets?To find out, we're fortunate to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, back to the program today.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
When today's guest was last on this program back in June, he predicted that interest rates would remain "higher for longer".And the ensuing seven months proved him correct.With inflation remaining stubbornly sticky, new tariffs and other disruptive policies announced by Trump administration, $trillions in US Treasury debt to mature this year, and the return of the bond vigilantes....where are interest rates most likely headed from here?To find out, we have the great fortune of speaking today with perhaps the world's foremost living expert on interest rates, James Grant, founder and editor of the highly-respected market journal Grant's Interest Rate Observer.GET JIM'S FREE ARTICLE ON TIPS at https://thoughtfulmoney.substack.com/
-
Are investors TOO bullish now?Portfolio manager Lance Roberts is concerned they are. Wall Street is flush with money and throwing it at just about every asset right now.Lance sees a lot of similarities to late 2021/early 2022, right before the over-valued markets corrected by 20%...but many retail investors lost 40-50% of their portfolio wealth because they were exposed to too much leverage.Will that happen this year?We'll find out. But Lance is confident this year will be a lot more volatile than today's complacent investors have become used to.We discuss all this and more, including the recent inflation data, DOGE, tariffs, the latest market technicals, and Lance's latest trades.For everything that mattered to markets this week, watch this Market Recap.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
If you have questions about inflation, interest rates, bond yields, Tech stocks, AI, recession risk and jobs, then this video is a must-watch. Today's guest earned well-deserved fame by successfully predicting the 2008 financial crisis.I'm very pleased and honored to welcome to the program economist and educator Dr Nouriel Roubini, the co-founder and chairman of Roubini Global Economics.As he makes his first-ever appearance on this channel -- hopefully the first of many -- let's ask him his macro outlook for 2025.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
Today's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or weaker.As we begin a new year -- with record housing unaffordability, trade wars and a cooling jobs market -- what does his framework tell us 2025 has in store?To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
If you're familiar with the concept of the 4th Turning, it's hard to deny we're in one now.A fourth turning is a societal cycle during which the power structure and institutions that long existed are disrupted and dismantled, and eventually replaced by a new order. Daily now we're seeing an accelerated dismantling of the status quo.Whether you deem that good or bad, it raises an existential question for investors: how do we navigate a 4th Turning with our wealth intact?To discuss, we're fortunate to speak today with market analyst Gordon Long of MATASII: Macro Analytics & Technical Analysis Strategic Investment Insight.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
-
The market has been tossed a lot of surprises lately -- even a near-black swan (DeepSeek) -- and yet, stocks have shrugged off all the uncertainty.Investor sentiment remains sky-high.And concern of the growing list of risk factors appears quite low.So, is "irrational exuberance" back?That's what portfolio manager Michael Lebowitz and I discuss in today's video, as well as his current outlook for the bond market, the latest jobs data, the distorting impact single-stock ETFs are having on equity prices, whether the US dollar will strengthen or weaken from here, and Michael's firm's latest trades.For everything that mattered to markets, watch this week's Market Update.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
- Laat meer zien
