Thoughtful Money With Adam Taggart podcast

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1:15:36

In this episode, we welcome back David French, columnist for The New York Times , former constitutional attorney, and author of Divided We Fall . We discuss the current state of American democracy, the challenges of political division, and how we can engage in civil discourse despite deep ideological differences. David also shares a personal update on his family and reflects on the profound trials and growth that come with adversity. 📌 What We Discuss: ✔️ How David and his family navigated the challenges of a serious health crisis. ✔️ The rise of political polarization and the factors driving it. ✔️ Why distinguishing between “unwise, unethical, and unlawful” is crucial in analyzing political actions. ✔️ How consuming different perspectives (even opposing ones) helps in understanding political dynamics. ✔️ The role of Christian values in politics and how they are being redefined. ⏳ Episode Highlights 📍 [00:01:00] – David French’s background and his journey from litigation to journalism. 📍 [00:02:30] – Personal update: David shares his wife Nancy’s battle with cancer and their journey as a family. 📍 [00:06:00] – How to navigate personal trials while maintaining faith and resilience. 📍 [00:10:00] – The danger of political paranoia and the pitfalls of extreme polarization. 📍 [00:18:00] – The "friend-enemy" paradigm in American politics and its influence in Christian fundamentalism. 📍 [00:24:00] – Revisiting Divided We Fall : How America’s divisions have devolved since 2020. 📍 [00:40:00] – The categories and differences of unwise, unethical, and unlawful political actions. 📍 [00:55:00] – The balance between justice, kindness, and humility in political engagement. 📍 [01:00:00] – The After Party initiative: A Christian approach to politics focused on values rather than policy. 💬 Featured Quotes 🔹 "You don't know who you truly are until your values are tested." – David French 🔹 "If we focus on the relational, we can have better conversations even across deep differences." – Corey Nathan 🔹 "Justice, kindness, and humility—if you're missing one, you're doing it wrong." – David French 🔹 "The United States has a history of shifting without repenting. We just move on." – David French 📚 Resources Mentioned David French’s Writing: New York Times David’s Book: Divided We Fall The After Party Initiative – More Info Advisory Opinions Podcast (with Sarah Isgur & David French) – Listen Here 📣 Call to Action If you found this conversation insightful, please: ✅ Subscribe to Talkin' Politics & Religion Without Killin' Each Other on your favorite podcast platform. ✅ Leave a review on Apple Podcasts, Spotify, or wherever you listen: ratethispodcast.com/goodfaithpolitics ✅ Support the show on Patreon: patreon.com/politicsandreligion ✅ Watch the full conversation and subscribe on YouTube: youtube.com/@politicsandreligion 🔗 Connect With Us on Social Media @coreysnathan: Bluesky LinkedIn Instagram Threads Facebook Substack David French: 🔗 Twitter | BlueSky | New York Times Our Sponsors Meza Wealth Management: www.mezawealth.com Prolux Autogroup: www.proluxautogroup.com or www.granadahillsairporttransportation.com Let’s keep talking politics and religion—with gentleness and respect. 🎙️💡…

Thoughtful Money with Adam Taggart

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

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#Trading #Business #Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

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updated 8 часов назад

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Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

304 эпизодов

#Trading #Business #Adam Taggart | Thoughtful Money

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1
Tempest Of Tariffs Shocks Stocks | Lance Roberts & Adam Taggart 1:53:32

8 hours назад1:53:32

1:53:32

Wall Street likes predictability.And that's proving quite elusive these days.Which explains why stocks have been performing poorly of late.Too many curveballs, many thrown by the new Trump Administration's ever-changing tariff policies, are making it nearly impossible for analysts to make earnings forecasts that aren't completely outdated by the next morning's news cycle.Does that mean stocks will continue struggling from here?It's quite possible, says portfolio manager Lance Roberts. Technical analysis still suggests stocks are short-term oversold and could bounce soon...but if the curveballs keep coming as fast & furiously as they have been, that uncertainty could keep a sustained rally from happening.We discuss this, the latest PCE and personal spending data, DOGE and debt, credit spreads, gold and Lance's firm's recent trades in this new Market Recap.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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Ted Oakley: A Bad Market Correction = Tremendous Opportunity For Smart Investors 1:01:01

2 дня назад1:01:01

1:01:01

There's a lot of debate right now whether the US is indeed at risk of entering a recession this year.And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly bipolar.Who is more likely to be proven right this year: the optimists or the pessimists?For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors.Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the road ahead.…

