Financial Sense Newshour
Jim welcomes back David Rosenberg, Chief Economist & Strategist at Gluskin Sheff & Associates Inc. in Toronto. David and Jim discuss the macro economic picture in the US. David notes that weather issues will likely subtract about 1% GDP growth in the first quarter, but he expects growth to pick up in the spring.
Jim is pleased to welcome back A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor. Gary and Jim cover an array of topics, including manufacturing, banking, education, housing, technology, debt and inflation.
This week Jim and Cathlyn continue to emphasize the very important theme of dividend investing, particularly as a way to keep up with the rising cost of expenses in retirement. They discuss the case study of John and Sally, a retired couple, and illustrate the serious effects of inflation on a retirement budget.
This week on the Big Picture, Jim’s first topic is “Adapt or Die – Market Darwinism”. He discusses how we are living in different times and that the world is changing. He points out how Gary Shilling and David Rosenberg have both had to adapt their thinking to changing conditions.
Jim welcomes back noted technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph believes that the bull market will continue to climb a wall of worry and move higher. He notes two characteristics of all bull markets; low inflation and low interest rates, which are still in place.
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Jim welcomes back Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees the biggest threat to the markets as a “successful” monetary policy that leads to growth, but also higher interest rates. He contends the US economy and government cannot afford...
Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover both the agriculture and gold markets this week. Ned believes the long bear market in gold is over, and gives his views on gold and the...
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
This week on The Lifetime Income Series, Cathlyn Harris and John Loeffler discuss two retirement savings plans that are available to everyone with “employment compensation”, the Roth and the Traditional IRA. They break down the differences between the two, and why you might choose one over the other, based on your situation.