Afleveringen
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Well it's a new year. And in just two weeks, a new American Administration as well.What kind of impact will President-Elect Trump's policies likely have on natural resources, the "real things" that power the global economy?To find out, we're fortunate to be joined by Rick Rule, one of the world's greatest living natural resource investors, and a heck of a gentleman, to boot.Rick sees a lot of opportunity for investors ahead in oil & gas.But the real deals right now are in the gold mining companies, which he reports are the most undervalued he's seen in his long career.
Here are the links to Rick's events mentioned in this discussion:
https://thoughtfulmoney.com/rulebootcamp
https://thoughtfulmoney.com/rulesyndicate
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A new bi-weekly show launches today on Thoughtful Money!Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
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Zijn er afleveringen die ontbreken?
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In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.
As we look to the future, where are global energy trends headed?
Which ones are we likely to turn to more to power the world of tomorrow?
And where are the best opportunities for investors likely to lie?
To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg.
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com -
The stock market has seen two consecutive years of 20% returns.
Will it see similar returns this year?
Highly unlikely, cautions portfolio manager Lance Roberts.
Complacent bulls hoping for a repeat performance may well find themselves disappointed with 2025.
We discuss the reasons why, the latest market technicals, the potential impact of domestic terrorist acts could have on the financial markets, and Bob Farrell's Top 10 Investment Rules on today's program.
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 -
As we begin a new year, I thought it appropriate to continue Thoughtful Money's ongoing commitment to highlighting the principles components of true wealth -- of which money is simply a means, not the end in itself.Research tells us that true wealth is primarily a function of quality relationships, purpose & health.And today, we're going to drill down deep into the purpose part of that equation.How can we live with greater meaning?How do we even identify what our purpose is?There's actually an empirical process for answering these important questions, and we're fortunate to be able to learn about it today from Betsy Wills and Alex Ellison, co-authors of the book Your Hidden Genius: The Science-Backed Strategy to Uncovering and Harnessing Your Innate TalentsAnd for those looking to get started living with greater purpose, there are exciting testing services now available -- based on the aptitudes research of Johnson O'Connor, whom longtime listeners have heard me rave about -- that can help accelerate your progress in 2025.I'm really looking forward to this discussion.
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Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices.
We're joined by Nick Gerli, founder of reventure Consulting and creator of the new reventure app.
Nick points out that buying a home has rarely been this expensive in living American history: once was in 1981 when mortgage rates were a whopping 18%. The other time was in 2006, right before we experienced the biggest US housing correction ever.
And speaking of corrections, Florida and Texas now seem to clearly be in one. And that weakness looks to be spreading into other states.
What does all this forebode for 2025?
We'll ask Nick directly.
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While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well.Instead, 2024 was the year gravity caught up with home prices. They've stopped rising nationally for the most part, and certain once red-hot cities are now starting to see clear declines as inventory surges.Is this the Wile E. Coyote moment before prices start plummeting under today's higher for longer mortgage rates?Or will the housing market prove resilient as we enter 2025?To find out, we'll talk with real estate analyst Lance Lambert, former real estate editor for Fortune and now co-founder & editor of ResiClub.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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The world is in love with US stocks right now.
Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks.
US stocks have never made up as a great a percentage of global market cap as they do now.
Retail investors (including seniors!) have never been this long stocks.
As portfolio manager Lance Roberts explains in this interview, we only see conditions like these are market peaks.
So, is the stock market peaking here?
Lance and I discuss the odds, as well as his key takeaways from 2024, his market outlook for 2025, and his firm's recent trades.
For everything that mattered to markets this week, watch this new Market Recap.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com -
Today, we're going to do something a little different on this channel.We're going to interview a highly successful private equity CEO, and yes we'll get his economic & market outlook for 2025. But, we'll also delve into his insights for achieving personal success, in life and business.Graham Weaver is the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses. He serves on the faculty at Stanford University's Graduate School of Business where he teaches a top-rated strategic management course. And he's also a highly popular personal development influencer, with millions of followers across social media.Graham also happens to be one of my former business school classmates. I witnessed him begin his private equity firm from his dorm room there. He's a truly remarkable individual and I predict you're going to highly enjoy today's discussion.Follow Graham at https://www.grahamweaver.comOr on YouTube at https://www.youtube.com/@UC0QlsANSV3_ZC-uqxLQ_5uA Or on TikTok and Instagram at @grahamcweaver Or on LinkedIn at https://www.linkedin.com/in/graham-weaver-2b79/#privateequity #investing #businesssuccess
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The Fed sent a shock through markets last week when it announced that fewer rates cuts may be needed to reach its policy goals.The S&P immediately sold off by -3% and the Nasdaq and Russell sold off even harder.It this just a curveball that, once digested, won't a matter much to the bull trend?Or, could it have set up a reversal in trend?To discuss, the advisors at New Harbor Financial give their take and then answer viewer questions live.
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Well, this interview is being recorded the day after the Federal Reserve spooked markets by slowing the expected pace of future rate cuts.The S&P instantly dropped 3% on the news and bond yields spiked.Is this just temporary heartburn as the markets digest the news?Or might this signal that markets have just peaked?For perspective, we're fortunate to be joined by Dr. Ed Yardini, President of Yardeni Research.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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The Fed caught markets by surprise this week when it guided that the pace of future rate cuts will be slower than initially expected.
Stocks sold off hard on the news and bond yields spiked.
Friday saw some recovery, causing investors to wonder:
Is a Santa Claus rally still likely?
Or could a Grinch bust be in the cards now?
Portfolio manager Lance Roberts and I discuss the odds, as well as the latest inflation data, his macro and market outlook for 2025, and his firm's latest trades.
For everything that mattered to markets this week, watch this new Market Recap.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com -
Today's guest expert is the second this week to warn that US financial asset prices appear to be in bubble territory.Is that truly the case?And if so, will the bubble burst in 2025? Or inflate further?Investors have much riding on the answer.To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.Jesse has a number of charts of leading indicators that he walks us through that strong suggest stock prices will head lower - perhaps a lot lower - in 2025.Follow Jesse at his website at https://thefelderreport.com/Or on X at @jessefelderWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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As 2024 draws to a close, the mood on Wall Street is very jolly.Stocks are back to trading near all-time highs.Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking.Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025?Or, is the optimism overlooking risks -- both valuation-based and structural -- that may make next year a much more challenging one for investors?For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming 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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I often emphasize that the most useful people to interview are asset managers.
Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.
Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van Eck
Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes.
As we've done the past two quarters, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com -
Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds.
Once that wave is over, does a Santa Claus rally still look likely to occur?
Lance and I discuss the odds of this, as well as the recent inflation data, poor price action in bonds, market correction risk in 2025, and Lance's firm's latest trades.
For everything that mattered to markets this week, watch this new Market Recap.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com -
As we prepare to enter a new year, there's a revived optimism on Wall Street.Excited in part by the pro-business policies of the incoming Trump administration, stocks are back to trading at record highs and investor and business confidence is rising.But that said, the average American household is still struggling under a high cost of living, and a labor market that does not seem as robust as we've been told.How will this dichotomy resolve in 2025?Will consumers eventually catch Wall Street's optimism? Or may stocks have to moderate its expectations for economic growth & corporate profits?For an expert view, we're lucky today to talk with Stephanie Pomboy, economic and market analysis and proprietor of MacroMavens.com.To watch the free 20-minute Q&A session from Stephanie's recent conference with Grant Williams, click the link below and then scroll down:https://www.grant-williams.com/super-terrific-happy-day-virtual-pass/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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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.
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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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