Financial Sense Newshour for Storm Watch
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...
Evelyn Browning Garriss: We’re in Hot Water Now!
North America Surrounded by Hot Water
Feb 17 – Jim welcomes back Evelyn Browning Garriss, Editor of The Browning Newsletter. Evelyn explains that when North America is surrounded by hot water, as it is now, the western regions are typically hot, while...
Jim Puplava’s Big Picture: Last Year’s Major Surprises – This Year’s Major Problems
Also, “Megatrends – Part II”
Feb 14 – In the first Big Picture topic this week, Jim notes the two big surprises last year, the significant drop in oil prices, and the unexpected drop in interest rates. Sometimes too much of...
Bill Fleckenstein: Still Not Time to Short the Market - Wait for QE4
Can the Fed Maintain Credibility With the Markets?
Feb 13 – Cris Sheridan welcomes Bill Fleckenstein, author, columnist and president of Fleckenstein Capital. Bill comments that we could easily see another 15-20% correction in the market but that the Fed will...
Dr. Woody Brock: How Shale Collapsed the OPEC Cartel and Why It Will Lead to Chaos
Will QE in Europe Work?
Feb 12 – Cris Sheridan welcomes Dr. Woody Brock, Founder and President of Strategic Economic Decisions. Dr. Brock explains why the collapse of OPEC will lead to chaos in the oil market. He also comments on...
Jim Puplava’s Big Picture: The One Event the Consensus Doesn’t Expect
Also, “Decline, Contraction & Consolidation - the Merger Game”
Feb 7 – In this week’s first Big Picture topic, Jim looks at the big Wildcard for 2015, will the Federal Reserve raise interest rates? If so, when and by how much? Jim looks at the global economic...
Stratfor’s Reva Bhalla: Plunge in Oil Has Reoriented the Geopolitical Chessboard
Potential Wildcards This Year: Germany, Venezuela and Russia/U.S. Relations
Feb 4 – Cris Sheridan welcomes Reva Bhalla, VP of Global Analysis at Stratfor. Reva discusses Stratfor’s 2015 outlook and how the decline in the price of oil has dramatically changed the geopolitical...
Conference Board’s Ken Goldstein: 2015 Economic Collapse Unlikely
Bull Markets Do Not Die of Old Age
Jan 27 – Cris Sheridan welcomes Ken Goldstein, an economist at The Conference Board. Ken believes the economy is in better shape than last year and expects wage growth to strengthen first half of...
Martin Armstrong: Major Turning Point Coming in October – Peak in the Economic Confidence Model
Armstrong Sees Parallels to 1929
Jan 23 – Cris Sheridan welcomes back Martin Armstrong of ArmstrongEconomics.com. Cris and Martin cover a variety of macroeconomic topics, starting with the debut of QE in Europe...
Jeffrey Rosen: U.S. Economy to Feel Negative Impact of Oil Prices Starting 2016
Timeframe for the Next Recession
Jan 22 – Cris Sheridan welcomes Jeffrey Rosen, Ph.D., Chief Economist at Briefing.com. Cris and Jeff discuss the U.S. economy, the likely timeframe for another recession, and the negative...
@War: The Rise of the Military-Internet Complex
The Growing Risk of an International Cyberwar
Jan 20 – Cris Sheridan welcomes Shane Harris, Senior Correspondent at Daily Beast and a Fellow at New America, to discuss his new book; @War: The Rise of the Military...
Jim Puplava’s Big Picture: Double, Double, Toil & Trouble – Then a Bubble
Jim’s Forecast for 2015
Jan 17 – This week on the Big Picture, Jim gives his annual outlook for the global economy and the markets. Jim starts by mentioning the positive tailwinds heading into this year; low interest rates, low inflation, oil prices...
Jeff Rubin: Massive Cap Ex Cuts Coming to the Energy Sector
Low Prices to Last Until North America Cuts Production
Jan 16 – Jim welcomes back Jeff Rubin, author and economist. Jeff and Jim discuss the dramatic decline in the price of oil, which Jeff had predicted back in early October in his last interview with Jim. Jeff explains his views on...
Rick Santelli on Volatility: You Ain’t Seen Nothing Yet
A Change in Central Bank Policy Could Lead to a Wild Ride this Year
Jan 15 – Jim welcomes back Rick Santelli, On-Air Editor at CNBC, reporting from the floor of the Chicago Board of Trade. Rick sees more volatility and disruption in the markets this year, based on the expected transition in...
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...
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...
Richard Duncan: Why QE 4 Is Inevitable
Duncan Expects Very Low Interest Rates Well Into the Future
Jan 2 – In a special reprise holiday edition of FS Insider, Cris Sheridan welcomes Richard Duncan, Chief Economist at Blackhorse Asset Management in Singapore. Richard believes that if the Fed does not institute QE 4, the U.S. will slide back into recession. Richard also...
Steve Forbes on His New Book - Money: How the Destruction of the Dollar Threatens the Global Economy – and What We Can Do About It
How Debasing Money Debases Society
Jan 1 – In a special reprise holiday edition of FS Insider, Jim welcomes back Steve Forbes, Chairman, CEO & Editor-in-Chief of Forbes Media to discuss his new book about money. Few topics are as misunderstood today as the subject of money. In his book...
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