Thoughtful Money with Adam Taggart
Thoughtful Money with Adam Taggart

Does A "Lost Decade" For Stocks Lie Ahead? | New Harbor Financial

March 8, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

  • The Format: Casual expert panel discussion—host interviews two financial advisors on live market chaos.
  • The Key Players:
    • Hosts/Guests: Adam Taggart (Thoughtful Money founder, sharp questioner); Michael Preston and John Lodra (New Harbor Financial leads, chart wizards delivering data-driven takes).
  • The Vibe: Educational with tense urgency—wary optimism amid war headlines, AI fears, and sky-high valuations.

🗝️ Key Themes & Topics

Four core pillars: geopolitical shocks, technical breakdowns, sector shifts, and long-term risks.

  • Topic 1: Iran War & Market Jitters – US-Israel strikes spark oil spikes, dollar rally; everything else (stocks, gold, bonds) dips slightly. No panic sell-off yet—markets near all-time highs—but tail-risk hedges added.
  • Topic 2: Technical Signals & Charts – S&P stuck in tight range since Halloween; silver crashes 40% post-news; bonds break downtrends. Bollinger Bands, moving averages signal coiled spring—breakout imminent up or down.
  • Topic 3: Sector Rotation & AI Fade – Value/dividends (utilities, energy, gold miners) outperform; tech/software tanks on AI hype backlash. Equal-weight S&P up 5% YTD vs. cap-weight flat.
  • Topic 4: Valuation Traps & Lost Decades – Nosebleed levels imply -6% annual returns ahead (Hussman data). Passive indexing risks "bone-crushing d

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What you'll learn

  • 1 (00:00) **🎙️ Introduction: Michael Preston & John Lodra**
  • 2 (03:49) **Iran War Market Impact**
  • 3 (06:16) **Silver Futures Analysis**
  • 4 (08:37) **Bond Market Behavior**
  • 5 (10:43) **S&P 500 Technicals**
  • 6 (17:36) **Potential Post-War Bounce**
  • 7 (26:07) **Year-to-Date Sector Performance**

+ Full timestamped outline available in the app

Show Notes

LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWould your portfolio be able to survive if a "lost decade" lies ahead for the stock market?Such lost decades happen more frequently than many investors realize.The senior team at New Harbor Financial discuss the risks of such a period of underperformance, as well as share their outlook given the Iran war.#marketcorrection #bearmarket #iranwar _____________________________________________ 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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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 © 2026 Thoughtful Money LLC. All rights reserved.

Thoughtful Money with Adam Taggart