Sep 27 – FS Insider speaks with Ben Hunt, cofounder and chief investment officer at Second Foundation Partners, also the author of the widely-read Epsilon Theory newsletter, where he explains how narratives should be thought of...
Sep 26 – In today's Lifetime Planning episode, Financial Sense Newshour speaks with Mark Kantrowitz, a nationally-recognized expert on college planning, 529 plans, and student financial aid policy. Mark explains the pros and cons of...
Sep 24 – After this week's wrap-up, Jim Welsh at Macro Tides gives Financial Sense Newshour listeners a big picture update on his outlook for the stock market, bond market, and the economy. Next, Jim Bianco joins us to provide his perspective...
Sep 22 – Kurt Kallaus at ExecSpec.net tells FS Insider that we are likely to see a downside move over the next several weeks into the first half of October. Kurt explains why he sees this as another buying opportunity and, should things play out...
Sep 21 – FS Insider speaks with Alexis Maxwell, Research Director at Bloomberg’s Green Markets. Alexis says fertilizer prices have come down from their all-time high earlier this year but are still four times higher than where they were in 2020, which means...
Sep 20 – Satyajit Das was named by Bloomberg in 2014 as one of the most influential financial thinkers in the world. He is the author of several books including Traders, Guns & Money and A Banquet of Consequences. Today, we discuss...
Sep 16 – Deglobalization, decarbonization, and demographics (the 'Three Ds') are likely to keep inflationary pressures higher for longer, Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, tells Financial Sense Newshour...
Sep 15 – What are the leading economic indicators saying? FS Insider speaks with Mike Singleton at Invictus Research about the outlook for the US economy, the housing market, and the broader US stock market based on the most important...
Sep 14 – Avi Gilburt at ElliottWaveTrader.net gives FS Insider listeners an update on his market outlook and the various high conviction calls he currently has on precious metals, bonds, and the US dollar. Regarding the market outlook, Avi says...
Sep 14 – FS Insider speaks with Mark Manduca, CIO of GXO Logistics, to discuss how Covid changed the calculus of many companies towards automation and robotics. Mark says the average level of automation operating in today's warehouse...
Sep 9 – After this week's market wrap-up, Robin Griffiths out of the UK joins us to discuss the technical outlook for the market and to provide an update on his Adaptive Asset Allocation model for highest ranking sectors and regions of the globe...
Sep 9 – Just within hours of Europe’s decision to impose a price cap on Russian oil, Russia’s state owned energy giant Gazprom cut off the flow of natural gas to Europe via the Nord Stream pipeline, which supplied over a third of Europe’s gas...
Sep 7 – Tom Essaye at the Sevens Report discusses four key drivers behind this current market and what they mean for valuations and multiples. Tom also explains why Fed tightening acts with a lag on economic growth and how the downstream...
Sep 6 – Bruce Mehlman, founding partner at Mehlman, Castagnetti, Rosen and Thomas, joins FS Insider to discuss his most recent analysis titled Backlash: the Counter-Revolutions Driving Politics and Policy. Bruce covers four important cycles...
Sep 2 – For many decades, the global economy experienced a dramatic expansion in the working age population. One of the biggest impacts this had was to lower the cost of nearly every type of manufactured good, something we experienced for...
Sep 1 – FS Insider speaks with Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, to discuss their view on a sustained economic slowdown. Emily explains that the leading economic indicators are still projecting a downward trend for...
Aug 31 – We're in a bear market, says Louis Gave at Gavekal Research, and bonds no longer provide the diversification benefits that they did in the past. So what is an investor to do? Louis explains how we've entered a new investment paradigm...
Aug 30 – FS Insider speaks with Christian Takushi, noted geopolitical strategist and macro economist out of Switzerland, to discuss his outlook on a number of key events and trends unfolding in the markets today. Christian warned...
Aug 29 – A recent law was passed making it possible to eliminate both estate and capital gains taxes using a special exemption for surviving spouses. We discuss the details of this law, who it applies to, and how to take advantage of it...
Aug 26 – After this week's wrap-up and focus on the market-moving comments by Fed chair Jay Powell of 'pain' ahead, which immediately led to a steep decline in the stock market, Financial Sense Wealth Management CIO Chris Puplava explains why...
