Financial Sense Newshour Big Picture Archive


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.


Jim Puplava’s Big Picture: Threats Ahead for The Fed: Taper, Rate Hikes and a Familiar Foe

Also, “Jim and John in a Bull vs. Bear Debate” and “The Return of the Fed’s Old Nemesis – Oil”

James J Puplava CFP

Jim’s first Big Picture topic this week is about the Federal Reserve, and how rising oil prices may threaten the Fed’s ability to control rate hikes and it’s taper policies. Jim discusses how high oil prices threaten economic growth. The next topic is a light-hearted Bull vs Bear “Debate” between Jim and John.


Jim Puplava’s Big Picture: The Mandarins of Monetary Finance – The Consequences of Zero Bound

Also, “Geopolitical Risks and the Petro Business Cycle” and “After So Many Predictions, Will We See a Better Second Half?”

James J Puplava CFP

In Jim’s first Big Picture topic this week, he looks at the consequences of the Federal Reserve’s zero interest rate policies, and what he expects ahead for the markets and the economy. Jim also references his interview this week with noted Fed-watcher James Grant, and discusses his opinions on the Fed as well.


Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council

Also, “Mario Fires Another Bazooka Round” and “New EPA Rules - The Beheading of King Coal”

Luzi Stamm

In Jim’s first Big Picture topic Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative. The initiative will mandate no more sales of Swiss gold by the government, have all Swiss gold stored in Switzerland, and back the Swiss currency with 20% gold.


The Big Picture: What Are Falling Bond Yields Telling Us? Are Equity Markets Topping?

Also, “Global Energy Alliances and the International Monetary System”

Chris Puplava

Erik Townsend and Chris Puplava sit in for Jim this week on the Big Picture. In the first topic, Chris looks at the bond market and discusses possible factors why bond yields are falling, and what this could mean for the global economy ahead.


Jim Puplava’s Big Picture: The American Renaissance: Don’t Bet Against It

Also, “The New Neutral - Change Is Coming” and “Two Opposing Views of Retirement - Rules Have Changed”

James J Puplava CFP

Jim’s first Big Picture topic is “The American Renaissance: don’t bet against it”. He describes it as another coming megatrend, similar to the Reagan Revolution following the gloomy 1970’s. He discusses the technological changes of the last decade, and how they are now unfolding at an accelerating pace.