Financial Sense Newshour on the Markets
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...
The Next Crisis – It’s Not What You Think
Nov 28 – In this holiday reprise edition of the Big Picture, Jim’s first topic is “The Next Crisis – It’s Not What You Think”. Jim outlines where he believes the next financial crisis will begin; in the bond market. He plays clips from the recent Carl Icahn video regarding danger in the high yield...
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...
David Nicoski: Cautiously Optimistic, But Declining Market Breadth Is Concerning
Nov 21 – Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research. Dave is currently cautious, and based on his technical data could be in either the bull or bear camp. He does not see the conditions for a recession, but is concerned about the degradation in...
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...
Ralph Acampora: Look for a Market Rally Through Year-End
Nov 7 – Jim welcomes back legendary technician Ralph Acampora, Director of Tactical Investments at Altaira Wealth Management. Ralph advises buying the dips, as he sees a nice market run into the end of the year. Ralph notes we got the needed market washout...
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...
Jeb Handwerger on Lithium, Tesla, and Metals
Nov 5 – Jeb Handwerger explains recent developments in the lithium space, including Tesla and the wider adoption of lithium powered batteries by other carmakers, and then also provides his outlook on precious metals and why there may be some more downside...
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...
Jim Puplava’s Big Picture: On The Record
Oct 31 – In this week’s Big Picture, John interviews Jim in another edition of On The Record. They cover a multitude of topics, including the order of the bull market end-sequence, and why it may be different this time...
Craig Johnson: Secular Bull Market Still Alive and Well – Year-End S&P Target 2135
Oct 31 – Jim welcomes Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig argues that his technical work, as well as breadth and sentiment indicators do not point to an end of the bull market.
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...
Jim Puplava’s Big Picture: Bull Markets – It’s All About Liquidity
Oct 24 – The banking system has always been the centerpiece of liquidity flows, and the financial markets are driven principally by changes in liquidity. In the first Big Picture topic this week, Bull Markets – It’s All About Liquidity, Jim and John discuss...
John Kosar: Market Coming Out of Corrective Phase – Gold Looking Up as Well
Oct 24 – Jim welcomes back John Kosar CMT, Director of Research at Asbury Research LLC. John believes the market is starting to emerge from its recent correction of 12%, which he sees as a very reasonable response after years...
MIT’s Andrew Lo on the Gekko Effect, Corporate Culture, and the Biology of Finance
Oct 22 – MIT's Andrew Lo discusses his recent paper The Gordon Gekko Effect, corporate culture, and why biology is an increasingly relevant framework for understanding the financial markets. Dr. Lo is the Professor of Finance at the MIT Sloan School of Management...
Eric Hadik on Gold, US Dollar, Crash Cycles, and More
Oct 21 – Eric Hadik, founder of INSIIDE Track Trading, discusses his outlook on the dollar, gold, the US stock market, and why he thinks we may see another 35-50% decline in stock over the next 12-18 months.
Robin Griffiths: Strong Seasonal Rally Ahead – Use It to Raise Cash
Oct 17 – Jim welcomes back Robin Griffiths, Chief Technical Strategist at ECU Group in London. Robin believes we are already in a cyclical bear market, and it would take a new all-time high in the US stock market to override his...
RenMac’s Patrick Nipper: Credit Conditions Have Weakened Across the Board – Stay Alert
Oct 16 – Cris welcomes Renaissance Macro’s Senior Technical Analyst Patrick Nipper CMT CFA, who offers his technical outlook on stocks, energy, the US dollar, and commodities. Patrick notes that investors should be holding...