Financial Sense Newshour (All)

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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...

Jeff Christian on BRICS Gold-Backed Currency, Outlook for Metals, and More

Jul 11, 2023 – Jeff Christian, managing partner at CPM Group, sits down with FS Insider's Cris Sheridan to discuss the recent news that BRICS nations (Brazil, Russia, India, China, and South Africa) are planning to create a gold-backed...

Discussion: What Impacts Will Resumption of Student Loan Payments Have on Borrowers?

Jul 10, 2023 – Crystal Colbert and Aaron Weigman take on the issue of student loan payments, which are set to resume after a prolonged moratorium put in place after Covid. They discuss when payments will have to resume, how much this will...

Must Listen: Assessing Current Tech Valuations to Dotcom Bubble and 2007 Market Peak

Jul 7, 2023 – In today's Smart Macro segment, Chris Puplava, CIO of Financial Sense Wealth Management, discusses the latest research comparing the most common valuation measures for the largest tech companies vs. what was seen...

Jim Bianco on Bond Yield Bonanza and Mega Market Concentration

Jul 7, 2023 – Following this week's market summary, Financial Sense Newshour invites Jim Bianco to delve into the conflicting views regarding the recession outlook, how this relates to the massive market concentration and outperformance...

Mart Wolbert on the Increasing Shift Towards Nuclear, Downshift on Wind and Solar

Jul 6, 2023 – Today we speak with energy and commodity analyst Mart Wolbert about the latest announcement made by Sweden to increase their share of nuclear power while scaling back on an aggressive build-out of wind and solar...

Time to Party Like It's 1999? Jim Welsh on Tech and the Economic Outlook

Jul 5, 2023 – Jim Welsh from Macro Tides suggests that previous predictions of a recession for last year or the first half of the present year were too early. However, he points out that the most trustworthy indicators of an impending recession...

401k Allocation Considerations for Today's Markets

Jul 1, 2023 – After seeing strong gains in the stock market for the first half of the year, Crystal Colbert and Aaron Wiegman look at some important 401k allocation considerations when it comes to harvesting gains, rebalancing among...

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