WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comThe markets just hit new all-time highs yesterday.That's after one of the most violent face-ripping V-bottoms in market history.And there are a lot of technical indicators still flashing green, suggesting this rally still has room to run even higher.Is that likely?Or are stocks setting up a classic bull trap?Portfolio manager Lance Roberts and I disc...
Apr 26, 2026•2 hr 2 min
When today's guest was last on the program back in January, he predicted that stocks would soon experience a 15% correction, the precious metals would experience a big pullback, and that oil had found a bottom.He was right.And this was BEFORE the war with Iran broke out.So, how has the war impacted his outlook for the next quarter?To find out, we're fortunate to welcome back to the program Mark Newton, Head of Technical Strategy at market research firm Fundstrat, where he works with its founder ...
Apr 23, 2026•1 hr 21 min
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe demand for physical silver around the world is turning into a mad scramble.COMEX deliveries remain at unprecedented levels. China’s silver imports are at record highs. And countries like France are repatriating their gold bars stored in the US.How will this resolve?And what will happen if supply becomes even more scarce?This was the subject of this morning’s livestream with precious metals expert Andy Sche...
Apr 23, 2026•1 hr 4 min
SCHEDULE YOUR FREE CONSULTATION WITH OXBOW at https://www.thoughtfulmoney.com/oxbowThe global oil price shock triggered by the Iran war is resulting in an inflationary surge that will ultimately slow economic growth.That means: "Stagflation dead ahead", warns Chance Finucane, Chief Investment Officer of high net worth advisory firm Oxbow Advisors.To find out how Chance and Oxbow founder Ted Oakley are positioning client capital in response, watch this video.#oilprice #inflation #stagflation ____...
Apr 21, 2026•1 hr 12 min
The freight industry has long been thought of the circulatory system of the economy.It's how the things bought & sold through commerce get from point A to point B in the real world. And when today's guest last appeared on this channel back in November, he warned that freight volumes had fallen dramatically due to tariff uncertainty and economic sluggishness. A recession in the economy of "real things" looked imminent.But...the situation now seems to be experiencing a sharp and welcome turnar...
Apr 19, 2026•1 hr 18 min
The S&P 500’s recovery rally is now the fastest since 1982.While a "face-ripping" rally is what portfolio manager Lance Roberts had been expecting to happen, he advises investors not to chase it at this point.He thinks it more likely that a pull-back will happen soon, to higher lows, providing a better buy-in opportunity compared to today's prices.We discuss this, as well as his latest thoughts on the Iran war's potential to continue to influence asset prices from here, whether the reflation...
Apr 18, 2026•1 hr 45 min
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Macro maven Stephanie Pomboy returned today for her monthly livestream.We discussed the implications the war is having on global resources and financial markets.Stephanie explained why the latest developments only reinforce her longstanding rational for owning commodities. And why she expects that to be even more important for investors going forwar...
Apr 17, 2026•1 hr 12 min
INTERESTED IN LEARNING MORE ABOUT AALO? Email CEO Matt Lozak at matt@aalo.comAfter decades of stifling government regulation and vilification by environmentalists, nuclear energy is suddenly experiencing a renaissance.In a world now all-too conscious of its over-reliance on foriegn fossil fuels -- and realizing that renewable energy sources won't come anywhere near to meeting the gargantuan electrical production demands of the future -- nuclear's promise of delivering plentiful safe cheap small-...
Apr 16, 2026•1 hr
We have under-invested in production for so long that "there's nothing we can do" to avoid the copper price rising to the point where rationing begins, warns natural resource invest Rick Rule.So, how can savvy investors position for this coming copper price shock?Rick is holding a Copper Bootcamp this weekend, April 18th, to explain in detail how to do exactly that.To learn more about the bootcamp & register for it, go to https://thoughtfulmoney.com/copperNote that Thoughtful Money’s role he...
Apr 14, 2026•59 min
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWhen market uncertainty is as high as it is 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 appearance of one of the most res...
