Newshour on Global/International Issues
Louise Yamada on Market Technicals; Joe Dancy on Energy
Sep 16 – Louise Yamada of LY Advisors says the technical backdrop is confirming the market’s new highs and how FAANG tech stocks have become the new Industrials of the global economy. Louise also comments on how the utility sector...
Goldman’s View: This Could Be the Longest Expansion in US History
Sep 13 – FS Insider welcomes John Tousley, Head of US Market Strategy at Goldman Sachs Asset Management, to discuss the large number of countries around the globe currently experiencing positive growth, why they think...
Will the US Attack North Korea and, if so, When?
Sep 7 – Jacob Shapiro, the Director of Analysis at Geopolitical Futures, explains the competing motives behind the US, China, and North Korea and why, they believe, the conflict over North Korea will ultimately lead to a conventional...
Roberto Aguilera on the Long-Term Energy Landscape
Aug 31 – Will oil prices eventually move back into the $100-range or will renewable energy sources, like wind and solar, or the transition to electric vehicles lead to so-called “peak demand” for fossil fuels in the years ahead? Roberto...
Urban Carmel: “No Reason to Suspect Bull Market Has Ended”
Aug 25 - Urban Carmel, lead writer at The Fat Pitch, says the fundamental and technical backdrop of the market is still bullish while pushing back on fears over housing, autos, weakness in the Dow Jones Industrials sector and other areas that are being currently cited...
Trace Mayer: Bitcoin's Move Into Satellites Makes It Nearly Unstoppable as Next Global Currency
Aug 24 - FS Insider welcomes Trace Mayer, one of the world’s leading Bitcoin experts, to discuss everything you wanted to know about Bitcoin, including the most recent development where it is now being broadcast via satellite, which, Trace says, makes it even more...
Blackrock Outlook: Technology Causing Historic Supply-Side Shock
Aug 18 – Shayan Hussain, a senior market strategist from BlackRock, joins FS Insider to discuss their macro outlook, investment strategy, and a large range of other topics including the massive impact of technology on the global economy...
Big Picture: When the Music Stops, Who Will Have a Chair?
Aug 12 – In today’s Big Picture podcast, we discuss risk management: how to do it and why you should be doing it. Jim Puplava explains why most investors don’t want to be 100% invested right now, how much he has in cash, and...
Edward Gustely on Why Large Investors Are Marveling at Indonesia
Jul 27 – FS Insider welcomes Edward Gustely, Co-Founder and Managing Director of Penida Capital Advisors, Ltd. in Jakarta, Indonesia. Edward discusses the explosive population growth coming from Indonesia and wider Asia, including the...
BCA’s Caroline Miller on Global Reflation Outlook
Jul 21 – FS Insider is pleased to welcome Caroline Miller, Global Strategist at BCA Research, to discuss her recent webcast, Global Reflation: Where Next for Policy, Profits, and Prices? (click here for slides), where she covers the tectonic shift underway...
The Geopolitical Chess Game – Interview with Statfor’s Reva Goujon
Jul 14 – Reva Goujon, VP of Global Analysis at Stratfor, discusses Russia’s geopolitical chess game with the US, concerns at the recent G-20 summit, dissolving trade relations, problems in the Middle East, North Korea, and much, much...
Peter Boockvar: Buckle Your Seatbelts, the Market Is About to Get Turbulent
Jul 13 – Central bankers are no longer your friends, says Peter Boockvar, co-CIO at Bookmark Advisors as well as the editor of the daily Boock Report. Because of this, he believes that we’ll see very little tolerance for error when companies miss their earnings this quarter...
Armstrong on Looming Defaults, Bankruptcies, and ’87-Like Bear Trap
Jun 28 – In an exclusive interview with FS Insider, legendary forecaster Martin Armstrong of ArmstrongEconomics.com provides his thoughts on US and global markets, commodities, precious metals, the possibility for a major...
Louis-Vincent Gave on Tech, Fed Balance Sheet, and More
Jun 16 – Louis-Vincent Gave of Gavekal Research provides his outlook on tech stocks in the US and China, and also explains the unique method they appear to be using to hedge political risks coming from anti-trust laws. Louis also discusses...
Louise Yamada on Stocks; Dave Morgan on Silver and Metals
Jun 10 – PFS Group’s Ryan Puplava discusses this week’s events with Saudi Arabia, Qatar, Comey’s testimony, the ECB, and more. Then, Louise Yamada of LY Advisors says investors should be cautious given the technical condition of the...
Is Global Growth Starting to Peak?
Jun 1 – After experiencing a synchronized upturn in global economic growth starting around mid-2016, Callum Thomas of Top Down Charts shares his most recent Weekly Macro Themes report looking at whether the global growth picture is faltering.
Foreign Stocks in Bull Market Breakouts
May 25 – Justin Smyth at Next Big Trade discusses Stage Analysis and the tool he’s developed for investors that screens global markets and market sectors according to four stages—basing, advancing, consolidation/topping, or declining...
Global Bubble Status Report With ETH Zurich’s Didier Sornette
May 18 – For the month of May, there’s an “abnormally large number of stocks showing strong positive bubble signals with weak fundamentals,” write the scientists behind the Global Bubble Status Report at ETH Zurich’s Financial Crisis Observatory.
Leland Miller on China, Commodities, and Trade Wars
May 10 – Today, we speak with China Beige Book’s Leland Miller on what they see taking place in China and how it relates to commodities and the overall global economy. China Beige Book is the most comprehensive, definitive source of...
Stratfor’s Reva Goujon: US Too Late on North Korea
May 4 – Reva Goujon, VP of Global Analysis at Stratfor, discusses fears over US protectionism, Trump’s possible invocation of the “national security card” for reducing imports from certain countries, and why there are no good options...