Financial Sense Newshour for Storm Watch
James Kostohryz on the Top Ten Market Risks Facing Investors This Year
Apr 23 – In this highly in-depth interview with Cris Sheridan, global investment strategist James Kostohryz outlines the top ten market risks facing investors, starting from whether the world’s largest economy is facing...
NACM’s Chief Economist: Plunge in Business Loans Shows US at Inflection Point
Apr 21 – If you visit Zerohedge or other popular financial news sites, you’ve probably seen headlines warning of a U.S. recession based on a massive plunge in credit applications extended to businesses. Today, we go straight to the source and speak with...
Jim Puplava’s Big Picture: Financial Repression – The Greatest Wealth Transfer in History
In Jim’s first Big Picture topic, “Financial Repression – the greatest wealth transfer in history,” Jim discusses the current deliberate policy pursued by governments and central banks. Jim gives an historical background on financial repression, first seen...
Chris Martenson on What Happened to Peak Oil
Apr 16 – Cris Sheridan welcomes Chris Martenson PhD, co-founder of PeakProsperity.com. Chris gives his views on peak oil, and frames the discussion in terms of the relationship of oil reserves and price.
Jim Puplava’s Big Picture: On the Record
Apr 11 – This week on the Big Picture, John interviews Jim in a format they call On the Record. Some of the topics Jim addresses include why he is still bullish on the stock market, the potential for a recession in the US, and his views on energy and peak oil...
Gordon Long on the Four Pillars of Financial Repression
Apr 8 – Cris Sheridan welcomes Gordon Long, Founder and Principal of LCM Groupe. Gordon explains what financial repression is, the four pillars for implementing it, and why this is one of the most important issues facing savers and investors across...
Michael Shedlock: Canada in Recession, U.S. to Follow
Apr 7 – Cris Sheridan welcomes Michael “Mish” Shedlock of Global Economic Trend Analysis, one of the most popular economic blogs in the country. Mike explains why Canada, the US’s largest trading partner, is now in recession and how the US is likely to follow as well...
Jim Puplava’s Big Picture: Cross Currents – Integration & Disconnect
Apr 4 – Jim’s first Big Picture topic this week is “Cross Currents – Integration & Disconnect”, which deals with the global cross currents stemming from diverging monetary policies. The Federal Reserve is closer to raising rates and the rest of the world’s...
Technician Tom McClellan: Small Cap Growth Stocks Outperforming – A Bullish Sign
Apr 4 – Jim welcomes back Tom McClellan, highly-regarded market technician and Editor of McClellan Financial Publications. With the large cap stocks stuck in neutral, Tom notes the outperformance by the small cap growth stocks, which he sees as a bullish factor...
Satyajit Das: Blowback from Strengthening Dollar "Grossly" Underestimated
Apr 3 – Das believes we are entering a period similar to the “beggar thy neighbor” policy of the 1930s, except with currencies as the weapon instead of tariffs. Jim and Das discuss the growth of debt bubbles around the world and the consequences when they unwind...
David Marsh: Trillions of Negatively Yielding Debt Forcing Large Investors Into Stocks and Real Estate
Apr 1 – Cris Sheridan welcomes David Marsh, co-founder and Managing Director at the OMFIF (Official Monetary and Financial Institutions Forum) in London. David offers a preview of their Global Public Investor 2015 report on how $3 trillion in negatively...
John Butler on Excessive Leverage, Shadow Banking, Europe and China
Mar 31 – Cris Sheridan welcomes John Butler, Chief Investment Officer at Amphora Commodities Alpha Fund in London. John explains the battle taking place in Europe, and why Canada served as a blueprint for Europe’s current problems...
Jim Puplava’s Big Picture: Cash Is Trash – More Bad News for Savers
Also Including, Richard Duncan: How Governments Are Using QE to Magically Wipe Away Their Debts
Mar 28 – In Jim’s first Big Picture topic, “Cash Is Trash – More bad news for savers”, Jim lays out the scenario that the low interest rate world we live in is most likely going to be with us much longer, perhaps to the end of this decade or beyond.
George Friedman: Flashpoints: The Emerging Crisis in Europe
Mar 24 – Cris Sheridan welcomes George Friedman PhD, Founder and Chairman at Stratfor, a leader in the field of global intelligence. They discuss George’s new book, Flashpoints: The Emerging Crisis in Europe. The book examines...
Felix Zulauf: Bull Market Has Further to Go, but Storm Clouds on the Horizon
Mar 20 – Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. In a wide-ranging discussion...
Marin Katusa: Lehman-Style Crisis Coming in Late 2016, Early 2017
Mar 17 – Cris Sheridan welcomes Marin Katusa, Senior Market Strategist at Casey Research and author of The Colder War. Marin and Cris cover the outlook for China this year, as well as the energy sector.
Richard Duncan: How Governments Are Using QE to Magically Wipe Away Their Debts
Mar 6 – Cris Sheridan welcomes back Richard Duncan, Chief Economist at Blackhorse Asset Management in Singapore. Richard explains why quantitative easing is a form of debt cancellation and the number one...
Daniel Alpert on Why the U.S. and Global Economy Face Long-Term Deflation
High Debt Overhang Persists in Households and Governments Around the Globe
Mar 5 – Cris Sheridan welcomes Daniel Alpert, Managing Partner at Westwood Capital and author of The Age of Oversupply: Confronting the Greatest Challenge to the Global Economy. Daniel shares his outlook for...
Jim Puplava’s Big Picture: Popular Delusions and the Madness of Bankers
Also, “Yellen Is Telling: Rates Going Up, but Not Now” and “Nasdaq 5000 – Then and Now”
Feb 28 – Jim’s first Big Picture topic this week is “Popular Delusions and the Madness of Bankers”. This deals with the so-called New Normal world of extremely low interest rates. Jim notes we are truly in a special time in...
Steven Ricchiuto: Deflation Part of New Economic World Order
Raising Rates Prematurely a Major Mistake
Feb 24 – Cris Sheridan welcomes Steven Ricchiuto, Chief US Economist for Mizuho Securities USA Inc. Steven argues that the Federal Reserve forecasts are too optimistic. The Fed has been forecasting an accelerating economy...
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