Financial Sense Newshour for Storm Watch
Jim Puplava’s Big Picture: Adapt or Die – Market Darwinism
Also on the Big Picture: A Tale of Two C’s – Crimea & California
This week on the Big Picture, Jim’s first topic is “Adapt or Die – Market Darwinism”. He discusses how we are living in different times and that the world is changing. He points out how Gary Shilling and David Rosenberg have both had to adapt their thinking to changing conditions.
Marc Chandler: Ukraine-Crimea Situation More Bluster and Hype Than Geopolitical Threat
US Banks Not Exposed to Russia
Jim welcomes Marc Chandler, Author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc makes the point that Vladimir Putin is no more than a Russian Nationalist who was provoked into taking action on his border.
Rick Santelli: Expect Market Volatility This Year More Like 2012 – Risk-On / Risk-Off
Stock Market Game Still On, But Will Get More Selective
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
Dr. Peter Warburton: Disinflationary Trend Continuing - But Fed’s QE Policy Ultimately Leads to Higher Inflation
Two Years of Favorable Supply Shocks in Energy and Agriculture Have Benefited Consumers
Jim welcomes back Dr. Peter Warburton, Director of Economic Perspectives Ltd in London. Peter still sees too much complacency about government deficits, but believes US consumers have benefited from two years of favorable supply shocks in food and energy.
Evelyn Browning Garriss: Wild Weather – Record Cold in Midwest and East; Historic Drought in California
California Is Experiencing the Driest Weather in a Century. When Will the Severe Weather Ease Up?
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Jim and Evelyn discuss the unprecedented frigid weather across the Midwest and East of the US, brought down from Canada by the now infamous Polar Vortex.
JKC de Courcy: Trouble Brewing in the East China Sea – Few Are Paying Attention
China Getting More Aggressive on Territorial Claims
Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd in London and Editor of Courcy’s Intelligence Brief. JKC and Jim cover the world’s hotspots, particularly the Middle East and the South and East China Seas.
Technician Ralph Acampora: Emerging Market Currency Crisis Could Become Serious
Also, Ryan Puplava, Erik Townsend and Chris Puplava
Jim is pleased to welcome back noted technician Ralph Acampora this week. Ralph and Jim discuss the markets, with Ralph noting that a transport sector divergence could signal a coming correction, and the emerging market currency crisis could become more serious.
Adam LeBor, author of “Tower of Basel - The Shadowy History of the Secret Bank That Runs the World”
A Very Unauthorized History of the Bank for International Settlements (BIS) in Switzerland
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim welcomes journalist Adam LeBor, author of “Tower of Basel”, a very unauthorized history of the Bank for International Settlements (BIS) in Basel, Switzerland...
Eric Janszen: Bernanke’s Departure in 2014 Could Lead to Major Market Turbulence
A change of leadership at the Fed always perturbs the markets, particularly the bond market
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim welcomes back Eric Janszen, Founder & President at iTulip Inc. Jim and Eric discuss why things didn’t go badly globally in 2012, as so many had predicted. They also discuss the current economy and its prospects...
Harry Markopolos: No One Would Listen
The man who exposed Bernie Madoff and history’s greatest Ponzi scheme
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim is pleased to welcome Harry Markopolos CFA, the man who blew the whistle on Bernie Madoff and the largest Ponzi scheme in history...
James Bianco: The Next Crisis Will Be the Result of Too Much Government Involvement
If Japan can make it work, you will see massive global money printing
Jim is pleased to welcome James Bianco, President of Bianco Research, L.L.C., an Arbor Research & Trading, LLC affiliate. James and Jim discuss the recent Fed tapering, and what it might mean for future volatility. James believes the next crisis will be different from the previous crisis, and will result from too much government involvement...
G. Edward Griffin: The Dark Side of the Federal Reserve
The Founding of the Federal Reserve and the Extreme Secrecy Behind It
In a special reprise edition of the Financial Sense Newshour from 2010, and highlighting the 100th Anniversary of the Federal Reserve this month, Jim speaks with G. Edward Griffin, author of The Creature from Jekyll Island...
JKC de Courcy: China Lighting Matches in Asia as Japan Considers Rearming
US redeploying assets to Asia
In a special reprise edition of the Financial Sense Newshour from earlier this year, Jim welcomes back JKC de Courcy, Chief Executive at Intelligence Research Ltd, publisher of Courcy’s Intelligence Brief out of London. Jim and JKC discuss a number of geopolitical hot spots, including Asia, Europe and the Middle East...
Technician Craig Johnson: S&P 1850 Still My Year-End Target
Also, Ryan Puplava, Erik Townsend and Tom Smith on the Markets
Jim welcomes back Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig is sticking with his year-end S&P target of 1850. As to 2014, Craig sees the S&P likely hitting 2000 in the first quarter, followed by a major correction...
“Money For Nothing” Producer Jim Bruce on 100 Years of The Federal Reserve and its Future under Janet Yellen
The Unintended Consequences of Federal Reserve Policy
Jim is pleased to welcome Producer/Director Jim Bruce, creator of the recent documentary, “Money For Nothing: Inside The Federal Reserve”. Jim discusses the 100th anniversary of the creation of the Federal Reserve this month and whether it has helped or hurt the economy on balance...
Joseph Dancy: The Shale Mirage – IEA Report: World Could Face Future Oil Supply Crunch
All Liquid Fuels Are Not Equal
Jim welcomes back Joseph Dancy, Adjunct Professor of Law at Southern Methodist University and manager of the LSGI Technology Venture Fund LP. Joe and Jim discuss the latest International Energy Agency (IEA) World Energy Outlook report that questions if we...
Puru Saxena: The Commodity Markets Have Peaked
The Hong Kong Property Bubble Has Yet to Burst
Jim welcomes back Puru Saxena, founder of Puru Saxena Limited in Hong Kong and publisher of Money Matters. Puru and Jim cover a number of topics, including the property bubble in Hong Kong, where commercial real estate sells for $2,500 a square foot, and residential real estate is far higher...
Jim Puplava’s Big Picture: QE, Gold’s Bear Market, and Why We Won’t Experience Hyperinflation
Also, “Why Dividends Are Still the Best Game in Town” and “The Market’s Bill of Health”
This week on the Big Picture, Jim looks at why QE hasn’t led to rising inflation, why gold is in a bear market, and why there is no prospect for hyperinflation. Jim explores the reasons behind these topics and how they are connected...
Evelyn Browning Garriss: Volcanic Debris in the Arctic Will Create Colder than Average Winter in North America
Extreme Cold Fronts this Winter will mean Increased Energy Demand in the US
Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn discusses the volcanic eruptions in the Arctic air mass over the last two years, and how the result has been a very cold and turbulent polar air mass that will be moving south as winter approaches.
Martin Armstrong: We Are Facing a Crossroads in History - Liberty or Economic Slavery
Larry Summers Promoting Electronic Currency - So 100% of Transactions Can Be Tracked and Taxed
Jim welcomes back Martin Armstrong of ArmstrongEconomics.com. Martin and Jim cover an array of economic topics, including the failure of the Fed’s QE policy to stimulate the economy. Martin notes as the world’s reserve currency, the dollars don’t stay in the US but circulate around the globe.
Market volatility and the breakdown of fundamental and technical indicators are only a few signs. There are others which are more subtle and not visible to the human eye—below the surface. They show up in bear-o-metric readings of the nation's money supply, credit expansion and the breakdown of corporate earnings. With all of these readings, we know that a storm is coming. The question is: "What kind will it be?"
—Jim Puplava, The Perfect Financial Storm Part 3