Housing analyst Melody Wright sees prices headed downwards nationally this year as inventory continues to explode higher in more and more markets.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#homeprices #housingmarket #mortgagerates ______________…

Stephanie Pomboy returns to the channel to explain why she thinks recession odds are much higher than Wall Street expects.In her opinion, investors should sell into the current rally in stocks before a reversal occurs.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.tho…

When stocks are as richly valued as they are today, investors, especially older ones looking to live off of the wealth they've already built, start to prefer safer assets that provide income.Today's guest, Steven Bavaria, author of The Income Factory, has appeared several times on this channel sharing his approach to income investing which he claim…

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries.Well, now that the previously unipolar globe is in the pr…

The correction that occurred in March and April is now officially over, declares portfolio manager Lance Roberts.He has removed his short positions and thinks the market's bias is to the upside in the immediate term, though he cautions a pullback will happen at some point given how short-term overbought stocks remain.Lance and I also discuss the im…

For a while now, the "soft" data (like confidence surveys) have indicated worry that times are tough..But the "hard" data (like the unemployment rate, corporate profits, retail spending, etc) have shown that the economy is proving quite resilient.So why the discrepancy? And which data set should we be giving more weight to?For perspective, we're fo…

TO BUY GOLD & SILVER, contact Andy's firm at [email protected] response to strong audience demand for it, precious metals expert Andy Schectman and I conducted a livestream this morning discussing the top scams and fraudulent practices prevalent in the gold & silver industry.Andy shared the warning signs to look out for, as well as what to d…

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbow"Dazed and confused" is how a lot of regular investors are feeling right now.Stocks have bounced back from their April lows, and optimism is back on Wall Street. I've certainly interviewed several experts who are feeling pretty bullish right now.But that doesn't …

GET THE 3 RESOURCES LACY MENTIONS by signing up for our free Substack at http://thoughtfulmoney.substack.com/It's an especially confusing time for investors.On one hand, the US economy is showing signs of slowing, with a negative growth for Q1 GDP, and mounting evidence that many corporations and consumer households are feeling the pinch of higher …

Stocks remain overbought in the near term and a pullback is still likely, due in part to the upcoming blackout period for buybacks -- counsels portfolio manager Lance Roberts.Lance thinks now is a good time to trim positions, lock in gains, and raise cash in advance of the pullback -- and then when it happens -- to 'buy the dip'So get your shopping…

Today's volatile markets are sending stocks zooming higher, then downwards, and then up & down again erratically.This understandably raises both uncertainty as well as emotionally-driven decision making for investors. To be successful in markets like these, your job is exert patience.Wait for the "fat pitches". The investment opportunities that are…

Student loans are now officially back in repayment…and millions of American borrowers are becoming delinquent.The credit scores of these millions are getting rated downwards, further impairing their ability to borrow more or service the debts they already have.Could student loan defaults prove to be the fateful domino that triggers the next US cred…

The Game of Thrones Tariff Edition continues at its wild, unpredictable & ever-changing pace.The latest development as of this recording has the US placing a pause on its recently-announced 50% tariffs on the EU until July 9th.As we now have a *little* more clarity and data to look at since Trump's Liberation Day, what conclusions can we start draw…

Wall Street is loudly wondering: was the drop in March-April simply a correction in an otherwise intact bull market?Or...was the recovery in May a bear market rally, one now poised to roll over?When markets are as volatile and the macro outlook as uncertain as we've seen in the past few months, turning to the data & navigating by what it's telling …

Stocks are very overbought in the near term, given how far they've rebounded in recent weeks, warns portfolio manager Lance Roberts.So he thinks a pullback is highly likely here.In fact, it may already have begun.We discuss how low it may go, as well as how high bond yields may go, the impact of the "Big, Beautiful Bill" that just passed in the Hou…

The markets have had a volatile ride so far in 2025, falling hard in March & April, but recovering nearly all of those losses here in May.So was the painful drop we experienced just a standard correction within an ongoing bullish market trend?Or has this been a bear market rally, poised to roll back over soon?For insight, we're fortunate to welcome…

TO BUY GOLD & SILVER, contact Andy's firm at [email protected] metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.#goldprice #silverprice #preciousmetals _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We pro…

Today's expert, behavioral economist Peter Atwater, adjunct professor at William & Mary College, has long affirmed that changes in confidence consistently and predictably impact investor preferences, decisions and actions.Well, there's certainly been a lot happening so far this year to both spike and crash investor confidence.It's been one heck of …

Bulls appear to have re-gained control of the stock market. If the bears truly have the upper hand, they need to prove it now...or stocks look set to rise to new all-time highs soon.Technical analysis expert Sven Henrich of Northman Trader walks us through his latest charts, showing where both the greatest risk and opportunity lies in today's marke…

The market is at a critical point, observes portfolio manager Lance Roberts.If the S&P can hold above the 200 daily moving average over the coming week, then the correction will be officially over and stocks should have an open field to run back up to the previous highs (and possibly higher).If not, then the odds that the recent run have been a bea…

It's said that the "Trump put" on financial markets is not on the S&P in this second term, but rather on the 10year US Treasury yield.The rise in Treasury yields since 2022 has sent the cost of servicing America's federal debt to record highs, exceeding spending on national defense for fiscal year 2024.US Treasury Secretary Scott Bessent has indica…

