Financial Sense Newshour on the Economy
Jim Puplava’s Big Picture: Dr. Gary Shilling on Deflation, the Dissolution of OPEC, and the Sunset of China’s Economy
02/06/2016 - 02:03
Feb 6 – In a special edition of the Big Picture, Jim welcomes Gary Shilling PhD, President of A. Gary Shilling & Co and publisher of the newsletter Insight. In this exclusive interview, Gary provides some current analysis on the global economy and...
Dr. Gary Shilling on The Age of Deleveraging: Investment Strategies for a Decade of Slow Growth and Deflation
02/05/2016 - 02:00
Feb 5 – Jim welcomes back Gary Shilling PhD, President of A. Gary Shilling & Co and publisher of Insight. They discuss how Gary’s book, The Age of Deleveraging, is still relevant and still prescient in its forecasts. Gary notes that “history is...
ECRI’s Lakshman Achuthan: US Economic Slowdown Underway; Fed Too Late on Rate Hikes
02/04/2016 - 02:00
Feb 4 – A US economic slowdown is underway, says Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, adding that the Fed waited too long to hike rates. Lakshman discusses US economic trends, prospects...
Jim Puplava’s Big Picture: Financial Tremors and Monetary Shockwaves
01/30/2016 - 02:03
Jan 30 – This week on the Big Picture, Jim and John dissect the latest statement from the Federal Reserve, and then look ahead, discussing if the Fed’s plans for raising rates in 2016 are realistic, given economic weakness, market...
Worth Wray: Global Economy Waiting for a Shock
01/29/2016 - 02:00
Jan 29 – Evergreen Gavekal’s Chief Economist, Worth Wray, offers an in-depth examination of China, why a possible currency crisis or financial shock emanating abroad holds much more importance today than what the global economy experienced...
Clif Droke: Bear Market Underway – Stay Defensive
01/28/2016 - 02:00
Jan 28 – Clif Droke, Editor of the Momentum Strategies Report, is a recognized authority on moving averages and internal momentum. In this interview, Clif discusses the technical backdrop of the market and why he thinks a “bear market...
Jim Puplava’s Big Picture: A Rate Hike Too Far: The Fed’s Blunder
01/23/2016 - 02:03
Jan 23 – The first topic this week on the Big Picture is “A Rate Too Far: The Fed’s Blunder”. Market turbulence around the globe has marked the first three weeks of the new year. As Jim discussed in his Forecast 2016 program, one of the wild cards this...
Stratfor’s Reva Bhalla on 2016 Geopolitical Outlook
01/21/2016 - 02:00
Jan 21 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor to discuss their 2016 geopolitical forecast (see here), including the outlook for oil and commodities, impacts on various markets, and major developments...
Neil Dutta: Global Economy Not Collapsing, Risk of US Recession Still Low
01/20/2016 - 02:00
Jan 20 – Neil Dutta explains Renaissance Macro’s economic outlook for the US and around the globe. Neil says the weakness felt in the fourth quarter was largely due to a sharp inventory correction, which is likely to be reversed this year, and...
Jim Puplava’s Big Picture: Forecast 2016 – Shelter in a Storm
01/16/2016 - 02:03
Jan 16 – In this edition of the Big Picture, “Forecast 2016 – Shelter in a Storm” Jim gives his forecast for the economy and the markets for 2016. Last week, Jim noted the consensus forecast was basically a continuation of last year, with growth predicted...
Robin Griffiths: The Problem Isn’t the US Economy – It’s an Overvalued Stock Market
01/16/2016 - 02:00
Jan 16 – Jim welcomes back Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin believes the globe is slipping into a collective bear market, and advises taking risk off the table. He sees the two strongest markets as the...
Martin Armstrong on the War Cycle, Collapse in Government Confidence, and Deflation
01/14/2016 - 02:00
Jan 14 – Cris welcomes back Martin Armstrong from Armstrong Economics. Martin covers an array of global macro topics including why he believes the US is the “only game in town” as global capital flees instability around the world. He also...
Gordon Long Says Global Slowdown Quickly Washing Ashore
01/13/2016 - 02:00
Jan 13 – Gordon Long, co-founder of Financial Repression Authority, discusses a powerful combination of headwinds in our current market and economic environment, including his belief that Americans are facing increasing levels of taxation by...
Ralph Acampora: Raise Cash and Sit on the Sidelines for Now
01/09/2016 - 02:00
Jan 9 – Jim welcomes back legendary technician Ralph Acampora, Director Tactical Investments at Altaira Wealth Management. Ralph is concerned about a number of technical indicators, including the narrowness of the market, as well as serious geopolitical factors that could have negative effects...
Robert Rapier’s Five Energy Predictions for 2016
01/08/2016 - 02:00
Jan 8 – Robert Rapier, a chemical engineer and energy analyst, makes specific predictions each year related to the energy market, whether it’s the price of oil or even who will win 2016’s presidential election. In this interview, Robert discusses his five predictions, which ones he feels most...
Moneyball Economics' Andrew Zatlin Reiterates Bearish Outlook on Stock Market
01/07/2016 - 02:00
Jan 7 – Andrew speaks with Cris about three cycles converging in 2016, which paint a bearish picture for stocks. He reiterates his belief from last year that investors should consider a higher cash position and sell into any strength. Andrew Zatlin is a leading forecaster of key economic benchmarks and...
Howard Davidowitz: Middle Class Has Been Destroyed While US Debt Has Doubled
01/06/2016 - 02:00
Jan 6 – Howard Davidowitz, Chairman of Davidowitz and Associates, a highly respected retail industry consulting and investment banking firm, explains how the changing nature of the US economy is being reflected in a very mixed retail space, where much of the growth is isolated to e-commerce and...
The Financial Sense Strategy Conference – Part Two
01/02/2016 - 02:03
Jan 2 – In Part Two of The Financial Sense Strategy Conference, Jim Puplava talks about preparing for the final phase of the bull market and implications for investors. He touches on valuations and Federal Reserve rate cycles, how to invest in the final phase, what are the signs of a bull market top...
The Financial Sense Strategy Conference – Part One
01/02/2016 - 02:00
Jan 2 – The Financial Sense Strategy Conference was presented to clients and the public on November 7th at the Marriott Hotel in Del Mar, California. In Part One of this conference webinar, Jim Puplava gives a broad macro overview on the global economy and global monetary policy. Jim also discusses...
Dr. Ben Hunt on Broken Models, Extreme Outcomes, and Liquidity Shocks
12/30/2015 - 02:00
Dec 30 – Ben Hunt says that we are moving into a global economic environment where traditional economic models no longer apply. He discusses why this means more volatility, liquidity shocks, and how investors should prepare as move into 2016. Ben Hunt PhD is the Chief Risk Officer of Salient...