Financial Sense Newshour on the Economy
Louis-Vincent Gave: Small Margin of Error in US Equities – More Exciting Stories in Asia
05/29/2015 - 02:00
May 29 – Asia has underperformed the US equity market over the last five years, even with the Chinese stock market doubling in the last year. This trend may be changing, according to Louis-Vincent Gave, CEO of GaveKal...
Dr. Jess Lowenberg-DeBoer - Automated Farms Coming to a Field Near You
05/20/2015 - 02:00
May 20 – Cris Sheridan welcomes Jess Lowenberg-DeBoer PhD, Associate Dean and Director of International Programs in Agriculture (IPIA) at Purdue University. Jess and Cris discuss the technological revolution in farming.
MBA's Michael Fratantoni on the State of the US Housing Market
05/19/2015 - 02:00
May 19 – Cris Sheridan welcomes Michael Fratantoni PhD, Chief Economist and Senior Vice President of Research and Industry Technology at Mortgage Bankers Association. Mike discusses the outlook for US housing as well as...
Grant Williams: Monsoon Region Will Be Epicenter of Global Economic Power for Decades to Come
05/15/2015 - 02:00
May 15 – Cris Sheridan welcomes Grant Williams, Senior Advisor at Vulpes Investment Management in Singapore. Grant discusses the historical economic shifts in Asia and the future implications for the global economy. Starting around 1000 AD...
James Bianco: Bond Market Sell-Off Not a Fundamental Event – Profound Implications for Equity Markets
05/14/2015 - 02:00
May 14 – Cris Sheridan welcomes James Bianco, President of Bianco Research, LLC. Jim believes the recent bond market sell-off is being driven by positioning and a lack of liquidity, not by fundamental forces.
Milan Zeleny: The Economy as a Complex Adaptive Organism
05/12/2015 - 02:00
May 12 – Cris Sheridan welcomes Milan Zeleny, Professor of Management Systems at Fordham University. Is the economy more like a machine or a living organism? Professor Zeleny explains why viewing the economy as...
Geopolitical Update With Stratfor’s Reva Bhalla: Greece Faces Real Crisis in July
05/06/2015 - 02:00
May 6 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor, to discuss some of the main geopolitical issues facing investors in the coming months with Greece, China, negotiations between the US and Iran, as well as...
Jared Dillian: Markets Better Off by Automating the Fed
05/05/2015 - 02:00
May 5 – Cris Sheridan welcomes Jared Dillian, Editor of Bull’s Eye Investor at Mauldin Economics. We’re six years into a bull market and Wall Street traders and brokers are having a hard time making money or even keeping their jobs. Why?
Chris Puplava: Biggest Inflection Point for 2015 Happening Right Now
05/02/2015 - 02:03
May 2 – This week Cris Sheridan interviews Chris Puplava. Chris believes the long predicted top in the USD is finally in, and the catalyst is a bottoming in global growth which is likely to have widespread investment implications.
Conference Board’s Ken Goldstein: Perfect Storm Needed to Derail US Economy
05/01/2015 - 02:00
May 1 – Cris Sheridan welcomes Ken Goldstein, an economist at The Conference Board. The Conference Board’s Leading Economic Index for the US is followed by many market strategists around the globe given its value in...
Jim O'Sullivan: Low Risk of US Recession for the Next 12 Months
04/29/2015 - 02:00
Apr 29 – Cris Sheridan welcomes Jim O’Sullivan, Chief U.S. Economist at High Frequency Economics. The US economy has run into a wall in the first quarter in recent years, and it happened again this year. Will the US economy...
John Mauldin on the “Economic Singularity” and Upcoming Investment Conference
04/28/2015 - 02:00
Apr 28 – John Mauldin, Chairman of Mauldin Economics, talks about the “Economic Singularity” and the timeline for when he thinks large unpayable debts around the globe finally come home to roost. He also discusses...
Robin Griffiths: Potential Second Half Breakout, But US Markets Moving Into Bubble Territory
04/25/2015 - 02:00
Apr 25 – Jim welcomes Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin’s work tells him that the US market is expensive, but not yet ready to move into a bear market. He notes the potential for a second half breakout, but as this is the third...
Jim Puplava’s Big Picture: Financial Repression – Part II
04/25/2015 - 02:00
Apr 25 – Jim’s first Big Picture topic this week is “Financial Repression – Part II”. The world is awash in an ocean of liquidity. And even though the Fed may, or may not, tighten this year, the rest of the developed world is printing money at a frantic pace...
Brian Pretti: Has the Fed Already Stayed Too Long at the Party?
04/24/2015 - 02:00
Apr 24 – Jim welcomes back Brian Pretti CFA, managing editor of ContraryInvestor.com. Brian and Jim discuss Federal Reserve policy, and the implications of “the re-pricing of credit”. Brian believes the Fed may have kept rates at...
NACM’s Chief Economist: Plunge in Business Loans Shows US at Inflection Point
04/21/2015 - 02:00
Apr 21 – If you visit Zerohedge or other popular financial news sites, you’ve probably seen headlines warning of a U.S. recession based on a massive plunge in credit applications extended to businesses. Today, we go straight to the source and speak with...
David Nicoski: Fast Rotations Frustrating Investors, but Global Recoupling Is Bullish Trend
04/18/2015 - 02:00
Apr 18 – Jim welcomes David Nicoski CMT, Director of Research at Vermilion Technical Research. Dave discusses the recoupling of foreign markets with the US. He notes that the rapid rotation of capital is confusing, but it’s a bullish sign for the global...
Jim Puplava’s Big Picture: Financial Repression – The Greatest Wealth Transfer in History
04/18/2015 - 02:00
In Jim’s first Big Picture topic, “Financial Repression – the greatest wealth transfer in history,” Jim discusses the current deliberate policy pursued by governments and central banks. Jim gives an historical background on financial repression, first seen...
Kurt Kallaus: Bull Market Likely to Run Another 2-3 Years
04/14/2015 - 02:00
Apr 14 – Cris Sheridan welcomes Kurt Kallaus, author of Exec Spec advisory newsletter and the KDelta trading model for stocks and all commodity futures. Kurt doesn’t believe the U.S. is on the verge of a recession and...
Ralph Acampora: We’re in a Corrective Phase Within a Secular Bull Market
04/11/2015 - 02:00
Apr 11 – Jim welcomes back noted technician and market historian Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph sees the current environment as a corrective phase, in which you have to be more sector...