Big Picture

The Bull Thesis for Energy | California as a Leading Indicator

Dec 30, 2022 – As we end out the last week of the year, we are going to air two interviews from our weekday FS Insider podcast that ran a couple of months ago in October. The first is with Aaran Param out of the UK, Head of Asset Allocation at...

David Abramson on Volatility, Long-Term Energy Outlook, and Tech's 'Ten-Year Curse'

Dec 23, 2022 – David Abramson at Alpine Macro discusses the key takeaways from their large investment conference held in October, including the expectation for ongoing outperformance in the energy sector, a potential ten-year curse...

Tom McClellan: Bond Market Now Sending Clear Warning Signal to the Fed

Dec 16, 2022 – Ryan Puplava gives this week's wrap-up discussing how the year-end rally may now be over, what we saw from a hawkish Fed and European Central Bank, as well as negative economic data and market reactions. Tom McClellan joins...

Jim Bianco on Secular Inflation and 2023 Recession Outlook

Dec 9 – Today we speak with special guest Jim Bianco at Bianco Research who joins us for an in-depth discussion on Fed monetary policy and why inflation is likely to continue running high in the years ahead. Jim discusses the longer-term...

Weekend Edition: Elevated Volatility, Potential Dollar Top, and FAANG 2.0

Dec 2 – After this week's wrap-up, Financial Sense Newshour speaks with Ron William at RW Advisory about the short- and long-term outlook for the market, whether we've seen an important peak in the dollar, and positioning for FAANG 2.0...

Jim Welsh on US Debt, Valuations, and Secular Bear Market Outlook

Nov 25 – Coming up in today’s program, Financial Sense Newshour host Jim Puplava and Jim Welsh at Macro Tides discuss the short- and long-term outlook for global markets when you consider the most powerful macro trends...

Ralph Acampora on Year-End Rally, Q1 Correction; Positioning for Inflationary Decade

Nov 18 – Ryan Puplava gives this week's market wrap-up. Ralph Acampora speaks with Financial Sense Newshour about a powerful year-end rally and possible correction in early 2023. Dave Morgan provides his outlook on gold and silver...

Doomberg on Unfolding Diesel, Heating Oil Crisis in the US; Peak Dollar?

Nov 11 – After this week's wrap-up, Financial Sense Newshour speaks with David Keller, Chief Market Strategist at StockCharts.com, about the massive rally in the stock market this week. Next, Jim Puplava interviews Doomberg about the unfolding...

A Perfect Storm of Policy Mistakes

Nov 4 – After this week's wrap-up, Financial Sense Newshour's Jim Puplava speaks with well-known technician Tom McClellan on the outlook for stocks, energy, commodities, interest rates, and more. Next, Selma Hepp at CoreLogic says...

Tech Bust Meets 'Old Economy' Revenge

Oct 28 – Ryan Puplava gives this week's market wrap-up. Bruce Fraser gives a technical update on the market and says we are seeing a similar setup to the 2000-2002 period. Next, Financial Sense Newshour's Jim Puplava speaks with Greg Weldon...

Year-End Market Rally, Economic Crash Landing

Oct 21 – Financial Sense Newshour's Ryan Puplava explains what moved the markets this week. Mish Schneider at Market Gauge gives an update on the technical and fundamental backdrop for the market, noting strength in domestically...

Weekend Edition: Craig Johnson on Market Outlook, the Dark Side of Green Energy and Rising Financial Stress

Oct 14 – After this week's wrap-up, Financial Sense Newshour interviews Craig Johnson to discuss his outlook on stocks, bonds, energy, and more. Next, we air the first half of our interview this week on FS Insider with Guillaume Pitron...

The Coming Oil Shock, the Silver Short Squeeze, and the Commodity Bull Market

Oct 7 – After this week's wrap-up with Ryan Puplava, Financial Sense Newshour speaks with Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, on the recent jobs market report, sticky inflation, this week's cut by OPEC, and...

Weekend Edition: The Fed Raises Until Something Breaks – That Was This Week

Sep 30 – Ryan Puplava discusses the emergency intervention by the Bank of England this week, hotter than expected inflation figures (again), and the eruption of more geopolitical turbulence. Next, Financial Sense Newshour speaks with...

Conflicts of Interest: Why the Fed Will Lose the Inflation Battle

Sep 24 – After this week's wrap-up, Jim Welsh at Macro Tides gives Financial Sense Newshour listeners a big picture update on his outlook for the stock market, bond market, and the economy. Next, Jim Bianco joins us to provide his perspective...

Bloomberg's Gina Martin Adams on Market Outlook; Robert Bryce on Decarbonization Push, Global Energy Crisis

Sep 16 – Deglobalization, decarbonization, and demographics (the 'Three Ds') are likely to keep inflationary pressures higher for longer, Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, tells Financial Sense Newshour...

Jim Puplava: All the Wrong Policies Mean Energy Crisis Will Worsen

Sep 9 – After this week's market wrap-up, Robin Griffiths out of the UK joins us to discuss the technical outlook for the market and to provide an update on his Adaptive Asset Allocation model for highest ranking sectors and regions of the globe...

Big Picture Macro Replay: Globalization, Demographics, and Inflation

Sep 2 – For many decades, the global economy experienced a dramatic expansion in the working age population. One of the biggest impacts this had was to lower the cost of nearly every type of manufactured good, something we experienced for...

Powell Warns of 'Pain' Ahead; Still Premature to Be Bullish, Says Chris Puplava

Aug 26 – After this week's wrap-up and focus on the market-moving comments by Fed chair Jay Powell of 'pain' ahead, which immediately led to a steep decline in the stock market, Financial Sense Wealth Management CIO Chris Puplava explains why...

Ralph Acampora on Market Outlook; Dr. Charles Hall on EROI vs. ESG Investing

Aug 19 – After this week's market wrap-up, Financial Sense Newshour speaks with Ralph Acampora, often referred to as the 'Godfather of technical analysis', to get his outlook on the US stock market. Next, Jim Puplava and Dr. Charles Hall...

Subscribe to RSS - Big Picture