Thoughtful Money with Adam Taggart

Brent Johnson, CEO of Santiago Capital and Matthew Piepenburg, Commercial Director at Matterhorn Asset Management AG, engage in a "co-exploration" on the future of the US dollar. They discuss areas of agreement such as the sovereign debt spiral and the demand for US dollars. They also debate the impact of monetary policies, the role of the Federal Reserve, and potential consequences if the dollar loses control. The speakers explore the need for a new global monetary system and stress the importance of owning gold as a hedge against currency devaluation.

Heading into 2024, we may be witnessing a change in a number of trends. The October CPI numbers suggest inflation is moderating faster than expected. If that proves true, this may mean the Federal Reserve's aggressive campaign of hiking interest rates is over. And if that is true, the 3-year beating the bond market has suffered may be coming to an end. As for stocks, they've been powered higher all year by the Magnificent 7 -- Apple, Google/Alphabet, Amazon, Microsoft, Nvidia, Meta and Tesla.. But even there, we may be witnessing a regime change. To clarify whether these are indeed real & significant trend shifts, Thoughtful Money host Adam Taggart sits down in today's video to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987. If you're interested in signing up for Fred's newsletter, send an email to thehightechstrategist@yahoo.com Or follow him on Twitter at @htsfhickey To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #magnificent7 #techstocks #inflation

Financial market analyst and commentator Lance Roberts joins Adam Taggart on the podcast to discuss the current rally in stocks and his prediction of a short-term selloff. They also talk about the behavior of bonds, the most commonly asked questions about the new venture, and the outlook for bonds and stocks in 2024. The hosts reflect on the stock market's performance, the Santa Claus rally, the decision to buy Walmart stocks after an earnings drop, and the challenging job market. They also debate the timing of a recession and its potential impact. Lastly, they share their journey of starting their own company and finding their true calling.

Highly-respected economist & award-winning researcher David Rosenberg discusses the potential opportunities in the long Treasury bond market. Topics include global recession, American consumers' spending behavior, flawed data used by central planners, interest rates and potential recession, bond market signals, and investing in long-duration treasuries.

Macro & markets expert Marc Faber explains his concerns about the increasing threat to democracy worldwide. He predicts social unrest and war due to geopolitical competition, government overreach, and the diminishing prospects of the masses. They also discuss topics like the impact of immigration, cultivating resilience, and the Greyman strategy.

Macro & markets expert Marc Faber predicts disappointing market returns in the future due to weakening economic growth, geopolitical threats, and social unrest. He emphasizes the importance of positioning and diversification in investing, explores investment opportunities in emerging markets, and discusses the negative mood surrounding Hong Kong and China's markets. The speakers also analyze the performance of different assets during inflationary times and question the state of government spending and control in the 21st century.

Nobel Prize-Winning Economist Michael Spence discusses the permacrisis and broken approaches to growth, economic management, and governance. They explore the challenges faced by the global economy, increasing debt levels, policy mismatches, potential damage to balance sheets, and the transformative potential of digital transformation, biomedical science, and the energy transition.