Newshour on Global/International Issues
Jim Puplava’s Big Picture: 2014 - A Year of Surprises
Dec 20 – In this special edition of the Big Picture, Jim and John look back at 2014, a “Year of Surprises”. Jim had predicted a good year with some bumps, but there were also an amazing amount of economic and geopolitical twists and turns in 2014. Jim details many of the surprises during the year, including the continuing drop in...
Rawlson King on Biometrics: The Next Multi-Billion Global Industry
Dec 18 – Cris Sheridan welcomes Rawlson King, Contributing Editor at BiometricUpdate.com. Cris and Rawlson talk about the latest developments and trends in the biometric technology space, which Biometric Research Group estimates to reach $15 billion by 2015.
Peter Boockvar: The End Game – Central Bankers Going “All In” to Maintain Asset Prices
Dec 12 – Jim welcomes Peter Boockvar, Managing Director and Chief Market Analyst at The Lindsey Group LLC. Peter and Jim focus their discussion on market valuations. Peter sees nearly all asset prices as overvalued, with the bond market the most extreme case. Peter believes that we are in the final act of the central bankers ability to maintain high levels of asset prices.
Jim Puplava’s Big Picture: The New World Oil Order
Dec 6 – In Jim’s first Big Picture topic, he explores what has changed since July, when the price of WTI crude was $107 a barrel and is now selling in the $66 range. Has the world changed that much in five months? Jim looks at global economic growth rates, as well as the global supply of oil. He also discusses the critical topic of a shifting power structure in energy.
Brian Pretti: Central Banks Are Afraid to Let Asset Prices Fall
Dec 5 – Jim welcomes back Brian Pretti CFA, Managing Editor of ContraryInvestor.com. Brian and Jim cover a range of macroeconomic topics including the recent weakness in the price of oil. They discuss the benefits to the consumer of cheaper gasoline versus the threat to the domestic energy industry, and it’s great run of creating well-paying jobs over the last five years.
Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council
Nov 29 – In a reprise edition of the Big Picture from last summer, Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative (the vote takes place November 30th). The initiative will mandate no more sales of Swiss gold by the government...
Professor Alexander Motyl on Putin’s Chess Game With the West and the Prospect of War
Nov 28 – In a special reprise edition of FS Insider, Cris Sheridan welcomes Alexander J. Motyl, Professor of Political Science at Rutgers University-Newark. Professor Motyl is a specialist on Ukraine, Russia, and the USSR, and on nationalism, revolutions and empires. He notes that Putin is calculated and responsive to cost-benefit analysis; therefore the U.S. and others should...
Satyajit Das: “Poker Bluff” - The European Economic Crisis Hasn’t Gone Away
Nov 27 – In a special reprise edition of FS Insider, 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...
Michael Pettis on Why We Need a New Global Monetary System
Nov 11 – Cris Sheridan, Senior Editor of Financial Sense welcomes Michael Pettis, a Beijing-based economic theorist and financial strategist. Professor Pettis explains why the world needs a new global monetary system and the conditions under which holding the world’s reserve currency are an exorbitant privilege vs. an exorbitant burden.
Jim Puplava’s Big Picture: Oil Wars - Risks and Opportunities
Nov 8 – This week on the Big Picture Jim and Erik Townsend join forces to cover a topic of crucial importance to the global economy, the “war” over oil and it’s price going forward. Many market observers thought there was an effective $100 floor under Brent crude.
Technician Gary Dorsch: Markets Headed Higher as Japanese QE Fuels U.S. Dollar Rally
Nov 8 – Gary Dorsch from SirChartsAlot.com joins Erik Townsend this week to look at the markets from a technical perspective. Gary believes the 9.7% stock market correction is now behind us and the S&P 500 is on the way to 2100.
Satyajit Das: The Economies of Europe and Japan Are Not Working
Oct 29 – Jim welcomes Satyajit Das, Author, Journalist and Commentator at EconoMonitor.com. They cover the global macro outlook, and Das sees inflexible economic and political structures in Europe and Japan leading to stagnating growth prospects.
David Marsh: Europe Unlikely to Launch Full-Scale QE With Bonds Near Record Highs
Oct 28 – Cris Sheridan welcomes back David Marsh, Managing Director and Co-Founder of OMFIF (Official Monetary and Financial Institutions Forum) in London. David explains how the ECB is unlikely to launch a full-scale QE program in Europe with bonds near record highs. The ECB and Bundesbank don't want to run the risk of...
Bert Dohmen: Central Banks Can Keep the Game Going a Lot Longer
Oct 25 – Jim welcomes back Bert Dohmen, president and founder of Dohmen Capital Research Institute. Bert believes the recent market volatility was mainly caused by high frequency trading. He also sees a lot of leeway for the market to go higher.
Don Coxe: 2014 – The Year of Geopolitics – A More Dangerous World
Oct 10 – Jim welcomes back Don Coxe, Chairman of Coxe Advisors. In a wide-ranging geopolitical and global macro discussion, Don notes that the U.S. economy has picked up, but optimism has not. They discuss the wide array of geopolitical events this year that have made...
Jeff Rubin: Oil Could Be Heading to $60 a Barrel
Oct 9 – Jim welcomes back author and economist Jeff Rubin to discuss the energy markets. Jeff analyzes the collapsing spread between Brent crude and WTI, and how Brent is now well below $100 a barrel despite geopolitical turmoil in the Middle East, which he views as bad news.
Jim Puplava’s Big Picture: Trouble in the Oil Patch
Oct 4 – The first topic this week is “Trouble in the Oil Patch”. Jim looks at the weakness in oil prices over the last few months. He discusses seasonal factors, and the recent strength in the dollar. He sees the weakness lasting another month or so, but the weather forecast for a very cold winter will likely change that trend as the demand for energy ramps up.
Technician John Kosar: Long-Term Trend Remains Favorable
Sep 27 – John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Jim Puplava’s Big Picture: LEIs Signaling a Soft Patch Ahead
Sep 27 – Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.
Jeffrey Saut: Investors Should Listen to the Message From the Markets
Jeffrey Saut, Chief Investment Strategist at Raymond James Financial, is short-term cautious but believes we have now entered the second phase of this bull market, with institutions finally accepting the bull and getting invested.