Progress on trade deals has returned investor optimism to the financial markets.The S&P has regained all of its April losses and is now green for the year.But the growing sense that “everything is going to be OK” ignores the elephant in the room, warns macro analyst Stephanie Pomboy: stubbornly high bond yields.The longer the US 10year Treasury sta…

Last year, fears of recession faded from the headlines as the "no landing" narrative won out.But the disruption brought by the new Trump administration -- especially around global trade -- has brought recession concerns back to the forefront.The Administration says it isn't worried. That we're merely passing through a transitory "detox" period befo…

The pace of change in the world order has accelerated notably in 2025.The era of globalization is being fast replaced by nationalism, protectionism and a shift towards regional trading blocks.In America, there's suddenly a recognition that runaway deficit spending and the accumulating pile of debt & unfunded liabilities is an existential problem th…

The current stock market rally looks long in the tooth, warns portfolio manager Lance Roberts.In his opinion, this looks likely to be a good time to lighten on positions, capture gains and prepare for a possible resumption to the downside.Stocks are exhibiting a classic correction trajectory, which historically has been punctuated with pronounced s…

The world economy has become a lot more uncertain in 2025.The shift away from decades of globalization towards nationalism and regional trading blocks has accelerated with the protectionist policies the new Trump administration is now pursuing.Gold has reacted to this uncertainty by soaring to new highs, and demand for other commodities is also in …

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comPortfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers.🎙️ New to…

History tells us that civilizations and societies boom, bust and rise anew to repeat the pattern -- a pattern that demographer Neil Howe says is surprisingly predictable in both its timing and trajectory.Howe refers to these "seasons" of societal change as "turnings", and has famously has declared America is now well into a Fourth Turning, the "bus…

When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing and rise to new highs -- possibly as high as 7000 on the S&P -- by the end of the year.Of course, that was before the new Administration took office and all that has happened since then.So, is …

Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael Lebowitz.He thinks it's more likely that stocks top out soon, to then fall to re-test the April lows.We discuss his reasons why, as well as bonds, tariffs, recession risk, the Federal Reserves …

Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will get back to "normal"Today's guest thinks yesterday's "normal" may now be an artifact of history.And that, like it or not, we've experienced "‘A Geopolitical And Economic Paradigm Shift’"That…

As worldwide tariff uncertainty persists and US-China tensions continue to escalate, are President Trump's trade policies speeding the economy into recession?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO…

Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His detractors call it "non-sensical" and "hamfisted".That it's based on faulty logic, poor math, and has done grave injury to relations with our closest allies.They fear it's actually driving t…

Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing the lows made earlier this month.For many, this will be frustrating. Investors' hope will be raised, then dashed -- and then raised and dashed again.Lance doesn't expect a true bottom to be p…

Stocks prices are down, yields on bonds are up, and the dollar is weakening.This is the type of behavior one expects from emerging markets falling into "banana republic" trouble -- not what one expects of the US.In today's interview with the senior partners at New Harbor Financial, we discuss what's causing this worrisome action, how much longer it…

America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents.Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 trillion in forensic investigations of the…

Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on record.And while the US at least is giving lip service to its plans to reduce its deficit over coming years, much of the rest of the world's largest economies -- like the EU and China -- are actively…

We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful investors -- the Warren Buffets, the Benjamin Grahams, the Peter Lynches and the John Templetons -- didn't concern themselves much with what was happening int he short term.Instead, they focused on d…

As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.In his estimation, the majority of the negative risks (e.g. tariff uncertainty, slowing economic growth, weakening consumer) are already priced in to stocks and bonds. While he expects markets will likely remain volatile over the next few months and could ret…

When today's guest was on this program last back in December, he predicted the following:1. That a contraction in global liquidity could set the stage for severe market corrections and increased volatility -- check2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check3. That new U.S. trade tariffs could lead to re…

Well, 2025 is here and the US housing market is still in an injured state.Will we start to see some healing this year?Or may things take a turn for the worse?Today we have the good fortune to be joined by Nick Gerli, founder of reventure Consulting and creator of the excellent reventure app.Nick will walk us through his latest outlook on the US hom…

TO BUY GOLD & SILVER, contact Andy's firm at [email protected] metals expert Andy Schectman gives his latest update on the gold & silver markets. He'll also take live audience Q&A.

In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct.But he did express worry that as we entered 2025, continued higher volatility would start to become a problem for investors.And boy,…

The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly threatening to spill over into the banking system.These "basis trade" players are highly levered in what they considered very safe, very predictable assets.But bond yields jumped so quickly in resp…

When markets are in turmoil as they are now, I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.Today we have the great fortune of having the return appearanc…

Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience

Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term.And just when traders thought a bounce was due, President Trump's Liberation Day tariffs announcements sent the markets plunging by percentages not seen since the wor…

I've stated many times on this program that perhaps the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power.Today's guest explains why, and what we can do to protect our wealth from this scourge in his new book: The Big Print, What Happened To America and How Sound Money Will Fix ItWe're fortunate to b…

Stocks got slaughtered this week in the wake of Trump's Liberation Day tariffs.The S&P is now off more than -15% from its all-time high earlier this year. The NASDAQ is down over -20% from its ATH and is officially now in a "bear market".So, is this The Big One?Will stocks continue to crash? Perhaps triggering a recession?Or, might there be reasons…

Portfolio manager Lance Roberts joins me for a special report making sense of yesterday's announced "Liberation Day" tariffs.Live Q&A will be taken from the audience in the back half of the discussion