Financial Sense Newshour (All)

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Market Neutral, But Keep an Eye on the Exits, Says Chris Puplava

Jul 21, 2023 – In today's Smart Macro segment, Financial Sense Wealth Management CIO Chris Puplava explains why he is now holding a 'neutral' view and position on the market given the positive sign of the rally broadening to other...

Double Hitter: Bruce Fraser and Danielle DiMartino Booth on Second Half Outlook

Jul 21, 2023 – After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with technician Bruce Fraser and the well-known Danielle DiMartino Booth about the current set-up as we look into the second half...

Ben Hunt Unpacks Narrative Weaponization, 'Gain of Function' Research

Jul 20, 2023 – Ben Hunt, co-founder and chief investment officer at Second Foundation Partners and author of the Epsilon Theory newsletter, explains narratives as self-replicating organisms, much like viruses, which are...

Jeffrey Hirsch on Record Nasdaq Run, Tech Bubble Comparisons, and Why It's Time for a Pause

Jul 19, 2023 – Jeffrey Hirsch, editor of Stock Trader's Almanac and the Almanac Investor Newsletter, says the Nasdaq just experienced its third best performance on record for the first half of the year. How does this relate to the 2000 tech bubble...

Ron William on Tech Innovation Cycles and the Current Mega-Cap Melt Up

Jul 18, 2023 – Ron William at RW Advisory says we are now in a sixth innovation wave since the Industrial Revolution that is likely to last around 20-25 years, largely driven by technological developments in artificial intelligence, robotics...

Lifetime Planning: Potential Changes to 401k Rules - What You Need to Know

Jul 17, 2023 – Today we're going to discuss some potential changes to 401k rules that may end up impacting people of certain ages and certain incomes. These rules were put in at the very last moment late last year and are set to go into effect...

Ari Wald: Industrials, Infrastructure Stocks Breaking Out; Dan Steffens on Oil's Next Move

Jul 14, 2023 – After this week's market wrap-up, Ari Wald at Oppenheimer tells Financial Sense Newshour that we are seeing a broadening of the market rally outside of tech into industrials and infrastructure stocks. Next, Dan Steffens...

Big Picture: Different Bull, Different Market, Different Asset Class

Jul 14, 2023 – The global economy has been shaped by several key factors over the past few decades, which led to a period known as the "Great Moderation," characterized by economic stability, and the availability of cheap labor due...

US Now Seeing a 'Rolling Recovery' as Boomers Spend Down $75 Trillion in Assets, Says Ed Yardeni

Jul 13, 2023 – Dr. Ed Yardeni, president and chief investment strategist at Yardeni Research, joins FS Insider to discuss his bullish outlook on the US economy and stock market. Ed explains how the US already experienced a 'rolling recession'...

China 'Short-Term Loser' in US Semiconductor, Tit-for-Tat Rivalry, Says Jacob Shapiro

Jul 12, 2023 – FS Insider sits down with geopolitical analyst and strategist Jacob Shapiro at Cognitive Investments to discuss the most recent escalation in ongoing US-China trade wars and restrictions over semiconductors, cloud computing...

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