Financial Sense Newshour for Storm Watch

  • Big Picture: The Reflation Trade; Oil Is Not Well Jun 24

    Jun 24 – In today’s Big Picture, Jim Puplava explains the tidal forces of inflation and deflation, and how that relates to the “reflation trade” that started after Trump won office. Jim discusses the impact of oil prices, stimulus, the yield curve...

  • The Empire of Debt Jun 22

    Jun 22 – Charles Hugh Smith discusses the growing social and economic parallels between Ancient Rome and the US in terms of debt-dependence, wealth disparity, worship of “unproductive celebrity,” and many other areas...

  • Credit Scores Are at Record Highs – Is This as Good as It Gets? Jun 21

    Jun 21 – FICO credit scores have reached a new high in the US. Cristian deRitis at Moody’s joins FS Insider today to discuss whether this is a good thing when we think about consumer spending and lending activity or are we...

  • Preparing for Disaster Jun 20

    Jun 20 – Disasters can strike at any moment—that’s why it’s best to be prepared for them. Today, we discuss the types of disasters that can occur, step by step instructions on how to prepare for them, and everything else you need to know...

  • Robin Griffiths: Possibility of ‘87-Like Correction This Fall Jun 17

    Jun 17 – Ryan Puplava discusses the big news events this week—the Fed, economic data, drop in oil prices, and more—then Robin Griffiths provides his in-depth outlook on the market, saying that the US could be vulnerable to an ‘87-like correction...

  • Big Picture With Gary Shilling; Also, the Scary Truth of Interest Rates and the Banking System Jun 10

    Jun 10 – In today’s Big Picture, we speak with Gary Shilling on his recent June Insight newsletter to get his outlook on stocks, bonds, the US economy, and more. Also, in this broadcast, Jim Puplava explains the extraordinary nature of the...

  • Managing Risk in Vulnerable Markets Jun 03

    Jun 3 – In the first part of today’s Big Picture, Jim Puplava and John Loeffler address Ralph Acampora’s concerns expressed in our prior show about the short-term risks facing the market in addition to comments made by Ed Easterling in our...

  • Is Global Growth Starting to Peak? Jun 01

    Jun 1 – After experiencing a synchronized upturn in global economic growth starting around mid-2016, Callum Thomas of Top Down Charts shares his most recent Weekly Macro Themes report looking at whether the global growth picture is faltering.

  • Ed Easterling on Market Valuations, Expected Returns, and Flawed Assumptions May 31

    May 31 – Is the US stock market in a bubble and, given current market valuations, what should investors expect for future returns from the US stock market? These are some of the questions Ed Easterling at Crestmont Research discusses...

  • Megatrend: Retail Ice Age or Metamorphosis? May 27

    May 27 – Thousands of retail chain stores will be closing this year. In today’s Big Picture, we do a deep-dive into the disruptive forces shaking up the retail industry. We discuss the trends, the latest research, and where experts think things...

  • Global Bubble Status Report With ETH Zurich’s Didier Sornette May 18

    May 18 – For the month of May, there’s an “abnormally large number of stocks showing strong positive bubble signals with weak fundamentals,” write the scientists behind the Global Bubble Status Report at ETH Zurich’s Financial Crisis Observatory.

  • Casey Dinges on America’s D+ Infrastructure May 17

    May 17 – It’s Infrastructure Week and Casey Dinges, Senior Managing Director at American Society of Civil Engineers (ASCE), joins FS Insider today to discuss ASCE’s Infrastructure Report Card, which was just released in March. Topics covered...

  • What We Know and What We Don’t Know May 13

    May 13 – In today’s Big Picture, Jim Puplava looks at the things we do know, i.e. the market is expensive, vs. the things we don’t, like how many times can the Fed hike rates before an over-leveraged player or sector breaks.

  • 2020: The Year of Widespread Disruption May 12

    May 12 – An independent think tank has just released a new report predicting widespread disruption of the auto, oil, gas, and various other industries (and regions) to begin around the year 2020. We speak with the report’s lead authors about their thought-provoking report...

  • Intensity Corporation: Using Cutting Edge AI to Predict the Next Recession – Current Target Date: March 2019 May 11

    May 11 – What happens when you apply big data, machine learning, and a team of highly talented data scientists and engineers to track the US business cycle? Intensity Corporation Vice Presidents Ray Bamford and Irina Telyukova discuss...

  • Inside the Bubble May 06

    May 6 – What is the biggest bubble of our day? In today’s Big Picture podcast, Jim Puplava explains how stock prices are being driven to record valuations as investors herd into index ETFs. This is a self-feeding frenzy, he states, where fundamental...

  • Stratfor’s Reva Goujon: US Too Late on North Korea May 04

    May 4 – Reva Goujon, VP of Global Analysis at Stratfor, discusses fears over US protectionism, Trump’s possible invocation of the “national security card” for reducing imports from certain countries, and why there are no good options...

  • When Things Get Crazy, Don’t Get Lazy – Focus on Risk! Apr 22

    Apr 22 – Jn today’s Big Picture, Jim Puplava covers three extremely important topics that every investor should understand: 1) Risk—understanding it, recognizing when it is increasing, and how to mitigate it from decimating your...

  • Geopolitical Update: North Korea, Turkey, and Europe in the Spotlight Apr 19

    Apr 19 – Recent geopolitical events have set markets on edge and Jacob Shapiro, Director of Analysis at Geopolitical Futures, discusses the threat level posed by North Korea under Kim Jong Un, recent developments in Turkey, and ongoing problems in the European Union.

  • Are the Credit Markets Signaling Trouble Ahead? Apr 15

    Apr 15 – Credit demand has been weak this recovery. The big puzzle right now is, with optimism at record levels along with the stock market, why is credit demand starting to fall? Despite business and consumer optimism, it hasn't translated into...

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