Newshour on Global/International Issues
Felix Zulauf and Marc Chandler Weigh in on Currency Wars and the Chinese Devaluation
Nov 28 – In this holiday reprise edition of the Big Picture, Jim speaks with legendary investor Felix Zulauf, as well as noted currency expert Marc Chandler of Brown Brothers Harriman about the implications of the Chinese devaluation of the Yuan against the dollar. Jim and Felix discuss the recent...
Richard Duncan on the Dollar Standard – No Replacement in Sight
Nov 27 – Cris welcomes Richard Duncan, author and Chief Economist at Blackhorse Asset Management in Singapore. Richard believes there is no replacement in sight for the dollar; not SDRs from the IMF, nor the Chinese yuan, nor gold. He also provides an important historical perspective on why...
Stratfor’s Reva Bhalla on Far-Reaching Impacts of Paris Attacks
Nov 25 – Stratfor’s Reva Bhalla explains the far-reaching impacts of the recent terrorist attacks, how they are helping to accelerate the ongoing disintegration of the European Union, and some of the key economic and geopolitical issues being faced in Europe and elsewhere. Reva is a leading...
How Real Is the ISIS threat in America? Dan Gordon on “Day of the Dead: Book One – Gaza”
Nov 21 – Jim welcomes Dan Gordon, author, Hollywood screenwriter and a veteran of 40 years of service in the Israel Defense Force. Dan calls his new book, Day of the Dead, “a clarion call to a clear and present danger”. Ripped from today's headlines, the book is a “tale of espionage...
Jim Puplava’s Big Picture: Headwinds or Tailwinds – What Lies Ahead?
Nov 14 – In the first Big Picture topic this week, Headwinds or Tailwinds – What Lies Ahead?, Jim and John discuss if stocks will rally into the end of the year, or is what we’ve just seen been nothing more than a relief rally, rather than a continuation of the bull market. Taking a larger...
Richard Dickson: Market Rally Has Been Very Weak – The Bear May Have Arrived
Nov 14 – Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard explains the tepid nature of the recent rally since September and views it as a rebound rally, and not the sign of a market ready to move significantly higher.
Matthew Garrett on the Path to Quantitative Easing in China
Nov 11 – Matthew Garrett, a global macro strategist/consultant and Senior Advisor to Soberlook.com and The Daily Shot, explains why China may have to launch their own form of quantitative easing and how that fits into greater use of...
Big Picture Special Edition: Don Coxe on Geopolitical Threats and George Gilder on Information Theory
Nov 7 – In a special edition of the Big Picture, we reprise two compelling FS Insider interviews, featuring Dox Coxe and George Gilder. In a wide-ranging conversation, Don Coxe and Jim discuss geopolitical threats around the globe, the economic situation in China...
Evelyn and James Garriss: El Niño Will Help, But California Drought Will Continue
Nov 6 – Cris welcomes Evelyn Garriss and her son James Garriss of the Browning World Climate Bulletin. They discuss some of the potential extreme weather events in the US as a result of the coming El Niño pattern, how it will affect drought conditions in California...
Jim O'Sullivan on US Economy, Recession and Financial Risks
Nov 4 – Jim O'Sullivan, rated as one of the most accurate economic forecasters in America over the past 10 years by MarketWatch, offers his outlook on the US economy, the risks of a recession, along with global economic conditions, monetary policy...
Dr. David Zervos: US Markets Will Underperform Europe and Japan Due to Lack of QE
Oct 30 – Cris welcomes David Zervos, Ph.D., Chief Market Strategist at Jefferies. He discusses why he sees Japan and Europe as more attractive from an investment standpoint, as both are gearing up for more QE, while the US...
Sean Darby: Majority of Asset Classes Are Expensive
Oct 29 – Sean Darby, Chief Global Equity Strategist at Jefferies, discusses his outlook on global markets and recommends investors focus on Europe and Japan as growth peaks in the US. He sees the bull market in the US nearing its end and says the majority...
Stratfor's Reva Bhalla on Oil, Syria, US-Russia Relations, and Geopolitical Pressures
Oct 23 – Reva Bhalla, VP of Global Analysis at Stratfor, discusses their outlook for oil and various geopolitical hotspots around the globe for the next few months. Reva is a leading expert on Middle Eastern, South Asian and Latin American...
MIT’s Andrew McAfee on The Second Machine Age
Oct 15 – Cris and Andrew discuss his 2014 best-selling book, The Second Machine Age, and the impact of technology on society, the economy, and why it should be at least as profound as the “first machine age” (or Industrial Revolution) since, in this case, we are seeing...
Michael Lewitt Sees a “Toxic Combination of Forces” Coming Our Way
Oct 14 – Earlier this year, Michael Lewitt, author of the widely read newsletter The Credit Strategist, warned our listeners of the coming dangers of negative interest rates, why this destroys the very fabric of capitalism, and how...
John Butler on the Structure of Currency Revolutions and the New Monetary Order
Oct 13 – Drawing upon Thomas Kuhn's monumental work, "The Structure of Scientific Revolutions," Cris and John discuss his latest article where he argues that the dollar-based monetary order is undergoing a similar process and transition that will lead to...
Don Coxe on Geopolitical Threats to the Market
Oct 9 – Jim welcomes back Donald Coxe, Chairman of Coxe Advisors. In a wide-ranging conversation, they discuss the economic situation in China, and the importance of the US-China relationship. Don also touches on...
Peter Boockvar: Stock Market Has Peaked - "Tremendous Value" in Precious Metals, Commodities
Oct 8 – Peter Boockvar of the Lindsey Group explains why he thinks the bull market in US stocks is over and why investors should be looking at contrarian plays like precious metals, commodities, and emerging markets.
Jeffrey Saut on the Market's Dow Theory Sell Signal
Sep 29 – Jeffrey Saut, Chief Investment Strategist for Raymond James, says that a Dow Theory sell signal occurred on August 25th, as also occurred in September of 1999 and November of 2007. He is hoping that this one will prove false, but if the market breaks...
Worth Wray: What's Going on in China & EMs Is "Really Important" - Could Get Ugly
Sep 16 – Cris Sheridan welcomes back Worth Wray, a Chief Economist at Evergreen GaveKal and co-author of A Great Leap Forward? Worth explains how financial and economic events in emerging markets, particularly China, may continue to...