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Adam Taggart | Thoughtful Money

Actionable insights on building wealth from the top experts in money & the markets

Hosted by Adam Taggart

Thoughtful Money with Adam Taggart

2026 forward corporate earning estimates are the farthest they have ever been from historical averages.This makes a future downward revision a near-guarantee at this point; which will in turn force stocks to reprice downwards as well.So warns portfolio manager Lance Roberts.While he doesn't see much on the immediate radar to suggest the market is in any near-term trouble, he's concerned this lurking repricing risk will grow the more that earning estimates distort to the upside.For everything that mattered to markets this week, watch this Weekly Market Recap video.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#corporateearnings #aistocks #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 recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Dangerously Rosy Earnings Estimates Will Plunge Stocks When They Adjust | Lance Roberts

Today, you're in for a real treat folks.We welcome back to the program one of my all-time favorite humans, Joel Salatin.Named "the most famous farmer in America", Joel has spent his career advocating for sustainable farming practices, and pioneering models that show how food can be grown & raised in ways that:- are regenerative to our topsoils- are more humane to livestock- produce much healthier, tastier food- contribute profitably to the local economyWho wouldn't want that?Well, the government and Big Ag for starters.Joel refers to himself a "lunatic farmer" because so many of the changes he thinks our food systems need are either illegal under current law or mightily resisted by the deep-pocketed corporations controlling production and distribution.But that doesn't stop him from his passion of inspiring others to take a better path. He co-owns and operates, with his family, Polyface Farm in Swoope, Virginia. Featured in the New York Times bestseller Omnivore’s Dilemma and award-winning documentary Food Inc., the farm services more than 5,000 families, 50 restaurants, 10 retail outlets, and a farmers’ market with produce and pastured beef, pork, poultry, as well as forestry products. On the farm, Joel and his staff pilot new practices, mentor young farmers, educate the public, and produce an excellent set of workshops for those looking to truly 'get their hands dirty' learning how to farm sustainably.He's a true hero to many, including me. And I predict he'll be one of yours, too, by the end of this discussion.For a very important look into the failures & promise of our nation’s food system, watch this video

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#farming #organicfood #healthyfood _____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Breaking Our Slavery To The Industrial Food Complex | Joel Salatin

When the precious metals enter into a bull market, the shares of the companies that mine them usually outperform the price gains of gold and silver -- sometimes wildly.Well, a precious metals bull market is currently underway and the mining shares are indeed starting to come to life.How much farther do they likely have to run?And when investing in precious metals mining companies, what should investors look for?For answers, we have the good fortune to welcome analyst Jeff Clark back to the program. Jeff is the publisher of the Gold Advisor family of mining stock newsletters and author of the book Paydirt: Mining for Profits with Gold & Silver Stocks.While Jeff says the "easy money" has now been made in the mining stock sector, don't fret if you've missed it -- because he also predicts the "big money" still lies ahead.

HOW SHOULD MINING STOCKS FIT INTO YOUR OVERALL PORTFOLIO? SCHEDULE YOUR FREE CONSULTATION with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comTo find out why and how to position for it, watch this video.#gold #silver #miningstocks _____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The "Big Money" Still Lies Ahead | Jeff Clark

In his appearance at Thoughtful Money's Spring online conference back in March, Michael Howell, founder & CEO of Crossborder Capital, warned of an oncoming liquidity air pocket.Which was why the market's subsequent plunge of nearly 20% in the following month wasn't a surprise to him.So, where does he see liquidity headed for the rest of 2025?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#liquidity #debt #federalreserve _____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell

The market has been in a "bullish stampede" for an impressive while now.

But with corporate earnings deviated by a record amount from their historic averages, extreme stock valuations, and now clear signs the economy is slowing, portfolio manager Lance Roberts sees the odds of a market correction -- and a recession -- rising.

Is there a chance that correction began on Friday?

Lance and I discuss the odds, as well as breakdown the latest economic data, this week's FOMC decision, recession chances, and Lance's firm's latest trades in this week's Market Recap.

