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Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart

Adam Taggart | Thoughtful Money®
135K subscribers
40K views 5 months ago Thoughtful Money (with Adam Taggart)
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes. For these reasons, portfolio manager Lance Roberts is turning significantly more tactically bearish on stocks this year. This doesn't necessarily mean he expects an imminent crash. But it does mean he expects stocks to put in a much more disappointing year than investors have become used to after back-to-back 20%+ annual returns. We discuss his outlook in depth, …...more
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Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes. For these reasons, portfolio manager Lance Roberts is turning significantly more tactically bearish on stocks this year. This doesn't necessarily mean he expects an imminent crash. But it does mean he expects stocks to put in a much more disappointing year than investors have become used to after back-to-back 20%+ annual returns. We discuss his outlook in depth, as well as the new payrolls data, rising bond yields, why credit spreads remain so tight, and his firm's latest trades. For everything that mattered to markets, watch this new Weekly Market Recap. #inflation #bondyields #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.
345 episodes
Thoughtful Money (with Adam Taggart)
Adam Taggart | Thoughtful Money®

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Adam Taggart | Thoughtful Money®

135K subscribers