Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart
Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the declaration of tariffs against some of America's largest trading partners -- the markets actually seem to be doing fine.
The bulls are back in control and, technically-speaking, the action in stocks looks robust at the moment.
Will this sustain? And for how long?
Portfolio manager Lance Roberts and I discuss this, as well as the latest inflation data, the latest GDP data, the increasingly-struggling US consumer, and Lance's firms latest trades.
For everything that mattered to markets this week, watch this new Weekly Recap.
BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:10:48
Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy
Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least.
Attention is much more focused on a possible boost to economic growth from the policies of the new Trump administration, as well as concern that inflation could prove stickier and more stubborn to tame than the Fed hopes, resulting in higher for longer bond yields.
So, were the deflationists wrong?
For a true expert's view, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company.
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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57:40
Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan
When today's guest was on this program back in September, he predicted the market would start to become more volatile.
He didn't necessarily think that would mean lower stock prices into the end of 2024. And he was proven correct.
But he did express worry that as we entered 2025, continued higher volatility could start to become a problem for investors.
Does he still think that?
To find out, we welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter.
Follow Cem at https://www.kaivolatility.com/ and http://kaiwealh.com/and https://kai-nexus.com/
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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1:03:58
SPECIAL REPORT: Did China's DeepSeek Just Pop The AI Stock Bubble? | Charles Hugh Smith
Charles Hugh Smith joins me to explain DeepSeek and what it's potential significance is
BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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56:11
All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack
On this channel we conduct deep-dive discussions with hundreds of experts a year, doing our best to see through their eyes and chart a wise course through the economic waters ahead.
But with all the different approaches, opinions and conclusions, it's important to remind ourselves not to overcomplicate things.
The fundamentals to wealth building aren't rocket science.
And for most non-professional investors, keeping it simple, consistent and disciplined makes success more attainable.
In fact, today's guest claims that everything the average investor needs to know can fit on a standard index card.
So what's on that card? We'll ask the man himself.
Today we'll talk with Harold Pollack, University of Chicago Professor and co-author of the best-seller The Index Card: Why Personal Finance Doesn't Have to Be Complicated
Folks if you have children in college or starting out in life, this may be a particularly valuable discussion for them to hear.
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1:37:41
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