Best Trendlines Podcasts (2024)

1
Stocks Have Broken Below Their Trendline. Will They Regain It? | Lance Roberts & Adam Taggart 1:43:44

11d ago1:43:44

1:43:44

The unending string of up weeks we saw in stocks in Q1 has ended here in April. The market had a volatile week, with the S&P ending roughly 100 points lower and bond yields continuing to rise, with the UST 10-year now over 4.5% Notably, the S&P has broken below the bullish trendline it has been trading in since the bull rally began back in November…

1
Why Did Stocks Just Fall 5%? | New Harbor Financial 1:06:58

6m ago1:06:58

1:06:58

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comStocks have sold off sharply since hitting all time highs just 3 weeks ago.Bond prices are falling, too.What's going on here?Is this just a needed pullback to remove excessive froth before the market re…

1
Time To Go Short The Market? | Kevin Muir 1:26:47

3m ago1:26:47

1:26:47

On the famous fear/greed index, after spending most of the past year and half in "greed", we've suddenly switched to "fear" over a very short time frame. The S&P has broken below both its 20 and 50 Daily Moving Averages. Inflation printed hotter than expected, making Wall Street start to doubt the Federal Reserve's ability to deliver expected rate …

1
S&P Drops Below 5000: How Much Farther Is It Likely To Fall? | Lance Roberts & Adam Taggart 1:48:00

20m ago1:48:00

1:48:00

Well, the relentless bull rally that began in November is over. Stocks fell hard this week, with the S&P breaking below 5000 on Friday. It's now down nearly 300 points from its all-time hit, which it hit just 3 weeks ago. How low is this pullback likely to go? Portfolio manager Lance Roberts and I discuss just that in this week's Market Recap, as w…

1
Get Ready For "Much Larger Swings To The Downside" | Adam Kobeissi 1:05:18

6h ago1:05:18

1:05:18

The headline economic data gives a comforting sense the economy is strong. The media headlines tell us the consumer is "resilient" But if you ask most Americans, they'll tell you they're struggling. Last year, a Forbes Advisor survey revealed that nearly 70% of respondents either identified as living paycheck to paycheck (40%) or—even more concerni…

1
#4 Ingenuity - The Ability of Figuring It Out with Omar Periu 1:01:20

1d ago1:01:20

1:01:20

Omar's tale is one of heart-pumping escapes and fresh starts, a life story that could rival any Hollywood script. His story begins with his family fleeing the Communism of Cuba and the beginning of an incredible journey towards the American Dream. His experiences, from overcoming language barriers and schoolyard bullies to the warmth of community e…

1
Iran vs Israel: How Worried Should We Be? | Ryan Bohl 58:54

2d ago58:54

58:54

This is a live Special Report with geopolitical expert Ryan Bohl, MidEast analyst for the RANE Network. Given the serious nature of and confusion around the escalation of hostilities between Iran & Israel, I've brought Ryan on the program to ask him:- The drivers of tension between Iran and Israel- What led to this weekend's attack?- What do you ex…

1
Gold Is At An All-Time High. What Does That Mean For Markets? | Axel Merk 1:21:44

3d ago1:21:44

1:21:44

The price of gold has experienced a breakout over the past month and a half. What does that mean? Is that a sign that investors are worried about higher inflation to come? Or that capital is fleeing to safety in advance of approaching economic trouble? Or is this price surge due to speculative zeal? For answers, we turn to capital manager Axel Merk…

1
Now That We're In Reflation: Still Be Bullish, Just Not As Much | Darius Dale 1:18:10

4d ago1:18:10

1:18:10

When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024. And to give credit where credit is due, his positioning was spot on the money. The S&P 500 & NASDAQ both increased by 11% in Q1 So what is his model telling us to expec…

1
Stocks To Fall ~20%, Recover Before The Election, Then "Drop Precipitously" | David Brady 1:18:39

7d ago1:18:39

1:18:39

In Q1, investors could do no wrong. Making money was easy as almost every asset class rose to new highs as markets anticipated coming interest rate cuts from. But here at the start of Q2, things are starting to feel a lot less safe. Suddenly stock prices are plateauing, and services inflation plus a swiftly rising oil price are quickly dashing hope…

1
The Market Is Priced For A Fairytale Economy, But Stagflation Is Much More Likely | Jesse Felder 1:08:08

9d ago1:08:08

1:08:08

Today's guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is called "extrapolating the unsustainable" and is a hallmark of late stage price melt-ups. Historically, thi…

1
Marc Faber: Most Households Are Drowning Financially While The Rich Get Richer 1:31:54

11d ago1:31:54

1:31:54

There's a lot of uncertainty in the world right now -- geopolitical, economic, social, and environmental. At times like this when the path forward is unclear and the stakes are high, it's wise to tap the counsel of those with a strong command of the lessons of history, and the practical experience of a lifetime in the market trenches. There are few…

