Newshour on Global/International Issues
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.
James Hamilton on Iraq, Another Oil Shock, and the U.S. Economy
Cris Sheridan, Senior Editor of Financial Sense, welcomes James D Hamilton PhD, Professor of Economics at University of California, San Diego. Professor Hamilton is one of the leading researchers on the influence of oil shocks and their contribution in ten of the last eleven U.S. economic recessions.
John Butler on Geopolitical Flare-ups, the Market, and Commodities
Cris Sheridan, Senior Editor of Financial Sense, welcomes John Butler, Chief Investment Officer at Amphora Commodities Alpha Fund in London. John and Cris discuss recent geopolitical hot spots, and also the other variables that affect the commodity space.
Dr. Marc Faber: Weakness in Global Markets – Stocks Vulnerable
Jim welcomes back Marc Faber PhD, of Marc Faber Ltd in Hong Kong, and publisher of the well-known newsletter, The Gloom, Boom & Doom Report. Dr. Faber surveys the global macro landscape and is cautious, at best, in his outlook.
Don Coxe: Russia, China and Iran to Become More Aggressive as US Disengages
Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP in Chicago. Don and Jim discuss the growing geopolitical vacuum as the US is seen as disengaging and ineffective, while Russia, China and Iran become more aggressive.
Eric Janszen: US Still the Best Looking House in a Bad Neighborhood
Jim welcomes back Eric Janszen, founder and president of iTulip.com. Eric and Jim cover a number of global macro issues including the disruptive geopolitical events in the Middle East and their potential effects on the oil markets. Eric agrees that the US is still the best place to invest, in contrast to Europe or Asia.
Keith Weiner on Gold Manipulation, Naked Short Selling, and China’s Gold Imports
Cris Sheridan, Senior Editor of Financial Sense, welcomes Keith Weiner PhD, president of Gold Standard Institute USA, and CEO of Monetary Metals. In looking at the futures market, Keith explains there is no evidence for gold manipulation through naked short selling.
Jim Puplava’s Big Picture: The Mandarins of Monetary Finance – The Consequences of Zero Bound
In Jim’s first Big Picture topic this week, he looks at the consequences of the Federal Reserve’s zero interest rate policies, and what he expects ahead for the markets and the economy. Jim also references his interview this week with noted Fed-watcher James Grant, and discusses his opinions on the Fed as well.
Why the U.S. Stock Market Is Still the Best Place to Be – A Conversation With Brian Pretti
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. In a wide-ranging conversation, Brian and Jim discuss how the U.S. stock market is more attractive, even if by default, than markets in Europe or Asia.
Alex Daley: Why I Moved to Puerto Rico – The New Land of Opportunity for Americans
Jim welcomes back Alex Daley, Senior Technology Editor at Casey Research. Alex discusses why he moved to Puerto Rico from Vermont and how Puerto Rico now offers advantages that no other nation on earth can provide to the world’s largest market of investors and entrepreneurs, Americans.
Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council
In Jim’s first Big Picture topic Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative. The initiative will mandate no more sales of Swiss gold by the government, have all Swiss gold stored in Switzerland, and back the Swiss currency with 20% gold.
Ross Hansen: The Move to a Cashless Society
Jim is pleased to welcome back Ross Hansen, Founder of Northwest Territorial Mint, America’s largest private mint. Ross has recently returned from the Mint Directors Conference, held every two years, and discusses his observations. Among them is the continuing progress to a global cashless society.