Financial Sense Newshour on the Economy
Satyajit Das: “Poker Bluff” - The European Economic Crisis Hasn’t Gone Away
The Banking System in Europe Is Broken
11/27/2014 - 02:00
Nov 27 – In a special reprise edition of FS Insider, Jim welcomes back Satyajit Das, author, journalist and commentator at EconoMonitor.com. Das discusses the European banking crisis, and asserts that the crisis hasn’t gone away and that the European Central Bank is currently engaged in...
Greg Weldon: “Commodity QE” Providing Major Boost to the U.S. Economy
U.S. Consumers Saving Billions From Decline in Gas Prices
11/26/2014 - 02:00
Nov 26 – Cris Sheridan welcomes Gregory Weldon, CEO of Weldon Financial and publisher of Weldon’s Money Monitor. In a wide-ranging interview, Greg stresses how the continued plunge in energy prices is a stimulus to consumers, providing its own QE for the economy.
Jim Puplava’s Big Picture: Disinflation – The Battle Between Inflation and Deflation
Also, “The Next Asset Bubble: Risk-On Trade Has More Time to Run”
11/22/2014 - 02:03
Nov 22 – The first topic on the Big Picture this week is about the ongoing global battle between inflation and deflation. Despite trillions of dollars created by central banks, there are continuing reports of falling inflation around the globe.
Dr. Gary Shilling on the Overpowering Reality of Deleveraging
The Fed Likely to Remain on Hold for a Long Time
11/21/2014 - 02:00
Nov 21 – Jim is pleased to welcome back A. Gary Shilling PhD, President of A. Gary Shilling & Co., an economic consulting firm. Gary believes what many economic analysts are missing is the overpowering reality of deleveraging on the economy, and how it can take a decade or longer to work off the overhanging debt.
Jeffrey Saut: Turning Point – Compromise in the Air in Washington DC
Corporate Tax Reform Likely in the Next 12 Months
11/20/2014 - 02:00
Nov 20 – Jim welcomes back Jeffrey Saut, Chief Investment Strategist at Raymond James Financial. Jim and Jeff discuss the recent mid-term elections. Jeff sees the elections as a turning point, with a “fed-up” electorate sending a message. Jeff believes that compromise...
Who Is Friedrich Hayek? (Part 2)
11/19/2014 - 02:00
Nov 19 – Part economist, part philosopher, and part psychologist, Friedrich Hayek was a man way ahead of his time. In part two of this two part broadcast, global investment strategist James Kostohryz joins Financial Sense Newshour to discuss...
Who Is Friedrich Hayek? (Part 1)
11/18/2014 - 02:00
Nov 18 – Part economist, part philosopher, and part psychologist, Friedrich Hayek was a man way ahead of his time. His ideas, fleshed out through numerous works spanning decades, have deeply influenced political thought, neuroscience, and how we understand the inner workings of the economy...
Jim Puplava’s Big Picture: Looking Back & Forward – Megatrends
11/15/2014 - 02:03
Nov 15 – In this week’s Big Picture Jim gives an overview of the seven megatrends that will reshape the next decade. He also looks at the situation in Washington after the midterm elections and whether investors should expect the same level of political drama in years past.
Kim Wallace on Repealing ACA, Keystone Pipeline, and 2016 Presidential Campaign
11/14/2014 - 02:00
Nov 14 – Jim welcomes back Kim Wallace, Executive Managing Director and Partner at Renaissance Macro Research to discuss the expected impact both fiscal and monetary policy will have on the markets in the years ahead. Key topics covered in this interview are the recent mid-term elections...
Michael Shedlock: Why Hyperinflationists (and Deflationists) Got It Wrong
11/12/2014 - 02:00
Nov 12 – Cris Sheridan, Senior Editor of Financial Sense welcomes Michael “Mish” Shedlock of Global Economic Trend Analysis, one of the most popular economic blogs in the country. Mish discusses why hyperinflation and a freefall in the U.S. dollar...
Jim O’Sullivan: The Domestic Economy Is Accelerating
GDP Trend Growth Likely 3% Next Year
11/07/2014 - 02:00
Nov 7 – Jim welcomes Jim O’Sullivan, Chief U.S. Economist at High Frequency Economics. Jim discusses the slowing global economy and the growing domestic economy, which he sees as a plus on balance. He believes the U.S. has a good chance of seeing 3% growth in 2015. They discuss the reasons behind...
Rick Sharga: We’re Back to 2004 Prices - Real Estate Investors Focus on Rental Cash Flow
We’re Still 2-3 Years From a Normal Housing Market
11/06/2014 - 02:00
Nov 6 – Jim welcomes Rick Sharga, Executive Vice President at Auction.com to discuss the real estate market. Rick believes the real estate market nationally is finally coming out of one of the most abnormal real estate cycles in history with the epic boom/bust period of the last decade.
Charles Hugh Smith: Wealth Inequality by the Fed Now Mainstream Issue
QE Only Helping a Very Small Minority
11/04/2014 - 02:00
Nov 4 – Cris Sheridan welcomes Charles Hugh Smith, author of the Of Two Minds blog. Charles notes that the Federal Reserve has been seen as all-powerful, but believes that perception is now waning. The Fed’s monetary policy is seeing diminishing returns since it only helps increase the wealth of a very small minority of the public.
Technician Dave Nicoski: Typical Patterns Seen at Market Tops Not Present Today
Also, Ryan Puplava, Erik Townsend and Chris Puplava
11/01/2014 - 01:00
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 - 01:00
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 - 01:00
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 - 01:00
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 - 01:00
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 - 01:00
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 - 01:00
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.