Financial Sense Newshour: Experts
Chris Nelder: Danger Zone−Oil Spare Capacity Decreasing
World oil production from 2005-2011 nearly flat
Jim welcomes back Chris Nelder to discuss the recent IEA report on global oil production. Chris sees a growing danger zone as Saudi Arabian production decreases, as well as global spare capacity, while demand for oil continues to grow as the global economy recovers.
Jim Rickards on the Goals of Federal Reserve Policy: Inflation and Financial Repression
Reward savers and retirees−Don’t penalize them
Jim is pleased to welcome Jim Rickards, Senior Managing Director at Tangent Capital Partners LLC and author of "Currency Wars." They discuss Rickards’ Senate Banking Subcommittee testimony on the problem of the Fed’s Zero Rate policy and the significant impact on retirement income security.
Axel Merk: The Path of Least Resistance Leads to Inflation
The war continues between inflationary and deflationary forces
Jim welcomes back Axel Merk, founder of Merk Investments LLC, to discuss the ongoing battle between inflationary and deflationary forces in the global economy. Axel believes that despite deleveraging in many areas, the path of least resistance leads to inflation in the future.
Kirk Sorensen on Thorium−The Magic Elixir That Could Solve Our Energy Needs and Global Warming
The Growing Movement of Thorium Around the Globe−With China in the Lead
Jim is pleased to welcome back Kirk Sorensen, a leading proponent for liquid-fluoride thorium reactor technology, to discuss the growing thorium movement around the globe. Kirk notes that thorium has 10,000 times more energy density than coal, as well as providing growing applications in the medical field. The Chinese are clearly the leaders in developing thorium reactors, with the United Kingdom looking at the potential of thorium to replace coal as a domestic energy source. The US invented the technology, but is not among the global leaders in thorium reactor development.
Jim welcomes back Jeffrey Saut, Managing Director of Research at Raymond James Financial. Jeff believes that stocks are still the best game in town. His mantra for this year is "you can get cautious, but do not get bearish."
Jeff Christian: The CPM Gold Yearbook 2012
Another year of strong investment demand and rising average prices ahead for gold, with price spikes possible, but unlikely
CPM Group's Gold Yearbook 2012 is the most comprehensive source of information, statistics, and analysis on the international gold market. The report begins with a thorough review of gold market trends and fundamentals. It continues by assessing the impact of economic and financial market trends on the gold market. The Yearbook concludes with an in-depth analysis of each gold market segment, including mine production, secondary recovery, bullion and futures market activity, central bank holdings and transactions, fabrication demand, investment demand, prices, and other important aspects of the gold market.
Evelyn Garriss: “If You’re in the ‘Mayan Mood’ We Have Tornadoes and Locusts In Our Future”
An El Niño weather pattern looks to be returning
Jim is pleased to welcome back Evelyn Browning Garriss, editor of The Browning Newsletter. She details some changing weather patterns ahead, including the possible return of the El Niño effect in North America. For those concerned about the Mayan prophecy this year, see accommodates with predictions of tornados and locusts.
Bill Powers: New Pipeline Projects Should Ease Pressure On Gas Prices
Politicians in US and UK may use the Strategic Petroleum Reserve to bring down gas prices in an election year
Jim welcomes Bill Powers, Editor of the Powers Energy Investor newsletter. Bill sees expansion of pipelines in Texas to the Gulf of Mexico as helping ease pressure on gasoline prices. Bill is also positive on energy equities, as he sees continuing Quantitative Easing from the Federal Reserve directing money into hard assets such as energy-related companies.
Technician Frank Barbera: Raging Bull Market in Gold Stocks Ahead
Ryan Puplava with this week's Market Update and Rob Bernard with the Fixed Income Report
Jim is pleased to welcome back technician Frank Barbera this week. Frank sees the gold stocks as massively bottomed out, and believes this is the time to muster the courage and step to the plate. Ryan Puplava gives his weekly Market Update and Rob Bernard has the Fixed Income Report.
Dr. Marc Faber: Global Central Banks Are In The Money Printing Business−There Will Be More QE
Faber: Inflation will come first, then eventually deflation
Jim welcomes back Dr. Marc Faber of the Gloom, Boom & Doom Report this week. Dr. Faber believes shorting the markets can be a risky proposition when the global central banks will print money at the drop of a hat. He believes it is very important to stay diversified in this environment. Dr. Faber recommends dividend-paying stocks, gold, emerging market stocks and real estate. (Transcript Included)