Gold Cycle Specialist Sees Much Higher Prices
Oct 31 – Jim welcomes Bo Polny, a precious metals cycle specialist. Bo’s work indicates that the next upcycle in gold will begin in November. Through his work with numbers and cycles, Bo has forecasted a number of significant gold and silver tops and bottoms in the last three years.
Duncan Expects Very Low Interest Rates Well Into the Future
Oct 30 – Cris Sheridan welcomes Richard Duncan, Chief Economist at Blackhorse Asset Management in Singapore. Richard makes the case that since 2008 credit in the U.S. has been growing at less than 2% a year and the Fed has been printing money to create a wealth effect in financial assets in order to sustain the economy.
Emerging Market Countries Are Also Slowing
Beneficial Tailwinds From the U.S.
Oct 28 – Cris Sheridan welcomes back David Marsh, Managing Director and Co-Founder of OMFIF (Official Monetary and Financial Institutions Forum) in London. David explains how the ECB is unlikely to launch a full-scale QE program in Europe with bonds near record highs. The ECB and Bundesbank don't want to run the risk of...
Special Guest: Yolanda York on Social Security Changes for 2015
Oct 27th – This week Jim and John address one of the greatest fears for those in or nearing retirement; outliving one’s assets, or “dying broke”. This is a much more complex subject today, given the current era of financial repression and 0% interest rates, as well as an extremely deep recession and two bear markets within a decade.
Jim Puplava’s Big Picture: Shareholder Yield – Why Stock Buybacks and Dividend Increases Make Sense in a Low Interest Rate World
Also, “We’ve Been Here Before – Why Stock Prices Are Set to Go Higher”
Oct 25 – In Jim’s first Big Picture topic this week, he delves into shareholder yield, and shows why stock buybacks and dividend increases from stock ownership make so much sense in an era of financial repression and zero percent interest rates.
Also, Ryan Puplava, Erik Townsend and Rob Bernard
Oct 25 – Jim welcomes back Bert Dohmen, president and founder of Dohmen Capital Research Institute. Bert believes the recent market volatility was mainly caused by high frequency trading. He also sees a lot of leeway for the market to go higher.
Fed Exit Will Be Long and Painful
Oct 24 – Jim welcomes back CNBC’s Rick Santelli, who reports from the floor of the Chicago Board of Trade. Rick notes while the Federal Reserve was never designed to take the place of free markets, investors have to get up and dance as long as the Fed continues to play the music and keep interest rates at historically low levels.
How Big Data Can Be Used to Control, Influence or Profit
Oct 23 – Cris Sheridan welcomes Ben Hunt PhD, Chief Risk Officer at Salient Partners. They discuss the difference between AI (artificial intelligence) and a more cybernetic-oriented view of intelligence, and how we see the latter taking place in the use of Big Data for mass surveillance, tracking, and the prediction of human behavior.
The Top Gold Stocks Have Bottomed
The Driver Behind China’s Gold Imports
Oct 21 – In a reprise edition of FS Insider from earlier this year, Cris Sheridan interviews Keith Weiner PhD, president of Gold Standard Institute USA, and CEO of Monetary Metals. In looking at the futures market, Keith explains there is no evidence for gold manipulation through naked short selling.
Special Guest: Veronica Dagher of The Wall Street Journal on Reasons for Parents to Reveal Estate Plans
Oct 20 – This week Jim and John focus on ways to take advantage of existing tax laws and use them efficiently to help build your retirement nest egg. Jim discusses ways to save on taxes while working to have more to invest for your retirement. Other topics include deferred compensation plans, IRA’s and other ways to defer taxable income.
Also, “Oil Fundamentals – Risk or Opportunity?” and “A Look at Valuations: The Year 2000 and Today”
Oct 18 – In the first Big Picture topic this week, Jim compares the risk of stocks vs. bonds. Volatility has increased in the stock market and this week money was pouring into the bond market after stocks corrected, driving interest rates to the lowest levels since 2013.
Also, Ryan Puplava, Erik Townsend and Tom Smith
Oct 18 – Jim welcomes back Craig Johnson CMT CFA, Principal and Senior Technical Research Analyst at Piper Jaffray. Craig notes that the long-awaited 10% correction is here. He believes the correction is very close to being over, if not already over.
Puru Saxena: Bull Market Could Be Over, But Don't Get Too Bearish Since Central Banks Will Likely Step In
Investors Positioning for Another Deflationary Scare
Oct 17 – Cris Sheridan welcomes Puru Saxena, founder of Puru Saxena Limited in Hong Kong, and publisher of Money Matters. Puru sees this bull market as mature, where a lot of stocks are no longer participating. Market breadth has narrowed considerably and 60-65% of NYSE stocks are now in a bear phase.
Crash Cycles Come Into Play Between 2015 and 2016
Oct 16 – Cris Sheridan welcomes Eric Hadik, founder of INSIIDE Track Trading. They discuss the major convergence of cycles over the next three years. Eric notes cycles are not perfect, and must be taken in context with other indicators, but are helpful in the timing of market turns. The cyclical work indicates something greater...
Currencies Are Pressure Relief Valves
Oct 15 – Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim cover an array of macroeconomic issues. Brian noted that a 10% market correction is substantially overdue. So far, the pull-back has been moderate, but certain sectors have had more severe damage, such as...
Explaining the Math Behind Market Bubbles
Oct 14 – Cris Sheridan welcomes Didier Sornette, Professor at the Swiss Federal Institute of Technology in Zurich, Switzerland. Professor Sornette explains the math behind bubbles and how he and a number of colleagues at the Financial Crisis Observatory in ETH Zurich are using one of the world’s...
Special Guest: Dr. Georgia Sadler From UCSD Moores Cancer Center
Oct 13 – The subject of tax inversions has been a hot topic lately, as large corporations are merging and moving their domiciles to lower-tax countries. Retirees have been playing the tax inversion game for decades. In this week’s program Jim and John will discuss how moving to a lower tax and lower cost-of-living state can dramatically impact your retirement lifestyle.
Also, “Fed Funds Rate Cycle, Phase 1 - Why Markets Are Correcting” and “A Sneak Peak at Q3 Earnings”
Oct 11 – This week Jim discusses the timeframe for the next financial storm on the horizon. A confluence of factors and events point to the period after the presidential elections of 2016, including rising interest rates, growing government debt, geopolitical turmoil and war, and the rising cost of Obamacare on consumers.