Financial Sense Newshour: Experts
David Morgan: Fundamentals For The Metals Haven’t Changed- But Investor Sentiment Near Rock Bottom
All Markets are Manipulated, But Precious Metals Markets Most of All

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Jim welcomes back David Morgan of The Morgan Report. David believes the fundamentals are still strong for the precious metals markets, but investor sentiment is at or near rock bottom. He also sees the metals markets as the most manipulated of all markets. From his long experience, David knows that picking a bottom in the metals markets is extremely difficult. Accordingly, his advice in taking a position in either stocks or physical metal is to build your position gradually, and never buy all at once.
Scott Rickards of Waterfund LLC: Water Is a Scarce Resource Because It Is Mismanaged
Government Water Subsidies Distort Supply and Demand Issues

Jim welcomes Scott Rickards, founder and CEO of Waterfund LLC. Waterfund is pioneering a pricing benchmark for fresh water for actuarial purposes. The index will reflect the actual cost of producing and delivering water. The index will also allow for a hedge against the cost of water. Scott believes the index will unlock private capital to invest in water scarcity. Scott sees the users of the index as institutional investors, water retailers (such as water companies, miners and beverage firms) and governments and municipalities.
James Koutoulas: The Government Will Not Prosecute “Well Connected” Criminals
The Bankruptcy System Is Broken and The Lawyers Are Making A Fortune

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Jim is pleased to welcome James Koutoulas of Typhon Capital Management. James has been a leading advocate in fighting to recover $1 billion for customers from the MF Global bankruptcy. James tells Jim that the bankruptcy system is broken, and the regulators are outmanned, out-lobbied and afraid of large financial entities. Furthermore, the media is woefully ignorant on financial matters and lacks true investigative journalists. James notes that by its lack of action, the government has stated, loud and clear, that it will not prosecute “well-connected” criminals.
Bud Conrad: The US Government Has Distorted the Economy and Impoverished its Citizens
The Federal Reserve has enabled the Government’s runaway spending, wars and political favors

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Jim welcomes back Bud Conrad, Chief Economist at Casey Research. Bud lays out his case that federal government policies have distorted the economy, impoverished the middle class and greatly expanded the size of the federal bureaucracy. Bud also discusses how much longer the government can continue these policies, and what is the most likely endgame for a country with way too much debt.

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Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss the Fed’s current policy of pumping trillions of dollars into the markets. There are legitimate reasons to be pessimistic, but Brian believes you can’t sit on the sidelines when the Fed is aggressively printing money. He sees stocks as not cheap, but not expensive either. They also discuss the Sequester “crisis” which is seen as a phony and manufactured political exercise.
Thomas Woods & Jimmy Morrison- Creators Of The New Documentary Film, “The Bubble”
Who Caused It – Who Called It – What’s Next

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Jim welcomes the creators of the new documentary film, “The Bubble”. Thomas Woods and Jimmy Morrison discuss the causes of the financial crisis, look at past financial crises, and touch on governmental responses to the current situation. They also look at a future that must deal with unsustainable debt, unfunded liabilities and inflation. Among those interviewed for this film: James Grant, Dr. Ron Paul, Marc Faber, Joseph Salerno, Jim Rogers and Doug Casey. Jim also plays selected clips from “The Bubble”, which is scheduled to be released later this spring.
Joseph Saluzzi on High Frequency Trading- The SEC Is Outmatched Against Wall Street Firms
A Few Simple Fixes To Break The HFT Web of Structural Flaws and Conflicts of Interest

Jim is pleased to welcome back Joseph Saluzzi, Co-Founder of Themis Trading LLC. As a vocal critic of the current High Frequency Trading structure, Joe discusses how the regulators are totally outmatched by the highly complex HFT firms on Wall Street. Joe mentions that there are “mini flash crashes” every day in individual stocks in the exchanges. He also adds that the addition of so many exchanges today now allow for arbitrage opportunities that disadvantage the individual investor. Joe offers a few simple fixes: 1) Take away the profit incentive of the exchanges, 2) Ban payment for order-flow and 3) Re-institute the Up-Tick Rule. Joe adds that these fixes are not likely to take place until investors contact their Congresspersons, in large numbers, demanding change. Otherwise the politicians will continue to answer to industry lobbyists.

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Jim welcomes back Greg Weldon, Founder and CEO of Weldon Financial. Greg and Jim discuss a variety of topics, starting with currency wars and gold’s recent breakdown. Greg says there’s a global perception that things are improving, leading to a rotation out of safe-haven assets into equities. Greg is bearish on gold in the short term, but bullish on gold longer term. As to the currency wars, Greg sees every major country in a race to the bottom in debasing their currencies, with Japan using “rocket fuel” to weaken the Yen. The problem for central banks is they are not able to reflate their “real” economies.

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Jim welcomes back Gail Tverberg to speak on energy, and they discuss her views on limits to oil supply limiting long-term economic growth. Gail believes the key issue is that global oil supply is not rising very quickly, no matter how much investment is made. Because of this “sinkhole” phenomenon, we are getting less and less back for every dollar invested; or declining energy return on energy invested. Gail argues that the ultimate impact for developed (OECD) countries will be a long-term contraction of their economies. The problem is that our current global financial system depends on long-term growth.
Michael Kantrowitz of Wolfe Trahan: Rising Inflation In Second Half of 2013
Expect Record High Gas Prices By May

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Jim welcomes back Michael Kantrowitz CFA, Director, Portfolio Strategy & Quantitative Research at Wolfe Trahan in New York. Michael sees the inflationary set-up as the big difference between 2012 and 2013. He expects record high gas prices by May, and sees Chinese economic growth leading to more inflation for US consumers. He mentions a steady stream of early signs of inflation. Michael discusses investing in areas that will benefit from massive central bank stimulation: energy, materials, industrials and technology.
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