1
Stock Rally Showing Cracks? | Lance Roberts & Adam Taggart 1:45:06

17d ago1:45:06

1:45:06

Are cracks starting to appear in the bull market rally? Portfolio manager Lance Roberts thinks so. His technical dashboard is now showing sell signals as volatility is increasing and the S&P has broken beneath its 20 Daily Moving Average.Next week should be telling. If the S&P rises and closes back above its 20 DMA, that should mean the bull trend …

1
Former Federal Reserve Exec Thomas Hoenig: Our Money Is Dying 1:16:05

14d ago1:16:05

1:16:05

The Federal Reserve is one of, if not the most, significant institutions in the world given the global impact of its policy decisions.It influences the price of nearly everything, as well as the availability of jobs, the stability of our banking system, and the purchasing power of our money.When the Fed Chair speaks, the entire world stops to liste…

1
Prepare for S&P 6000 (And Higher) In The Coming Years-Long Bull Market | Ed Yardeni 1:09:25

16d ago1:09:25

1:09:25

Stocks have delivered a great ride over the past year and a half.That has attracted retail investors back into the markets with a vengeance. Household equity ownership is currently near an all-time high.Does this bull market still have plenty of room left to run?And if so, what are the skeptics misunderstanding?For insight, we have the good fortune…

1
Steve Hanke: Shrinking Money Supply = Recession And Sub-2% Inflation By End Of Year 1:27:16

18d ago1:27:16

1:27:16

When I interviewed today's guest expert back in August of 2021, when inflation was 5%, he made the bold prediction that the CPI would eventually hit 9%, a prediction that seemed unthinkable at the time -- but it indeed proved true less than a year later.He then called for inflation to moderate substantially, which it also then did.Where does he see…

1
Election Uncertainty To Cause Market Correction By Summer? | Lance Roberts & Adam Taggart 1:39:36

19d ago1:39:36

1:39:36

Nearly every asset class saw gains in Q1 -- stocks, the dollar, gold, Bitcoin and real estate.Will the rally keep powering higher through the remainder of 2024?Portfolio manager Lance Roberts thinks, while anything is possible, stocks are increasingly at risk of a pull-back, especially as the Presidential election approaches.Markets hate uncertaint…

1
Yep, Stocks Are Back In A Bubble | Jonathan Treussard 1:09:04

21d ago1:09:04

1:09:04

Animal spirits have certainly been running wild in the stock market of late.The S&P is up over 1,000 points (roughly 25%) in the past 4.5 months.Is this a new era of easy gains as giddy bulls are proclaiming? One investors should jump in and make the most of?Or is this the latest incarnation of irrational exuberance? And is caution warranted instea…

1
'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa 1:00:31

24d ago1:00:31

1:00:31

Recent inflation reports show that it's proving "sticky", stubbornly refusing to recede down to the target rates that central banks are shooting for. But rather than simply staying sticky, could it actually start surging again? Today's guest expert thinks it could due to growing global economic imbalances. If that happens, what will the implication…

1
Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz 1:08:42

25d ago1:08:42

1:08:42

The global economy is awash in too much debt, which continues to pile up at an exponential rate.History is clear how such eras end. The purchasing power of currency gets destroyed.To understand why the barbarous relic has risen to an all-time high and may have an even better year lying ahead, we have the good fortune to speak today with macro & pre…

1
Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart 1:18:46

1M ago1:18:46

1:18:46

As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies)That temporarily removes THE most important buying support for shares. Combine that with other expected net liquidity reductions in Q2, such as the end of…

1
Reaction to This Week's Federal Reserve Announcement & Press Conference | Axel Merk 1:05:52

27d ago1:05:52

1:05:52

Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federal…

1
#3 Trendline - How Incremental Progress Leads to Big Results 1:10:28

1M ago1:10:28

1:10:28

Tim Arrington jumps in the guest seat to talk about a recent change for him regarding the 6Fs. Over the last 15 weeks, Tim has lost 34 lbs and cut 2 inches off of his belt, and he has no intention of slowing down till he hits his goals. In this episode, Jim and Tim get real about the beast that is weight management, from the myths festering in our …

1
Here's The Latest Outlook From Lacy Hunt, Stephanie Pomboy, Michael Pento + A Dozen Other Experts 12:56

1M ago12:56

12:56

Well, the first-ever 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 9 hour day.Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Michael Pe…

