Newshour on Global/International Issues
James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing
In a special reprise edition of FS Insider, Jim is pleased to welcome James Grant, Founder and Editor of Grant's Interest Rate Observer. James and Jim cover an array of topics, including Grant’s outlook for Federal Reserve policy and how attempts to control or manipulate interest rates are ultimately futile.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
In a special reprise edition of FS Insider, Jim is pleased to welcome Louis-Vincent Gave, CEO of GaveKal in Hong Kong. They discuss Louis’ new book “Too Different for Comfort” and its lessons for investors. Among the key themes of the book are four macro changes that investors must be aware of and factor into their decision-making.
Don Coxe: Russia, China and Iran to Become More Aggressive as U.S. Disengages
In a special reprise edition of FS Insider, Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP in Chicago. Don and Jim discuss the growing geopolitical vacuum as the U.S. is seen as disengaging and ineffective, while Russia, China and Iran become more aggressive.
The Big Picture with Jim Puplava & Erik Townsend (Part 1)
In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?
The Collapse of Macroeconomics: An Interview With Dr. Woody Brock
In a special reprise edition of FS Insider, Cris Sheridan, Senior Editor of Financial Sense welcomes Dr. Horace “Woody” Brock, founder and president of Strategic Economic Decisions, an economic think tank. Dr. Brock has spent more than 25 years counseling global corporations and other institutions of ongoing structural changes in the global economy.
Jim Puplava’s Big Picture: On The Record
In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...
Dr. Oliver Inderwildi: The Unconventional Energy Revolution Is Transforming North America Into the Next Middle East
Jim welcomes back Dr. Oliver Inderwildi, Senior Policy Fellow at Oxford University in England. Dr. Inderwildi discusses how rapid technological advancements are transforming the global energy landscape. He points to the unconventional energy revolution in the U.S. and how it is now fueling its economic recovery, and will...
Alex Daley: Technology Accelerates Technology – More Disruptive Changes Ahead
Jim welcomes back Alex Daley, senior editor of Casey’s Extraordinary Technology from Casey Research. Alex and Jim discuss the “Insourcing” trend of manufacturing coming back to the U.S., and what is driving this manufacturing renaissance. They also discuss the growing revolution in “additive manufacturing”, such as 3D printing and robotics.
John Kaiser: Strong Economic Growth – The Real Driver of Gold Prices
Jim welcomes back John Kaiser, Founder of Kaiser Research Online. They discuss cross currents in the gold market, and how gold is not yet in line with an economic recovery. John believes that strong economic growth is the best long-term driver of gold prices.
The IMF’s Laura Kodres on the Shadow Banking System and Future Risks
Laura Kodres, an expert on systemic risks and macro financial linkages at the IMF, explains shadow banking, the pivotal role it played in the last financial crisis, the intended and unintended consequences regulatory efforts have had since then, and some of the current worries that are starting to build around the globe, most notably in China.
Technicians Dave Nicoski and Ryan Puplava Break Down the Markets and Look Ahead
This week Ryan Puplava CMT welcomes Dave Nicoski CMT, Director of Research at Vermilion Technical Research. Dave and Ryan discuss the outlook for both global and domestic markets, and also assess the strength of the current bull market.
Steve Forbes on his new book - Money: How the Destruction of the Dollar Threatens the Global Economy – and What We Can Do About It
Jim is pleased to welcome back Steve Forbes, Chairman, CEO & Editor-in-Chief of Forbes Media to discuss his new book about money. Few topics are as misunderstood today as the subject of money. In his book, Mr. Forbes explains how a weak dollar is at the heart of many problems today, including...
Axel Merk: Stocks Are In Bubble Territory – Central Banks Have Compressed Risk Premiums
Jim welcomes back Axel Merk, President and Chief Investment Officer of Merk Investments LLC. Axel and Jim discuss the stock market, where Axel sees a “buy the dips” mentality. He believes the market is reaching bubble territory, as central banks have compressed risk premiums through QE stimulus injections.
Marc Chandler: There Is No Compelling Alternative to the Dollar
Jim welcomes back Marc Chandler, author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc and Jim discuss the dominance of the dollar as a global currency and the reasons why it is unlikely to collapse or be replaced by an alternative currency.
Satyajit Das: “Poker Bluff” - The European Economic Crisis Hasn’t Gone Away
Jim welcomes back Satyajit Das, author, journalist and commentator at EconoMonitor.com. Das discusses the European banking crisis, and asserts that the crisis hasn’t gone away and that the European Central Bank is currently engaged in a further tactical bluff in the long European poker game.
Tracie McMillion: Investors Beware Complacency – Low Volatility Does Not Mean Low Risk
Jim welcomes Tracie McMillion CFA, Asset Allocation Strategist at Wells Fargo Bank. Tracie and Jim discuss her recent Mid-Year Outlook for Wells Fargo. She expects three to four percent global economic growth in 2014, with significant variation among countries. Tracie notes that the global economic background is currently...
OMFIF’s David Marsh: Worldwide Shift by Central Banks Into Stock Market
Cris Sheridan, Senior Editor of Financial Sense, welcomes David Marsh, co-founder and Managing Director at the OMFIF (Official Monetary and Financial Institutions Forum) in London, who is also an expert on central banking policy and trends. David notes that thirty to forty central banks worldwide are currently...
Jim Puplava’s Big Picture: The Old Normal, The New Normal, Inflation and Oil
In Jim’s first topic on the Big Picture he explains how the world operates much differently today, with interest rates at half century lows and global economic growth at anemic levels. Jim goes into detail into how the “New Normal” operates, and how it is related to both inflation and the price and politics of oil.
Joe Dancy: Middle East Oil Producers in Turmoil
Jim welcomes back Joseph Dancy, SMU School of Law Professor teaching Oil & Gas Law, and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the oil production volatility and uncertainty in certain key Middle Eastern oil producers.
Puru Saxena: Hard Landing Coming to China
Jim welcomes back Puru Saxena, Editor of Money Matters, a monthly economic report, and Founder of Puru Saxena Limited of Hong Kong. Puru sees a hard landing ahead for China, and warns against overvalued Chinese real estate.