Financial Sense Newshour
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
Jim is pleased to welcome back Robin Griffiths, Chief Technical Strategist at The ECU Group in London. Robin and Jim discuss why the stock market needs a 20%+ pullback to reach normal valuations. Robin expects the first half of the year to be volatile, with more risk-off than risk-on.
This week Jim and Cathlyn discuss investment allocation in a retirement investment plan, but based on new ideas raised by the guest this week Dr. Wade Pfau, and others in the field. They will look at what is not working so well with target date funds, and why we all may need to start rethinking the way we invest for, and in, retirement.
This week in the Big Picture, Jim discusses the arrival of Janet Yellen, and the direction the Fed is likely to take. Jim notes that there were not a lot of surprises coming from Yellen, and the markets liked what they heard. It is unlikely there will be any departure from Bernanke’s policies initially.
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees no current signs of a market top, and notes that there is buying coming into the market. Richard also points out there are no divergences in the Advance/Decline line as well.
This week on One-on-One With Jim Puplava, Jim delves into the often overlooked attributes within the energy sector. He discusses areas within the broader energy sector that offer not only good value...
Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. Felix notes that while the markets are experiencing a tactical rally of late, the combination of global slowdown, technical deterioration in equity markets, and tapering warrant caution and should lead to a potential sell off this year.
Jim welcomes back Dr. Andrew Lo, Professor of Finance at the MIT Sloan School of Management and the director of MIT's Laboratory for Financial Engineering. They discuss Professor Lo’s proposal to use financial engineering to spread risks among investors and provide financial incentives to develop successful cancer treatments.
Jim welcomes back Dr. Peter Warburton, Director of Economic Perspectives Ltd in London. Peter still sees too much complacency about government deficits, but believes US consumers have benefited from two years of favorable supply shocks in food and energy.
This week Jim and Cathlyn share a case study of Sam and Melanie Krauss to highlight the importance of having an asset allocation plan. Frequently investors move between greed and fear and continuously shift their investments around, typically at the wrong times.