For everything that mattered to markets this week, watch this video.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bullmarket #bearmarket _____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Did The Rally In Stocks Just End? | Lance Roberts

The initial Q2 2025 GDP growth number was just released and it beat expectations handily, coming in at a "strong" 3.0%But...when looking just a little bit beneath the surface, the data doesn't look as impressive as on first glance. For example, the biggest contributor by far to the "beat" was shrinking inventories relative to the massive Q1 pre-orders that were made as corporations front-ran the Trump tariffs.So, just as the negative Q1 GDP number wasn't truly as bad as it seemed, similarly the Q2 number isn't as robust as the headline suggests.The team from New Harbor Financial and I dig into what the true reality likely is, as well as discuss the latest FOMC release, the tremendous amount of speculation in the markets today, and the latest price action in gold, silver and Bitcoin.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#economy #federalreserve #gdp _____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

"Strong" Q2 GDP Growth Not Actually As Robust As It Sounds? | New Harbor Financial

A few hours ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) as well as the pace of its Quantitative Tightening program.

And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market’s reaction (so far) has been fairly negative, with the S&P dropping in the red over the past hour.

And I’m also happy to announce that Fed-watcher Axel Merk is joining us again to deliver his expert reaction to the Fed’s latest guidance as well as take your questions live.

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

SPECIAL REPORT: Reaction To Today's Fed Announcement | Axel Merk + Live Q&A

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April seem completely forgotten.What is going on and what's most likely to happen from here?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal. He now publishes daily investing commentary on his excellent Haymaker Substack.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #deficit #debt 0:00 - Market Recovery3:01 - The Trump Turnaround10:26 - Debts, Deficits, and Fed Balance Sheet15:37 - Bond Market Breakouts23:16 - Emerging Market Bonds31:03 - Tariffs and Economic Impacts46:56 - Student Loans and Delinquencies52:42 - AI and Productivity58:01 - Crypto and Bitcoin Treasuries:1:10:22 - Investment Recommendations1:21:13 - New Harbor Update_____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

There's A Long, Grinding Bear Market Coming | David Hay

Earlier this year the markets sold off rather violently on fears that President Trump's new tariffs would send global trade into a tailspin.Fast forward three months and stocks are back to all-time highs, even as it's becoming clearer that these tariffs, in some shape or form, are here to stay.Are tariffs not the grave mistake Wall Street originally thought they were?Or have investors simply decided to stop caring about them?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bonds #tariffs 0:00 - Current Economic Assessment6:16 - Tariff Lag Effects10:26 - Jobs Market Weakness25:53 - Recession Risks and Policy Outlook35:35 - Rates and Fed Coordination42:42 - Market Outlook and Investments50:50 - Crypto and The GENIUS Act55:59 - Closing and Resources: Adam thanks Tchir, promotes his X handle (@TFMKTS), Academy Securities, and TheStreet.com; encourages subscriptions and financial advisor consultations._____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

'It's Going To Get Worse' For Both The Economy & Stocks | Peter Tchir

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

Despite stretched valuation levels and further signs that the consumer is struggling, stocks are partying on.

Portfolio manager Lance Roberts sees stocks prices as having "detached from all the underlying economic data" at this point.

That doesn't mean they won't go even higher still here in the near term. 

But he does think the probability of a correction is now quite high.

So how is he positioning for that?

We discuss that, as well as what earnings season is currently telling us, what the Fed is most likely to announce next week, how AI is super-concentrating wealth in both the corporate sector as well as consumer households, the long term risks to the markets, and Lance's firm's latest trades. 

For everything that mattered to markets this week, watch this video.

#federalreserve #marketcorrection #artificialintelligence 

0:00 - Market Outlook and Correction Risks18:35 - Portfolio Adjustments:21:36 - Fed Policy and Trump’s Influence41:12 - Earnings Insights56:01 - Wealth Concentration and AI1:03:35 - Economic Data and Consumer Debt1:11:07 - Long-Term Market Risks1:25:00 - Gold and Crypto Update1:31:27 - Life Philosophy Rant1:47:04 - Closing and Resources_____________________________________________ 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 that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Market Correction Now Likely Given Wall Street's "Nothing Can Go Wrong" Hubris | Lance Roberts

After four weeks of relentless selling, the charter of the stock market has changed.While a short-term bounce is likely here, sentiment is now damaged.It will be harder for the market to race back to new highs, as investors start to price in a greater acceptance of the current risk factors.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

The Whole Tenor Of The Market Just Changed | New Harbor Financial

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