Financial Sense Newshour: Experts

Jeffrey D Saut

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Jim is pleased to welcome back Jeffrey Saut, Managing Director of Research at Raymond James Financial. Jeff believes we have started a new secular bull market, but calls the stock market advance the “most hated rally in half a century”. Jeff notes that the support for the rally comes from a number of factors including central bank stimulus, low interest rates, strength in housing and autos, and improvement in the employment picture. He also mentions that the world is currently underinvested in US equities. Jeff makes an interesting observation about Mexico, both in terms of its labor situation and railroad transportation to the US, calling it the “New China” for US markets.

Puru Saxena

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Jim welcomes Puru Saxena, Editor and Founder of Money Matters and Puru Saxena Limited in Hong Kong. Puru believes that the Chinese real estate bubble is on the verge of a major bust, which will not bode well for China, or Asia. He believes the thirteen year bear market in stocks is over, and a multiple year bull market in equities has begun, especially in the US. Puru sees the dollar as the most liquid and secure currency in the world and does not foresee a dollar crisis. Due to supply and demand factors, he does not favor commodities, as prices will be under pressure in the near to medium term.

Jeffrey Brown

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Jim welcomes Jeffrey Brown, Independent Petroleum Geologist, creator of the Export Land Model, and ASPO-USA Board Member. Jeffrey explains his Export Land Model, and reviews the major trends regarding availability of oil exports on the world market. Jeffrey also looks at the growing tension between oil production and the rising internal demand of oil-producing nations as well as China, India, and other emerging economies. His overall thesis is that the US oil industry continues to make a serious mistake by providing, in his opinion, wildly unrealistic scenarios for future US and global crude oil production.

Doug Noland

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Jim welcomes back Douglas Noland, Senior Portfolio Manager at Federated Investors Inc. Doug sees the global government finance bubble as the next crisis epicenter. He believes the US has exported the finance bubble and today QE by central banks around the world make the dollar more attractive by comparison. Doug also sees the German people taking a harder line against bailouts in Europe, leaving their government in a bind. He believes that US bank depositors are also at risk of confiscation, by inflation.

Pamela Popper PhD ND

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Jim welcomes Pamela Popper PhD, N.D. who appeared in the recent film “Forks Over Knives” and is one of the co-authors of the companion book, which reached the New York Times bestseller list. Despite the most advanced medical technology in the world, we are sicker than ever by nearly every measure. Forks Over Knives examines the claim that most, if not all, of the degenerative diseases that afflict us can be controlled, or even reversed, by rejecting animal-based and processed foods. The film looks at groundbreaking studies that conclude that our animal-based diet is primarily responsible for America’s three biggest killers: heart disease, cancer and diabetes. Despite the profound implications of their findings, the work by Dr. Colin Campbell and Dr. Caldwell Esselstyn has remained relatively unknown to the public.

William K Black PhD

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Jim welcomes William Black PhD, Professor of Economics and Law at University of Missouri-Kansas City School of Law. Professor Black sees an increasing trend of crony capitalism in world markets. He sees two primary reasons for the mess; regulatory neglect and competition from overseas exchanges with less stringent regulations. In terms of corruption, Black believes the current credit crisis is 70 times larger than the Savings & Loan Crisis. In the S&L crisis, Black notes that there were 30,000 criminal referrals, and 2,000 white collar criminals went to prison. In the current credit crisis, stemming from 2008, there have been zero criminal referrals and zero prosecutions. He sees the FBI as the only agency with any effectiveness in white collar crime, but they are woefully understaffed. 

Bill Powers

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Jim welcomes energy expert Bill Powers back to the program. Bill notes that energy stocks are now getting a bid, and he and Jim discuss the significance of Freeport McMoRan getting back into the oil business. They also discuss the risks of extrapolating energy discoveries into the future, as many recent shale oil plays are already peaking. They also look at Daniel Yergin’s “Undulating Plateau” and how it may be taking place now, instead of decades from now.

Patrick L Abbott

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Jim welcomes back Dr. Patrick Abbott, Professor Emeritus, Department of Geological Sciences at San Diego State University. Dr. Abbott is an expert on earthquakes and is a veteran of many media appearances in California after significant quakes. He talks with Jim about the probability of “The Big One”; how to prepare yourself and know what to do if a major earthquake should strike. California is known for its tremors, but the potential exists for earthquakes in many other states as well. Dr. Abbott also notes that there are many earthquake faults that scientists have only recently discovered, and there are likely many more yet to be discovered.

Dr Jim Walker

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Jim is pleased to welcome back Dr. Jim Walker, Founder and Managing Director at Asianomics Limited in Hong Kong. He expects slower growth in China this year, likely under 5%. Dr. Jim believes Japan’s new policy of weakening the Yen only benefits the government in inflating away its enormous debt load. He sees many governments adopting the failed policies of the 1970’s and believes there will be failed outcomes this time as well. As to his investment outlook, Dr. Jim believes as long as central banks are printing money with abandon, investors should be in equities.

Keith M Barron PhD

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Jim is pleased to welcome noted geologist Keith Barron PhD, Director, Founder and Exploration Geologist at U308 Corp. Keith and Jim discuss the recently completed PDAC Convention from Toronto, the world's premier event for the mineral industry. Keith notes that the junior miners have been killed and offer opportunities at rock bottom prices. He notes that the majors have also disappointed, and have too often diluted their shareholders. Keith sees an emphasis going forward on economic projects that make sense, rather than large deposits that have a lesser ore grade. Keith also looked at the issue of “peak gold” and how it is now much more difficult to find large gold deposits anywhere on the globe.