Financial Sense Newshour on the Economy
Rawlson King on Biometrics: The Next Multi-Billion Global Industry
Will the Use of Passwords Disappear?
12/18/2014 - 02:00
Dec 18 – Cris Sheridan welcomes Rawlson King, Contributing Editor at BiometricUpdate.com. Cris and Rawlson talk about the latest developments and trends in the biometric technology space, which Biometric Research Group estimates to reach $15 billion by 2015.
Axel Merk: Volatility the Big Issue in 2015 – Markets and the Dollar Could Weaken
Risk Premiums Will Reappear Next Year Without QE From the Fed
12/17/2014 - 02:00
Dec 17 – Jim welcomes back Axel Merk, Founder and Chief Investment Officer of Merk Investments LLC. Axel notes that foreigners have bid up U.S. markets and the dollar this year. He believes turbulence will return to the markets next year with the end of QE by the Fed, and sees potential weakness in both the U.S. markets and the dollar.
Cam Hui: Nervously Long With Tight Stops
A Look at the Main Bullish and Bearish Arguments for Stocks Right Now
12/16/2014 - 02:00
Dec 16 – Cris Sheridan welcomes Cam Hui CFA, Portfolio Manager at Qwest Investment Fund Management. Cam discusses the main bullish and bearish arguments being made for stocks right now. On the positive side, Cam and Cris discuss seasonality, U.S. economic growth, an earnings boost from lower oil prices, and still accommodative central banks.
Matthew Kerkhoff: Why QE Can’t Lead to Hyperinflation (Part 2)
No Direct Link Between the Fed’s Reserves and the Wider Economy
12/10/2014 - 02:00
Dec 10 – In part-two of Cris Sheridan’s interview with Matthew Kerkhoff of the Dow Theory Letters, Matthew explains why the commercial banking system has a much more profound effect on the prices of goods and services than central banking policy.
Matthew Kerkhoff: Why QE Can’t Lead to Hyperinflation (Part 1)
Central Banks Can Produce Deflation Easier Than Inflation
12/09/2014 - 02:00
Dec 9 – Cris Sheridan welcomes Matthew Kerkhoff, Director of Research at Dow Theory Letters. Matthew believes that very few people have taken the time to understand how QE actually works. Most people believe the Fed is printing money and this would directly result in higher inflation, or even hyperinflation.
Brian Pretti: Central Banks Are Afraid to Let Asset Prices Fall
Is the U.S. Energy Industry at Risk?
12/05/2014 - 02:00
Dec 5 – Jim welcomes back Brian Pretti CFA, Managing Editor of ContraryInvestor.com. Brian and Jim cover a range of macroeconomic topics including the recent weakness in the price of oil. They discuss the benefits to the consumer of cheaper gasoline versus the threat to the domestic energy industry, and it’s great run of creating well-paying jobs over the last five years.
Why Jeremy Grantham Is Right About Corporate Profit Margins
Are Corporate Profit Margins Unsustainable?
12/03/2014 - 02:00
Dec 3 – Cris Sheridan welcomes Baijnath Ramraika CFA. Corporate profit margins are at all-time highs and have remained at such levels for far longer than normal. Many say this is unsustainable and have predicted a sudden crash to occur over the past couple years, only to be proven wrong.
Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council
Also, “Mario Fires Another Bazooka Round” and “New EPA Rules - The Beheading of King Coal”
11/29/2014 - 02:03
Nov 29 – In a reprise edition of the Big Picture from last summer, Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative (the vote takes place November 30th). The initiative will mandate no more sales of Swiss gold by the government...
Jim Puplava’s Big Picture: The Endgame – The Grand Finale and The Meltdown
Also, “The Assault on Monopolies – Disruption & Transformation”
11/29/2014 - 02:00
Nov 29 – In a special reprise edition of the Big Picture, Jim looks at where we are in the market cycle, close to the top, or heading higher? Jim lays out the case that macro forces favor higher stock prices for an extended period. He looks at where we may be in this bull market, and makes historical...
Professor Alexander Motyl on Putin’s Chess Game With the West and the Prospect of War
Russia's Economy and Military Cannot Sustain a Major Conflict
11/28/2014 - 02:00
Nov 28 – In a special reprise edition of FS Insider, Cris Sheridan welcomes Alexander J. Motyl, Professor of Political Science at Rutgers University-Newark. Professor Motyl is a specialist on Ukraine, Russia, and the USSR, and on nationalism, revolutions and empires. He notes that Putin is calculated and responsive to cost-benefit analysis; therefore the U.S. and others should...
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...