Financial Sense Newshour on the Economy
Technician Dave Nicoski: Typical Patterns Seen at Market Tops Not Present Today
Also, Ryan Puplava, Erik Townsend and Chris Puplava
11/01/2014 - 02:00
Nov 1 – Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research. Dave believes the market is poised to continue higher and notes that typical market patterns seen at market tops are not in evidence today.
Richard Duncan: Why QE 4 Is Inevitable
Duncan Expects Very Low Interest Rates Well Into the Future
10/30/2014 - 02:00
Oct 30 – Cris Sheridan welcomes Richard Duncan, Chief Economist at Blackhorse Asset Management in Singapore. Richard makes the case that since 2008 credit in the U.S. has been growing at less than 2% a year and the Fed has been printing money to create a wealth effect in financial assets in order to sustain the economy.
Satyajit Das: The Economies of Europe and Japan Are Not Working
Emerging Market Countries Are Also Slowing
10/29/2014 - 02:00
Oct 29 – Jim welcomes Satyajit Das, Author, Journalist and Commentator at EconoMonitor.com. They cover the global macro outlook, and Das sees inflexible economic and political structures in Europe and Japan leading to stagnating growth prospects.
David Marsh: Europe Unlikely to Launch Full-Scale QE With Bonds Near Record Highs
Beneficial Tailwinds From the U.S.
10/28/2014 - 02:00
Oct 28 – Cris Sheridan welcomes back David Marsh, Managing Director and Co-Founder of OMFIF (Official Monetary and Financial Institutions Forum) in London. David explains how the ECB is unlikely to launch a full-scale QE program in Europe with bonds near record highs. The ECB and Bundesbank don't want to run the risk of...
Lifetime Income Series: How to Live Comfortably and Not Die Broke
Special Guest: Yolanda York on Social Security Changes for 2015
10/27/2014 - 02:00
Oct 27th – This week Jim and John address one of the greatest fears for those in or nearing retirement; outliving one’s assets, or “dying broke”. This is a much more complex subject today, given the current era of financial repression and 0% interest rates, as well as an extremely deep recession and two bear markets within a decade.
Rick Santelli: When the Music Is Playing, You Have to Get Up and Dance
Fed Exit Will Be Long and Painful
10/24/2014 - 02:00
Oct 24 – Jim welcomes back CNBC’s Rick Santelli, who reports from the floor of the Chicago Board of Trade. Rick notes while the Federal Reserve was never designed to take the place of free markets, investors have to get up and dance as long as the Fed continues to play the music and keep interest rates at historically low levels.
Puru Saxena: Bull Market Could Be Over, But Don't Get Too Bearish Since Central Banks Will Likely Step In
Investors Positioning for Another Deflationary Scare
10/17/2014 - 02:00
Oct 17 – Cris Sheridan welcomes Puru Saxena, founder of Puru Saxena Limited in Hong Kong, and publisher of Money Matters. Puru sees this bull market as mature, where a lot of stocks are no longer participating. Market breadth has narrowed considerably and 60-65% of NYSE stocks are now in a bear phase.
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.