Thoughtful Money with Adam Taggart

Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices. We're joined by Nick Gerli, founder of reventure Consulting and creator of the new reventure app. Nick points out that buying a home has rarely been this expensive in living American history: once was in 1981 when mortgage rates were a whopping 18%. The other time was in 2006, right before we experienced the biggest US housing correction ever. And speaking of corrections, Florida and Texas now seem to clearly be in one. And that weakness looks to be spreading into other states. What does all this forebode for 2025? We'll ask Nick directly. 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

While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well. Instead, 2024 was the year gravity caught up with home prices. They've stopped rising nationally for the most part, and certain once red-hot cities are now starting to see clear declines as inventory surges. Is this the Wile E. Coyote moment before prices start plummeting under today's higher for longer mortgage rates? Or will the housing market prove resilient as we enter 2025? To find out, we'll talk with real estate analyst Lance Lambert, former real estate editor for Fortune and now co-founder & editor of ResiClub. 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

The world is in love with US stocks right now. Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks. US stocks have never made up as a great a percentage of global market cap as they do now. Retail investors (including seniors!) have never been this long stocks. As portfolio manager Lance Roberts explains in this interview, we only see conditions like these are market peaks. So, is the stock market peaking here? Lance and I discuss the odds, as well as his key takeaways from 2024, his market outlook for 2025, and his firm's recent 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

Today, we're going to do something a little different on this channel. We're going to interview a highly successful private equity CEO, and yes we'll get his economic & market outlook for 2025. But, we'll also delve into his insights for achieving personal success, in life and business. Graham Weaver is the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses. He serves on the faculty at Stanford University's Graduate School of Business where he teaches a top-rated strategic management course. And he's also a highly popular personal development influencer, with millions of followers across social media. Graham also happens to be one of my former business school classmates. I witnessed him begin his private equity firm from his dorm room there. He's a truly remarkable individual and I predict you're going to highly enjoy today's discussion. Follow Graham at https://www.grahamweaver.com Or on YouTube at https://www.youtube.com/@UC0QlsANSV3_ZC-uqxLQ_5uA Or on TikTok and Instagram at  @grahamcweaver  Or on LinkedIn at https://www.linkedin.com/in/graham-weaver-2b79/ #privateequity #investing #businesssuccess --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support