Newshour on Global/International Issues
-
Louis-Vincent Gave: Greece Likely to Exit the Euro
May 25
Jim is pleased to welcome back Louis-Vincent Gave, CEO at GaveKal Research in Hong Kong. Louis believes that Greece will ultimately exit the Euro, and the ECB will then ease massively to stem the tide of bank runs in other at-risk European countries. He sees opportunities in US blue chip stocks.
-
Jim Puplava’s Big Picture: “Three Macro Events That Could Become the Catalyst of Global QE”
May 19
In this segment Jim looks at the catalyst for global QE. He also continues with Part Two of "Keeping the Faith" and talks about when to sell, when to hedge, and what to do now with gold stocks. Jim also answers more of your Q-Calls.
-
Jeremy Gray: Gold Stocks Look Attractive for a Major Bounce
May 16
Jim welcomes Jeremy Gray, Managing Director and Head of Global Resources at Standard Chartered Bank. Jeremy is looking for a squeeze in the resource shares after the recent 3-month underperformance. He finds that gold shares look especially attractive for a major bounce. Jeremy also sees China playing a major role in future gold consumption, as both its central bank and vast populace continue to buy physical gold for a variety of reasons.
-
Technician Charles Nenner: Stock Market Still Correcting−S&P 1325 A Critical Level
May 12
Jim welcomes noted technician Charles Nenner to the program. Charles sees further correction in the stock market, with S&P 1325 a critical level. He also believes the gold and silver bull market is still intact, but we could see lower levels this summer. Charles also sees the bond market staging one more significant rally before a 30-year bear market begins. He is also quite bearish on Europe. In addition, Ryan Puplava has this week’s Market Wrap-up and Rob Bernard checks in with the Fixed Income Report.
-
Dr. Jim Walker: China in for a Hard Landing; Worst Yet to Come for Europe
May 11
Jim is pleased to welcome back Dr. Jim Walker, Founder and Managing Director at Asianomics Limited in Hong Kong. Walker sees a likely hard landing for China, and severe trouble ahead for Europe. He also believes that gold will not react until after the November presidential elections, when the fiscal realities of 2013 take center stage.
-
Axel Merk: The Path of Least Resistance Leads to Inflation
Apr 17
Jim welcomes back Axel Merk, founder of Merk Investments LLC, to discuss the ongoing battle between inflationary and deflationary forces in the global economy. Axel believes that despite deleveraging in many areas, the path of least resistance leads to inflation in the future.
-
Dr. Marc Faber: Global Central Banks Are In The Money Printing Business−There Will Be More QE
Apr 06
Jim welcomes back Dr. Marc Faber of the Gloom, Boom & Doom Report this week. Dr. Faber believes shorting the markets can be a risky proposition when the global central banks will print money at the drop of a hat. He believes it is very important to stay diversified in this environment. Dr. Faber recommends dividend-paying stocks, gold, emerging market stocks and real estate. (Transcript Included)
-
Grant Williams: Supply Is Now the Dominant Factor in the Global Oil Price
Mar 30
Jim is pleased to welcome back Grant Williams, Portfolio and Strategy Advisor for Vulpes Investment Management in Singapore and writer of the popular (and free) investment blog 'Things That Make You Go Hmmm...' This week Jim and Grant discuss oil, interest rates and China. Grant is watching the bond market closely, and says when the bubble finally pops, nothing will be able to stop it.
-
Erik Townsend: The Search For Greener Pastures Overseas
Mar 21
Jim welcomes Erik Townsend, a software entrepreneur and expatriate living abroad. In a riveting and thought-provoking interview, Erik discusses why he left the US and offers some interesting areas to consider overseas, but cautions there are no perfect locations. The USA of his youth no longer exists, neither in the US nor overseas. Erik sees many perils ahead, but opportunities as well.
