Thoughtful Money with Adam Taggart

We've all come to accept the US is now a K-shaped economy.The rich are at the top, living large off of their asset appreciation.And everyone else - the vast majority -- is in the bottom leg. Feeling increasingly left behind.But the rich have been spending so amply that they've kept the averages for retail spending -- which drives the majority of our GDP -- in "healthy" territory.But what will happen if the rich start to stumble?Analyst Danielle DiMartino Booth thinks we are seeing signs they're starting to. And she's concerned they could pull down the economy along with them.To find out why, and what the repercussion will be, 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 #deflation #economy _____________________________________________ 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 © 2026 Thoughtful Money LLC. All rights reserved.

Today's guest has been warning for a good while now that the current bull market is stocks is approaching its end.In no small part because corporate insiders, who know the most about their companies' prospects, are selling their shares at record percentages.It's not all gloom for investors, though. He also predicts that commodities -- and the stocks of the companies that produce them -- are set to experience a boom.For a full update on his outlook, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.Jesse fears that US stocks could be in for a "nasty" surprise as the dollar continues to break down, foreign capital leaves US markets, and inflation & unemployment rise.Despite that, he is quite bullish on the future of commodities, especially oil & gas.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceFollow Jesse at https://thefelderreport.com/#marketcorrection #dollar #commodities _____________________________________________ 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 © 2026 Thoughtful Money LLC. All rights reserved.

Right now, the "giant mindless robot" of passive capital flows appears to be the most important macro trend in keeping stock prices rising.So many worry that a stalling -- or reversal -- of these passive flows is the #1 risk to markets.But today's guest, David Hay, founder & former CIO of Evergreen Gavekal, sees an even greater risk -- one that practically no one else is paying attention to.There are a growing number of reasons why foreign capital is likely to start draining out of the US financial markets.And it could reach a volume where those flows are even bigger than the giant mindless robot of domestic passive flows.This would severely tank the prices of many US financial assets.To learn why, David has prepared a slide presentation that you simply must watch.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#capitalflows #exchangerates #commodities _____________________________________________ 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 © 2026 Thoughtful Money LLC. All rights reserved.

Stocks have been stuck in a compressing trading range for the past several months.And recently they've broken down below it.That development, plus a number of other headwinds weighing on the markets, suggests that stocks could experience a 'risk-off reset' soon, falling substantially lower.Portfolio manager Lance Roberts and I discuss the odds for this, as well as the recent Federal Reserve guidance, growing concerns in AI stocks, the bull & bear cases for 2026, this week's gut-wrenching plunge in the precious metals, as well as Lance's firm's latest trades.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#goldprice #silverprice #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 © 2026 Thoughtful Money LLC. All rights reserved.

The recent price action in the precious metals, especially silver, has been nothing short of astounding.But they're no surprise to today's guest, who boldy predicted this violent upside breakout.Questions are now flying fast & furious:How much farther are prices likely to rise?Is a viscious pullback likely soon, similar to what the metals experiences after the spikes seen in 1980 and 2011? And if so, should I start selling?Why haven't the mining stocks performed as well as expected?To address these pressing questions, we're fortunate to welcome back to the program technical analyst and author Michael Oliver, founder of market research firm Momentum Structural Analysis.Michael remains EXTREMELY bullish on the price silver, predicting it may reach the incredible price of $500/oz by summer.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#silverprice #goldprice #preciousmetals _____________________________________________ 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 © 2026 Thoughtful Money LLC. All rights reserved.