Financial Sense Newshour: Big Picture

Big Picture: $100 Oil?

Sep 29 – This week ended in an upward push in oil prices with Brent crude closing at $81, West Texas Intermediate over $72, and oil from Oman over $90. More and more forecasts are now coming out calling for oil to move as high as $100 if supplies...

Big Picture: Flash Crashes and Flash Bubbles

Sep 22 – Our main topic in the Big Picture this week is something we’ve seen many times during this bull market: The sudden plunge in stock prices and the periodic episodes of bubbles in a particular asset class or market sector. We discuss why flash...

Big Picture: Big Debt Crises, Past and Future - A Billionaire’s Perspective

Sep 15 – Financial Sense looks at recent comments by Ray Dalio, manager of the world largest hedge fund, on how debt cycles through the economy to create booms and busts. Dalio explains how central bank and fiscal policy typically respond and where...

Big Picture: What’s Different This Time

Sep 8 – One of our themes at this year’s conference is on how different this business and market cycle is from years past. In the first segment of today’s Big Picture, we look at the $2 TRILLION difference that is helping to make this one of the longest business...

Legendary Wall Street Forecaster Ed Yardeni on Predicting the Markets

Sep 1 – On today’s Big Picture podcast, we are going to re-air our FS Insider interview from early this year with well-known forecaster Ed Yardeni on his book, Predicting the Markets. Jim and Ed discuss the great calls he’s made, the indicators that are most...

Big Picture: Felix Zulauf on Trade Wars, Market Outlook, Gold, and More

Aug 25 – In today’s Big Picture, we are going to re-air our exclusive interview with legendary fund manager Felix Zulauf back in June on FS Insider where he provided a comprehensive overview of the current macro outlook discussing...

Global Trigger Points for Risk-Off, U.S. Recoupling

Aug 18 – In today’s Big Picture podcast, Ryan and Chris Puplava discuss the international trigger points that may set off a risk-off correction in global markets. They look at Turkey, Italy, the US dollar, technical concerns...

Big Picture: No Recession or Bear Market, But Plenty of Turbulence

Aug 11 – Last week we talked about a number of Autumn storms hitting the market. We want to continue with that theme as the summer draws to a close, where we argue that the risk of a recession and bear market is...

Big Picture: Land of the Giants and Autumn Storms

Aug 4 – Welcome to the Gilded Age of digital disruption where wealth, influence, and power are radically shifting to new players upending traditional business, economic, and social paradigms. In the first part of today's Big Picture...

18 Years With John Loeffler – A Special FSN Send-Off

Jul 28 – In this episode, we bid John Loeffler a fond farewell as he and Jim Puplava reminisce over John’s past 18 years as co-host of Financial Sense Newshour. Jim and John discuss the monumental events they’ve covered, from 9/11, the Great Recession...

The Fed Spoke But No One Noticed Except the Markets

Jul 21 – This week Fed chair Jerome Powell testified before Congress but no one noticed other than the markets. Jim Puplava and John Loeffler look at exactly what he said and why this is so important for the future outlook. In the second part of today’s Big Picture...

Big Picture – The Good, the Better, and the Bad

Jul 14 – It’s hard to believe the first half of the year is over but, so far, things are looking good: the economy is picking up, unemployment is at record lows, inflation is moderate, and the stock market is still in positive territory.

Big Picture: “And Then There Were None”

Jul 7 – For the first half of 2018, emerging markets are down almost 8%. Developed markets ex-US are down 4.5%. Emerging market currencies are also down big this year and bonds haven’t fared well either. About the only thing...

Greg Weldon on Seeking Shelter From the Storm

Jun 30 – In this hour-long Big Picture broadcast, Greg Weldon discusses his recent 150-page special report, Shelter from the Storm, looking at the economic and financial storms about to hit US, Canada, Germany and elsewhere...

Gary Shilling Part 1; Chris Puplava on EM Capital Outflows

Jun 23 – FS Insider interviews Financial Sense® Wealth Management CIO Chris Puplava on the QE unwind by the Fed and other central banks now putting pressure on emerging markets, the high yield debt market, and other...

Central Banks to Markets: We’re Removing Liquidity

Jun 16 – In today’s Big Picture podcast, Jim Puplava and John Loeffler dig into a number of comments made this week by new Federal Reserve chairman Jerome Powell on the outlook for inflation, an inversion of the yield curve...

The Case for and Against Higher Oil Prices

Jun 9 – In today’s Big Picture, Jim Puplava and John Loeffler discuss each of the factors that affect oil prices—supply and demand, geopolitics, financial forces—and then explain where they think oil prices are headed for the...

The Bond Market: On the Precipice

Jun 2 – In last week’s Big Picture episode, Jim Puplava and John Loeffler discussed the big risk that nobody is talking about—a liquidity crisis. Today, we dig into this topic in greater detail looking specifically at the...

The Factor – The Big Risk Nobody Is Talking About

May 26 – In today’s Big Picture podcast, Jim Puplava and John Loeffler explain how liquidity is the missing factor in today’s risk models. Jim describes three primary trends that made “liquidity the new leverage,” as Goldman...

Big Picture: Time to Start Hedging – Cash Is No Longer Trash

May 19 – In today’s edition of the Big Picture, Financial Sense Newshour’s Jim Puplava explains why it’s time to start hedging your portfolio based on, as Don Coxe said earlier this week on FS Insider, a “convergence of storm fronts,” including...

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