Episodes

  • Lyn Alden: Can Anything Stop The Runaway Train Of Fiscal Deficits?

    Lyn Alden: Can Anything Stop The Runaway Train Of Fiscal Deficits?
    Feb 6 2025
    One of the biggest forces boosting both economic growth and asset price appreciation over recent years has been the explosion of higher fiscal deficit spending -- sending the prices of all assets including growth stocks, gold and Bitcoin soaring. Today's guest, analyst Lyn Alden, predicts we'll be stuck with these these large deficits for a long time to come, often repeating in her writing that "nothing stops this train". Why? And if indeed so, what are the implications for investors? And furthermore, with a new US presidential Administration publicly committed to reducing government spending, is the train truly unstoppable? For answers, we'll ask Lyn directly. Lyn, thanks so much for joining us today! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr and 9 mins
  • How To Invest In The Volatile Trump 2.0 Era? | New Harbor

    How To Invest In The Volatile Trump 2.0 Era? | New Harbor
    Feb 5 2025
    Tariffs, trade wards, DOGE, deportations -- the disruption has come fast and furious so far during president Trump's first two weeks in office. The non-stop surprises (not to mention the DeepSeek scare) are creating a lot of market volatility, as well as a lot of uncertainty for analysts and pundits . How are we regular investors supposed to navigate such a turbulent new era? The financial advisors at New Harbor Financial and I discuss exactly that in today's video. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    59 mins
  • The Fed Has Ruined The Free Market | Thomas Hoenig, Former Fed Exec

    The Fed Has Ruined The Free Market | Thomas Hoenig, Former Fed Exec
    Feb 4 2025
    Well, we have a new US Presidential Administration with a very different economic strategy than its predecessor. The president has already started vocally demanding the Federal Reserve be more aggressive in lowering interest rates. And he's appointed a new head, Scott Bessent, at the US Treasury, replacing Janet Yellen. What should we expect from the policies this Administration intends to pursue? Will Jerome Powell march to the President's demands? Or will he flex to assert the Fed's independence? And where does inflation figure into all of this? For a true expert's informed perspective on these very important questions, we have the great privilege today of speaking with Dr Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a former director of the FDIC, and now a Distinguished Senior Fellow at the Mercatus Center. BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr
  • Stephanie Pomboy: What Impact Will The New Trump Tariffs Have?

    Stephanie Pomboy: What Impact Will The New Trump Tariffs Have?
    Feb 3 2025
    Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
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    1 hr and 6 mins
  • "Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich

    "Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich
    Feb 2 2025
    When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice "remain bullish, but be careful" Since then the S&P has increased slightly, but mostly trended sideways. Here at the start of 2025, what does his Technical Analysis tell us to expect next? And did the shock to investors delivered by China's surprise release of the DeepSeek A.I. model change his outlook at all? To find out, we'll now hear from the man himself. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr and 33 mins
  • Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart

    Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart
    Feb 1 2025
    Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the declaration of tariffs against some of America's largest trading partners -- the markets actually seem to be doing fine. The bulls are back in control and, technically-speaking, the action in stocks looks robust at the moment. Will this sustain? And for how long? Portfolio manager Lance Roberts and I discuss this, as well as the latest inflation data, the latest GDP data, the increasingly-struggling US consumer, and Lance's firms latest trades. For everything that mattered to markets this week, watch this new Weekly Recap. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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    1 hr and 11 mins
  • Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy

    Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy
    Jan 30 2025
    Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least. Attention is much more focused on a possible boost to economic growth from the policies of the new Trump administration, as well as concern that inflation could prove stickier and more stubborn to tame than the Fed hopes, resulting in higher for longer bond yields. So, were the deflationists wrong? For a true expert's view, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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    58 mins
  • Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan

    Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan
    Jan 28 2025
    When today's guest was on this program back in September, he predicted the market would start to become more volatile. He didn't necessarily think that would mean lower stock prices into the end of 2024. And he was proven correct. But he did express worry that as we entered 2025, continued higher volatility could start to become a problem for investors. Does he still think that? To find out, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter. Follow Cem at https://www.kaivolatility.com/ and http://kaiwealh.com/and https://kai-nexus.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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    1 hr and 4 mins