The Fed Has Ruined The Free Market | Thomas Hoenig, Former Fed Exec
Well, we have a new US Presidential Administration with a very different economic strategy than its predecessor.
The president has already started vocally demanding the Federal Reserve be more aggressive in lowering interest rates.
And he's appointed a new head, Scott Bessent, at the US Treasury, replacing Janet Yellen.
What should we expect from the policies this Administration intends to pursue?
Will Jerome Powell march to the President's demands? Or will he flex to assert the Fed's independence?
And where does inflation figure into all of this?
For a true expert's informed perspective on these very important questions, we have the great privilege today of speaking with Dr Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a former director of the FDIC, and now a Distinguished Senior Fellow at the Mercatus Center.
BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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59:56
Stephanie Pomboy: What Impact Will Trump's New Massive Tariffs On Canada, Mexico & China Have?
Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
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1:05:31
"Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich
When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice "remain bullish, but be careful"
Since then the S&P has increased slightly, but mostly trended sideways.
Here at the start of 2025, what does his Technical Analysis tell us to expect next?
And did the shock to investors delivered by China's surprise release of the DeepSeek A.I. model change his outlook at all?
To find out, we'll now hear from the man himself.
BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:32:55
Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart
Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the declaration of tariffs against some of America's largest trading partners -- the markets actually seem to be doing fine.
The bulls are back in control and, technically-speaking, the action in stocks looks robust at the moment.
Will this sustain? And for how long?
Portfolio manager Lance Roberts and I discuss this, as well as the latest inflation data, the latest GDP data, the increasingly-struggling US consumer, and Lance's firms latest trades.
For everything that mattered to markets this week, watch this new Weekly Recap.
BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
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1:10:48
Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy
Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least.
Attention is much more focused on a possible boost to economic growth from the policies of the new Trump administration, as well as concern that inflation could prove stickier and more stubborn to tame than the Fed hopes, resulting in higher for longer bond yields.
So, were the deflationists wrong?
For a true expert's view, we have the great fortune to sit down today with one of the greatest living economists, Dr. Lacy Hunt, former Senior Economist to the Federal Reserve Bank of Dallas, as well as several of the world's largest global banks. He now serves as Executive Vice President and Chief Economist of Hoisington Investment Management Company.
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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