Financial Sense Newshour on Metals
Kevin Kerr: The High Cost of Low Oil Prices
Steep Decline Has Created Instability in Russia, the Middle East and Hurt U.S. Shale Production
Jan 14 – Cris Sheridan welcomes Kevin Kerr of Kerr Trading International. Kevin has been trading commodities professionally over 20 years. Kevin and Cris discuss the dramatic slide in the price of oil, and how low it could continue.
John Butler: Parallels to ’97-’98 Currency Crisis Signal Caution
Jan 13 – Cris Sheridan welcomes John Butler, Chief Investment Officer at Amphora Commodities Alpha Fund in London. In a wide-ranging interview, John and Cris discuss the parallels between market events in 1997-1998...
Satyajit Das: Financial Markets Not Pricing In Risk
Headwinds Starting to Build
Jan 9 – Jim welcomes Satyajit Das, author, journalist and commentator at EconoMonitor. Das sees the financial headwinds starting to build, and doesn’t believe the markets have adequately priced in risk. They discuss some of those headwinds, and...
Don Coxe: Cheap Fuels for as Far as the Eye Can See
Geopolitics the Primary Concern in 2015
Jan 8 – Jim welcomes back Donald Coxe, Chairman of Coxe Advisors LLP and a market historian with more than 40 years of institutional investment experience. Don and Jim discuss the dramatic drop in the price of oil, and its potential benefits to...
Jeffrey Christian: Next Gold Bull Market to Begin in 2015, But Move Slowly
Mining Industry Moving to a Lower Cost Model
Jan 7 – Jim welcomes back Jeffrey Christian, Founder of CPM Group in New York. They discuss the gold market, as well as the mining industry and gold stocks. Jeff sees 2015 bringing an end to the long bear market in gold, but the new bull market will...
Ned Schmidt: Gold Bears Will Be an Endangered Species in 2015
Chinese Demand for Agricultural Commodities Is Incredibly Strong
Jan 6 – Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports. Ned joins Jim to discuss both the gold and agriculture markets. Ned notes that gold recently made 52 week highs in both the...
Jim Puplava’s Big Picture: On the Record (Part 2)
John interviews Jim on multiple topics
Jan 3 – In part-two of a special year-end On The Record interview, John interviews Jim on an array of economic topics as well as his own philosophy on investing. In this segment, John asks Jim what makes him different as an investment advisor, and why...
Jim Puplava’s Big Picture: On The Record Part 1
John interviews Jim on multiple topics
Dec 27 – In part-one of a special year-end On The Record interview, Jim and John cover many economic and investment topics, including Jim’s views on peak oil, how the financial industry has changed since Jim started over 30 years ago...
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...