Financial Sense Newshour on Energy
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
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
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.
Evelyn Browning Garriss: Evolving El Niño Pattern Weakening – Economic Consequences for North America
El Niño Pattern Could Affect the Hurricane Season
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...
Joe Dancy: Middle East Oil Producers in Turmoil
Record Level of Global Demand for Crude Oil Expected in 2014
Jim welcomes back Joseph Dancy, SMU School of Law Professor teaching Oil & Gas Law, and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the oil production volatility and uncertainty in certain key Middle Eastern oil producers.
Jim Puplava’s Big Picture: Peak Oil – Delayed But Not Resolved
Also, “OPEC’s New Competition” and “Missing the Boat”
Jim’s first topic on the Big Picture this week is “Peak Oil – Delayed but Not Resolved”. Jim lays out the issue of Peak Oil in depth, and quotes studies that believe it could still arrive by the end of this decade. Jim also looks at the Shale Revolution in the US and discusses how long the shale story may delay the onset of Peak Oil.
Jim Puplava on the Seven Megatrends That Will Shape the Next Decade
Catherine Austin Fitts Interviews Jim Puplava
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?
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.
Kurt Wulff: There Is Something for Everyone in the Energy Patch
Take Profits Off the Big Gainers
Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt notes that there are still values in the energy sector, but not as many as there used to be. He believes the Canadian oil and gas stocks, as well as...
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”
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.
Don Coxe: Russia, China and Iran to Become More Aggressive as US Disengages
We Are Now Facing the Possibility of Geopolitical Shocks, Especially in Oil
Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP in Chicago. Don and Jim discuss the growing geopolitical vacuum as the US is seen as disengaging and ineffective, while Russia, China and Iran become more aggressive.
Eric Janszen: US Still the Best Looking House in a Bad Neighborhood
Falling Gold Price Connected to Rising US Oil Production
Jim welcomes back Eric Janszen, founder and president of iTulip.com. Eric and Jim cover a number of global macro issues including the disruptive geopolitical events in the Middle East and their potential effects on the oil markets. Eric agrees that the US is still the best place to invest, in contrast to Europe or Asia.
Technician Craig Johnson: Stocks Headed Higher – Energy and Manufacturing to Drive Next Leg Up
Also, Ryan Puplava, Erik Townsend and Tom Smith
Jim welcomes back Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig sees corporate buy-backs and QE continuing to push capital flows into stocks. He also notes increased M&A activity is picking up topline growth.
Jim Puplava’s Big Picture: The Mandarins of Monetary Finance – The Consequences of Zero Bound
Also, “Geopolitical Risks and the Petro Business Cycle” and “After So Many Predictions, Will We See a Better Second Half?”
In Jim’s first Big Picture topic this week, he looks at the consequences of the Federal Reserve’s zero interest rate policies, and what he expects ahead for the markets and the economy. Jim also references his interview this week with noted Fed-watcher James Grant, and discusses his opinions on the Fed as well.
Dan Steffens: The Best Income Opportunities Are in the Energy Patch
U.S. Main Source of New Energy Supply
Jim welcomes Dan Steffens, President of Energy Prospectus Group in Houston. Dan and Jim discuss the need for income by retirees and others today, and Dan explains how carefully selected energy companies can provide sustainable income streams that can beat inflation.
The Big Picture: What Are Falling Bond Yields Telling Us? Are Equity Markets Topping?
Also, “Global Energy Alliances and the International Monetary System”
Erik Townsend and Chris Puplava sit in for Jim this week on the Big Picture. In the first topic, Chris looks at the bond market and discusses possible factors why bond yields are falling, and what this could mean for the global economy ahead.
Jim Puplava’s Big Picture: Megatrends That Will Reshape the Next Decade
Also, “Planning Essential to Avoiding Market Pitfalls” and “By Failing to Plan, You Are Planning to Fail”
Jim’s first Big Picture topic deals with the major changes heading our way over the next decade. A number of Jim’s guests on FS Insider have discussed these trends in recent months. Some of the areas that will be directly affected by these Megatrends include education, retail, manufacturing, energy, finance and technology.
Jeff Rubin: Shale Oil & Gas – The Biggest Energy Game-Changer in a Century
Changes coming to Geopolitics, Electrical Power, and the Industrial Economy
Jim welcomes back Jeff Rubin, economist and author. Jeff and Jim discuss the shale oil and gas revolution in the US, which Jeff believes is the biggest energy game-changer in a century. Jeff speaks to how a secure and domestic source of energy will change geopolitics, electrical power in the US and globally, and...
Joseph Dancy: Natural Gas – The Next Big Play
Transportation Delays Impacting Coal Generation
Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP and Professor of Oil & Gas Law at SMU Law School in Dallas. Joe discusses a number of trends in the energy sector, both long term and global in scope, which makes some parts of the business very attractive for long term investors.
Kurt Wulff: The Coming Opportunities in Natural Gas
The Best Way to Play the Next Move in Nat Gas
Jim welcomes back Kurt H. Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt and Jim discuss the best way to play the next move in the natural gas sector. Kurt lists the companies he believes are best positioned to take advantage of higher natural gas prices.
Marin Katusa: Is There Hope in the Uranium Sector?
US Produces Only 10% of the Uranium it Consumes Every Year
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...