Barry Bannister: The Biggest Risk to the Economy Is Government Policy, Not Fundamentals
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
For advance notice of release of premium, paid "FS Insider" content or to purchase a monthly or annual subscription to "FS Insider" content, go to www.financialsense.com/subscribe.
Jim is pleased to welcome back Barry Bannister CFA, Managing Director at Stifel Nicolaus. Barry characterizes the first half of 2013 as recovery from a deflationary shock, with defensive stocks outperforming. He sees the second half of the year as a return of the “reflation trade”, with an emphasis on the energy, materials, industrials and technology sectors. Barry also discusses the many parallels between the depression-era policies of 1932-1937 and the current economic policies from 2009 -2013. He sees politicians repeating many of the same policy mistakes, and believes if the economy falters, it will be policy-driven, not from the economic fundamentals.
About James J Puplava CFP
|09/23/2017||Ryan Puplava on Market Rotations; Dan Steffens on Energy Outlook||bcast|
|09/23/2017||Big Picture: Honey, I Shrank the Balance Sheet||bcast|
|09/21/2017||Neil Dutta: Financial Conditions Giving the Fed a Green Light||bcast|
|09/19/2017||Dick Gregerson on the Process of Selling Your Business at or Near Retirement||bcast|
|09/18/2017||Vacation vs. Retirement||bcast|
|09/16/2017||Big Picture: Two Minute Warning or Overtime||bcast|
|09/16/2017||Louise Yamada on Market Technicals; Joe Dancy on Energy||bcast|
|09/12/2017||Moshe Milevsky on Why You Shouldn’t Hate Annuities||bcast|
|09/11/2017||When Should You File for Social Security?||bcast|
|09/09/2017||Autumn Storms: Watch for Signs and Prepare||bcast|