Newshour on Global/International Issues
Jim Puplava’s Big Picture: Adapt or Die – Market Darwinism
This week on the Big Picture, Jim’s first topic is “Adapt or Die – Market Darwinism”. He discusses how we are living in different times and that the world is changing. He points out how Gary Shilling and David Rosenberg have both had to adapt their thinking to changing conditions.
Marc Chandler: Ukraine-Crimea Situation More Bluster and Hype Than Geopolitical Threat
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Brian Pretti: The Yen Carry Trade Still Highly Correlated to US Equity Markets
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
Jim is pleased to welcome back 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.
Technician Bert Dohmen: Markets at a Critical Juncture - China Is Key
Jim welcomes back technician Bert Dohmen, President & Founder at Dohmen Capital Research Institute and publisher of the Wellington Letter. Bert discusses why he believes China is still so important to the global economy, and how any significant economic crisis will likely start there.
Felix Zulauf: Expect a 20% Correction This Year
Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. Felix notes that while the markets are experiencing a tactical rally of late, the combination of global slowdown, technical deterioration in equity markets, and tapering warrant caution and should lead to a potential sell off this year.
Ross Hansen: All Quiet on the Precious Metals Front – Metals Ready to Roll
Jim welcomes back Ross Hansen, Founder of Northwest Territorial Mint. Now America’s largest private mint, Northwest Territorial Mint serves institutions, corporations, and individuals around the world. Ross sees the precious metals markets as quiet, but getting ready to move.
JKC de Courcy: Trouble Brewing in the East China Sea – Few Are Paying Attention
Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd in London and Editor of Courcy’s Intelligence Brief. JKC and Jim cover the world’s hotspots, particularly the Middle East and the South and East China Seas.
Jim Puplava’s Big Picture: A 360 Degree View of the World Economy in 2014
In the first topic on the Big Picture this week, Jim looks at how the world economy is shaping up for 2014. Spanning the globe, Jim covers the US, as well as the major economies of Europe, Asia and South America. The next topic, “A Different World - A Look Far Into the Future” focuses on...
Jim Puplava’s Big Picture: The Great Rotations
This week on the Big Picture, Jim begins with “The Great Rotations” in which he discusses trend shifts in key areas of the markets and the economy. Some of the rotations discussed include the shift from bonds to stocks, the emerging market economy to US outperformance, inflationary to non-inflationary growth, and the shift from a positive to a negative savings rate in Japan.
Jeffrey Saut: Expect a Grand Political Bargain Before the Fall Election
Jim welcomes back Jeffrey Saut, Chief Investment Strategist at Raymond James Financial Inc. Jeff and Jim discuss the year ahead in the markets and the economy. Jeff sees some form of grand political bargain this year before the election, as Democrats are worried about the effects of Obamacare at the polls.
Jim Puplava’s Big Picture: Why I Changed My Mind on Hyperinflation
In this special holiday reprise edition of the Big Picture from earlier in the year, Jim’s discusses “Why I changed my mind on hyperinflation”. Jim covers the last decade with oil going from $10 to $150, and gold zooming from $250 to $1900....
Eric Janszen: Bernanke’s Departure in 2014 Could Lead to Major Market Turbulence
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim welcomes back Eric Janszen, Founder & President at iTulip Inc. Jim and Eric discuss why things didn’t go badly globally in 2012, as so many had predicted. They also discuss the current economy and its prospects...
JKC de Courcy: China Lighting Matches in Asia as Japan Considers Rearming
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd, publisher of Courcy’s Intelligence Brief out of London. Jim and JKC discuss a number of geopolitical hot spots, including Asia, Europe and the Middle East...
Axel Merk: US More Able to “Kick the Can Down the Road” Than Any Other Country
Jim welcomes back Axel Merk, Founder and President of Merk Investments LLC and the author of “Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption”. Axel believes the US is better positioned than any other country at the moment to...
Joseph Dancy: The Shale Mirage – IEA Report: World Could Face Future Oil Supply Crunch
Jim welcomes back Joseph Dancy, Adjunct Professor of Law at Southern Methodist University and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the latest International Energy Agency (IEA) World Energy Outlook report that questions if we...
Neil Dutta: Global Economy Will Pick Up Next Year – Europe the Biggest Risk
Jim welcomes Neil Dutta, Head of U.S. Economics at Renaissance Macro Research in New York City. Neil and Jim discuss an array of economic issues, including the US housing recovery and how it will positively affect purchases in other areas...
Puru Saxena: The Commodity Markets Have Peaked
Jim welcomes back Puru Saxena, founder of Puru Saxena Limited in Hong Kong and publisher of Money Matters. Puru and Jim cover a number of topics, including the property bubble in Hong Kong, where commercial real estate sells for $2,500 a square foot, and residential real estate is far higher...
Dr. Gary Shilling: Advantage America - It Is and Will Remain the Best Place for Investment
In a special reprise edition of FS Insider, Jim welcomes economist Dr. Gary Shilling, President of A. Gary Shilling & Co., Inc., established in 1978. They discuss Dr. Shilling’s shift from confirmed bear to bull on the future economic prospects of America....
Kirk Sorensen: China Leads the World in the Development of Thorium Energy
Jim welcomes back Kirk Sorensen, founder of Flibe Energy, which is devoted to the design, development, manufacture and operation of liquid-fluoride thorium reactors. While the US recession has slowed the growth of electricity demand, Kirk notes that the US is beginning to retire old coal and nuclear plants.