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/supportRising Liquidity To Power Markets Higher Through 2025? | Michael Howell
Overbought Stock Market Likely To Pullback, Then Power Even Higher | Lance Roberts & Adam Taggart
"Unhealthy" Housing Market Stuck In A Tug-Of-War | Lance Lambert
Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
The World Order Is Fraying. Will The Global Economy Survive? | Michael Every
Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
'Buy Everything!' Says Wall Street As Fed Signals 3 Rate Cuts Are Coming | Axel Merk
Bonds Becoming "Irresistible" To Big Buyers, Prices Headed Higher | Alf Peccatiello
Felix Zulauf: Stocks To Crash A Gut-Wrenching 40% Next Year?
Did The Santa Claus Rally Already Happen? Pullback Likely Ahead | Lance Roberts & Adam Taggart
Danielle DiMartino Booth: The Fed's Sins Are Finally Going To Catch Up With Us In 2024
"We NEED A Recession!" Says Wolf Richter, Though He Doesn't See One Happening Soon
Michael Pento: "Look Out Below!" - Stocks So Overvalued Phase 2 Of Bear Market To Hit Soon
Is Liquidity Foiling The Fed's Efforts To Tame Inflation? | Lance Roberts & Adam Taggart
The Future of Money | Lyn Alden, Danielle DiMartino Booth, James Rickards & Russ Gray
Simon Hunt: Holy Smokes! A Market Crash In 2024 & A Depression By 2025?
Ted Oakley: "Worst Part" For Stocks Lies Ahead In 1st Half Of 2024
Short-Term Pullback Ahead: Stocks & Bonds Are Overbought | Lance Roberts & Adam Taggart
Recession To Send Interest Rates Even Higher In 2024? | Jesse Felder
Debate On The US Dollar: Will It Soar Or Sink From Here? | Brent Johnson vs Matthew Piepenburg
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