Financial Sense Newshour for Storm Watch
Edward Altman on Corporate Defaults, Junk Bond Market, and Spreading Risks
Feb 12 – Edward Altman, named as one of the 100 most influential people in finance and considered a leading authority on the high yield and distressed debt market, says we are seeing the peaking of a benign credit cycle in the US. He discusses what that...
Bert Dohmen Wants You to Panic Like It’s 2008 (or Worse!)
Feb 11 – Bert Dohmen, founder of Dohmen Capital Research, argues that it is time for investors to panic (before everyone else does, that is) and to be prepared for an imminent collapse of the stock market greater than what we saw in 2008.
George Friedman on the Looming Italian Banking Crisis
Feb 10 – Cris welcomes George Friedman PhD, internationally recognized geopolitical forecaster and best-selling author. George believes Greece was not an outlier, but a forerunner of trouble for Europe. Italian banks are now entering a crisis...
ECRI’s Lakshman Achuthan: US Economic Slowdown Underway; Fed Too Late on Rate Hikes
Feb 4 – A US economic slowdown is underway, says Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, adding that the Fed waited too long to hike rates. Lakshman discusses US economic trends, prospects...
Jim Puplava’s Big Picture: Financial Tremors and Monetary Shockwaves
Jan 30 – This week on the Big Picture, Jim and John dissect the latest statement from the Federal Reserve, and then look ahead, discussing if the Fed’s plans for raising rates in 2016 are realistic, given economic weakness, market...
Neil Dutta: Global Economy Not Collapsing, Risk of US Recession Still Low
Jan 20 – Neil Dutta explains Renaissance Macro’s economic outlook for the US and around the globe. Neil says the weakness felt in the fourth quarter was largely due to a sharp inventory correction, which is likely to be reversed this year, and...
Jim Bianco Sees Oil Prices Staying Low Until Oil Companies Forced Into Bankruptcy
Jan 15 – Jim Bianco, President of Bianco Research, says oil companies are engaged in “dead man drilling,” having to produce enough oil to service their debt, which pushes prices lower, or stop producing and go out of business. He ultimately sees...
Martin Armstrong on the War Cycle, Collapse in Government Confidence, and Deflation
Jan 14 – Cris welcomes back Martin Armstrong from Armstrong Economics. Martin covers an array of global macro topics including why he believes the US is the “only game in town” as global capital flees instability around the world. He also...
Gordon Long Says Global Slowdown Quickly Washing Ashore
Jan 13 – Gordon Long, co-founder of Financial Repression Authority, discusses a powerful combination of headwinds in our current market and economic environment, including his belief that Americans are facing increasing levels of taxation by...
Jim Puplava’s Big Picture: 2016: Storms, Volatility and More of the Same
Jan 9 – In a special edition of the Financial Sense Newshour, Jim and John look at forecasts for 2016 from a variety of experts and analysts. They will discuss what may be in store for both the economy and the markets this year, both here...
Moneyball Economics' Andrew Zatlin Reiterates Bearish Outlook on Stock Market
Jan 7 – Andrew speaks with Cris about three cycles converging in 2016, which paint a bearish picture for stocks. He reiterates his belief from last year that investors should consider a higher cash position and sell into any strength. Andrew Zatlin is a leading forecaster of key economic benchmarks and...
Dr. Ben Hunt on Broken Models, Extreme Outcomes, and Liquidity Shocks
Dec 30 – Ben Hunt says that we are moving into a global economic environment where traditional economic models no longer apply. He discusses why this means more volatility, liquidity shocks, and how investors should prepare as move into 2016. Ben Hunt PhD is the Chief Risk Officer of Salient...
Charles Biderman: We’re Headed Into a Volatile World – For the Markets and the Economy
Dec 18 – TrimTabs Investment Research Founder Charles Biderman joins Cris to discuss his outlook on corporate free cash flow, leveraged stock buy-back policies, and the potential for a recession in 2016. Charles also discusses how zero percent interest rates have resulted in a global oversupply of everything...
Stock Trader Almanac’s Jeffrey Hirsch: 8th Year of Presidential Term Typically Bad for Stocks
Dec 10 – Jeffrey Hirsch of the highly popular Stock Trader’s Almanac shares some of the key insights from their most recent yearly publication, including what markets typically see a low in December, the tendency for stocks to do poorly in the 8th year of a President’s term...
Jim Puplava’s Big Picture: End Game – Tactics for the Final Phase of the Bull Market
Dec 5 – This year has been a difficult one for investors, as stocks, bonds and commodities have all been flat or down this year. So what should investors be doing looking into next year? Jim believes we have entered the third and final phase of the bull market, and expects returns will be...
Axel Merk Says Stock Market Has Peaked – Bear Market Ahead
Dec 3 – In early August, only weeks before stocks plunged by double digits, Axel Merk publicly stated that he had turned bearish on the stock market. In this interview, Axel explains why he thinks we’re at a major peak, what he sees for 2016, and what he’s doing...
Is the US Headed Towards a Great Depression? ITR Economics’ Dr. Alan Beaulieu Explains
Dec 2 – Dr. Alan Beaulieu discusses many of the key points of his 2014 book, Prosperity in an Age of Decline, and why the US is likely to be at the epicenter of another major global depression in the years ahead. Dr. Beaulieu, president of ITR Economics, has been consulting with companies...
Felix Zulauf and Marc Chandler Weigh in on Currency Wars and the Chinese Devaluation
Nov 28 – In this holiday reprise edition of the Big Picture, Jim speaks with legendary investor Felix Zulauf, as well as noted currency expert Marc Chandler of Brown Brothers Harriman about the implications of the Chinese devaluation of the Yuan against the dollar. Jim and Felix discuss the recent...
Stratfor’s Reva Bhalla on Far-Reaching Impacts of Paris Attacks
Nov 25 – Stratfor’s Reva Bhalla explains the far-reaching impacts of the recent terrorist attacks, how they are helping to accelerate the ongoing disintegration of the European Union, and some of the key economic and geopolitical issues being faced in Europe and elsewhere. Reva is a leading...
How Real Is the ISIS Threat in America? Dan Gordon on “Day of the Dead: Book One – Gaza”
Nov 21 – Jim welcomes Dan Gordon, author, Hollywood screenwriter and a veteran of 40 years of service in the Israel Defense Force. Dan calls his new book, Day of the Dead, “a clarion call to a clear and present danger”. Ripped from today's headlines, the book is a “tale of espionage...