Ever since announcing the new Thoughtful Money channel, I’ve been asked hourly (and sometimes even more often):
Will your weekly market recaps with Lance Roberts resume?
Clearly, a LOT of you have kindly made listening to our recaps part of your weekend routine.
So, the answer is a resounding: Yes!
And we’re picking things back up starting today. To watch my latest (and Thoughtful Money’s first) weekly review with Lance, just click here or on the image below:
In today's video, Lance shares his forecast that the rally in stocks will likely continue through December, though he thinks a short-term selloff is both likely and welcome at this point.
Bonds are starting to finally behave the way he’s been predicting for the past several months. He expects them to be largely range-bound (UST10yr between 4.0-4.5%) for the coming quarter or two, and then expects prices to rise by mid-2024 as yields resume declining.
We spend the latter part of the video having Lance hit me with the most-commonly asked questions about the new Thoughtful Money venture. Chances are, if you have questions, I answer them here.
VIDEOS THIS WEEK
In case you haven’t yet seen them, here are the other videos that ran on the new Thoughtful Money channel this week:
Marc Faber: Prepare For "Disappointing" Market Returns From Here
Nobel Prize-Winning Economist Sees Era Of "Permacrisis" Ahead | Michael Spence
TM NOW ON PODCAST PLAYERS
Good news! If you prefer to listen to my interviews on your podcast player, Thoughtful Money is now available on the major podcast platforms:
In fact, it’s been a pretty amazing first week for Thoughtful Money. This brand-new channel has already become the #14 Investing podcast on Apple Podcasts!
I’m so grateful to everyone who has made their way to Thoughtful Money already, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.
Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.
If you, too, would like to become a premium subscriber to this Substack (it’s only $8/mo), click on the button below :
But whether you do or not, get ready for another week of stellar interviews ahead. The coming week will see the much-awaited debate between Brent Johnson & Matthew Piepenburg on the future of the US dollar, as well as interviews with Fred Hickey, Jesse Felder & Ted Oakley.
Stay tuned!
cheers,
A
Thank goodness you are back really missed your distillation of comments and always stay "true to yourself" Adam
Hey Adam. Love the new site, etc. Are you still continuing to work with and/or recommend New Harbor Financial and Rocklinc? Keep up the great work!