Apr 12, 2026•1 hr 47 min
Whipsawed stocks have been very volatile since the start of the Iran war.This week saw a violent bounce in response to the declared ceasefire.Is the bottom for stocks now in?Portfolio manager Michael Lebowitz and I discuss the odds, as well as the latest inflation data, oil price trends, bond yields, defense stocks, AI risks to the banking sector, as well as his firm's latest trades -- of which there were many this week.For everything that mattered to markets this week, watch this video. WORRIED...
Apr 11, 2026•1 hr 20 min
As the US/Israeli war vs Iran continues to unfold, what will its legacy be for the US dollar specifically, and American hegemony in general? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of a broader economic unraveling tied to supply shocks, currency stress, and geopolitical fragmentation?Simply put, what comes next?To unpack for us, we have the good fortune to be joined by Dr Marc Faber, Editor and Publisher of ‘’The...
Apr 10, 2026•1 hr 20 min
Iran came to the negotiating table last night just hours before President Trump’s deadline expired.We currently have a tenuous ceasefire declared for the next 2 weeks.So, is the Iran war nearing its end?RANE's Mideast analyst Ryan Bohl returned to join us this morning for a livestream where he provided his latest assessment of the situation. We covered a lot of ground. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www...
Apr 09, 2026•1 hr 31 min
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldAre gold and silver prices now "on sale" given how much the metals have corrected despite the raging war in the MidEast?Precious metals expert Andy Schectman thinks so. And when it comes to pre-1965 US coinage (aka "junk" silver), Andy thinks silver is trading at the best value he's ever seen in his long career.To learn why, watch this video.#goldprice #silverprice #preciousmetals _____________________________...
Apr 07, 2026•54 min
Money manager Michael Pento sees a lot of similarities between today’s conditions and the lead-up to the GFC.And he concludes the risk of another Great Recession is uncomfortably high, especially as oil prices continue to remain elevated.So, how is his model invested right now?To find out, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #stagflation #privatecredit ____...
Apr 05, 2026•1 hr 5 min
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWill the oil price shock that has resulted from the war in Iran trigger a recession this year?Portfolio manager Lance Roberts and I discuss this odds, as well as where the markets are likely headed next, what's happening with credit spreads & private credit, as well as Lance's firm's latest trades.For everything that mattered to markets this week...
Apr 04, 2026•1 hr 39 min
The war against Iran is creating a global oil shock, both in price and supply.How serious and long-lasting is this likely to be?And what will the knock on effects be: for future oil & gas flows, for other conventional fuels like coal, and for the future of alternative sources like nuclear energy?To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endo...
Apr 02, 2026•1 hr 27 min
Sound money proponent and money manager Lawrence Lepard joined me a few hours ago on a livestream to share his latest outlook on precious metals and digital assets -- answering the key question investors are asking right now: Is the bottom in for gold, silver and/or Bitcoin? To hear his answers, watch this video. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#goldprice #silverprice #bitcoinprice...
Apr 01, 2026•1 hr 1 min
Ed Yardeni, President of Yardeni Research, has maintained a more bullish outlook on the economy and the financial markers than most analysts over recent years.And he's largely been proven correct.But in the aftermath of the outbreak of war in Iran, his outlook has turned quite bearish -- he sees the return of the bond market vigilantes (a term he coined back in the 1980s), this time worldwide.And he now calculates rising odds of both an economic recession and bear market in stocks resulting from...
Mar 31, 2026•57 min
Smart retirement planning is key to living well after you've stopped working.Sadly many Americans find themselves falling behind.According to the Federal Reserve’s “Economic Well-Being of U.S. Households” report, 65% of Americans either believe their retirement savings are off track or aren’t sure. For those who do have retirement accounts, the median savings balance stands at $87,000 -- far too little to retire on.Today's guest is going to tell us how to increase your odds of not only being abl...
