The New World Order Moving Toward Chip-Based Transactions as Cash Disappears
Ross Hansen, founder of Northwest Territorial Mint, joins Jim to discuss the “investor fatigue” in the metals markets over the last few years. Ross notes how the big banks have been investing Fed money into the stock market in recent years, and gold has been largely overlooked.
Special Guest: Attorney Adam Sherry on Advanced Estate Planning Strategies
Also, Ryan Puplava, Erik Townsend and Tom Smith
John Kosar at Asbury Research believes the S&P 500 may test its 200-day moving average and correct to around 1900. He is also looking for a short-term gold rally between October and Thanksgiving. Also in this segment, Ryan Puplava has this week’s Market Wrap-Up...
Also, “Paid to Adapt, Not Forecast”
Jim’s first Big Picture topic is about the Leading Economic Indicators (LEIs) and why they are signaling a soft patch ahead. They indicate weakness in housing, mortgage applications and durable goods. Jim discusses the reasons behind the soft patch and why it will likely be temporary.
The US Economy Continues to Grow as Incomes Rise
Short-Term Cautious, But Pull-Backs Are Buying Opportunities
Weak Global Economy Keeping Commodity Prices Low
Special Guest: Patrick Flynn on Health Insurance and Obamacare
This week Jim and John discuss how a successful retirement is about more than just one number. They discuss the importance of knowing your marginal tax bracket, the number (assets) you need to retire, your monthly budget number, and also the three phases of retirement.
Also, “The End Game (Part 2) – It’s Easier to be Wrong than Right”
Jim’s first Big Picture topic this week is about the Federal Reserve bring the tapering program to an end in October. Fed Chair Janet Yellen has stated that a “considerable time” until rate hikes begin is not a calendar event. However, there are more hawkish forces in the Fed, such as...
Also, Ryan Puplava With the Market Wrap and Erik Townsend on Commodities
Jim welcomes back Richard Dickson, Chief Market Analyst at Lowry Research. Richard sees supply and demand pressures in relative balance, and no technical warnings of a major market top. He notes that the market is becoming increasingly more selective.
The Importance of Patience and Discipline in Investing
International Capital Concentrating on U.S. Assets
Jim welcomes back Martin Armstrong, of ArmstrongEconomics.com. Martin and Jim cover a wide array of macroeconomic and geopolitical topics. Martin sees the US becoming more isolated, as it continues to anger its traditional allies, and forcing Russia and China to begin working together again.
Michelle Caruso-Cabrera on Russian Sanctions, ISIS in Iraq, and the Implications of an Independent Scotland
Sanctions Against Russia Could Affect Germany’s Economy
Jim welcomes back Michelle Caruso-Cabrera, CNBC's Chief International Correspondent. Michelle and Jim cover a number of geopolitical flashpoints, including the ongoing Russia/Ukraine conflict, the ISIS invasion in Iraq, and the upcoming vote in Scotland for independence from the UK.
Is the Government Manipulating the Data?
Cris Sheridan welcomes Roberto Rigobon, Professor of Applied Economics at the MIT’s Sloan School of Management. They discuss the Billion Prices Project, started at MIT by Rigobon and fellow professor Alberto Cavallo. By using automated web scraping technology, the Billion Prices Project collects and tracks more than 1 billion prices each week...
Special Guest: Jeff Kotterman on Staying Healthy as You Age
This week Jim and John continue the theme from last week on how retirees or those nearing retirement can create income in a very low interest rate environment that shows no signs of ending. They discuss some of the reasons behind the low interest rate environment, including the global currency debasement by central banks...
Also, “The Assault on Monopolies – Disruption & Transformation”
Jim’s first Big Picture topic this week deals with where we are in the market cycle, close to the top, or heading higher? Jim lays out the case that macro forces favor higher stock prices for an extended period. He looks at where we may be in this bull market, and makes historical comparisons to the bull market of the 1990’s.
Also, Tom Smith, Erik Townsend and Rob Bernard
Europe Slipping Back Into Recession
Jim is pleased to welcome back Louis-Vincent Gave, CEO of Gavekal in Hong Kong. Louis and Jim cover a range of global macro topics, starting with Europe, as growth rolls over and another recession looms as a strong possibility. Louis believes the ECB’s monetary bazookas are not enough...
Markets Like Political Gridlock
Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. They discuss a wide range of economic issues, including the outlook for more political gridlock ahead in Washington, which James notes should be bullish for the markets, especially the financial markets.