Thoughtful Money with Adam Taggart

Lakshman Achuthan, Co-founder of the Economic Cycle Research Institute, discusses the key turning points for investors. Topics include the slowing growth and returning inflation as the key themes for 2024, assessing the global economy and financial markets, the impact of fiscal spending on the construction industry, the current state of the economy and the role of the Federal Reserve, navigating the current market environment, non-money investments, predicting turning points in the market, analyzing turning points and managing risk, the correlation between stocks and bonds during inflationary cycles, and the relationship between gold and gold miners.

Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts. Well, we're now starting to see the first un-inversions. The 2s-30s yield curve has steepened and is no longer inverted. Does that mean the recession countdown has begun? Lance and I discuss this as well as this week's surge in the S&P, the latest on the bond market, the just-released December inflation data, the new Bitcoin ETF, and, as usual, Lances' firm's latest trades. Learn more about Lance's event on Sat Jan 27th in Houston at https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687 SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #inflation #yieldcurve #recession2024

How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that hard to find evidence of stress fractures: from recessionary leading indicators, to struggling consumer households, to the frozen real estate market, to the breakdown of trade through the Red Sea, to the loss of faith in once-premier establishment brands like Harvard, to the polarization and cynicism of this year's US presidential election. What's more likely to happen from here: ascent or breakdown? To discuss, we're fortunate to welcome monetary and macro analyst John Rubino, author and co-author of numerous books including The Money Bubble with James Turk. Sign up for John's Substack at https://rubino.substack.com/ SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #recession #bearmarket #layoffs

Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, discusses the potential occurrence of stagflation and the concept of regime change in the current era. He explores the connection between inflation, fairness, and natural selection, and the impact of growing economic inequality. The podcast also delves into the cycle of crisis and change, and the structural forces behind vol compression in the market.

Stephanie Pomboy discusses the potential economic downfall due to the culture of moral hazard, concerns about higher interest rates, unsustainable reliance on technology and bailouts, surprise resilience of the labor market, need for reform, market outlook and volatility, dealing with social media scammers, surrounding oneself with positive influences, disagreement on the dollar and gold, investment strategy, and market state.

Lance Roberts, a portfolio manager, joins Adam Taggart to discuss the recent stock market pullback. They analyze the market performance, the impact of the shutdown on the economy and employment, and the risks of deficit spending. They also delve into the funding behind stock buybacks and share their recent trades and positive outlook. In addition, they explore topics such as over-diagnosis of mental health issues, the importance of taking action, and the idea of a secular church.

The podcast explores the global economy's reliance on oil and its fluctuating prices. It discusses the transition from energy shortage to abundance, the growth of natural gas liquids production, the potential for the Western Hemisphere to become less dependent on OPEC, the impact of hydrocarbon abundance on the US economy, and investment opportunities in the oil space. The host concludes by inviting the guest to present at an upcoming conference.

Darius Dale, founder & CEO of 42 Macro, shares his bullish market outlook for the next three months. He discusses the positive indicators in the global economy, improved corporate profits, and their systematic portfolio construction process. The risks in the market, immaculate disinflation's impact on the labor market, and the lag effect are also analyzed.

Legendary investor Jim Rogers discusses his concerns about the next bear market, higher inflation, and higher interest rates. He explores the exponential growth of debt in the US and its consequences, as well as Argentina's struggles with economic reforms. The podcast also delves into different perspectives on investing, the role of luck, and the importance of safety and stability in client portfolios.

Market veteran Kevin Muir, founder and editor of The Macro Tourist, discusses the underestimated impact of fiscal spending and stimulus measures on the global economy. They explore the slow implementation of infrastructure spending, the potential consequences of continued fiscal spending leading up to the 2024 elections, and the historical use of gold as an inflation hedge. They also delve into the possibility of a recession affecting Trump's reelection chances and the importance of considering future inflation when setting policy.