Mar 29, 2026•59 min
There is so much short-term worry in the financial markets right now, that even a whiff of good news could send stocks into a face-ripping rally claims portfolio manager Lance Roberts.That's not to say there still aren't reasons to be concerned that lower prices may lie ahead.But don't ignore the reflexible upward potential of stock prices given how dominant the fear trade has been over the past few weeks.Lance and I discuss the odds of such a rally, plus discuss rising credit spreads, rising bo...
Mar 28, 2026•1 hr 26 min
SCHEDULE YOUR FREE CONSULTATION WITH TED'S FIRM at https://www.thoughtfulmoney.com/oxbowThe extreme valuations, heightened uncertainty and potential threats in today's financial markets lead high-net worth advisor Ted Oakley to encourage investors to raise cash at this time."If you don't have at least 20-25% in cash or T-bills, I think you're taking a bigger risk", he warns.The danger he sees is both the earnings and earnings multiples of stocks declining, hitting investors from both directions....
Mar 26, 2026•1 hr 3 min
The Trump Administration is now openly saying it may "take Cuba next".What does that mean?What would it look like?And why does the US want to do this?To address, RANE's LatAm analyst Mario Braga joins us for this livestream where he'll provide his latest assessment of the situation and take live audience Q&A BUY THE REPLAY OF THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conference#cuba #monroedoctrine #venezuela _____________________________________________T...
Mar 26, 2026•1 hr 28 min
BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference 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 11-hour day. Lacy Hunt delivered the keynote, followed by Ed Dowd, Luke Gromen, Michael Howell, Melody Wright, Michael Oliver, Step...
Mar 24, 2026•21 min
Canada financial advisor Jonathan Wellum of Rocklinc Investment Partners gives an update on the current stock market situation.He concerned that the odds of a "market retrenchment" look uncomfortably high now that oil prices are surging.#marketcorrection #oilprice #stockmarket _____________________________________________ 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 ...
Mar 22, 2026•59 min
PURCHASE THE REPLAY OF THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE at https://www.thoughtfulmoney.com/conferenceThe S&P just broke below its 200 Daily Moving Average, which is a critical support level.This substantially increases the odds that stocks could really start to drop materially from here.Lance and I discuss which indicators he's be monitoring most closely over the next few weeks to determine whether a true break down is indeed starting now or not. We also discuss the impact of spik...
Mar 21, 2026•1 hr 14 min
The Trump Administration reports it is decimating Iran's ruling regime and military capacity, claiming the war is all but won and should end soon.Others see Iran's continued strikes on key infrastructure, ships & civilians across it Gulf neighbors and worry the US is becoming stuck in another long-term Mideast quagmire.Which version is closer to reality?To address, RANE's Mideast analyst Ryan Bohl joins us for this livestream where he'll provide his latest assessment of the situation and tak...
Mar 20, 2026•1 hr 5 min
Right now the world's attention is focused on Iran, which is under siege by the US and Israel.But many in America think the real threat to Amercia -- economically and geostrategically -- is a different country, perhaps one the war in Iran is designed to weaken = China.Many viewers of this channel have been asking for a deep dive on China -- its capabilities, its motivations and its likely future actions.Well today we're delivering on that. I have the good fortune to welcome to the program Peter ...
Mar 17, 2026•1 hr 33 min
TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldThe CME recently lowered margin requirements on gold & silver.And the war in Iran continues to rage, increasing global uncertainty.Are these conditions that will send the price of the precious metals back to new highs?Precious metals expert Andy Schectman, CEO of Miles Franklin, returns to provide his latest update and take audience Q&A.#goldprice #silverprice #preciousmetals___________________________...
Mar 15, 2026•1 hr 20 min
REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE 'LAST CHANCE TO SAVE' DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceThe military conflict in Iran has sent oil prices to $100/barrel, placing stress on the global economy.And tonight, the US just threatened to destroy the oil infrastructure on Kharg Island, which would essentially cut off Iran's ability to export.Should oil prices remain elevated -- or even worse, move even higher -- for any notable time, would this se...
Mar 14, 2026•1 hr 37 min
