Newshour on Global/International Issues
When Things Get Crazy, Don’t Get Lazy – Focus on Risk!
Apr 22 – Jn today’s Big Picture, Jim Puplava covers three extremely important topics that every investor should understand: 1) Risk—understanding it, recognizing when it is increasing, and how to mitigate it from decimating your...
Macro Market Philosophy and the Rise of Populism
Apr 20 – To truly understand the behavior of the market and its ultimate drivers, one must have the correct philosophical framework. Tyler Kling at Macro Ops (Twitter: @MacroOps) goes in-depth with FS Insider to discuss investor behavior in...
Geopolitical Update: North Korea, Turkey, and Europe in the Spotlight
Apr 19 – Recent geopolitical events have set markets on edge and Jacob Shapiro, Director of Analysis at Geopolitical Futures, discusses the threat level posed by North Korea under Kim Jong Un, recent developments in Turkey, and ongoing problems in the European Union.
Brexit Moves Forward But Has European Populism Stepped Back?
Apr 12 – UK Prime Minister Theresa May has officially started UK’s exit from the European Union, a.k.a. Brexit. This has never been done before and Stratfor’s Senior Europe Analyst, Adriano Bosoni, joins FS Insider today to discuss what we...
Banks Are Making Money – Why Aren’t You?
Apr 8 – Today’s Big Picture is broken up into three topics: 1) How banks are making money but this is not being passed along to bank depositors through savings accounts. Why is that and will that change as the Fed raises interest rates?
Death of a Bull Market – Major Paradigm Shift
Mar 18 – In today’s Big Picture podcast, Jim argues that we are at the end of the bull market in bonds with rising inflationary pressures and a turning point in global bond yields from their all-time lows last summer. He discusses the implications of this, what it means for investors...
John Murphy on Intermarket Analysis; Don Coxe on Bonds, US Pension Crisis
Mar 18 – Ryan Puplava covers this week’s events; John Murphy—technician, author, and pioneer of intermarket analysis—discusses the outlook on bonds, stocks, and commodities; and Don Coxe at Coxe Advisors warns of anomalies in the bond market and a building...
Felix Zulauf on Europe, China, Stock Market Outlook and More
Mar 17 – In today's podcast, legendary fund manager Felix Zulauf, head of Zulauf Consulting, provides his global macro outlook tying together political events, currency movements, and how specific investments and asset classes will likely be impacted in coming months...
The Next Big Thing – Infrastructure
Mar 11 – In 2002, Jim Puplava wrote “The Next Big Thing,” explaining how natural resources, commodities, and precious metals were the next long-term investments. Today, he outlines why “The Next Big Thing” is infrastructure with governments expected to spend...
Craig Johnson on Stocks, Bonds; Frank Holmes on Gold, Oil
Mar 11 – Ryan Puplava covers this week’s events, Piper Jaffray’s Craig Johnson discusses his outlook on the stock market and bond market in relationship to the three R’s—rates, rotations, and reflation—and Frank Holmes of US Global Investors provides his thoughts...
7 Megatrends for the Next Decade – Investment Implications
Mar 4 – Last week Jim Puplava gave an overview of the seven large, transformative forces impacting all aspects of the global economy. Today, he goes through the investment implications of each and how investors can position themselves...
7 Megatrends and the Next Crash
Feb 25 – Jim Puplava looks at seven large, transformative forces impacting all aspects of the global economy. Next, he talks about how these forces are colliding in the markets with a growing bubble that few are talking about.
Richard Duncan on Trump's Recipe for Disaster
Feb 24 – Today, we discuss Richard Duncan's recent presentation to a group of institutional investors titled, "Trump's Recipe for Disaster," where Duncan looks at the impact of rising interest rates in an overleveraged global economy...
Richard Dickson on Technicals; Todd Mariano on European Elections, Policy Outlook
Feb 18 – Ryan Puplava covers this week’s events, Richard Dickson, Senior Market Strategist at Lowry Research, discusses his technical outlook on the market, and Todd Mariano, Senior Policy Analyst at Renaissance Macro Research, discusses...
Michael Pettis on Capital Flows and Debt Crises
Feb 17 – Today, we resume our conversation with Michael Pettis where he discusses how large concentrations of capital into a single market—as we see in the US today—often resolve with an eventual debt crisis and soaring unemployment.
Michael Pettis: Most People, Including Trump, Don’t Understand How Global Trade Works
Feb 16 – When it comes to global trade, most people—including President Trump—don’t understand how it operates, says Michael Pettis, author of The Great Rebalancing. In today’s podcast, Michael explains why many of the fears surrounding...
Global Warming – LEIs Heating Up; Petro Business Cycle, Part 3
Feb 11 – The global economy is heating up and, when it comes to the world’s largest economy, the US, nearly 80% of leading economic indicators are now in an upswing, notes Jim Puplava in today’s Big Picture podcast. Is this a good thing...
Callum Thomas: Building Case for New Bull Market in Commodities
Feb 10 – Callum Thomas of Topdowncharts.com discusses the global macro backdrop 2016 vs. today, the three C’s defining the current investment environment—China, Commodities, and Currencies—and then focuses on the investment...
ECRI’s Lakshman: US Economy Experiencing Another Growth Phase
Feb 9 – For two years, the US and global economy was caught in a growth slowdown, which narrowly averted recession last year. Today, however, Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), says...
Market Outlook With Robin Griffiths and Marc Chandler
Jan 28 – After this week’s Market Wrap-Up, Robin Griffiths, Chief Technical Strategist at the ECU Group in London, joins us on today’s podcast to give his outlook on the global financial markets, particularly the US in the wake of Trump’s win and the strong stock market rally...