Financial Sense Newshour: Experts

John Williams

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Jim welcomes back John Williams from Shadow Government Statistics. John lays out his reasons why he believes hyperinflation is inevitable, and notes the clock is ticking. John believes the trigger point for a hyperinflationary scenario will be massive selling in the US dollar. He sees means-testing coming for Social Security, but doesn’t believe it will a solution to our debt problems. John also sees the gold market as rigged by the government, and notes that is one of the reasons gold has not risen more.

Nick Barisheff

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Jim welcomes back Nick Barisheff, CEO at Bullion Management Group Inc. Nick looks at the issue of how much gold should be in one’s overall portfolio, as well as the role of gold as a hedge. Nick also discusses why diversification among metals is important, and why the white metals are currently outperforming gold. He also mentions that increasing the gold allocation is important in times of rising inflation.

Evelyn Browning Garriss

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Jim welcomes back Evelyn Browning Garriss, Editor of the Browning Newsletter. Evelyn sees a new normal in the Pacific Ocean, with cooling on the North America side and warming on the Asian side. She expects average rainfall in the Midwest, which will not be enough to break the drought. Evelyn sees good weather for the planting season, but the problem will be a summer heat wave. She expects the rest of winter to be “bi-polar”, with cold-on, cold-off periods coming in quick succession. The Atlantic gulf stream is flowing hotter and faster, so expect more hurricanes later in the year.

Rick Santelli

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Jim is pleased to welcome back Rick Santelli, On-Air Editor at CNBC. As usual, Rick is pulling no punches with his refreshingly honest and informed perspective. Rick discusses why the Senate hasn’t passed a budget since April 2009. A budget requires that logic and discipline be applied to government spending. Rick sees no “end game” in sight to the negative interest rate cycle that has penalized savers and those on fixed incomes. As a champion of free markets, Rick admits that markets are no longer truly free; they are all managed markets today.

Don Coxe

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Jim is pleased to welcome Don Coxe, Chairman of Coxe Advisors LLP and an economic historian of broad perspective. Don is the most bullish he has been since 2007, and sees growth picking up around the globe. He doesn’t see a recession in the US, and believes the only reason to be bearish on the US is due to political dis-function in Washington. Don believes the bond market has been driven to excess and the public is making a big mistake by going into bonds. He sees a strong rotation out of bonds and into stocks ahead. Don sees the global economy improving and thinks commodity stocks are the best way to play the global recovery. 

Axel Merk

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Jim welcomes Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees fireworks ahead this year in the currency markets, originating out of Japan. He notes that the Japanese have been reluctant to print money since the late 1990’s, but that has changed under the new government of Prime Minister Abe. Axel thinks this could have a positive impact on China, as Japan’s money-printing could be a stimulus for all of Asia. Ironically, the biggest risk could be sustained economic growth, which could cause interest rates to rise and create bond market instability in Japan, and elsewhere.

jkc de courcy

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Jim welcomes back JKC de Courcy, Chief Executive at Courcy’s Intelligence Service in London, and publisher of Courcy’s Intelligence Brief. Mr. de Courcy sees three big threats in 2013: the continued fragmentation of the Middle East, a growing arms race between China and Japan, and an Israeli/Iranian confrontation. He sees continued bloodletting in the Middle East among religious factions, and notes that Jordan may be the next area of instability. Mr. de Courcy also sees growing tension between China and Japan, as the new government in Japan decides to re-arm. He also believes that Israel is planning for the worst, and may strike against Iran’s nuclear capability.

Jeffrey D Saut

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Jim welcomes back Jeffrey Saut, Managing Director of Research at Raymond James Financial. Jeff sees the main problem for most investors is never having learned to manage risk, as they took big losses in both 2000 and 2007. Jeff notes that both individual investors and institutions are currently underinvested in equities, and the biggest mistake now is being too bearish. He also believes if we get a correction caused by the upcoming debt-ceiling debate in Washington, it will be a buying opportunity. Jeff also sees the trend in dividend investing continuing and growing.

Eoin Treacy

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Jim welcomes back Eoin Treacy, Global Strategist at Fullermoney in London. Eoin sees the new Japanese government aggressively attempting to create more inflation, and improve exports by cheapening the Yen through massive money printing. He also believes the US industrial sector looks extremely attractive, and believes investors should be buying equities at these levels. Eoin also notes that the “dollar collapse” camp has been wrong in the past, and he believes they will be wrong again this year, as he expects the dollar to strengthen.

Joe Dancy

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Jim welcomes back energy expert Joseph Dancy. Joe notes that Saudi Arabia is cutting back oil production, and the US is one of the few areas in the world where oil production is growing. Joe also sees more merger and acquisition activity ahead, as he believes the cheapest place to find oil reserves is now on Wall Street.