Financial Sense Newshour on the Economy
Jim Puplava’s Big Picture: Creative Destruction – How Technology Is Changing the Economy and Our Lives
Also, “Mid-Year Update – Forecast 2014 – A look at the Second Half”
07/12/2014 - 02:03
Jim’s first Big Picture topic this week is “Creative Destruction - How technology is changing the economy and our lives”. Jim explains the economic theory of creative destruction, and how the process revolutionizes the economic structure from within, destroying old companies and ideas, and creating new ones.
Technician John Kosar: The Odds Favor a Correction in the Third Quarter
Also, Ryan Puplava, Erik Townsend and Tom Smith
07/12/2014 - 02:00
Jim welcomes back John Kosar CMT, Director of Research at Asbury Research LLC. John sees the odds favoring a correction in the third quarter and advises to have a plan in place to take advantage of any corrections. John also notes that the market will be more vulnerable to mishaps after the Fed taper ends later this year.
Tracie McMillion: Investors Beware Complacency – Low Volatility Does Not Mean Low Risk
Global Economic Backdrop Is Favorable for Equity Assets, Less So for Fixed Income
07/10/2014 - 02:00
Jim welcomes Tracie McMillion CFA, Asset Allocation Strategist at Wells Fargo Bank. Tracie and Jim discuss her recent Mid-Year Outlook for Wells Fargo. She expects three to four percent global economic growth in 2014, with significant variation among countries. Tracie notes that the global economic background is currently...
Joel Kurtzman: Unleashing the Second American Century: Four Forces for Economic Dominance
Four Transformational Forces Will Provide the Foundation for a much Stronger Economy in the Future
07/09/2014 - 02:00
Jim is pleased to welcome author Joel Kurtzman, Senior Fellow at the Milken Institute and author of the new book “Unleashing the Second American Century: Four Forces for Economic Dominance”. Joel makes the powerful argument, that while America faces many challenges, our best days are ahead of us.
Jim Puplava’s Big Picture: The Old Normal, The New Normal, Inflation and Oil
Also, The Relentless Bid (Part 2) – Central Banks and the Land of the Giants
07/05/2014 - 02:02
In Jim’s first topic on the Big Picture he explains how the world operates much differently today, with interest rates at half century lows and global economic growth at anemic levels. Jim goes into detail into how the “New Normal” operates, and how it is related to both inflation and the price and politics of oil.
Technician Tom McClellan: Don’t Look for a Bear Market Soon – Sentiment Is Bullish
Also, Ryan Puplava, Erik Townsend and Rob Bernard
07/05/2014 - 02:00
Jim welcomes back Tom McClellan, Editor of McClellan Financial Publications. Tom doesn’t see a bear market anytime soon. He notes that the Fed's balance sheet is still getting larger, and that is still bullish for the stock market.
Evelyn Browning Garriss: Evolving El Niño Pattern Weakening – Economic Consequences for North America
El Niño Pattern Could Affect the Hurricane Season
07/04/2014 - 02:00
Jim welcomes back Evelyn Browning Garriss, editor of the Browning Newsletter. They discuss the developing El Niño weather pattern in the Pacific Ocean, and it’s economic consequences. History shows that El Niños affect large portions of the US and Canadian economies − from agriculture to...
Puru Saxena: Hard Landing Coming to China
Gold Trying to Build a Base
07/01/2014 - 02:00
Jim welcomes back Puru Saxena, Editor of Money Matters, a monthly economic report, and Founder of Puru Saxena Limited of Hong Kong. Puru sees a hard landing ahead for China, and warns against overvalued Chinese real estate.
Jim Puplava on the Seven Megatrends That Will Shape the Next Decade
Catherine Austin Fitts Interviews Jim Puplava
06/27/2014 - 02:00
In a special edition of FS Insider, Catherine Austin Fitts of the Solari Report interviews Jim on seven megatrends that will reshape America in the coming decade. Jim draws from an extensive number of interviews with authors, economists and other experts to compile his list.
James Hamilton on Iraq, Another Oil Shock, and the U.S. Economy
Is the U.S. Economy Vulnerable to Another Oil Spike?
06/26/2014 - 02:00
Cris Sheridan, Senior Editor of Financial Sense, welcomes James D Hamilton PhD, Professor of Economics at University of California, San Diego. Professor Hamilton is one of the leading researchers on the influence of oil shocks and their contribution in ten of the last eleven U.S. economic recessions.
