Financial Sense Newshour on the Economy
Jim Puplava’s Big Picture: 2016-2017 - The Next Perfect Financial Storm
Also, “Fed Funds Rate Cycle, Phase 1 - Why Markets Are Correcting” and “A Sneak Peak at Q3 Earnings”
10/11/2014 - 02:03
Oct 11 – This week Jim discusses the timeframe for the next financial storm on the horizon. A confluence of factors and events point to the period after the presidential elections of 2016, including rising interest rates, growing government debt, geopolitical turmoil and war, and the rising cost of Obamacare on consumers.
Don Coxe: 2014 – The Year of Geopolitics – A More Dangerous World
Bond Market Telling Us No Growth, No Inflation Ahead
10/10/2014 - 02:00
Oct 10 – Jim welcomes back Don Coxe, Chairman of Coxe Advisors. In a wide-ranging geopolitical and global macro discussion, Don notes that the U.S. economy has picked up, but optimism has not. They discuss the wide array of geopolitical events this year that have made...
Sheraz Mian: Why Third Quarter Earnings Will Be Extremely Important This Year
Last Two Quarters Were Anomalies; This Quarter True Signal of What to Expect
10/08/2014 - 02:00
Oct 8 – Cris Sheridan welcomes Sheraz Mian, Director of Research at Zacks Investment Research. Sheraz explains how the first and second quarter were anomalies given the massive influence by weather in the first and then a bounce back in the second. Thus, the third quarter will be a very important signal for...
Dominic Frisby: Bitcoin Is One of the Most Important Developments Since the Internet
The Entire Bitcoin Network Is Far More Powerful Than the Top 500 Supercomputers Around the Globe Combined
10/07/2014 - 02:00
Oct 7 – Dominic Frisby discusses his new book, Bitcoin: The Future of Money? and the revolutionary technology that drives bitcoin, blockchain technology. This technology can be used for communicating in a purely peer-to-peer decentralized manner for just about anything on the web: email, banking, file-sharing, or, of course, payment systems.
Lifetime Income: The Next Real Estate Wave – Boomers Becoming Landlords in Their Own Homes
Special Guest: Attorney Adam Sherry on Advanced Estate Planning Strategies
09/29/2014 - 02:00
Sep 29 – For most Americans, their largest asset is their home. This week Jim and John discuss a growing trend among Boomers: tapping income from one’s home by renting out a room or rooms as another means of providing retirement income.
Technician John Kosar: Long-Term Trend Remains Favorable
Also, Ryan Puplava, Erik Townsend and Tom Smith
09/27/2014 - 02:00
Sep 27 – John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Jim Puplava’s Big Picture: LEIs Signaling a Soft Patch Ahead
Also, “Paid to Adapt, Not Forecast”
09/27/2014 - 02:00
Sep 27 – Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.
Neil Dutta on Future Rate Hikes; Can the Fed Avoid a Tantrum by the Markets
The U.S. Economy Continues to Grow as Incomes Rise
09/26/2014 - 02:00
Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, discusses the expected Federal Reserve rate hikes next year, and if the markets will react with excessive volatility, or take them in stride.
Jeffrey Saut: Investors Should Listen to the Message From the Markets
Short-Term Cautious, But Pull-Backs Are Buying Opportunities
09/25/2014 - 02:00
Jeffrey Saut, Chief Investment Strategist at Raymond James Financial, is short-term cautious but believes we have now entered the second phase of this bull market, with institutions finally accepting the bull and getting invested.
Axel Merk: The Fed Will Be Late in Raising Interest Rates
Weak Global Economy Keeping Commodity Prices Low
09/24/2014 - 02:00
Axel believes Fed Chair Janet Yellen wants interest rates to remain low for the foreseeable future, and will likely be late in raising rates. He sees inflation arriving eventually. They discuss why central banks around the globe are all trying to cheapen their currencies.
