Newshour on Global/International Issues
Jim Puplava’s Big Picture: Bad Moon Rising
Feb 13 – This week on the Big Picture, Jim’s first topic is “Bad Moon Rising”. Jim and John discuss the general turbulence in the markets, the major contraction in global liquidity and the brewing crisis in the European banking system.
Edward Altman on Corporate Defaults, Junk Bond Market, and Spreading Risks
Feb 12 – Edward Altman, named as one of the 100 most influential people in finance and considered a leading authority on the high yield and distressed debt market, says we are seeing the peaking of a benign credit cycle in the US. He discusses what that...
George Friedman on the Looming Italian Banking Crisis
Feb 10 – Cris welcomes George Friedman PhD, internationally recognized geopolitical forecaster and best-selling author. George believes Greece was not an outlier, but a forerunner of trouble for Europe. Italian banks are now entering a crisis...
Jim Puplava’s Big Picture: Dr. Gary Shilling on Deflation, the Dissolution of OPEC, and the Sunset of China’s Economy
Feb 6 – In a special edition of the Big Picture, Jim welcomes Gary Shilling PhD, President of A. Gary Shilling & Co and publisher of the newsletter Insight. In this exclusive interview, Gary provides some current analysis on the global economy and...
Jim Puplava’s Big Picture: Financial Tremors and Monetary Shockwaves
Jan 30 – This week on the Big Picture, Jim and John dissect the latest statement from the Federal Reserve, and then look ahead, discussing if the Fed’s plans for raising rates in 2016 are realistic, given economic weakness, market...
Worth Wray: Global Economy Waiting for a Shock
Jan 29 – Evergreen Gavekal’s Chief Economist, Worth Wray, offers an in-depth examination of China, why a possible currency crisis or financial shock emanating abroad holds much more importance today than what the global economy experienced...
Technician John Kosar: We Are Breaking 2009 Uptrends Both Here and Overseas
Jan 23 – Jim welcomes back John Kosar CMT, Director of Research at Asbury Research LLC. John notes that long-term technical uptrends, dating to the beginning of the bull market in 2009 are breaking down, not just in the US but in overseas markets...
Stratfor’s Reva Bhalla on 2016 Geopolitical Outlook
Jan 21 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor to discuss their 2016 geopolitical forecast (see here), including the outlook for oil and commodities, impacts on various markets, and major developments...
Neil Dutta: Global Economy Not Collapsing, Risk of US Recession Still Low
Jan 20 – Neil Dutta explains Renaissance Macro’s economic outlook for the US and around the globe. Neil says the weakness felt in the fourth quarter was largely due to a sharp inventory correction, which is likely to be reversed this year, and...
Gordon Long Says Global Slowdown Quickly Washing Ashore
Jan 13 – Gordon Long, co-founder of Financial Repression Authority, discusses a powerful combination of headwinds in our current market and economic environment, including his belief that Americans are facing increasing levels of taxation by...
Ralph Acampora: Raise Cash and Sit on the Sidelines for Now
Jan 9 – Jim welcomes back legendary technician Ralph Acampora, Director Tactical Investments at Altaira Wealth Management. Ralph is concerned about a number of technical indicators, including the narrowness of the market, as well as serious geopolitical factors that could have negative effects...
The Financial Sense Strategy Conference – Part One
Jan 2 – The Financial Sense Strategy Conference was presented to clients and the public on November 7th at the Marriott Hotel in Del Mar, California. In Part One of this conference webinar, Jim Puplava gives a broad macro overview on the global economy and global monetary policy. Jim also discusses...
Jim Puplava’s Big Picture: Look-Back 2015
Dec 26 – In a special edition of the Big Picture, Jim and John review the year’s highlights and important events for the markets and the economy. As they review the year, Jim intersperses the discussion with audio clips from key guests this year. Dr. Gary Shilling talks about the Debt Supercycle...
Richard Duncan on the Dollar Standard – No Replacement in Sight
Dec 25 – In a special holiday reprise edition of FS Insider, Cris Sheridan interviews 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.
Jeffrey Saut: High-Yield Market Not a Bear Stearns Scenario
Dec 16 – Cris welcomes Jeffrey Saut, Chief Investment Strategist at Raymond James Financial. Jeff discusses the troubles in the high-yield market, but does not see a Bear Sterns implosion scenario. Jeff sees the broader market in a sideways consolidation pattern, but believes the secular bull is still intact...
Satyajit Das: No Real Global Deleveraging So Far – Extend and Pretend to Last a Very Long Time
Dec 9 – Cris Sheridan welcomes back author and journalist Satyajit Das. They discuss interest rates, global debt levels and the potential for negative interest rates on a global scale. To illustrate how low interest rates have sunk already, Das mentions that over six trillion in global debt already...
Axel Merk Says Stock Market Has Peaked – Bear Market Ahead
Dec 3 – In early August, only weeks before stocks plunged by double digits, Axel Merk publicly stated that he had turned bearish on the stock market. In this interview, Axel explains why he thinks we’re at a major peak, what he sees for 2016, and what he’s doing...
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...