John Butler on Geopolitical Flare-ups, the Market, and Commodities
The Market Is Priced for Perfection
06/24/2014 - 02:00
Cris Sheridan, Senior Editor of Financial Sense, welcomes John Butler, Chief Investment Officer at Amphora Commodities Alpha Fund in London. John and Cris discuss recent geopolitical hot spots, and also the other variables that affect the commodity space.
Jim Puplava’s Big Picture: Threats Ahead for The Fed: Taper, Rate Hikes and a Familiar Foe
Also, “Jim and John in a Bull vs. Bear Debate” and “The Return of the Fed’s Old Nemesis – Oil”
06/21/2014 - 02:03
Jim’s first Big Picture topic this week is about the Federal Reserve, and how rising oil prices may threaten the Fed’s ability to control rate hikes and it’s taper policies. Jim discusses how high oil prices threaten economic growth. The next topic is a light-hearted Bull vs Bear “Debate” between Jim and John.
Technician Robin Griffiths: We Are in the New Normal, and Not Going Back
Also, Ryan Puplava, Erik Townsend and Chris Puplava
06/21/2014 - 02:00
Jim is pleased to welcome back Robin Griffiths, Technical Strategist at Cazenove Capital in London. Robin and Jim discuss a wide range of issues including the significant effect of QE on the markets. Robin sees the Federal Reserve “put” as distorting market risk. This is all part of the “new normal” that Robin believes is here to stay.
Dr. Marc Faber: Weakness in Global Markets – Stocks Vulnerable
Long Term Treasury Rates Dropping Due to the Weak Economy
06/20/2014 - 02:00
Jim welcomes back Marc Faber PhD, of Marc Faber Ltd in Hong Kong, and publisher of the well-known newsletter, The Gloom, Boom & Doom Report. Dr. Faber surveys the global macro landscape and is cautious, at best, in his outlook.
James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing
Bullish on India and Gold
06/13/2014 - 02:00
Jim is pleased to welcome back James Grant, Founder and Editor of Grant's Interest Rate Observer. James and Jim cover an array of topics, including Grant’s outlook for Federal Reserve policy and how attempts to control or manipulate interest rates are ultimately futile.
The Market as a Complex Adaptive System: An Interview With Dr. Hamid Benbrahim
Machine Learning - A Key Tool for Taking Advantage of Financial Complexity
06/11/2014 - 02:00
Cris Sheridan, Senior Editor of Financial Sense, welcomes Dr. Hamid Benbrahim where they discuss how the financial markets are a complex adaptive system and how economics alone is insufficient as a framework for understanding how complex adaptive systems operate...
Alex Daley: Why I Moved to Puerto Rico – The New Land of Opportunity for Americans
Also, the Outlook for Apple in the Years Ahead
06/10/2014 - 02:00
Jim welcomes back Alex Daley, Senior Technology Editor at Casey Research. Alex discusses why he moved to Puerto Rico from Vermont and how Puerto Rico now offers advantages that no other nation on earth can provide to the world’s largest market of investors and entrepreneurs, Americans.
James Bianco: The Economy Is Not as Strong as People Believe
Interest Rates Can Go Lower From Here
06/06/2014 - 02:00
Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. James covers a number of topics including the bond market, the direction of interest rates, QE from the Fed, and future Fed policy. He believes that the economy isn’t as strong as people believe, and that interest rates can go lower from here before rising.
Laurence Kotlikoff: Social Security Is Grossly Unfair, Insolvent, and Needs to Be Retired
America’s Ponzi Scheme – Social Security Is Broke Now
06/05/2014 - 02:00
Jim welcomes back Laurence Kotlikoff, Professor of Economics at Boston University. Professor Kotlikoff has provided expert testimony on numerous occasions to the Senate Finance Committee, the House Ways and Means Committee, and the Joint Economic Committee.
Rick Santelli: Interest Rates Are Going Lower – But Not Because of Fundamentals
The Dark Side of QE – It Penalizes Savers
05/30/2014 - 02:00
Jim welcomes back Rick Santelli, On-Air Editor at CNBC, reporting live from the floor of the Chicago Board of Trade. Rick’s focus is primarily on interest rates, foreign exchange, and the Federal Reserve. Rick discusses interest rates today, and notes that major central banks are destroying the risk premium and distorting markets.