Thoughtful Money with Adam Taggart

As 2024 draws to a close, the mood on Wall Street is very jolly. Stocks are back to trading near all-time highs. Positive sentiment -- be it among investors, businesses or consumers -- is suddenly spiking. Is such exuberance merited? Should we expect the market's good times to continue rolling in 2025? Or, is the optimism overlooking risks -- both valuation-based and structural -- that may make next year a much more challenging one for investors? For answers, we turn to the experience and wisdom of financial advisor Ted Oakley, managing partner & founder of Oxbow Advisors. Ted has over 40 years experience helping clients, mostly high net worth families, protect and build wealth through good times and bad. We'll find out how he's currently positioning his clients assets for the coming year. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

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 respected capital allocators in the business: Jan van Eck Jan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset classes. As we've done the past two quarters, Jan and I will spend the next hour discussing his latest macro and market outlooks, as well as where he sees the biggest opportunities for investors right now. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds. Once that wave is over, does a Santa Claus rally still look likely to occur? Lance and I discuss the odds of this, as well as the recent inflation data, poor price action in bonds, market correction risk in 2025, and Lance's firm's latest trades. For everything that mattered to markets this week, watch this new Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

As we prepare to enter a new year, there's a revived optimism on Wall Street. Excited in part by the pro-business policies of the incoming Trump administration, stocks are back to trading at record highs and investor and business confidence is rising. But that said, the average American household is still struggling under a high cost of living, and a labor market that does not seem as robust as we've been told. How will this dichotomy resolve in 2025? Will consumers eventually catch Wall Street's optimism? Or may stocks have to moderate its expectations for economic growth & corporate profits? For an expert view, we're lucky today to talk with Stephanie Pomboy, economic and market analysis and proprietor of MacroMavens.com. To watch the free 20-minute Q&A session from Stephanie's recent conference with Grant Williams, click the link below and then scroll down: https://www.grant-williams.com/super-terrific-happy-day-virtual-pass/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support