1
Bill Fleckenstein: Bulls May Find Themselves "Up To Their Neck In Alligators" Soon 53:41

1M ago53:41

53:41

For a long time now, passive capital inflows have powered equities higher, especially the Magnificent 7, as a tremendous percent of every new dollar that flows into the market goes into these 7 stocks. But some of these once-bulletproof companies are now starting to struggle.And those passive capital inflows? There are emerging signs they may be st…

1
No Doubt About It: Stock Prices Remain Very Stretched Here | Lance Roberts & Adam Taggart 1:28:21

1M ago1:28:21

1:28:21

Stocks pretty much ended the week where they began.Is the raging rally that has propelled stocks higher so far this year finally running out of gas?Quite possibly thinks portfolio manager Lance Roberts. Valuations remain at extremely stretched extremes for many assets including story stocks like Nvida, speculative assets like Bitcoin...and even gol…

1
It's All About To Crash | David Stockman 1:45:50

1M ago1:45:50

1:45:50

To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here.And few have as detailed an understanding as today's guest, who 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 Congressm…

1
Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello 1:05:09

1M ago1:05:09

1:05:09

Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4%Will the bull run continue through the rest of 2024? It is an election year in America after all.Or, have the animal spirits carried assets to unsustainable prices, putting us in danger of a painful…

1
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell 1:42:41

1M ago1:42:41

1:42:41

When today's guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final month o…

1
'Juggernaut' Rally Ripe For A Correction | Lance Roberts & Adam Taggart 1:32:44

1M ago1:32:44

1:32:44

Well, another week, another all-time high in stocks. Valuations are now stretched to extremes only seen near a bubble top, and volatility is low...too low. The odds of a pull-back, perhaps a larger correction, are concerningly high enough to make this now a time to hedge your positions, advises portfolio manager Lance Roberts. In this video, he & I…

1
Over-Leveraged Consumers & Corporations Pose The Biggest Threat To the Economy | Neely Tamminga 1:25:41

1M ago1:25:41

1:25:41

The media is full of reports that the economy is in fine shape due to a "strong" and "resilient" consumer who has held up much better than expected during the recent years of high inflation and high interest rates.But has the average consumer truly shrugged all that off?Or are they in worse shape than we're being told?For a deep dive into the true …

1
Blumer CPAs: Move Leaders Out of Client Service 51:04

1M ago51:04

51:04

Intentionality can bring freedom and joy. The Disruptors With Liz Farr When Jason Blumer and Julie Shipp joined forces to build Blumer CPAs more than a decade ago, they eschewed the traditional partnership structure, where decision-making power depends on ownership percentage. Instead, Blumer said, “We figured out the ownership is a legal reflectio…

1
#2 Grit - Overcoming Obstacles with Tanya Christensen 1:17:56

2M ago1:17:56

1:17:56

When Tanya Christiansen walks onto a set, she carries with her a wealth of experiences that echo the resilience and positivity vital for navigating the acting world. Her journey, marked by the smiles won through rejection and the balancing act of personal values against the demands of her craft, offers an authentic peek behind the curtain of an act…

1
#1 Equilibrium - Living a Balanced Life with Dave Zillig 44:11

2M ago44:11

44:11

Ever feel bombarded by life's daily grind? We've all been there, navigating the chaos with a smile on our face while seeking that elusive balance. Today's episode is your beacon of hope, focusing on the six Fs of a fulfilling life: faith, family, friends, fitness, finance, and fun. Brace yourselves as we unravel the secrets to building a life that'…

1
Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane 1:08:22

1M ago1:08:22

1:08:22

As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally?Or has the getting been too good for too long? Is it instead now a good time to take gains and wait for a correction?Today we'll hear answers to these questions from Chance Finucane, Chief Investment Office at Oxbow Advisors. Oxbow Advisors is a fi…

1
Scharrell Jackson: Lead with Diversity of Thought 35:47

1M ago35:47

35:47

Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, renowned international speaker, leadership coach, and business consultant Scharrell Jackson emphasizes the pivotal role of Diversity, Equity, and Inclusion (DEI) in ensuring the sustainability of businesses across diverse in…

1
The Coming Year Will See Recession & A Major Correction In Stocks | Gordon Long 1:39:08

2M ago1:39:08

1:39:08

The economy is chugging along at more robust GDP growth than many expected. Inflation has moderated and unemployment remains low.Many, including Wall Street for certain, have bought into the soft landing -- or no landing at all -- narrative.We're in a Golidilocks era they tell us. Bears should stop worrying, admit they've been wrong, and join the p…

1
Brandon Hall: Firms Try to Make Too Much on Tax Prep 50:52

2M ago50:52

50:52

Try for a 10-15% margin. The Disruptors With Liz Farr Brandon Hall says that the reason accountants have such long and grueling busy seasons is that “firms try to make way too much money at tax prep.” Firms don’t have enough capacity to deliver on services, so everyone – including the partners – ends up working a ton of hours. 14 MORE TAKEAWAYS: Br…

