The Reflation Trade & Currency Bonfires

Gregory Weldon founded Weldon Financial in 1997, and is recognized within the industry as one of the top macro-research firms in the world. Greg Weldon started his Wall Street career working in the Comex Gold and Silver Pits after graduating Colgate University. He progressed as an institutional sales broker at Lehman and Prudential before joining Moore Capital as a proprietary trader. At Moore, Greg honed his systematic trading methodology and risk management discipline before joining Commodity Corporation where he became one of their top risk-adjusted money managers. Today, he publishes Weldon’s Money Monitor, The Metal Monitor and The ETF Playbook in addition to operating his Managed Futures Account Program as a CTA.

This week on the Financial Sense Newshour, Jim Puplava interviews Greg Weldon to discuss some of Greg’s recent research reports. Greg sees trouble ahead internationally, and characterizes the situation as "monetary Armageddon and currency bonfires."

Louise Yamada is Managing Director of Louise Yamada Technical Research Advisors (LYA) founded October 2005. Previously Louise was Managing Director and Head of Technical Research for Smith Barney (Citigroup). Louise has been a perennial leader in the Institutional Investor poll, and was the top-ranked market technician in 2001, 2002, 2003 and 2004 prior to her departure from Citigroup.

She is the author of "MARKET MAGIC: Riding the Greatest Bull Market of the Century" published by John Wiley & Sons, released in March 1998 and reviewed as "The thinking bull's bible" and "a monumental book, one that all serious and professional investors should read."

Louise is a Chartered Market Technician and a member of the Market Technicians Association, the American Association of Professional Technical Analysts and the Financial Women’s Association. Louise appeared as a special guest on "Louis Rukeyser's Wall Street" and appears frequently on Bloomberg TV and Radio, CNBC and BNN TV as well as in print and online media including Barron's, the Wall Street Journal, the New York Times and the Financial Times. She is a frequent guest speaker at conferences and organizations, including the 2009 Fall Conference of the National Organization of Investment Professionals and the 2010 FEI NYSE forum. Louise received a B.A. from Vassar College and an M.S. from Bank Street College of Education.

On this week’s Financial Sense Newshour, Jim Puplava speaks with noted analyst Louise Yamada of Louise Yamada Advisors. Louise and Jim discuss the reflation trade, the emerging markets, as well as the precious metals markets.

Jonathan Lin is a Senior Technical Analyst at Louise Yamada Technical Research Advisors. Before joining LYA in 2005, Mr. Lin was a Vice President at the Technical Research department of Smith Barney (Citigroup), spending ten years under the tutelage of Alan Shaw and Louise Yamada.

Jonathan is a Chartered Market Technician (CMT) and a CFA Charterholder. He is also a member of the Market Technicians Association, New York Society of Security Analysts and CFA Institute and has taught Technical Analysis at the New York Institute of Finance.