-
Russell Napier: When Credit Dies
Mar 09
Jim welcomes back Russell Napier, Consultant at CLSA Asia-Pacific Markets. Russell discusses China dumping US treasuries and growing signs of a private-sector liquidity squeeze in the US. Russell notes that when credit dies, deflation follows, leading to greater financial repression.
-
Economist David Rosenberg: US Recovery At Risk
Mar 02
Jim is pleased to welcome back David Rosenberg, Chief Economist & Strategist at Gluskin Sheff & Associates in Toronto. David believes the US recovery is at risk due to three potential sources: rising oil prices, a possible European recession, and major tax hikes in the US. David favors the Canadian and Australian currencies, as well as gold, hard assets, high-dividend stocks, corporate bonds and basic necessities.
-
Eoin Treacy on the Jevons Paradox and the Renaissance of US Energy
Mar 01
Jim welcomes Eoin Treacy, Global Strategist at Fullermoney.com in London this week for a global-macro discussion. Eoin sees a renaissance in US energy production with the recent massive natural gas discoveries. He also sees the bull market in stocks lasting for at least another year, and believes that China will be able to engineer a soft landing for its economy and avoid a crash.
-
Greg Weldon: Japan the Next Crisis Headline as Trillions in Sovereign Debt Comes Due
Feb 24
Jim welcomes back Greg Weldon, CEO of Weldon Financial, for another wide-ranging discussion. Greg sees Japan cranking up the money-printing in 2012, as a tsunami of sovereign debt matures in Japan. Greg is bullish on gold, as well as commodities, and sees a coming breakout in silver.
-
Jim’s Big Picture: “Our Big Fat Greek Deficit”
Feb 18
In his first Big Picture topic this week, Jim looks at the implications of the Greek credit crisis in "Our Big Fat Greek Deficit." Jim also takes your Q-Calls.
-
Felix Zulauf on the European Debt Crisis−No Painless Way Out
Feb 10
Jim welcomes back Felix Zulauf, Founder and President at Zulauf Asset Management AG for another wide-ranging discussion. In the first of a two-part interview, Felix discusses the European debt crisis and believes the bailouts will be bigger than anticipated. He also sees money printing going global as central banks expand their balance sheets to equal or surpass the GDP of their respective countries. (CLICK HERE FOR TRANSCRIPT)
-
Joe de Courcy: The Drums of War
Feb 09
Jim welcomes Joe de Courcy, Editor of Courcy’s Intelligence Brief and Chief Executive of Intelligence Research Ltd in London. Joe is hearing the drumbeat of war getting louder in the Middle East, as talk of general war is coming from many sources.
-
Marin Katusa: The Slow Demise of the Petrodollar Is Bullish for Gold
Feb 08
Jim welcomes back Marin Katusa from Casey Research this week. Marin and Jim discuss the petrodollar system and how Iran may play a key role in its demise, which would hurt the dollar and boost gold.
-
James Dines: Gold to Challenge Last Year’s Highs in 2012 on the Way to $3,000 oz. and Beyond
Jan 27
Jim is pleased to welcome back James Dines of The Dines Letter to discuss his forecast for 2012. In an interview covering many subjects, Mr. Dines believes gold shares will catch up to the gold price, Chinese growth won’t be enough to bail out the world’s economies, and that nothing will save the world until a currency link to gold is reinstated and enforced. (Click here for transcript)
-
Professor Edward Altman: The Final Battle for the Euro Will Be Fought on Italy’s Shores
Jan 24
Jim is pleased to welcome Edward Altman, Professor of Finance at the Stern School of Business, New York University. Dr. Altman sees Italy as the final battleground for the survival of the Euro. His analysis is based on the use of a new metric he and his colleagues have developed to estimate the financial health of sovereigns.
-
Grant Williams: 2012 Is the Year the European Crisis Is Resolved
Jan 19
Jim is pleased to be joined from Singapore by Grant Williams: portfolio manager, strategist, and author of the popular investment newsletter "Things That Make You Go Hmmm." Grant sees trouble in many areas of the globe, but believes many of the crises, particularly in Europe, will be resolved this year.
