Thoughtful Money with Adam Taggart
Business:Investing
2023, a year nearly everyone expected a recession, has instead seen impressive economic growth and the markets power to all-time highs. How did this happen? Especially as the Federal Reserve kept interest rates above 5% while conducting Quantitative Tightening? In a word: liquidity. Liquidity steadily rose throughout 2023 and, like an incoming ocean tide, rose all boats. How? Why? Where is it coming from? And if it's such a key driver of asset prices, where is it headed from here? To find out, we're going to have a very important conversation today with Michael Howell, founder & CEO of Crossborder Capital.
Get Michael's book Capital Wars at https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/3030392872
Subscribe to his Substack at https://capitalwars.substack.com
Or follow him on X/Twitter at @crossbordercap
ACT SOON! SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get his Adam's Notes for all the recent experts who have appeared on this channel. But do so before the price increases on Jan 1st 2024! #liquidity #bullmarket #stocks2024
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/supportTed Oakley: A Bear Market WILL Happen
Jim Grant: Inflation & Interest Rates Are More Likely To Rise Than Fall In The Years Ahead
Near -Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart
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
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