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Stephanie Pomboy: Is The Worst Now Behind Us? 46:18

3 дня назад46:18

46:18

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMacro & 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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Coming Crash In Stocks To Trigger The Next Recession? | Wolf Richter 1:06:33

4 дня назад1:06:33

1:06:33

After embracing the "no landing narrative" last year and later unleashing animal spirits after the Presidential election that drove stocks to record levels of euphoria, the national mood has turned substantially more dour.Suddenly, the headlines are filled with fears of recession.The post-COVID higher cost of living and the uncertainty caused by the new Administration's policies has many fearing for their household budgets, their portfolios, and their jobs.Are things really this bad?After all, the economy is still growing, inflation has moderated (mostly), and unemployment remains low.When there are so many crosscurrents as there are today, it's prudent to seek the counsel of those who take. cold and calculated look at the data, to see what "is" vs what our biases may want us to see.Which is why we're fortunate to speak with macro analyst Wolf Richter of WolfStreet.com, who will share with us what the charts he regularly compiles are telling him about the true state of today's economy & markets._____________________________________________ 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 in good standing with the Financial Industry Regulatory Authority (FINRA) 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, and money market funds 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 © 2025 Thoughtful Money LLC. All rights reserved.…

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David Stockman: If It Doesn't Cut To The Bone, DOGE Won't Succeed 1:17:07

6 дней назад1:17:07

1:17:07

To better understand the odds for success of the economic policies of the new Trump Administration, it helps to talk to someone with first-hand experience in managing the Federal budget.Today's guest, has been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career.We're fortunate today to speak with former Congressman, economic policymaker & financier, David Stockman -- who served a the Director of the Office of Management and Budget under President Ronald Reagan.He's also the author of the new book: 'How To Cut $2 Trillion: A Blueprint From Ronald Reagan’s Budget Cutter To Musk, Ramaswamy And The DOGE Team'.We'll hear his advice for bringing the runaway fiscal deficit under control, and whether he thinks the Administration is indeed up to the task.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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Has A "Tradable Opportunity" For Oversold Stocks Now Arrived? | Lance Roberts & Adam Taggart 1:56:02

7 дней назад1:56:02

1:56:02

Yesterday, the S&P 500 (barely) broke a 4-week losing streak of down weeks.On a technical level, stocks remain extremely oversold here and sentiment is similarly at a negative extreme.As portfolio manager Lance Roberts notes, conditions like these are ripe for a market reversal. In his opinion, the odds favor a rally in the near term -- perhaps as soon as next week.We discuss the reasons why, as well as the latest Fed guidance, the true risk of recession, bonds, Tesla, and Lance's firm's latest trades in this Weekly Market Recap.…

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Art Laffer: Presidential Economic Advisor Grades Trump's Policies So Far 55:22

9 дней назад55:22

55:22

The new Trump Administration has wasted no time deploying its ambitious and disruptive economic policies.Tax cuts, aggressive trade re-negotiations, de-regulation, DOGE-driven cost reductions -- a potential new sovereign wealth fund.What are the intended benefits of these policies? Are they likely to succeed? Are they being implemented in the right way? Might they tip the economy into recession before the long term benefits materialize?I can think of few better people to ask these questions to than today's guest, who has served in the past as an economic advisor to President Elect Trump - as well as to many other previous presidential administrations, both Democrat & RepublicanToday, we're fortunate to welcome back to the program economist Dr Arthur Laffer. He was the first to hold the title of Chief Economist at the Office of Management and Budget in the early 1970s. He then later served as a member of President Reagan's Economic Policy Advisory Board. He's perhaps best known for developing the Laffer curve, a model for determining the optimal balance between tax revenues and economic growth.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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SPECIAL REPORT: An 'Uncertain' Fed Slows Quantitative Tightening | Axel Merk 56:34

10 дней назад56:34

56:34

An hour ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) but slowing the pace of its Quantitative Tightening program.And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market’s reaction (so far) has been positive.My bullet-point notes to Powell’s conference are below.And I’m also happy to announce that Fed-watcher Axel Merk is joining us again to deliver his expert reaction to the Fed’s latest guidance as well as take your questions live.…

