Newshour on Global/International Issues

  • BCA’s Caroline Miller on Global Reflation Outlook Jul 21

    Jul 21 – FS Insider is pleased to welcome Caroline Miller, Global Strategist at BCA Research, to discuss her recent webcast, Global Reflation: Where Next for Policy, Profits, and Prices? (click here for slides), where she covers the tectonic shift underway...

  • The Geopolitical Chess Game – Interview with Statfor’s Reva Goujon Jul 14

    Jul 14 – Reva Goujon, VP of Global Analysis at Stratfor, discusses Russia’s geopolitical chess game with the US, concerns at the recent G-20 summit, dissolving trade relations, problems in the Middle East, North Korea, and much, much...

  • Peter Boockvar: Buckle Your Seatbelts, the Market Is About to Get Turbulent Jul 13

    Jul 13 – Central bankers are no longer your friends, says Peter Boockvar, co-CIO at Bookmark Advisors as well as the editor of the daily Boock Report. Because of this, he believes that we’ll see very little tolerance for error when companies miss their earnings this quarter...

  • Armstrong on Looming Defaults, Bankruptcies, and ’87-Like Bear Trap Jun 28

    Jun 28 – In an exclusive interview with FS Insider, legendary forecaster Martin Armstrong of ArmstrongEconomics.com provides his thoughts on US and global markets, commodities, precious metals, the possibility for a major...

  • Louis-Vincent Gave on Tech, Fed Balance Sheet, and More Jun 16

    Jun 16 – Louis-Vincent Gave of Gavekal Research provides his outlook on tech stocks in the US and China, and also explains the unique method they appear to be using to hedge political risks coming from anti-trust laws. Louis also discusses...

  • Louise Yamada on Stocks; Dave Morgan on Silver and Metals Jun 10

    Jun 10 – PFS Group’s Ryan Puplava discusses this week’s events with Saudi Arabia, Qatar, Comey’s testimony, the ECB, and more. Then, Louise Yamada of LY Advisors says investors should be cautious given the technical condition of the...

  • Is Global Growth Starting to Peak? Jun 01

    Jun 1 – After experiencing a synchronized upturn in global economic growth starting around mid-2016, Callum Thomas of Top Down Charts shares his most recent Weekly Macro Themes report looking at whether the global growth picture is faltering.

  • Foreign Stocks in Bull Market Breakouts May 25

    May 25 – Justin Smyth at Next Big Trade discusses Stage Analysis and the tool he’s developed for investors that screens global markets and market sectors according to four stages—basing, advancing, consolidation/topping, or declining...

  • Global Bubble Status Report With ETH Zurich’s Didier Sornette May 18

    May 18 – For the month of May, there’s an “abnormally large number of stocks showing strong positive bubble signals with weak fundamentals,” write the scientists behind the Global Bubble Status Report at ETH Zurich’s Financial Crisis Observatory.

  • Leland Miller on China, Commodities, and Trade Wars May 10

    May 10 – Today, we speak with China Beige Book’s Leland Miller on what they see taking place in China and how it relates to commodities and the overall global economy. China Beige Book is the most comprehensive, definitive source of...

  • Stratfor’s Reva Goujon: US Too Late on North Korea May 04

    May 4 – Reva Goujon, VP of Global Analysis at Stratfor, discusses fears over US protectionism, Trump’s possible invocation of the “national security card” for reducing imports from certain countries, and why there are no good options...

  • Louis Gave on Investing Abroad and Jim Puplava on the Fab Five, Dogs, and Aristocrats Apr 29

    Apr 29 – In today’s Big Picture, we look at the three different ways or approaches of making money in the stock market with the Fab Five, the Dogs of the Dow, and the Dividend Aristocrats. Next, we speak with Louis-Vincent Gave at Gavekal...

  • Oppenheimer’s Ari Wald on Technical Outlook; Dan Steffens on Energy Market Apr 29

    Apr 29 – After this week’s market wrap-up, Ari Wald, Head of Technical Analysis at Oppenheimer, explains why US stock market technicals are still healthy when looking at breadth and types of sector leadership. He argues that the S&P 500 is...

  • Jim Bianco on Global Market Rally, Oil, Rates, and More Apr 26

    Apr 26 – Jim Bianco of Bianco Research joins FS Insider today to discuss the recent market action, why global and US stock markets are in a strong rally mode, his outlook on bond yields, oil, and much, much more. Jim specializes in...

  • When Things Get Crazy, Don’t Get Lazy – Focus on Risk! Apr 22

    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

    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

    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

    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 08

    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

    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...

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