Adam Taggart is the founder of Thoughtful Money®, where your wealth = our #1 focus.
Thoughtful Money was created to educate & empower regular investors just like you build wealth to fund their life goals.
We do this by interviewing the top experts in money & the markets to give you actionable advice on how to protect & grow your wealth.
Why?
Because today’s environment is one of the most challenging ever for “regular” investors: inflation, high interest rates, recession risk, runaway debt & deficits, volatile financial markets, unstable banks & geopolitical threats — just to name a few. How will assets like stocks, bonds, real estate, commodities, gold, Bitcoin insurance policies, estate plans perform in the environment ahead?
Are you just trying to figure out how to protect your family’s financial future from these risks — and hopefully grow your wealth, too — without becoming collateral damage to market events?
We sure think that should be your focus. It’s certainly ours.
Adam Taggart | Thoughtful Money®
In today's video, Katie Stockton is concerned the markets may be starting the process of a "breakdown": https://youtu.be/Y5-L5WrIXXU
Do you agree?
2 days ago | [YT] | 15
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Adam Taggart | Thoughtful Money®
Am in flight to the New Orleans Investment Conference, where among my hosting duties, I'll be asked for my thoughts on macro & the markets
So as I organize my thoughts, I thought I'd share some here with you
1) The Time Is Now For Diversification
The AI trade is long in the tooth and has commanded sky-high valuations. I'm skittish about it, but...if you look at demand for compute and AI capex spending/building there's no sign of slowdown. This juggernaut could keep steamrolling on in 2027 & the opportunity cost of being out of the trade has been huge, so maintaining *some* exposure still makes sense. And be VERY careful with short bets against this megatrend.
Bonds are now an attractive alternative. They make more sense to hold in your portfolio at these yields than they have in over a decade. Plus, they should provide good cushion should stocks puke next year.
Capital has been skittishly rotating between growth and value all year. So if you're holding tech, you likely also want to hold some more defensive names, too, as a counterbalance.
Commodities are a wild card, IMO. Lots of reason to own them (structural scarcity, AI capex demand, inflation concerns, etc), but they are volatile. And if a market correction/economic slowdown happen next year, they're likely to whacked in the process. If Ukraine and/or Iran wars end, oil will prob get clobbered. Be good about harvesting any gains along the way, and seriously consider hedges.
And speaking of hedges, risk management in this environment should take high priority, IMO. Retain some cash as dry powder, consider stops/option hedges on large positions, rebalance often, etc -- remember, hogs get slaughtered.
2) It's Do Or Die Time for Precious Metals
Gold & silver prices have been weak all year after hitting blow-off tops in January, but the price action has been especially sick of late. They're now at new lows for the year. Technically, they seem a whisker away from breaking below key support. If they're going to stage a reversal rally, now is pretty much the time. Else it likely will get a lot harder for prices to recover anytime soon.
That said, there are lots of reasons why such a rally could happen (some would argue *should*). Several experts I interview now think that prices, especially of the PM mining stocks, offer ridiculous value.
In short, neither a breakdown or breakout would be surprising soon. Position yourself so that you aren't busted no matter which happens. IMO, this is a great environment for dollar-cost-averaging into new positions in the PM sector.
3) The Battle for the West Is Intensifying
Both domestically and abroad, the battle to control the identity & future of Western Civilization is heating up & will likely only get hotter next year.
Socialism vs Capitalism. Immigration vs Protectionism. Globalization vs Nationalism. Traditionalism vs Wokeism.
Western values vs Eastern ones.
Expect topics like these to continue to push themselves front & center. And all have economic consequences which is why, like it or not, investors need to pay attention to where the momentum is heading.
IMO, this fight for the West's future will be one of the most dominant social & investing trends of the next several decades. Monitor it, understand it, place your bets accordingly....and beyond all that, stand fast for the outcomes you want. We won't get the ones we want if we don't fight for them.
OK, the plane is starting its descent. So that's it for now.
1 week ago | [YT] | 48
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Adam Taggart | Thoughtful Money®
NOTE: Since today is a Federal Reserve Open Market Committee release day, per usual, today's video will be a livestream with Axel Merk & will air at 5pmET/2pmPT
You'll be able to watch it here: youtube.com/live/LK3YCaCL3zU
1 week ago | [YT] | 20
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Adam Taggart | Thoughtful Money®
BIG SCOOP!
Neil Howe , demographer & author of The Fourth Turning, has joined the faculty for next week's Thoughtful Money Fall online conference
Register now at: thoughtfulmoney.com/conference
Have you ever seen a more powerhouse faculty lineup??
4 weeks ago | [YT] | 83
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Adam Taggart | Thoughtful Money®
NO VIDEO RELEASE TODAY
As I'll be on the road for a private investor event
In the meantime, be sure to register for our Fall conference before the Early Bird discount price disappears this weekend! thoughtfulmoney.com/conference
1 month ago | [YT] | 49
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Adam Taggart | Thoughtful Money®
HEADS UP
Today's video will launch 90 min later than usual, at 12:30pmET/9:30amPT
It will be a live 'Ask Anything' session with the team at @NewHarborFin -- we haven't done one of these for a while
Which question(s) are you most interested in hearing them address? youtube.com/live/nudRd6jIqf4
1 month ago | [YT] | 24
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Adam Taggart | Thoughtful Money®
TODAY'S VIDEO COMING OUT AT 5PMET/2PMPT
Given that today is a Fed release/presser day, today's video will be a livestream w/
Axel Merk reacting to the Fed's announcement & Kevin Warsh's subsequent presser
See you then 👍
1 month ago | [YT] | 37
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Adam Taggart | Thoughtful Money®
HEADS UP: Today's video will air in the evening (around 7pmET). It will be a discussion with Lacy Hunt & Brent Johnson
2 months ago | [YT] | 112
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Adam Taggart | Thoughtful Money®
NOTE: today's video will launch 90 min later than normal. It will be a livestream with the New Harbor team and will take place at 12:30pmET/9:30amPT
Here's the link to it: youtube.com/live/CGhpoxFv23s
2 months ago | [YT] | 22
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Adam Taggart | Thoughtful Money®
Due to travel back from Rick Rule's annual Symposium, there will be no video today (Thurs July 9)
If you haven't watched it already, watch yesterday's excellent video on housing with Nick Gerli https://youtu.be/nQjdkKaOe7o
We'll resume with Lance Roberts this Saturday & Jan vanEck on Sunday
3 months ago | [YT] | 46
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