The Relentless Bid Underneath the Market Continues
Machine Learning - A Key Tool for Taking Advantage of Financial Complexity
Also, the Outlook for Apple in the Years Ahead
Jim welcomes back Alex Daley, Senior Technology Editor at Casey Research. Alex discusses why he moved to Puerto Rico from Vermont and how Puerto Rico now offers advantages that no other nation on earth can provide to the world’s largest market of investors and entrepreneurs, Americans.
Interest Rates Can Go Lower From Here
Jim is pleased to welcome back James Bianco, President of Bianco Research, LLC. James covers a number of topics including the bond market, the direction of interest rates, QE from the Fed, and future Fed policy. He believes that the economy isn’t as strong as people believe, and that interest rates can go lower from here before rising.
America’s Ponzi Scheme – Social Security Is Broke Now
U.S. Main Source of New Energy Supply
Moving Ever Closer to an Orwellian Future
Jim is pleased to welcome back Ross Hansen, Founder of Northwest Territorial Mint, America’s largest private mint. Ross has recently returned from the Mint Directors Conference, held every two years, and discusses his observations. Among them is the continuing progress to a global cashless society.
The Dark Side of QE – It Penalizes Savers
Jim welcomes back Rick Santelli, On-Air Editor at CNBC, reporting live from the floor of the Chicago Board of Trade. Rick’s focus is primarily on interest rates, foreign exchange, and the Federal Reserve. Rick discusses interest rates today, and notes that major central banks are destroying the risk premium and distorting markets.
Soybeans – The New Hot Ag Commodity
The Job Market and Wage Growth - The Main Headwinds
Jim welcomes back Rick Sharga, Executive Vice President at Auction.com. Rick and Jim discuss the outlook for real estate, and Rick sees significant headwinds for the balance of 2014. The market had become overheated in 2013, with record low interest rates. According to Rick, the days of “Ninja” lending...
Hyperinflation unlikely to happen in the U.S.
Dr. Walker Optimistic on India’s Economy
Jim welcomes back Dr. Jim Walker, Founder and Managing Director of Asianomics Limited in Hong Kong, an economic research and consultancy company. Dr. Walker is a veteran China expert, and believes we will see a slowdown in China’s economy that will reach 4%, and possibly as low as zero growth.
The Ending of the London Silver Fix May Be Disruptive
Jim welcomes back David Morgan of the Stone Investment Group and publisher of The Morgan Report. David and Jim discuss the outlook for the silver market, as well as the recent ending of the London “Silver Fix”. The silver fix had mostly been used to set the silver price for the derivatives market, so there may be potential disruptions in silver pricing in the future.
Miners Heading Back to Canada – A Safer Jurisdiction
The Great Rebalancing – How China’s Slowdown Will Affect the Globe: An Interview With Michael Pettis
Why China May Not See a Hard or Soft Landing
Cris Sheridan, Senior Editor of Financial Sense welcomes Michael Pettis, a Beijing-based economic theorist and financial strategist. He is a professor of finance at Guanghua School of Management at Peking University in Beijing. He has also worked on Wall Street in trading, capital markets, and...
Buy Quality in a Secular Bull Market
Europe Is Broke and Has a Defunded Military
Jim welcomes back Martin Armstrong of ArmstrongEconomics.com. Jim and Martin cover an array of economic and geo-political issues around the globe. Martin takes aim at politicians and journalists in the U.S., stating that neither group understand economics, and politicians cannot successfully manage the economy.
China Could Pose an Economic Risk
Jim is pleased to welcome back Neil Dutta, Head of U.S. Economics at Renaissance Macro Research. They discuss the US economy, and Neil sees strong momentum in the second quarter, forecasting 3.5% GDP growth. He sees stronger growth ahead, but notes it’s difficult to see beyond six months out.
Tops Are a Process and Not an Event, Taking Place Over Time
Special Guest: Dani Evanson on Customized Commercial Real Estate Portfolios
This week Jim and Cathlyn focus on putting together an income plan for retirement. Every day approximately 10,000 Americans turn 65, and less than 30% have a retirement plan. They stress the importance of having a plan that fits your individual needs, and is not a cookie-cutter solution.