Thoughtful Money with Adam Taggart
Business:Investing
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 companies like price-to-earnings & price-to-sales are being stretched, taffy-like, to extremes rarely seen. Are markets back to 'irrational exuberance'? Or is this just a great time for investors to make gains? Portfolio manager Lance Roberts shares how his firm is navigating the feeding frenzy, as well as what trades he's made over the past week.
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #nvda #nvidia #bullmarket
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/supportLacy Hunt: Prepare For Recession, The Fed's Optimism Is Wrong
Farmland's Long Term Return Beats Stocks & Bonds. Here's How To Invest In It | Craig Wichner
The Market Bottom Is Not In Yet | Danielle Park
Will The Current Bull Stampede In Stocks Turn Into A Bearish One? | Lance Roberts & Adam Taggart
Debate On "Peak Cheap Oil": Fact Or Overblown Fear? | Doomberg vs Adam Rozencwajg
Housing Market To Suffer 'Aggregate Price Decline' This Year | Melody Wright
How Bullish Is The New Market All-Time High? | Lance Roberts & Adam Taggart
The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan
Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart
Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg
Darius Dale: "I'm About As Bullish As I Can Possibly Be" Looking At The Next 3 Months
Jim Rogers: Before It's All Over, We'll See Higher Inflation, Higher Rates & A Wicked Bear Market
Fiscal Spending Is Having A FAR Bigger Impact Than Investors Realize | Kevin Muir, The Macro Tourist
Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
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