Financial Sense Newshour (All)

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Cyclically-Important Commodities Are Signaling Economic Boom, Says Nick Reece

Feb 23 – FS Insider speaks with Nick Reece from Merk Research about the current market action and the areas he likes best. Nick says the recent Fed speech further confirms the view that rates will stay low for a considerable amount of time...

US Facing 'Mass Exodus' of Capital, Says Dan Pilla

Feb 22 – Leading tax expert Dan Pilla explains why repealing the Tax Cuts and Jobs Act and raising corporate tax rates back to 35%—one of the highest in the industrialized world—will lead to a 'mass exodus' of corporate capital that...

2021 May See a Surge in Buybacks and Dividends, Says Gina Martin Adams

Feb 19 – After this week's market wrap-up, Bloomberg's Chief Equity Strategist Gina Martin Adams says corporations are flush with cash and are likely to resume buybacks this year. Next, Ryan Sweet from Moody's explains why stimulus...

Central Banks Next in Line to Buy Bitcoin, Says Bloomberg Strategist Mike McGlone

Feb 18 – Bloomberg strategist Mike McGlone says bitcoin is on track to hit $100,000 as headlines begin to surface around more companies and even central banks ultimately look to add the cryptocurrency to their balance sheet as a digital reserve asset...

Felix Zulauf on Global Planned Economy, Massive Stimulus, and Current Bull Cycle

Feb 17 – The legendary and longtime fund manager Felix Zulauf joins FS Insider to discuss his outlook on the economy, the markets, commodities, inflation, and much more. Felix explains how we are in what he calls the fourth bull cycle since 2009...

Get Ready for the 2021 Weather Whiplash on Commodities

Feb 16 – James Garriss of the Browning World Climate Bulletin discusses the impact weather is having on the commodity space and what they expect for agricultural and energy prices this year and looking out further...

Survivor Checklist - Here's What You Need to Do if a Loved One Passes Away

Feb 15 – There are a number of things that need to be done in case a spouse or loved one passes away, whether notifying various government agencies like social security or reaching out to life insurance companies, banks, credit card companies and others...

There's a Massive Liquidity Wave Hitting Markets

Feb 12 – After this week's wrap-up, Jonathan Krinsky from BayCrest Partners says the bearish window is closing and a correction may have been pushed out as investors ride the liquidity wave higher. Next, Tim Duy explains how the Fed is likely...

Prepare for 'Planned' Overheating and Recovery Unlike Anything We've Ever Seen, Says Andrew Zatlin

Feb 11 – Andrew Zatlin of SouthBay Research, one of the most accurate economic forecasters as tracked by Bloomberg, says the economy is facing 'red hot' overheating in 2021 and how this unlike any other recovery we've seen in history...

Book Review: Apollo's Arrow (and the Roaring Twenties Redux)

Feb 10 – FS Insider's Cris Sheridan reviews the 2020 book by Dr. Nicholas Christakis, Apollo's Arrow, focusing on the historical pattern of post-pandemic spending booms and Dr. Christakis' view that we are likely to see a replay of the Roaring Twenties...

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