Financial Sense Newshour on the Markets
Tom McClellan on May Top, June Swoon, and “Mother of All Rallies”
Apr 22 – Where’s the market headed? You’ll definitely want to hear what well-known technician Tom McClellan of McClellan Market Report has to say as he makes the case for a strong rally into next month, followed by a June correction...
Andrew Zatlin: Trump’s Time Window Closing as Business Sentiment Shifts
Apr 21 – The massive gap between hard and soft data has now started to narrow with soft data (consumer and business sentiment) pulling back after Trump’s inability to achieve healthcare reform and, possibly, other widely-anticipated...
Technician Jonathan Krinsky on US Stock Market; Robert Rapier on Oil Prices
Apr 15 – Jonathan Krinsky, Chief Market Technician for MKM Partners, believes technology still maintains market leadership and that we are nowhere near a market top. He sees a short-term consolidation in stocks. The US dollar is in a primary
Matthew Kerkhoff on “Trump Rally,” Yield Curve, and Economy
Apr 13 – Many refer to the what’s taken place in the US stock market since Trump’s election as the “Trump rally,” but, according to Matthew Kerkhoff at Model Investing, the true driver behind stocks is reflation (higher growth and inflation)...
Gary Dorsch and Marc Chandler – Fed Concerned About US Stock Market
Apr 8 – After this week’s wrap-up with Ryan Puplava, we are joined by Gary Dorsch of Global Money Trends who explains why the Fed is getting concerned and why, he thinks, the stock market is in the process of peaking. Then, afterwards...
Why Fed Rate Hikes May Actually Boost the Economy – Blackrock View
Apr 7 – According to Blackrock, consumers hold in excess of $11 trillion in deposits and money market funds, which currently earn little to nothing. On today’s podcast, Gargi Chaudhuri, a macro strategist at Blackrock, explains their outlook on Fed...
The Big Picture: Final Phase of the Bull Market
Apr 1 - This month is the 8-year anniversary of the bull market in US stocks. How many more years do we have to go? Jim Puplava argues that we are in the “final phase,” listing a number of key characteristics in addition to what...
Dave Nicoski: Global Markets Firing on All Cylinders
Apr 1 – Dave Nicoski of Vermilion Technical Research explains how global markets are now in sync with international stocks performing well and investors pouring money into index ETFs. Dave discusses the strongest and weakest areas of the market...
Frothy Sentiment Setting Up for “Final Wave”
Mar 31 – Urban Carmel, lead writer and analyst at The Fat Pitch, explains how markets advance in relationship to investor psychology, corporate earnings, and the business cycle. Urban describes where we are in this process in each of the...
Book Interview: WSJ Guide to the 50 Economic Indicators That Really Matter
Mar 30 – FS Insider speaks with co-authors Simon Constable and Robert White on their book, The WSJ Guide to the 50 Economic Indicators That Really Matter, on the difference between leading, lagging, and coincident indicators; the reason why savvy investors like Warren...
Interview With Stifel Nicolaus’ Barry Bannister - Possible Market Peak in 2018
Mar 29 – In today’s podcast, Barry Bannister, Managing Director and Chief Equity Strategist at Stifel Nicolaus, explains why he expects the US stock market to peak in 2018, followed by a recession and bear market in 2019. Bannister also...
Dan Wantrobski: Stock Market Breadth, Momentum Weakening
Mar 25 – Ryan Puplava covers this week’s events, Dan Wantrobski discusses market technicals, and Ned Schmidt gives an update on the agricultural commodity complex. Dan explains how we are seeing breadth—the number of stocks...
Housing Market Update With Rick Sharga
Mar 24 – Today, we discuss home flipping, housing affordability, whether commercial real estate is in a bubble, and the outlook for the overall housing market this year and next with Rick Sharga from Ten-X, the largest online real estate...
Death of a Bull Market – Major Paradigm Shift
Mar 18 – In today’s Big Picture podcast, Jim argues that we are at the end of the bull market in bonds with rising inflationary pressures and a turning point in global bond yields from their all-time lows last summer. He discusses the implications of this, what it means for investors...
John Murphy on Intermarket Analysis; Don Coxe on Bonds, US Pension Crisis
Mar 18 – Ryan Puplava covers this week’s events; John Murphy—technician, author, and pioneer of intermarket analysis—discusses the outlook on bonds, stocks, and commodities; and Don Coxe at Coxe Advisors warns of anomalies in the bond market and a building...
Felix Zulauf on Europe, China, Stock Market Outlook and More
Mar 17 – In today's podcast, legendary fund manager Felix Zulauf, head of Zulauf Consulting, provides his global macro outlook tying together political events, currency movements, and how specific investments and asset classes will likely be impacted in coming months...
John Derrick on Economic Outlook, Fed Rate Cycles, and Market Peaks
Mar 16 – John Derrick of The Derrick Letter joins FS Insider to discuss historical research on when the US stock market and economy is likely to peak in light of current Fed rate hikes. John also gives his outlook on various sectors...
The Next Big Thing – Infrastructure
Mar 11 – In 2002, Jim Puplava wrote “The Next Big Thing,” explaining how natural resources, commodities, and precious metals were the next long-term investments. Today, he outlines why “The Next Big Thing” is infrastructure with governments expected to spend...
Craig Johnson on Stocks, Bonds; Frank Holmes on Gold, Oil
Mar 11 – Ryan Puplava covers this week’s events, Piper Jaffray’s Craig Johnson discusses his outlook on the stock market and bond market in relationship to the three R’s—rates, rotations, and reflation—and Frank Holmes of US Global Investors provides his thoughts...
Avi Gilburt on Stocks, Gold, US Dollar
Mar 9 – Well-known market forecaster Avi Gilburt of Elliottwavetrader.net shares his outlook on the S&P 500, gold, and the US dollar. He also explains the basics of Elliott Wave Theory and the how markets are a function of mass...