Financial Sense Newshour for Storm Watch
OMFIF’s David Marsh: Bank of Japan Stands to Make “Enormous” Losses
Jul 28 – David Marsh, Managing Director and Co-Founder of the Official Monetary and Financial Institutions Forum (OMFIF) in London, discusses their recently released Global Public Investor report (see here), and says that central banks...
Stratfor's Reva Goujon: Europe Fragmentation Accelerating Post-Brexit
Jul 27 – Reva Goujon, VP of Global Analysis at Stratfor, provides an overview of the major geopolitical developments around the globe and also discusses their third quarter forecast (see here) with FS Insider. To receive their free...
Jim Puplava’s Big Picture: Helicopter Money, Rising Debt and the Next Crisis
Jul 23 – In the first topic on the Big Picture this week, “Helicopter Money, Rising Debt and the Next Crisis”, Jim and John discuss the Fed’s efforts to stimulate the economy, without great success thus far. There is now a discussion of some form of...
Martin Armstrong on Dow 40,000, Trump Win, and Collapse of the Euro
Jul 22 – Martin Armstrong, international speaker, renowned economist, and creator of the widely-cited Economic Confidence Model, discusses a wide range of issues with Financial Sense, including his second and third price targets for...
Jim Puplava’s Big Picture: Lower for Longer
Jul 16 – In the first Big Picture topic this week, “Lower for Longer”, Jim notes that bond yields have reached levels we’ve never seen before. The US has now issued bonds at the lowest rates in United States history. The German government has finally...
Edward Altman on Credit Cycle, Corporate Defaults, and Market Risks
Jul 15 – Edward Altman, Professor of Finance at NY University’s Stern School of Business and a leading authority on high yield, distressed debt, and credit risk analysis discusses the state of corporate defaults with Financial Sense...
Bert Dohmen on Markets, China, and More
Jul 14 – Bert Dohmen, President of Dohmen Capital Research Group and the author of the widely-read Wellington Letter, joins FS Insider today to discuss his outlook on the US and global markets as well as his recent report...
David Rosenberg: The Muddle-Through Economy Can Continue, But Stock Market Extended
Jul 13 – Chris Puplava welcomes David Rosenberg, Chief Economist & Strategist at Gluskin Sheff & Associates Inc. “We’re in an atypical cycle” said Rosenberg, noting that the gradual economic expansion can continue. David discusses...
Jonathan Krinsky: Bullish Trends Continue, But Financials Are the “Elephant in the Room”
Jul 9 – Jim welcomes back Jonathan Krinsky CMT, Chief Market Technician at MKM Partners. While Jonathan believes the trends remain bullish, he sees the market set up for a pause or consolidation at these levels. He specifically discusses...
John Butler: All Hell Breaking Loose in Europe; Banking Situation ‘Dire’
Jul 7 – John Butler, Vice President and Head of Wealth Services at GoldMoney, discusses the European banking situation, Brexit, China’s ongoing devaluation of their currency, and how this all plays into his long-term bullish outlook for gold.
Garriss: Get Ready for Global Weather Whiplash
Jul 6 – “We have just had a super-hot El Niño,” says Evelyn Garriss on today’s podcast. “When they are this strong they tend to flip very quickly within a couple of months to a cold La Niña…with a speed that gives you whiplash.” Evelyn and James Garriss explain how they see...
David Nicoski: Weaker Dollar Likely Ahead – Next Rotation Target, Emerging Markets
Jul 2 – Jim welcomes back David Nicoski CMT, Director of Research at Vermilion Technical Research, LLC. Dave is watching the US dollar level carefully, noting its direction will dictate where the global money will flow. The key levels are above 96 and below 93 on the dollar index. Dave notes his work indicates...
Stratfor’s Bosoni: Brexit Marks Peak Political Integration for Europe
Jul 1 - Stratfor Senior Europe Analyst Adriano Bosoni provides an in-depth discussion on UK’s momentous decision to leave the EU, why he thinks it marks the peak of political integration in Europe, and how this process may unfold depending on two key events in 2017.
Peter Boockvar Argues Bear Market Rally Ending, Why Investors Should Be Defensive
Jun 30 – Peter Boockvar, Chief Market Analyst at the Lindsey Group and the Co-CIO at Bookmark Advisors, explains to Financial Sense his outlook on stocks, gold, bonds, commodities, and Fed policy.
Brian Pretti: Expect Continued Market and Economic Volatility
Jun 29 – Brian Pretti joins Chris Puplava to take a macro look at the US economy and where it may be heading. Brian sees uncertainty and volatility ahead, and notes that certain sectors such as agriculture are slowing down. Additionally, consumers are...
Jim Puplava’s Big Picture: Brexit - The People vs. The Elites
Jun 25 – This week on the Big Picture Jim and John address the historic Brexit election vote in the UK. They discuss who were the winners, and the broader implications now that the UK will be leaving the European Union. Jim also addresses...
Dr. Gary Shilling: The End of Growth – Deleveraging Continues Globally
Jun 24 – Jim welcomes Gary Shilling PhD, President of A Gary Shilling & Co, publisher of Insight and author of The Age of Deleveraging. Gary believes that global growth will be sluggish in the years ahead, as the deleveraging process...
Brexit Debate – Should Britain Exit the EU and What Will Happen If It Does?
Jun 23 – (Originally aired May 19) Today on FS Insider we speak to two leading analysts at Global Risk Insights, Mikala Sorensen and Nandini Rao, to debate one of the most important events taking place this year on June 23rd: whether Britain should leave...
Jim Puplava’s Big Picture: The End of Growth
Jun 18 – In a special edition of the Big Picture, Jim combines commentary and analysis with clips from his interview this week with Dr. Gary Shilling. Jim discusses the recent Federal Reserve meeting and its ratcheting down of...
Jesse Felder: This Is Why George Soros Is So Bearish
Jun 17 – Jesse Felder, Editor of The Felder Report, joins Cris to discuss George Soros and his reemergence from retirement to place major bearish bets on the market. Jesse covers the rationale for why Soros is bearish...