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Adam Rozencwajg on Commodities, Climate Change, and Nuclear Power

Mar 16 – FS Insider speaks with energy and commodity expert Adam Rozencwajg to get an update on the commodity sector, including the growing demand for uranium as China, India, and other countries join in a major push for carbon-free, base load power...

Stimulus May Juice Economy to Record Double-Digit Growth, Says Kurt Kallaus

Mar 11 – FS Insider speaks with Kurt Kallaus at ExecSpec.net to get an update on his economic and market outlook. Kurt discusses the ongoing reopening trade and rotation from growth to value, which sectors investors may want to be focusing on...

America's Infrastructure Has a $2.6 Trillion Gap in Funding, Says ASCE

Mar 10 – American Society of Civil Engineers' Emily Feenstra discusses the key findings of their most recent Infrastructure Report Card and says America has made a slight improvement since their last review, moving from a D+ to a C-, but is still investing...

Corporate Buyback Boom, SPACs, and Reflexive Feedback Loops

Mar 9 – Alex Barrow at Macro Ops joins FS Insider to give an update on the role corporate buybacks will likely play in the first half of this year on market performance, how SPACs (Special Purpose Acquisition Companies) may begin to offset...

Martin Armstrong on 2022 Panic Cycle, Commodity Bull Market (Part 2)

Mar 4 – In part 2 of today's interview, the controversial and well-known forecaster Martin Armstrong elaborates on his 40,000 target for the Dow, whether he believes that will be a major peak in the stock market followed by a crash...

Martin Armstrong on 2022 Panic Cycle, Commodity Bull Market (Part 1)

Mar 3 – In part 1 of today's interview, the controversial and well-known forecaster Martin Armstrong gives an update on his market outlook in relation to global capital flows and the bond market. Martin also discusses a 2022 'panic cycle'...

We're in the First Stage of a Multi-Year Deployment of 5G, Says Resonant's George Holmes

Mar 2 – George Holmes at Resonant explains how we are still in the marketing stage of 5G with actual deployment of full bandwidth 5G capabilities still a couple years ahead and what that will allow in terms of autonomous vehicles, drone technology...

Texas Power Outage Will Accelerate Push to Renewables, Says Peter Zeihan

February 24, 2021 – FS Insider speaks with well-known geopolitical strategist and forecaster Peter Zeihan about the recent power outage in Texas, what went wrong, and why a winterization of Texas' power grid will ultimately accelerate...

Cyclically-Important Commodities Are Signaling Economic Boom, Says Nick Reece

Feb 23 – FS Insider speaks with Nick Reece from Merk Research about the current market action and the areas he likes best. Nick says the recent Fed speech further confirms the view that rates will stay low for a considerable amount of time...

Central Banks Next in Line to Buy Bitcoin, Says Bloomberg Strategist Mike McGlone

Feb 18 – Bloomberg strategist Mike McGlone says bitcoin is on track to hit $100,000 as headlines begin to surface around more companies and even central banks ultimately look to add the cryptocurrency to their balance sheet as a digital reserve asset...

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