Financial Sense Newshour on Energy
Jeffrey Rosen: U.S. Economy to Feel Negative Impact of Oil Prices Starting 2016
Timeframe for the Next Recession
Jan 22 – Cris Sheridan welcomes Jeffrey Rosen, Ph.D., Chief Economist at Briefing.com. Cris and Jeff discuss the U.S. economy, the likely timeframe for another recession, and the negative...
Jeff Rubin: Massive Cap Ex Cuts Coming to the Energy Sector
Low Prices to Last Until North America Cuts Production
Jan 16 – Jim welcomes back Jeff Rubin, author and economist. Jeff and Jim discuss the dramatic decline in the price of oil, which Jeff had predicted back in early October in his last interview with Jim. Jeff explains his views on...
Kevin Kerr: The High Cost of Low Oil Prices
Steep Decline Has Created Instability in Russia, the Middle East and Hurt U.S. Shale Production
Jan 14 – Cris Sheridan welcomes Kevin Kerr of Kerr Trading International. Kevin has been trading commodities professionally over 20 years. Kevin and Cris discuss the dramatic slide in the price of oil, and how low it could continue.
Don Coxe: Cheap Fuels for as Far as the Eye Can See
Geopolitics the Primary Concern in 2015
Jan 8 – Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP and a market historian with more than 40 years of institutional investment experience. Don and Jim discuss the dramatic drop in the price of oil, and its potential benefits to...
Jim Puplava’s Big Picture: On the Record (Part 2)
John interviews Jim on multiple topics
Jan 3 – In part-two of a special year-end On The Record interview, John interviews Jim on an array of economic topics as well as his own philosophy on investing. In this segment, John asks Jim what makes him different as an investment advisor, and why...
Jim Puplava’s Big Picture: On The Record Part 1
John interviews Jim on multiple topics
Dec 27 – In part-one of a special year-end On The Record interview, Jim and John cover many economic and investment topics, including Jim’s views on peak oil, how the financial industry has changed since Jim started over 30 years ago...
Alex Daley on Solar Power, 3D Printing, and Digital Advertising
Dec 23 – Cris Sheridan continues his conversation with Alex Daley, chief technology investment strategist for Casey Research and senior editor of Casey Extraordinary Technology and BIG TECH. They cover a number of topics, including solar power...
Technician Louise Yamada: Small Caps Could Be Signaling a Corrective Phase Ahead
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Dec 13 – Jim welcomes back Louise Yamada CMT, Managing Director at Louise Yamada Advisors. Louise notes that the small cap stocks tend to lead the market, and they could be telling us a corrective phase is ahead. However, Louise sees no evidence of an emerging bear market at the moment, despite the collapse in energy prices.
Jim Puplava’s Big Picture: The New World Oil Order (Part 2) – The Paper Chase and the Oil Glut
Also, “It’s Complicated – Triggering the Next Global Financial Crisis”
Dec 13 – Last week in the Big Picture Jim delved into the causes of oil’s big decline. This week, Jim will follow up on this theme, discussing a number of important questions; is this trend in oil permanent? If not, how long will it last? What will be the impact on the economy, good or bad?
Joseph Dancy: Crude Oil Markets Surprise Analysts and Investors
Are Central Bankers to Blame?
Dec 11 – Jim welcomes back Joseph Dancy, manager of the LSGI Technology Venture Fund LP, and a professor of oil & gas law at Southern Methodist University. Joe and Jim discuss the 40+% decline in the crude oil markets over the last five months, and why it took most analysts and investors by surprise.
Jim Puplava’s Big Picture: The New World Oil Order
Also, “Megatrends for 2015”
Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.
Brian Pretti: Central Banks Are Afraid to Let Asset Prices Fall
Is the U.S. Energy Industry at Risk?
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.
Greg Weldon: “Commodity QE” Providing Major Boost to the U.S. Economy
U.S. Consumers Saving Billions From Decline in Gas Prices
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.
Kim Wallace on Repealing ACA, Keystone Pipeline, and 2016 Presidential Campaign
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...
Kurt Wulff: Seasonal Decline for Energy Market Now Ending
Nov 13 – Jim welcomes back Kurt Wulff CFA, Independent Energy Analyst at McDep LLC. Kurt notes that we are nearing the end of a seasonally weak period for the energy sector and gives his list of the best performers that...
Jim Puplava’s Big Picture: Oil Wars - Risks and Opportunities
Is This the Beginning of a Return to Lower Oil Prices?
Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.
Jim Puplava’s Big Picture: Stocks vs. Bonds – Do You Really Understand the Risk?
Also, “Oil Fundamentals – Risk or Opportunity?” and “A Look at Valuations: The Year 2000 and Today”
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Jeff Rubin: Oil Could Be Heading to $60 a Barrel
No Energy Independence for the U.S.
Oct 9 – Jim welcomes back author and economist Jeff Rubin to discuss the energy markets. Jeff analyzes the collapsing spread between Brent crude and WTI, and how Brent is now well below $100 a barrel despite geopolitical turmoil in the Middle East, which he views as bad news.
Jim Puplava’s Big Picture: Trouble in the Oil Patch
Also, “Hong Kong - Significance for the Financial Markets” and “Time to Panic?”
Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.
Dan Steffens: Rising Dollar Key Factor in Energy Sector Decline
Cold Winter Forecast Could Mean a Spike in Natural Gas Prices Ahead
Oct 3 – Jim welcomes Dan Steffens, President of Energy Prospectus Group in Houston. Dan and Jim discuss the third quarter decline in the energy sector, and if the oil price is likely to stabilize in the near term. They also cover the natural gas market, and how an early cold winter could affect prices.