Episodes

  • "Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich

    "Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich
    Feb 2 2025
    When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice "remain bullish, but be careful" Since then the S&P has increased slightly, but mostly trended sideways. Here at the start of 2025, what does his Technical Analysis tell us to expect next? And did the shock to investors delivered by China's surprise release of the DeepSeek A.I. model change his outlook at all? To find out, we'll now hear from the man himself. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr and 33 mins
  • Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart

    Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart
    Feb 1 2025
    Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the declaration of tariffs against some of America's largest trading partners -- the markets actually seem to be doing fine. The bulls are back in control and, technically-speaking, the action in stocks looks robust at the moment. Will this sustain? And for how long? Portfolio manager Lance Roberts and I discuss this, as well as the latest inflation data, the latest GDP data, the increasingly-struggling US consumer, and Lance's firms latest trades. For everything that mattered to markets this week, watch this new Weekly Recap. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr and 11 mins
  • Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy

    Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy
    Jan 30 2025
    Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least. Attention is much more focused on a possible boost to economic growth from the policies of the new Trump administration, as well as concern that inflation could prove stickier and more stubborn to tame than the Fed hopes, resulting in higher for longer bond yields. So, were the deflationists wrong? For a true expert's view, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company. 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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    58 mins
  • Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan

    Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan
    Jan 28 2025
    When today's guest was on this program back in September, he predicted the market would start to become more volatile. He didn't necessarily think that would mean lower stock prices into the end of 2024. And he was proven correct. But he did express worry that as we entered 2025, continued higher volatility could start to become a problem for investors. Does he still think that? To find out, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter. Follow Cem at https://www.kaivolatility.com/ and http://kaiwealh.com/and https://kai-nexus.com/ 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 hr and 4 mins
  • SPECIAL REPORT: Did China's DeepSeek Just Pop The AI Stock Bubble? | Charles Hugh Smith

    SPECIAL REPORT: Did China's DeepSeek Just Pop The AI Stock Bubble? | Charles Hugh Smith
    Jan 27 2025
    Charles Hugh Smith joins me to explain DeepSeek and what it's potential significance is BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    56 mins
  • All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack

    All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack
    Jan 26 2025
    On this channel we conduct deep-dive discussions with hundreds of experts a year, doing our best to see through their eyes and chart a wise course through the economic waters ahead. But with all the different approaches, opinions and conclusions, it's important to remind ourselves not to overcomplicate things. The fundamentals to wealth building aren't rocket science. And for most non-professional investors, keeping it simple, consistent and disciplined makes success more attainable. In fact, today's guest claims that everything the average investor needs to know can fit on a standard index card. So what's on that card? We'll ask the man himself. Today we'll talk with Harold Pollack, University of Chicago Professor and co-author of the best-seller The Index Card: Why Personal Finance Doesn't Have to Be Complicated Folks if you have children in college or starting out in life, this may be a particularly valuable discussion for them to hear.
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    1 hr and 38 mins
  • Too-High Earnings Expectations The Stock Market's Achilles Heel? | Lance Roberts & Adam Taggart

    Too-High Earnings Expectations The Stock Market's Achilles Heel? | Lance Roberts & Adam Taggart
    Jan 25 2025
    Portfolio manager Lance Roberts warns that corporate earnings expectations are likely unrealistic, and that one Wall Street realizes this, stock prices will have to come down. 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 hr and 44 mins
  • Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks

    Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
    Jan 23 2025
    In his previous appearances on this channel, Michael Howell, founder & CEO of Crossborder Capital, has explained that rising net liquidity been largely responsible for the surprisingly strong performance seen in both the economy & the financial markets over the past 2 years. Will the good times continue into 2025? Don't count on it, Michael says. To find out why, we'll sit down today with the man himself. 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 hr and 14 mins