US Banks Not Exposed to Russia
Japan Is Vulnerable – There Is No Safe Haven to Hide
Jim welcomes back Axel Merk, Founder and Portfolio Manager at Merk Investments LLC. Axel sees the biggest threat to the markets as a “successful” monetary policy that leads to growth, but also higher interest rates. He contends the US economy and government cannot afford...
2014 Will Be the Year of Commodities
Jim welcomes back Ned Schmidt CFA, Publisher of The Value View Gold & The Agri-Food Value View Reports at Schmidt Management Company. Ned and Jim cover both the agriculture and gold markets this week. Ned believes the long bear market in gold is over, and gives his views on gold and the...
Capital Is Moving Back to the Core Markets, Specifically the US
Jim welcomes back Brian Pretti CFA, Managing Editor at ContraryInvestor.com. Brian and Jim discuss a wide array of global macro topics. Brian mentions that the Fed’s tapering program is forcing money away from risk assets, and that capital is moving back to the core markets, specifically the US.
One Half of Retail Malls Will Eventually Go Out of Business
Peak in Bond Market Reached in 2012
Global Central Banks Waging War Against a Deflationary Outcome
Jim is pleased to welcome back Louis-Vincent Gave, CEO of GaveKal in Hong Kong. They discuss Louis’ new book “Too Different for Comfort” and its lessons for investors. Among the key themes of the book are four macro changes that investors must be aware of and factor into their decision-making.
Permian Basin - The Next Big Shale Play
How to Avoid Yield Traps
This week on “One-on-One With Jim Puplava” Jim digs into two very important elements of successful long-term investing, buying value and identifying companies that pay a sustainable, growing dividend. Jim discusses avoiding “yield traps”, where investors chase high yields.
Oil Prices Should Remain in a Stable Trend
Stock Market Game Still On, But Will Get More Selective
Jim welcomes back Rick Santelli, On-Air Editor at CNBC. Rick and Jim discuss why Treasury yields have come down since the beginning of the year as traders have moved to a risk-off strategy. Rick notes that Janet Yellen will be data-dependent at the Fed, and that the economic data are weakening.
The Economy Cannot Handle Interest Rates Over 3%
Jim is pleased to welcome back Robin Griffiths, Chief Technical Strategist at The ECU Group in London. Robin and Jim discuss why the stock market needs a 20%+ pullback to reach normal valuations. Robin expects the first half of the year to be volatile, with more risk-off than risk-on.
One-on-One With Jim Puplava: Energy – An Undervalued Sector With A Lot to Offer Investors: Value, Yield and Growth
Energy Sector Overlooked as a Value Play
The US Looks the Best Economically, Compared to the Rest of the World
Jim is pleased to welcome back Felix Zulauf, Founder and President of Zulauf Asset Management AG in Zug, Switzerland and a member of Barron’s Roundtable for over 20 years. Felix notes that while the markets are experiencing a tactical rally of late, the combination of global slowdown, technical deterioration in equity markets, and tapering warrant caution and should lead to a potential sell off this year.
You Can Actually Make Money By Investing in a Cure for Cancer
Jim welcomes back Dr. Andrew Lo, Professor of Finance at the MIT Sloan School of Management and the director of MIT's Laboratory for Financial Engineering. They discuss Professor Lo’s proposal to use financial engineering to spread risks among investors and provide financial incentives to develop successful cancer treatments.
Dr. Peter Warburton: Disinflationary Trend Continuing - But Fed’s QE Policy Ultimately Leads to Higher Inflation
Two Years of Favorable Supply Shocks in Energy and Agriculture Have Benefited Consumers
One-on-One With Jim Puplava: Super Bowl Stock Strategy – Lessons Learned; The Power of a Good Defense
The Importance of Managing Risk
Evelyn Browning Garriss: Wild Weather – Record Cold in Midwest and East; Historic Drought in California
California Is Experiencing the Driest Weather in a Century. When Will the Severe Weather Ease Up?
No “All Clear” Signal for Gold Yet
Jim welcomes back Ronald-Peter Stoeferle CMT, Managing Director at Incrementum AG in Liechtenstein. They discuss Ronald’s latest research report, “Monetary Tectonics; The Tug of War Between Inflation and Deflation”. Ronald notes that central banks control a relatively small amount of the world’s money supply, with bank credit making up the majority.
Prediction - Wealth Tax Coming to the US
Jim welcomes back Ross Hansen, Founder of Northwest Territorial Mint. Now America’s largest private mint, Northwest Territorial Mint serves institutions, corporations, and individuals around the world. Ross sees the precious metals markets as quiet, but getting ready to move.