Carlota Perez on Technological Revolutions, Manias, Bubbles, and Golden Ages
09/23/2014 - 02:00
Cris Sheridan welcomes Carlota Perez to discuss the findings of her widely read book, “Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages.” As she explains, technological revolutions aren’t random but occur on average every 60 years...
Jim Puplava’s Big Picture: The End of the Taper – When Will Rate Hikes Begin?
Also, “The End Game (Part 2) – It’s Easier to be Wrong than Right”
09/20/2014 - 02:03
Jim’s first Big Picture topic this week is about the Federal Reserve bring the tapering program to an end in October. Fed Chair Janet Yellen has stated that a “considerable time” until rate hikes begin is not a calendar event. However, there are more hawkish forces in the Fed, such as...
Martin Armstrong: War Cycle to Begin by 2016
International Capital Concentrating on U.S. Assets
09/18/2014 - 02:00
Jim welcomes back Martin Armstrong, of ArmstrongEconomics.com. Martin and Jim cover a wide array of macroeconomic and geopolitical topics. Martin sees the US becoming more isolated, as it continues to anger its traditional allies, and forcing Russia and China to begin working together again.
Michelle Caruso-Cabrera on Russian Sanctions, ISIS in Iraq, and the Implications of an Independent Scotland
Sanctions Against Russia Could Affect Germany’s Economy
09/17/2014 - 02:00
Jim welcomes back Michelle Caruso-Cabrera, CNBC's Chief International Correspondent. Michelle and Jim cover a number of geopolitical flashpoints, including the ongoing Russia/Ukraine conflict, the ISIS invasion in Iraq, and the upcoming vote in Scotland for independence from the UK.
MIT’s Roberto Rigobon on the True Rate of Inflation
Is the Government Manipulating the Data?
09/16/2014 - 02:00
Cris Sheridan welcomes Roberto Rigobon, Professor of Applied Economics at the MIT’s Sloan School of Management. They discuss the Billion Prices Project, started at MIT by Rigobon and fellow professor Alberto Cavallo. By using automated web scraping technology, the Billion Prices Project collects and tracks more than 1 billion prices each week...
Jim Puplava’s Big Picture: Ready or Not – Stock Prices Heading Higher
Also, “Dollar Bull Market Ahead?”
09/06/2014 - 02:03
Jim’s first topic this week on the Big Picture is “Ready or Not, Stocks Heading Higher”. While many investors have been waiting all year, or longer, for a significant correction, Jim currently believes the market will be heading higher. He lists a number of favorable factors right now, including...
Mark Nestmann: New FATCA Laws Are Not the End of America
Be Cautious on Taking Drastic Measures
09/04/2014 - 02:00
Jim welcomes back Mark Nestmann, President of The Nestmann Group, Ltd., an international consultancy assisting individuals to achieve their wealth preservation goals. Mark and Jim discuss the complex and restrictive provisions of FATCA, the Foreign Account Tax Compliance Act, which came into total effect in July of this year.
Jim Puplava’s Big Picture: Advantage America – Transformational Changes Ahead (Part 2)
Interviews With Joel Kurtzman and Jeffrey Saut
08/30/2014 - 02:03
In a special Big Picture two-part series, “Advantage America – Transformational Changes Ahead”, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations.
The Big Picture with Jim Puplava & Erik Townsend (Part 2)
“The Drivers Behind the Relentless Rise in Stocks” and “Financial Competence Critical for the Next President”
08/30/2014 - 02:00
In part two of a special Big Picture conversation between Jim Puplava and Erik Townsend, they begin by discussing the key drivers behind the relentless rise in the stock market in recent years. Erik believes that Quantitative Easing by the Federal Reserve is the most important factor.
Jim Puplava’s Big Picture: Advantage America – Transformational Changes Ahead (Part 1)
Interviews with Dr. Gary Shilling, David Rosenberg and Tom O’Halloran
08/23/2014 - 02:02
In a special Big Picture two-part series, Advantage America, Jim revisits interviews with prominent guests that have a surprisingly optimistic outlook for America in the decades ahead, particularly in comparison to other industrialized nations. A number of these interviews are with former...