Financial Sense Newshour on Metals
Keith Barron: Gold Bull Market on Hold - Awaiting a Catalyst
Swiss Gold Initiative Was an Unfair Fight
Dec 4 – Jim is pleased to welcome Keith Barron PhD, an exploration geologist who co-founded Aurelian Resources in Ecuador in 2001 and ultimately discovered the colossal Fruta del Norte gold deposit in 2006. Keith and Jim cover the gold industry, how it has changed, and why so many mining companies have struggled to survive.
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”
Nov 29 – In a reprise edition of the Big Picture from last summer, Jim speaks exclusively with Luzi Stamm, member of the Swiss National Council, and one of the leaders of The Swiss Gold Initiative (the vote takes place November 30th). The initiative will mandate no more sales of Swiss gold by the government...
Frank Holmes: The Royalty Companies the Best Place to Invest During Times of Low Gold Prices
The Catharsis in the Gold Industry Is Healthy
Nov 25 – Jim welcomes back Frank Holmes, CEO of US Global Investors. Frank and Jim discuss both energy and the gold markets. Frank notes that the currency play among the Euro, the Yen and the Dollar is having an impact on commodity pricing given the current stronger dollar.
Russell Napier: Invest for a Deflationary Environment and a Strong Dollar
Inflation Will Return, But It May Take a Decade
Nov 5 – Jim welcomes back independent strategist Russell Napier. In a wide-ranging discussion Russell and Jim cover a number of important topics, from deflationary trends, to Fed policy, to key structural shifts in the U.S. affecting the strength of the dollar. Russell discusses why liquidity is tightening outside the U.S., and how...
Bo Polny: November Starts the Next Upcycle for Gold
Gold Cycle Specialist Sees Much Higher Prices
Oct 31 – Jim welcomes Bo Polny, a precious metals cycle specialist. Bo’s work indicates that the next upcycle in gold will begin in November. Through his work with numbers and cycles, Bo has forecasted a number of significant gold and silver tops and bottoms in the last three years.
Ned Schmidt: The Gold Market Is Turning
The Top Gold Stocks Have Bottomed
Oct 22 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned believes that the gold market is making a significant turn and will be heading higher.
Keith Weiner on Gold Manipulation, Naked Short Selling, and China’s Gold Imports
The Driver Behind China’s Gold Imports
Oct 21 – In a reprise edition of FS Insider from earlier this year, Cris Sheridan interviews Keith Weiner PhD, president of Gold Standard Institute USA, and CEO of Monetary Metals. In looking at the futures market, Keith explains there is no evidence for gold manipulation through naked short selling.
Technician Robin Griffiths – It’s Not a Top – But “Risk On” Is Off
Also, Ryan Puplava and Erik Townsend
Oct 11 – Jim welcomes back Robin Griffiths, Technical Strategist at Cazenove Capital in London. Robin notes the consensus is that markets are back in a “risk-off” mode, and that the big money is moving to safe haven investments. He also discusses the problems in Europe and Japan, and says we are living in abnormal times.
Ross Hansen: Two Types of Gold Investors: Long-Term Physical vs. Fast-Money Paper
The New World Order Moving Toward Chip-Based Transactions as Cash Disappears
Sep 30 – Ross Hansen, founder of Northwest Territorial Mint, joins Jim to discuss the “investor fatigue” in the metals markets over the last few years. Ross notes how the big banks have been investing Fed money into the stock market in recent years, and gold has been largely overlooked.
Technician John Kosar: Long-Term Trend Remains Favorable
Also, Ryan Puplava, Erik Townsend and Tom Smith
Sep 27 – John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Axel Merk: The Fed Will Be Late in Raising Interest Rates
Weak Global Economy Keeping Commodity Prices Low
Axel believes Fed Chair Janet Yellen wants interest rates to remain low for the foreseeable future, and will likely be late in raising rates. He sees inflation arriving eventually. They discuss why central banks around the globe are all trying to cheapen their currencies.
Louis-Vincent Gave: Euro Crisis 2.0
Europe Slipping Back Into Recession
Jim is pleased to welcome back Louis-Vincent Gave, CEO of Gavekal in Hong Kong. Louis and Jim cover a range of global macro topics, starting with Europe, as growth rolls over and another recession looms as a strong possibility. Louis believes the ECB’s monetary bazookas are not enough...
Ned Schmidt: 2014 As Good As It Gets For Food Prices – Next Year; Back to Normal
Ned Also Discusses His Outlook for Gold and Silver
Jim welcomes back Ned Schmidt CFA, Publisher of The Agri-Food Value View and The Value View Gold Reports at Schmidt Management Company. Ned notes that 2014 has been a good year for consumers on balance, although beef and pork prices have remained high. Ned believes that a more normal weather situation next year will lead to higher agriculture prices.
James Grant: Two Alternative Outcomes From Fed Policy – Much Higher Inflation or More Money Printing
Bullish on India and Gold
In a special reprise edition of FS Insider, Jim is pleased to welcome 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.
Ronald Stoeferle: Gold - The End of the Bottoming Process
In Gold We Trust – 2014 Report
In a special reprise edition of FS Insider, Jim welcomes 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.
Jim Puplava’s Big Picture: On The Record
John Loeffler Interviews Jim Puplava on a Broad Range of Economic Topics
In a special late summer edition of “On The Record”, John interviews Jim on a range of economic topics, starting with his views on the Crisis Window of 2014-2016, Peak Oil, and precious metals. Jim also gives his views on the theme of “Advantage America” and the growing manufacturing and energy renaissance in the U.S., as well as the rapid advances in...
John Kaiser: Strong Economic Growth – The Real Driver of Gold Prices
Short-Term Catalyst for Gold – A Russian Invasion of Ukraine
Jim welcomes back John Kaiser, Founder of Kaiser Research Online. They discuss cross currents in the gold market, and how gold is not yet in line with an economic recovery. John believes that strong economic growth is the best long-term driver of gold prices.
Jean-Marie Eveillard: Value Investing - Why It Holds Sway in Today’s Treacherous Landscape
Why Wall Street Has Moved Away From Value Investing
Jim welcomes back Jean-Marie Eveillard, Senior Adviser, Portfolio Management at First Eagle Funds. A legendary value investor, Jean-Marie received a Lifetime Achievement Award from Morningstar in 2003 for building one of the most successful long-term records in the investment business.
Frank Holmes: Bet on America – There Are Always Opportunities Out There
Gold Stocks Still Significantly Undervalued
Jim welcomes back Frank Holmes, CEO and chief investment officer of U.S. Global Investors. Frank and Jim cover a number to subjects, including the gold market, gold stocks, the stock market and the opportunities that still abound in America for investors. Frank notes the...
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.