Financial Sense Newshour Big Picture Archive


The Big Picture with Jim Puplava & Erik Townsend (Part 1)

Peak Oil Update: Delayed but Not Forgotten!

oil world

In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?

Jim Puplava’s Big Picture: Advantage America – Transformational Changes Ahead (Part 1)

Interviews with Dr. Gary Shilling, David Rosenberg and Tom O’Halloran

james j puplava cfp

In a special Big Picture two-part series, Advantage America, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations. A number of these interviews are with former...


Jim Puplava’s Big Picture: On The Record

John Loeffler Interviews Jim Puplava on a Broad Range of Economic Topics

James J Puplava CFP

In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...


Jim Puplava’s Big Picture: Be Greedy When Others Are Fearful, and Fearful When Others Are Greedy

Also “A Guaranteed Stock Market Correction” and “The Hunt For Red Hot Yields”

James J Puplava CFP

Jim’s first Big Picture topic this week is a reference to the Warren Buffett quotation. He uses this sage market advice to critique the “fear” industry, which is always trying to scare investors, no matter the economic fundamentals or reality. The second topic is “A Guaranteed Stock Market Correction”, which refers to...


The Big Picture: Erik Townsend on “The Relentless Bid”

Also, “Is the US Facing an Economic Cold War with Russia and China?”

Erik Townsend

Erik Townsend sits in for Jim this week on the Big Picture. Erik’s first topic is “The Relentless Bid”. Erik looks at why the stock market has seen such an unprecedented and nearly non-stop rally for the last five years...


Jim Puplava’s Big Picture: U.S. Real Estate – The Good, Not So Good, and The Bad

Also, “What the LEI’s Tell Us About the Rest of the Year” and “Respecting the Message of the Markets”

James J Puplava CFP

Jim’s first Big Picture topic covers the state of the U.S. real estate market. He finds that real estate reports have been mixed, and as usual it boils down to location, location, location. Jim also notes that the real estate market is interest rate driven, and it cooled off considerably as mortgage rates rose in the second half of 2013.


Jim Puplava’s Big Picture: Be Prepared – Rate Hikes Are Coming

Also, “Margin of Safety – How the Economy Reacts to Black Swans” and “Fast & Furious – Melt Up / Melt Down”

James J Puplava CFP

Jim’s first Big Picture topic this week is “Be Prepared – Rate hikes are coming”. Jim looks at Fed Chair Janet Yellen’s recent statements that hint that rates hikes could come sooner than expected. Jim asks why would the Fed consider rate hikes when the economy is not very robust.


Jim Puplava’s Big Picture: Creative Destruction – How Technology Is Changing the Economy and Our Lives

Also, “Mid-Year Update – Forecast 2014 – A look at the Second Half”

James J Puplava CFP

Jim’s first Big Picture topic this week is “Creative Destruction - How technology is changing the economy and our lives”. Jim explains the economic theory of creative destruction, and how the process revolutionizes the economic structure from within, destroying old companies and ideas, and creating new ones.


Jim Puplava’s Big Picture: The Old Normal, The New Normal, Inflation and Oil

Also, The Relentless Bid (Part 2) – Central Banks and the Land of the Giants

James J Puplava CFP

In Jim’s first topic on the Big Picture he explains how the world operates much differently today, with interest rates at half century lows and global economic growth at anemic levels. Jim goes into detail into how the “New Normal” operates, and how it is related to both inflation and the price and politics of oil.


Jim Puplava’s Big Picture: Peak Oil – Delayed But Not Resolved

Also, “OPEC’s New Competition” and “Missing the Boat”

James J Puplava CFP

Jim’s first topic on the Big Picture this week is “Peak Oil – Delayed but Not Resolved”. Jim lays out the issue of Peak Oil in depth, and quotes studies that believe it could still arrive by the end of this decade. Jim also looks at the Shale Revolution in the US and discusses how long the shale story may delay the onset of Peak Oil.