Financial Sense Newshour on Metals
Axel Merk: Stocks Are In Bubble Territory – Central Banks Have Compressed Risk Premiums
Interest Rates Not Going Up Anytime Soon
Jim welcomes back Axel Merk, President and Chief Investment Officer of Merk Investments LLC. Axel and Jim discuss the stock market, where Axel sees a “buy the dips” mentality. He believes the market is reaching bubble territory, as central banks have compressed risk premiums through QE stimulus injections.
Avi Gilburt: Gold Stocks Are My Favorite Sector – But Not Sure the Bottom in Gold Is Here
We Could See a Break Below $1,000 in Gold
Jim welcomes Avi Gilburt, founder of ElliottWaveTrader.net. Avi emphasizes a comprehensive reading of charts and wave counts that is free of personal bias or predisposition. Avi and Jim discuss the gold market, as well the larger indexes, the dollar and interest rates.
Ned Schmidt: Wall Street Is Wrong on Gold
No Relief in Beef
Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Jim and Ned discuss the gold market, which Ned believes has bottomed.
Ronald Stoeferle: Gold - The End of the Bottoming Process
In Gold We Trust – 2014 Report
Jim welcomes back Ronald Stoeferle CMT, CFTe, Managing Director at Incrementum AG to discuss his eighth annual “In Gold We Trust” report. Ronald likes the fact that the consensus considers the gold bull market over. Gold is now a contrarian investment.
Puru Saxena: Hard Landing Coming to China
Gold Trying to Build a Base
Jim welcomes back Puru Saxena, Editor of Money Matters, a monthly economic report, and Founder of Puru Saxena Limited of Hong Kong. Puru sees a hard landing ahead for China, and warns against overvalued Chinese real estate.
Eric Janszen: US Still the Best Looking House in a Bad Neighborhood
Falling Gold Price Connected to Rising US Oil Production
Jim welcomes back Eric Janszen, founder and president of iTulip.com. Eric and Jim cover a number of global macro issues including the disruptive geopolitical events in the Middle East and their potential effects on the oil markets. Eric agrees that the US is still the best place to invest, in contrast to Europe or Asia.
James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing
Bullish on India and Gold
Jim is pleased to welcome back 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.
Jim Puplava’s Big Picture: The Swiss Gold Initiative With Luzi Stamm, Member of the Swiss National Council
Also, “Mario Fires Another Bazooka Round” and “New EPA Rules - The Beheading of King Coal”
In Jim’s first Big Picture topic Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative. The initiative will mandate no more sales of Swiss gold by the government, have all Swiss gold stored in Switzerland, and back the Swiss currency with 20% gold.
Ross Hansen: The Move to a Cashless Society
Moving Ever Closer to an Orwellian Future
Jim is pleased to welcome back Ross Hansen, Founder of Northwest Territorial Mint, America’s largest private mint. Ross has recently returned from the Mint Directors Conference, held every two years, and discusses his observations. Among them is the continuing progress to a global cashless society.
David Morgan: Silver Production Curtailed – Good Time to Accumulate for Long Term Investors
The Ending of the London Silver Fix May Be Disruptive
Jim welcomes back David Morgan of the Stone Investment Group and publisher of The Morgan Report. David and Jim discuss the outlook for the silver market, as well as the recent ending of the London “Silver Fix”. The silver fix had mostly been used to set the silver price for the derivatives market, so there may be potential disruptions in silver pricing in the future.
John Doody: Gold Industry Consolidation Will Continue – It’s All About Stock Picking in This Market
Miners Heading Back to Canada – A Safer Jurisdiction
Jim welcomes back John Doody PhD, Editor of the Gold Stock Analyst. John discusses a number of challenges facing the gold industry. Currently, mining costs are rising faster than the price of gold, and most recent mining discoveries have been lower grade ounces.
John Kaiser: Gold Industry Continues to Consolidate – Bear Market Enters Fourth Year
No Catalyst yet to Reignite the Industry
Jim welcomes back John Kaiser, resource industry expert and founder of Kaiser Research Online. John discusses the ongoing bear market in the gold market, and sees no driver or catalyst as yet to turn things around. He believes the consolidation will continue, and one should buy the companies that are doing the consolidating.
Jim Rickards on The Death of Money: The Coming Collapse of the International Monetary System (Part II)
The IMF as a Central Bank, and Three Scenarios for Gold
This week Jim concludes the second part of his in-depth interview with Jim Rickards on his NY Times bestselling book, The Death of Money. They cover many important aspects of the book, including debt and deficits, the IMF as a Central Bank, and three scenarios for gold, among others.
Jim Rickards on The Death of Money: The Coming Collapse of the International Monetary System
Jim Puplava’s Big Picture: The Looming Death of Money – What to do Now
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.
Pierre Lassonde: Gold Will Trend Sideways Until Inflation Rises in the U.S.
The Chinese Have Put a Floor Under Gold at $1250 Oz.
Jim is pleased to welcome Pierre Lassonde, Chairman of Franco-Nevada Corporation. In a wide-ranging interview Pierre and Jim discuss the gold market and the mining sector, as well as how Franco Nevada started the royalty model in the gold industry.
Frank Holmes: Real Interest Rates and Economic Growth Drive Gold Prices
Physical Gold Is Moving From the U.S. and Europe to Asia
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors, Inc. Frank has just returned from speaking at the Mines & Money Conference in Hong Kong and discusses his outlook with Jim. As to the price of gold, Frank sees economic growth and the direction of real interest rates as the key drivers.
A Gold Roundtable Discussion With Ross Hansen, John Kaiser and Jeffrey Christian
Why Gold Fell Despite the Continuation of QE From the Federal Reserve
Jim welcomes Ross Hansen - Founder of Northwest Territorial Mint, John Kaiser - Founder of Kaiser Research Online, and Jeffrey Christian - Founder of the CPM Group, for a special gold roundtable.
Ned Schmidt: The Bear Market in Gold Is Over
2014 Will Be the Year of Commodities
Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover both the agriculture and gold markets this week. Ned believes the long bear market in gold is over, and gives his views on gold and the...
Technician David Nicoski: Bullish Outlook on U.S. Equities Still in Place
Also, Ryan Puplava, Erik Townsend and Tom Smith
This week on the Financial Sense Newshour, Erik Townsend welcomes David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. David sees the bullish outlook for US equities as still in place, and believes the emerging market risk is contained to the emerging markets for now.
Eoin Treacy: 2014 to Be a Choppy Environment – Markets Will Test the Resolve of Janet Yellen
Peak in Bond Market Reached in 2012
Jim welcomes back Eoin Treacy, Global Strategist at Fullermoney. Eoin expects this year to be characterized by a choppy market environment. He believes much of the choppiness will be caused by leveraged traders and algo-traders at the margin.