Newshour on Global/International Issues
Neil Dutta on US Economic Outlook, Risks of “Too Much Fiscal Stimulus”
Dec 8 – Renaissance Macro’s Neil Dutta joins FS Insider to discuss his outlook and assessment of US manufacturing, the service sector, housing, wage growth, employment, the wider global economy, and the risks coming from too much fiscal...
Stratfor’s Reva Goujon: Major Geopolitical Changes Coming in 2017
Dec 2 – Reva Goujon, VP of Global Analysis at Stratfor, discusses the potential implications of a Trump presidency in terms of trade, geopolitics, and foreign policy. She also goes through the major events and potential stress points for...
Andrew Scott on "The 100-Year Life: Living and Working in an Age of Longevity”
Nov 29 – Jim welcomes Professor Andrew Scott, Professor of Economics at the London Business School, and co-author of The 100-Year Life. Professor Scott notes that with every new decade, lifespan is now increasing by 2-3 years, and a child born in 2007 has a 50%...
Craig Johnson: Major Rotations into Positive Year-End
Nov 19 – After Ryan Puplava’s weekly market wrap-up, Jim interviews Craig Johnson, Senior Technical Research Analyst at Piper Jaffray, who gives an update on his technical outlook for the US stock market and explains why a sustained move in bond yields could derail...
Jim Puplava’s Big Picture: Trump and the Great Reflation
Nov 19 – Donald Trump has won the election and now plans to provide a major boost to the economy. Will it succeed and delay the onset of a recession or will the “great reflation” get stopped dead in its tracks as interest rates climb steadily higher? Jim discusses...
Will Trump Cause a US Debt Crisis?
Nov 16 – Urban Carmel, lead writer and analyst at The Fat Pitch, goes in-depth with FS Insider to discuss US debt levels at the government, corporate, and household level and how the US compares to other countries in terms of debt...
Jim Rickards on the "The Road to Ruin"
Nov 12 – For today's Big Picture, we speak with the always popular Jim Rickards to discuss his new book, "The Road to Ruin: The Global Elites' Secret Plan for the Next Financial Crisis."
WisdomTree’s Jeremy Schwartz on ETFs, Currency Hedging, and Investment Strategies
Nov 11 – Jeremy Schwartz is the Director of Research at WisdomTree Asset Management and also the host of Wharton Business Radio’s “Behind the Markets” on SiriusXM 111 with Jeremy Siegel. He speaks with FS Insider today...
Jeffrey Saut on Trump Win – Implications for Stocks, Bonds, and the Economy
Nov 10 – Raymond James’ Chief Investment Strategist, Jeffrey Saut, joins us today to provide his thoughts on the Trump win, Republican takeover of Congress and what this means for the US stock market, specific sectors, asset classes...
Kurt Kallaus on What Commodities Are Saying About the US, Global Economy
Nov 9 – The day after US elections, Kurt Kallaus of ExecSpec joins FS Insider to discuss his latest research piece, Commodity Index As a Leading Economic Indicator, and why his outlook for a cyclical economic upturn given earlier this year is...
Jim Puplava's Big Picture: The Only Game in Town - How Central Banks Are Running the Economy
Nov 5 – In today's Big Picture podcast, Jim explains how even though central banks are running the economy, the likelihood for a 2017 recession has increased. Then, Jim provides some investment strategy when the future is...
Central Banks Now Doing More Harm Than Good, Says Former BIS Chief Economist
Oct 29 – This is a special reprise edition of FS Insider which originally aired in September. Today we speak with William White, former Chief Economist at the Bank for International Settlements (BIS) and current chairman of the Economic and Development Review...
Browning World Climate Bulletin: Water Rights and Decadal Oscillators
Oct 27 – Today, we speak with Evelyn and James Garriss of the Browning World Climate Bulletin to get an update on long-term weather trends and the expected impacts on commodities, the economy, and the world at large.
David Rosenberg on Economic Outlook, Escalating Political Risks
Oct 26 – Gluskin Sheff’s Chief Economist and Strategist, David Rosenberg, offers his outlook on the US economy, possibility for a cyclical upturn, and discusses the large number of political risks in the US and abroad.
Tom McClellan: Stock Market Will Determine the Next President
Oct 22 – How does the stock market decide who wins this the presidential race this November? Tom McClellan explains why in today’s podcast. Also, Marc Chandler discusses the flash crash in the British Pound and why he’s...
Eric Hadik on Cycles, Gold, and Stock Market
Oct 21 – Can market cycles be used to predict certain events? Eric Hadik, editor and publisher of INSIIDE Track and The Weekly Re-Lay, says a cyclical analysis of the British pound helped to predict that the UK would vote to leave...
Peter Boockvar: 35-Year Bull Market in Bonds Is Over; Watch Japan
Oct 19 – Peter Boockvar, Chief Market Analyst for The Lindsey Group, believes we are witnessing the beginning stages of a multi-decade bond bubble that is about to pop. In this interview, Peter discusses the US stock...
Don Coxe: World Awash in Crises – Get Prepared
Oct 15 – In a wide-ranging interview, Don Coxe of Coxe Advisors surveys the global investment environment by taking a look at geopolitics, monetary policy, the global economy, and why he think investors should...
Louise Yamada: Growing Market Divergences
Oct 15 – Louise Yamada of LY Advisors provides her technical outlook on the markets and explains why, in addition to a growing list of divergences, she is currently cautious. Then, in the second part of today’s podcast, we speak with Frank...
Stratfor’s Adriano Bosoni on Brexit, the Fate of the EU
Oct 13 – After the UK’s momentous decision to leave the EU, the big question is, who’s next? Stratfor’s Senior Europe Analyst, Adriano Bosoni, updates listeners on Brexit negotiations, the tense political situation in Europe, and how...