Financial Sense Newshour on Metals
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...
Kurt Kallaus: Slowdown in Manufacturing Spilling Into Other Areas
Nov 20 – Kurt talks about oil, gold, stocks, rate hikes, credit spreads, the junk bond market, and the deterioration in manufacturing, which he says has spilled over into other areas of the US economy. Kurt Kallaus is the author of Exec Spec and the KDelta trading model for...
Dr. Gary Shilling: Age of Deleveraging to Last the Rest of the Decade
Nov 13 – Jim welcomes back Gary Shilling PhD, president of A. Gary Shilling & Co, and publisher of Insight. Gary and Jim discuss the current economic environment in China and if it will continue to devalue its currency against the dollar. They also discuss the slow growth recovery in the US and how...
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 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...
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...
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.
John Butler on the Structure of Currency Revolutions and the New Monetary Order
Oct 13 – Drawing upon Thomas Kuhn's monumental work, "The Structure of Scientific Revolutions," Cris and John discuss his latest article where he argues that the dollar-based monetary order is undergoing a similar process and transition that will lead to...
Technician Tom McClellan: Bear Market Trend Should Last Until Next April
Oct 10 – Jim welcomes back Tom McClellan, Editor of McClellan Financial Publications. Tom’s technical work tells him we are in a bear market pattern which should last until at least April of next year. As a caveat however, he mentions...
Peter Boockvar: Stock Market Has Peaked - "Tremendous Value" in Precious Metals, Commodities
Oct 8 – Peter Boockvar of the Lindsey Group explains why he thinks the bull market in US stocks is over and why investors should be looking at contrarian plays like precious metals, commodities, and emerging markets.
Tim Wood Calling for a Major Stock Market Collapse
Sep 15 – Tim Wood, a market technician and follower of Dow Theory and cycles, believes stocks are headed for a major downturn even greater than the last two bear markets. He explains why, the time window in which he expects this to happen, and also gives his outlook...
Avi Gilburt on Gold, Stocks, and the Shemitah
Sep 11 – Cris welcomes back Avi Gilburt, founder of ElliottWaveTrader.net. Avi discusses the markets in the framework of his technical and Elliot Wave analysis. He addresses gold and if it will break the $1000 barrier. As to the gold...
Clif Droke: US Economy Strong Enough to Withstand China Slowdown
Sep 3 – Clif Droke gives an update on his "New Economy Index," which acts as a real-time leading indicator of the US market and economy, and says that it is not warning of a recession and retrenchment by US consumers...
Jim Puplava’s Big Picture: Financial Sense Sampler (Part 2)
Aug 29 – In Part Two of a special summer edition of the Big Picture, we offer a sampler of excerpts from previous programs on FS Insider with both Jim and Cris, Big Picture analysis with Jim, and important retirement topics from...
Martin Armstrong: If This Level Breaks, Expect Dow to Hit 13,000, Then Double
Aug 29 – Legendary market historian and well-known strategist Martin Armstrong comments on recent market events and explains his forecast for stocks, bonds, currencies, and gold. Martin also provides his long-term outlook on China, US interest rates...
“In Gold We Trust” With Ronald Stoeferle
Aug 22 – Jim welcomes back Ronald Stoeferle, Managing Director at Incrementum AG in Austria. Ronald will discuss his benchmark report, “In Gold We Trust”, which is his annual analysis and forecast for the global gold market.
John Kosar: Market Trends Weaker Globally – We May See a True Correction by October
Aug 8 Jim welcomes back John Kosar CMT, Director of Research at Asbury Research LLC. John notes weakness in various indices, and believes we may be in a rolling-over period. He is looking for a correction of 10% or so by October...