Newshour on Global/International Issues
Satyajit Das: The Middle Kingdom Will Follow the Middle Way – Neither Hard Nor Soft Landing in China
Jim welcomes back Satyajit Das, author, journalist and commentator at EconoMonitor. Das and Jim cover the economic situation in China, which Das believes has exhibited many similarities to the US Financial Crisis of 2008. He notes that it now takes $4-$5 of debt to create $1 of GDP in China.
Jim Rickards on The Death of Money: The Coming Collapse of the International Monetary System
Jim welcomes special guest Jim Rickards, acclaimed author of Currency Wars, to discuss his NY Times bestseller, The Death of Money: The Coming Collapse of the International Monetary System. In part one of a two-part interview, they discuss a number of aspects of the book, including that the international monetary system has collapsed three times in the past hundred years, in 1914, 1939, and 1971.
Felix Zulauf: Expect a 20% Correction This Year
In a special reprise edition of the Financial Sense Newshour from February, Jim welcomes 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 experienced a tactical rally, the combination of global slowdown, technical deterioration in equity markets, and...
Marin Katusa: Is There Hope in the Uranium Sector?
Jim welcomes Marin Katusa, Senior Market Strategist at Casey Research. Marin and Jim look at the struggling uranium sector, and Marin offers some reasons for optimism. He notes that a return to a bull market is waiting for Japan to restart its idle reactors. The high cost of electricity from other sources is damaging the Japanese economy, and...
Jim Puplava’s Big Picture: Where the Credit Runs Through It
The first Big Picture topic this week is “Where the Credit Runs Through It”. Jim discusses how the LEI’s are turning up after a very cold winter, and how lower inflation is acting as an economic stimulus as the economy improves. He notes that the recovery is reaching a stage where credit is starting to move again, and he analyzes the ways in which credit growth will affect the economy going forward.
Jim Puplava’s Big Picture: As Good As It Gets – And It’s Getting Better
Jim’s first Big Picture topic this week focuses on the on-again, off-again nature of the economic recovery, what has caused it, and what Jim sees ahead for this year. He notes the gridlock in Washington as a positive for the economy, as well as lower commodity prices, and greater business investment, among other factors.
James Bianco: The Best of Times; The Worst of Times
Jim is pleased to welcome back James A. Bianco, President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate. Jim sees crosscurrents affecting the economy and the markets currently. He believes the weather had an effect on the economy in the first quarter, and activity should rebound in Q2.
John Butler: China’s Economy Losing Its Competitive Edge
Jim welcomes back John Butler, Managing Partner and Chief Investment Officer at Amphora Commodities Alpha Fund in London. John and Jim cover a variety of topics including why China is no longer the competitive economy it once was. John believes the era of cheap...
Puru Saxena: China’s Real Estate Market at Extreme Bubble Valuations
Jim welcomes back Puru Saxena, founder of Puru Saxena Limited in Hong Kong, and publisher of Money Matters, his monthly economic report. Puru and Jim discuss the massive bubble in Chinese real estate valuations, which includes Hong Kong.
JKC de Courcy: Russia Not the Real Geopolitical Threat - It’s China
Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd in London. JKC and Jim discuss the Crimea situation and other global hotspots. JKC doesn’t see Russia on the verge of a new Cold War, as it lacks the economic and military resources.
Don Coxe: Droughts, Floods and Putin - Why Your Food Bills Are Going Up
Jim welcomes back Don Coxe, Chairman of Coxe Advisors LLP. Don has more than 39 years of institutional investment experience in Canada and the US. Don and Jim discuss how weather and political events in Brazil, California and Ukraine have combined to affect agriculture and food prices.
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...