Financial Sense Newshour
Dec 12 – Jim welcomes Peter Boockvar, Managing Director and Chief Market Analyst at The Lindsey Group LLC. Peter and Jim focus their discussion on market valuations. Peter sees nearly all asset prices as overvalued, with the bond market the most extreme case. Peter believes that we are in the final act of the central bankers ability to maintain high levels of asset prices.
Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.
Dec 10 – In part-two of Cris Sheridan’s interview with Matthew Kerkhoff of the Dow Theory Letters, Matthew explains why the commercial banking system has a much more profound effect on the prices of goods and services than central banking policy.
Dec 9 – Cris Sheridan welcomes Matthew Kerkhoff, Director of Research at Dow Theory Letters. Matthew believes that very few people have taken the time to understand how QE actually works. Most people believe the Fed is printing money and this would directly result in higher inflation, or even hyperinflation.
Dec 8 – This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits.
Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.
Dec 6 – Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard notes that the current market has a number of risk-on and risk-off equities all doing well. He mentions that the October downturn came close to hitting a technical sell signal, but it never happened and the market recovered.
Dec 5 – Jim welcomes back Brian Pretti CFA, Managing Editor of ContraryInvestor.com. Brian and Jim cover a range of macroeconomic topics including the recent weakness in the price of oil. They discuss the benefits to the consumer of cheaper gasoline versus the threat to the domestic energy industry, and it’s great run of creating well-paying jobs over the last five years.
Dec 4 – Jim is pleased to welcome Keith Barron PhD, an exploration geologist who co-founded Aurelian Resources in Ecuador in 2001 and ultimately discovered the colossal Fruta del Norte gold deposit in 2006. Keith and Jim cover the gold industry, how it has changed, and why so many mining companies have struggled to survive.
Dec 3 – Cris Sheridan welcomes Baijnath Ramraika CFA. Corporate profit margins are at all-time highs and have remained at such levels for far longer than normal. Many say this is unsustainable and have predicted a sudden crash to occur over the past couple years, only to be proven wrong.