"I Expect To Become A Raging Bear Later This Year" | Darius Dale
Darius Dale, founder & CEO of 42 Macro, has had a remarkably impressive track record in correctly forecasting the markets over recent years.
Having turned bullish near the end of 2022, he remained so ever since, helping his subscribers successfully ride the wave of ferocious back-to-back annual returns of over 20%+ in stocks.
He also helped them catch Bitcoin's price doubling over the past several months.
So, here at the start of 2025, where does his model seeing markets going next?
Should we expect more of the same?
Or is a trend change in store?
Well, after being "ragingly bullish" for the past 2 years, Darius now thinks there's good probability he will turn "ragingly bearish" at some point in 2025.
To find out why, watch this video.
Follow Darius' work at https://42macro.com/?utm_source=youtube&utm_medium=social&utm_campaign=thoughtful_money&utm_content=jan_15
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1:23:07
The Bond Vigilantes Are Back & Rejecting The Fed | Jim Bianco
Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain.
And today's guest expert, Jim Bianco, founder of market research firm Bianco Research, thinks it's going to continue to prove problematic as the return of the "bond vigilantes" increasingly undermines the Fed's efforts.
We'll talk about his reasons why, as well as his concerns about the current extreme valuations in stocks, and why if they experience a material correction, bonds may not provide the protection to portfolios they did in the past.
Follow Jim at:
https://www.biancoresearch.com/
https://www.biancoadvisors.com/
https://www.youtube.com/@UCsHvbh9xvK12_1-A6GeY3qQ
https://x.com/biancoresearch
https://www.linkedin.com/in/james-bianco-117619152/
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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1:29:51
A Challenging Year Ahead For The S&P = Opportunity For Active Investors | Dave Iben
On this channel, we often highlight abnormalities we notice in the financial markets.
Today's guest actively embraces them as gifts from the investment gods.
In his words: "Fortunately, the financial markets are often quite inefficient, presenting opportunities for us to generate substantial value for our clients’ portfolios."
So, where are the biggest inefficiencies in markets today? And what opportunities are they presenting?
To find out, we have the great fortune to speak today with highly respected money manager Dave Iben, Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Kopernik Global Investors, as well as Portfolio Manager of its main funds. Kopernik manages $billions in client capital.
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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1:03:42
Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart
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 stock 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.
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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1:47:38
Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein
Today's guest has long warned that the bond market will one day take the printing press away from the Federal Reserve.
Well, the Fed has now CUT its policy rate by 100 basis points since
September, but the yield on the 10 year US Treasury note is now 100 basis point HIGHER since then.
This has flummoxed many investors and mortgage holders. Yet it begs the question: is this the start of a bond market revolt against the Fed?
To find out, we're fortunate to welcome back to the program analyst Bill Fleckenstein of Fleckenstein Capital.
Bill predicts the bond market will keep falling until stocks tank.
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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