Thoughtful Money with Adam Taggart
Business:Investing
Investing great Ray Dalio said this week: "The stock market doesn't look very bubbly". But Bank of America just released a new report titled: "The S&P 500 is egregiously expensive" Who's closer to right? Portfolio manager Lance Roberts leans more towards BofA's assessment, though that doesn't mean the current mania in stocks can't run higher. But given that the S&P has risen for 15 out of the past 17 weeks -- a feat not seen since the 1980s -- Lance feels that the current rally is "extremely long in the tooth" and the odds of a correction are elevated. We also talk about inflation, jobs, liquidity flows and the current level of risk commercial real estate poses to the banking system. For everything that mattered to markets this week, watch this Weekly Market Recap.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stockmarket #raydalio #stockmarketcorrection
Are Car Prices Headed Down? | Yossi Levi
Should We Be More Worried About A Social Breaking Point Than A Financial One? | Peter Atwater
Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year
Extended, Overbought Market Likely To "Cool Its Heels" Soon | Lance Roberts & Adam Taggart
Bull Market In Gold Still In Early Innings | Ronnie Stoeferle
Wait...Interest Rates Cuts Will Be MORE Restrictive Than Hikes? | Cameron Dawson
10 Million Prime-Age Adults Giving Up On Work | Nicholas Eberstadt
Stocks Zoom Back To All-Time Highs. Will They Stick? | Lance Roberts & Adam Taggart
Hey Investors: Stocks Fall When The Fed Starts Cutting Rates, Says History | Danielle Park
Big Money Buying Up Our Homes Is "Never Going To Stop" | Ken McElroy
Stephanie Pomboy: The "Spent Up & Lent Up" Consumer Is Tapped Out
Stocks May Cool Off For A Bit After Best Week Of 2024 | Lance Roberts & Adam Taggart
The Big Short 2.0: Are $Trillions Of New Loans About To Be Pumped Into The Housing Market? | Melody Wright
David Rosenberg: Is A Jobs Shock About To Hit?
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank
Buy Signal Triggered As Market Action Starting To Favor The Bulls | Lance Roberts & Adam Taggart
A More Cautious Fed Signals 'High For EVEN Longer' Interest Rates | Axel Merk
Can The Economy Be Saved? | Dr Art Laffer
Lyn Alden: The New Era Of Fiscal Dominance = More Inflation, Slower Economy
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Palisades Gold Radio
Wealthion - Be Financially Resilient
Macro Voices
U.S Property Podcast
Aligned Money Show