Episodes

  • Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein

    Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein
    Jan 9 2025
    Today's guest has long warned that the bond market will one day take the printing press away from the Federal Reserve. Well, the Fed has now CUT its policy rate by 100 basis points since September, but the yield on the 10 year US Treasury note is now 100 basis point HIGHER since then. This has flummoxed many investors and mortgage holders. Yet it begs the question: is this the start of a bond market revolt against the Fed? To find out, we're fortunate to welcome back to the program analyst Bill Fleckenstein of Fleckenstein Capital. Bill predicts the bond market will keep falling until stocks tank. 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 41 mins
  • Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"

    Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"
    Jan 7 2025

    Well it's a new year. And in just two weeks, a new American Administration as well. What kind of impact will President-Elect Trump's policies likely have on natural resources, the "real things" that power the global economy? To find out, we're fortunate to be joined by Rick Rule, one of the world's greatest living natural resource investors, and a heck of a gentleman, to boot. Rick sees a lot of opportunity for investors ahead in oil & gas. But the real deals right now are in the gold mining companies, which he reports are the most undervalued he's seen in his long career.


    Here are the links to Rick's events mentioned in this discussion:

    https://thoughtfulmoney.com/rulebootcamp


    https://thoughtfulmoney.com/rulesyndicate
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    1 hr and 2 mins
  • Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025

    Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025
    Jan 6 2025
    A new bi-weekly show launches today on Thoughtful Money! 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 5 mins
  • Will A New American Energy Boom Supercharge The Economy? | Doomberg

    Will A New American Energy Boom Supercharge The Economy? | Doomberg
    Jan 5 2025
    In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy. As we look to the future, where are global energy trends headed? Which ones are we likely to turn to more to power the world of tomorrow? And where are the best opportunities for investors likely to lie? To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
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    1 hr and 1 min
  • A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart

    A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
    Jan 4 2025
    The stock market has seen two consecutive years of 20% returns. Will it see similar returns this year? Highly unlikely, cautions portfolio manager Lance Roberts. Complacent bulls hoping for a repeat performance may well find themselves disappointed with 2025. We discuss the reasons why, the latest market technicals, the potential impact of domestic terrorist acts could have on the financial markets, and Bob Farrell's Top 10 Investment Rules on today's program. For everything that mattered to markets this week, watch this 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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    1 hr and 24 mins
  • Find Your Purpose & Live With Greater Meaning | Betsy Wills & Alex Ellison

    Find Your Purpose & Live With Greater Meaning | Betsy Wills & Alex Ellison
    Jan 2 2025
    As we begin a new year, I thought it appropriate to continue Thoughtful Money's ongoing commitment to highlighting the principles components of true wealth -- of which money is simply a means, not the end in itself. Research tells us that true wealth is primarily a function of quality relationships, purpose & health. And today, we're going to drill down deep into the purpose part of that equation. How can we live with greater meaning? How do we even identify what our purpose is? There's actually an empirical process for answering these important questions, and we're fortunate to be able to learn about it today from Betsy Wills and Alex Ellison, co-authors of the book Your Hidden Genius: The Science-Backed Strategy to Uncovering and Harnessing Your Innate Talents And for those looking to get started living with greater purpose, there are exciting testing services now available -- based on the aptitudes research of Johnson O'Connor, whom longtime listeners have heard me rave about -- that can help accelerate your progress in 2025. I'm really looking forward to this discussion.
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    1 hr and 6 mins
  • Meltdown In Florida & Texas: 2025 Housing Market Forecast | Reventure's Nick Gerli

    Meltdown In Florida & Texas: 2025 Housing Market Forecast | Reventure's Nick Gerli
    Dec 31 2024
    Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices. We're joined by Nick Gerli, founder of reventure Consulting and creator of the new reventure app. Nick points out that buying a home has rarely been this expensive in living American history: once was in 1981 when mortgage rates were a whopping 18%. The other time was in 2006, right before we experienced the biggest US housing correction ever. And speaking of corrections, Florida and Texas now seem to clearly be in one. And that weakness looks to be spreading into other states. What does all this forebode for 2025? We'll ask Nick directly. 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 5 mins
  • Historic Unaffordability Squeeze To Weigh Down Home Prices In 2025 | Lance Lambert

    Historic Unaffordability Squeeze To Weigh Down Home Prices In 2025 | Lance Lambert
    Dec 29 2024
    While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well. Instead, 2024 was the year gravity caught up with home prices. They've stopped rising nationally for the most part, and certain once red-hot cities are now starting to see clear declines as inventory surges. Is this the Wile E. Coyote moment before prices start plummeting under today's higher for longer mortgage rates? Or will the housing market prove resilient as we enter 2025? To find out, we'll talk with real estate analyst Lance Lambert, former real estate editor for Fortune and now co-founder & editor of ResiClub. 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