Newshour on Global/International Issues
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.
Martin Armstrong: War Cycle to Begin by 2016
Jim welcomes back Martin Armstrong, of ArmstrongEconomics.com. Martin and Jim cover a wide array of macroeconomic and geopolitical topics. Martin sees the US becoming more isolated, as it continues to anger its traditional allies, and forcing Russia and China to begin working together again.
Michelle Caruso-Cabrera on Russian Sanctions, ISIS in Iraq, and the Implications of an Independent Scotland
Jim welcomes back Michelle Caruso-Cabrera, CNBC's Chief International Correspondent. Michelle and Jim cover a number of geopolitical flashpoints, including the ongoing Russia/Ukraine conflict, the ISIS invasion in Iraq, and the upcoming vote in Scotland for independence from the UK.
Louis-Vincent Gave: Euro Crisis 2.0
Jim is pleased to welcome back Louis-Vincent Gave, CEO of Gavekal in Hong Kong. Louis and Jim cover a range of global macro topics, starting with Europe, as growth rolls over and another recession looms as a strong possibility. Louis believes the ECB’s monetary bazookas are not enough...
James Bianco: U.S. Still the Best Place to Invest
Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. They discuss a wide range of economic issues, including the outlook for more political gridlock ahead in Washington, which James notes should be bullish for the markets, especially the financial markets.
Evelyn Browning Garriss: El Niño or No El Niño? That Is the Question
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn and Jim discuss the complicated weather patterns in the Pacific and if a true El Niño weather pattern will be coming this winter or not. At the moment, scientists are giving about a 65% chance of a...
Technician Ralph Acampora: The Fourth Quarter a Big Opportunity – Buy Any Corrections
Jim welcomes back legendary technician Ralph Acampora this week. Ralph believes the market professionals could be “head-faked” again, and sees the fourth quarter as a big opportunity. He notes that sector rotations are a function of every bull market, and currently he favors the technology and financial sectors.
Professor Alexander Motyl on Putin’s Chess Game With the West and the Prospect of War
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...
Mark Nestmann: New FATCA Laws Are Not the End of America
Jim welcomes back Mark Nestmann, President of The Nestmann Group, Ltd., an international consultancy assisting individuals to achieve their wealth preservation goals. Mark and Jim discuss the complex and restrictive provisions of FATCA, the Foreign Account Tax Compliance Act, which came into total effect in July of this year.
The Great Rebalancing – How China’s Slowdown Will Affect the Globe: An Interview With Michael Pettis
In a special reprise edition of FS Insider, Cris Sheridan, Senior Editor of Financial Sense, welcomes Michael Pettis, a Beijing-based economic theorist and financial strategist. He is a professor of finance at Guanghua School of Management at Peking University in Beijing.
James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing
In a special reprise edition of FS Insider, Jim is pleased to welcome James Grant, Founder and Editor of Grant's Interest Rate Observer. James and Jim cover an array of topics, including Grant’s outlook for Federal Reserve policy and how attempts to control or manipulate interest rates are ultimately futile.
Louis-Vincent Gave: Four Macro Changes Investors Must Deal With
In a special reprise edition of FS Insider, Jim is pleased to welcome 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.
Don Coxe: Russia, China and Iran to Become More Aggressive as U.S. Disengages
In a special reprise edition of FS Insider, Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP in Chicago. Don and Jim discuss the growing geopolitical vacuum as the U.S. is seen as disengaging and ineffective, while Russia, China and Iran become more aggressive.
The Big Picture with Jim Puplava & Erik Townsend (Part 1)
In part-one of a special two-part Big Picture conversation between Jim Puplava and Erik Townsend, they take on the topic of Peak Oil. Is it a disproven idea, or just delayed? What are the new timelines, and is the US really on the cusp of energy independence?