1
Here's The Latest Outlook From Lacy Hunt, Luke Gromen, Lyn Alden + A Dozen Other Experts 17:47

11 дней назад17:47

17:47

Well, the Spring Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 10-hour day.Lacy Hunt delivered the keynote, followed by Luke Gromen, Michael Howell, Darius Dale, Sven Henrich, Brent Johnson, Thomas Hoenig, Danielle DiMartino Booth, Mike Green, Andy Schectman, John Thorndike (GM), Louis-Vincent Gave, Steven Bavaria, Lyn Alden, Melody Wright, New Harbor Financial and Jonathan Wellum. And Jeff Clark provided a bonus video focused on gold & silver mining stocks.For those of you who didn’t attend, I thought you’d enjoy hearing some of the conference highlights.…

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Stephanie Pomboy: It's Just Dumb To Dismiss Recession Risks At This Point 1:07:45

12 дней назад1:07:45

1:07:45

Macro analyst Stephanie Pomboy and I just concluded our bi-weekly live show.This week, Stephanie focused on recession risk and the mental gymnastics many go through to avoid addressing it.Not only are the economic data continuing to weaken, but even the new Administration is telling investors to prepare for a slowdown.Here’s US Treasury Secretary Scott Bessent yesterday:“The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”At this point, to refuse to plan for even at least the possibility of a recession and/or a further market decline later this year is foolish.Steph and I also discussed her outlook on gold, the employment market, corporate profit margins, the latest retail sales data and several other audience questions.NOTE: these bi-weekly Monday morning live shows with Stephanie are moving to Wednesdays going forward. The next one will take place on Wed March 26th (same 11amET time).…

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The Whole Tenor Of The Market Just Changed | New Harbor Financial 38:57

13 дней назад38:57

38:57

After four weeks of relentless selling, the charter of the stock market has changed.While a short-term bounce is likely here, sentiment is now damaged.It will be harder for the market to race back to new highs, as investors start to price in a greater acceptance of the current risk factors.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com…

1
Is The Pain In Stocks Over? Did The Bounce Just Arrive? | Michael Lebowitz 1:14:41

14 дней назад1:14:41

1:14:41

After a pummeling few weeks over which the stocks lost $trillions in market cap, Friday saw a big rally and the reversal of a number of technical indicators.Does this mean the bottom is in? At least, in the near term?Quite possibly, says portfolio manager Michael Lebowitz.We discuss the reasons why this is more likely than not, and the importance of watching closely what happens next.If stocks rise to make a new high, the multi-year bull market trend will remain intact.If they rise, but start putting in lower highs & lower lows, that suggests more weakness to come.If they fail to rise at all from here and resume their downtrend, that opens the door to some scary prospects.Michael and I discuss all of these in depth -- as well as his outlook on tariffs, earnings, recession risk, bonds, gold and his firm's latest trades -- in this week's Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com…

1
Carson Block: Famed Short-Seller Explains Why The Market Is "Broken" 1:06:02

16 дней назад1:06:02

1:06:02

As mentioned many times on this program, stocks entered the year trading at or near record-high valuation extremes.When stocks are at such overbought extremes, short-sellers smell opportunity. They've certainly had a lot of it over the past two weeks.Today we have the good fortune of speaking with one of the best known short-sellers in the business, Carson Block, founder of Muddy Waters Research.He's come to the conclusion that the market, especially in the US, are "broken"To find out why, watch this video.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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The World Is Suddenly Desperate For Physical Gold & Silver | Andy Schectman 1:23:29

18 дней назад1:23:29

1:23:29

Gold has experienced a major upwards repricing in recent years.It's up nearly $1,000/oz over the past two years.And in just the past year alone, it's up 35%, handily outperforming the S&P's return of just 13%.Some say gold is quite overbought after this big run. Others say it's just getting started, and that far higher prices lie ahead due to the ongoing loss of purchasing power of the US dollar and other world fiat currencies.Which is more likely?For a "boots on the ground" report on all things gold, we welcome Andy Schectman to the program for the first time. Andy is the CEO and co-founder of Miles Franklin -- a full-service precious metals broker with a mission to educate the masses on the benefits & principles of sound money and to deliver fair pricing. It has an A+ rating from the Better Business Bureau.Andy reports that amidst the current wild action in the gold market, he's seeing some developments he's never witnessed before in his decades-long career.READ OUR FREE GUIDE TO BUYING GOLD & SILVER at https://thoughtfulmoney.com/gold…

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Judy Shelton: It's "Day 1" Of The Reckoning As US' Unsustainable Fiscal Path Runs Out 1:21:14

20 дней назад1:21:14