1
Stock Rally 'Extremely Long In The Tooth' | Lance Roberts & Adam Taggart 1:42:11

2M ago1:42:11

1:42:11

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…

1
Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose 51:13

2M ago51:13

51:13

Safety's knowing you can pay the bills. Purpose is knowing there's something more. The Disruptors With Liz Farr Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she "didn’t want to be an accountant anymore.” Today she’s an execut…

1
Returning Inflation Is Putting The Fed In A Tough Spot | Truflation's Oliver Rust 1:05:02

2M ago1:05:02

1:05:02

Inflation has been called the invisible tax.Economist John Maynard Keynes wrote that, through it, "Governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens" in a process that "engages all the hidden forces of economic law on the side of destruction, and does it in a manner which not one man in a million…

1
Markets Are In A "Speculative Blowoff", But When Will It End? | David Hay 1:12:33

2M ago1:12:33

1:12:33

Back in 1996, Federal Reserve Chair Alan Greenspan famously said:"How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions?"It was a prophetic question, as the stock market soon after became caught up in the mania of the DotCom bubble, reaching unprecedented leve…

1
Unaffordable Housing Market Still Due To Correct By 30-40% | Nick Gerli 1:34:27

2M ago1:34:27

1:34:27

Well, the average home price in America remains just about as unaffordable as it's ever been.In fact, a recent report from real estate data provider ATTOM examined the median home prices last year for roughly 575 U.S. counties and found that home prices in 99% of those areas are beyond the reach of the average income earner.And to add insult to inj…

1
Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart 1:45:57

2M ago1:45:57

1:45:57

The S&P is at yet another record high in a week that saw the second-biggest 1-day gain in market cap in history after Nvidia (NVDA) delighted investors with blowout revenue& earnings growth.The bulls are stampeding hard now and FOMO-driven momentum chasers are back.Stocks remain solidly in short-term overbought territory. Valuation metrics of many …

1
How To Invest For Income | Steven Bavaria 1:20:46

2M ago1:20:46

1:20:46

One of the most frequent requests from Thoughtful Money viewers is for a discussion focused on investing for income. Well, that's what we're delivering here.Steven Bavaria, author of the book 'The Income Factory: An Investor’s Guide to Consistent Lifetime Returns' joins us to share his framework for constructing a lower-risk portfolio of income-gen…

1
'Vast Majority' Of Investors Unprepared For Coming Higher Levels Of Inflation & Risk | Bob Elliott 1:07:03

2M ago1:07:03

1:07:03

After decades of moving towards increased globalization, the aftermath of the supply-chain vulnerabilities revealed by the COVID pandemic, as well as the geopolitical fallout from Russia's invasion of Ukraine, are pushing the world order into a more fragmented state.If trade globalization has indeed peaked, what does that mean for the future of the…

1
The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz 1:38:04

2M ago1:38:04

1:38:04

Inflation for January rose higher than expected. Is this a one-off blip?Or is it a sign that the remaining inflation in the system is "sticky", and going to prove harder for the Federal Reserve to get under control?Some analysis have been warning that we may be falling into the same trap as we did in the 1970s, which saw a series of rollercoaster s…

1
Odds Of Market Correction Rising As Retail 'Dumb Money' Piles In | Lance Roberts & Adam Taggart 1:29:55

2M ago1:29:55

1:29:55

The S&P 500 is now solidly above 5,000. Stocks have shrugged off "bad" data like higher inflation numbers & disappointing retail sales -- nothing at the moment seems able to dampen Wall Street's euphoria. And little surprise, retail investors are now piling into the markets, eager not to miss the party. These are classic late-stage signs of a toppi…

1
Demographic Time Bomb: US Population On Track To Start Shrinking By 2035 | Chris Hamilton 1:33:38

2M ago1:33:38

1:33:38

Narrative drives so much of the thinking today, especially when it comes to the markets.To prevent becoming unduly influenced by it, it's important to ground ourselves in data.We should ask first: what is the data saying?And then we can judge whether the current prevailing narratives are consistent with it.So, what is the current data telling us?To…

1
Passive Capital Flows Are Starting To Reverse - This Will Change Everything | Michael Green 1:18:09

2M ago1:18:09

1:18:09

The officially-reported headline GDP, jobs and inflation numbers look pretty rosy right now.But how much of that is due to actual, healthy sustainable economic activity vs extraordinary government intervention?Deficit spending as a percentage of GDP is currently at heights not seen outside of major wartimes and government jobs have surged, total fe…

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