Financial Sense Newshour
FS Insider Premium
FSN weekday content is part of our premium "FS Insider" service.
Click here for payment information. Questions? Check out our FAQ page.
The Lifetime Income Series: The Cost of Waiting for “The Right Time”
Special Guest - Robb Wolf, author of the best-selling book, “The Paleo Solution - The Original Human Diet”
This week Jim and Cathlyn discuss the situation of investors who would like to diversify an over-allocation in metals, but are waiting for the market to “recover” before they make any changes. Jim uses the case study of Thomas Leaderman to illustrate the costs of waiting for “the right time”. Jim’s guest this week is best-selling author Robb Wolf, author of “The Paleo Solution- The Original Human Diet”. Robb, a former research biochemist, has transformed the lives of people around the world via his podcast, books and seminars.
Ryan Puplava: Cyclical Rotation - The “Taper Trade” Is On, Defensive Stocks Are Off
Also, Ryan with the Market Wrap-Up, Erik Townsend on Commodities, and Rob Bernard on Fixed Income
Ryan Puplava does double duty this week, giving his technical analysis on the markets as well as his weekly Market Wrap-up. Technically, Ryan sees a cyclical rotation of stocks into what he refers to as The Taper Trade, and out of more defensive stocks such as health care and utilities. Ryan is bullish on energy and copper as they are tied to more robust economic activity. Ryan also discusses bonds, gold and currencies. In addition, Erik Townsend looks at Commodities and Rob Bernard has the Fixed Income Report.
Jim Puplava’s Big Picture: Game of Thrones - The Dollar vs. Gold
Also, “Forget a QE Exit Plan - Serial Money Printing Is the Wave of the Future”
The first Big Picture topic this week is “Game of Thrones - the Dollar vs. Gold”. Jim looks at the massive global currency debasement among central banks, and in that current game the dollar is king. Gold is in the background and not a major player. Jim believes this will not last, but for now the dollar is winning the game. The next topic, “Forget a QE Exit Plan, Serial Money Printing is the Wave of the Future”, Jim notes that 14 central banks around the world have cut interest rates, and are printing money with no exit strategy in sight. He notes that the next Fed Chairperson, widely assumed to be Janet Yellen, will make Ben Bernanke look conservative when it comes to money printing.
Jim Puplava’s Big Picture: The Petro Business Cycle Equals The New Normal
The Price of Oil Is Impacting Monetary Policy
In this segment of the Big Picture, Jim looks at how the price of oil has affected the economy and growth over the past three years, and how his concept of the Petro Business Cycle looks like it will be the “New Normal” in the years ahead. He also references recent interviews with oil experts Dr. Robert Hirsch and Dr. Oliver Inderwildi who concurred with his analysis on the Petro Business Cycle. Jim also answers your Q-calls in this segment of the program.
Rick Santelli: Hold Onto Your Wallet - The Entitlement Society Now Being Adopted as US Economic Policy
Austerity is the worst word in the English language for politicians
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
Jim welcomes back Rick Santelli, On-Air Editor at CNBC and veteran trader and financial executive. Rick refers to current central bank policies as a world-wide “money fest”, given by the Central Banking Country Club. Rick sees the US adopting the “entitlement society” as current economic policy, which he asserts has never worked globally. He advises taxpayers to hold onto their wallets. Taxes will be going higher to pay for ever increasing government spending.
Dr. Oliver Inderwildi: Oil Price Volatility – A Fundamental Barrier to Economic Growth
There is no energy silver bullet
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
Jim is pleased to welcome back Dr. Oliver Inderwildi PhD, Research Fellow at Smith School of Enterprise and the Environment, University of Oxford, UK. Dr. Inderwildi speaks to the high degree of oil price volatility over the past four decades, and its damaging and destabilizing effects on the global macro-economy. He discusses the main drivers of oil price volatility and how it has influenced both the level of inflation and the level of unemployment within economies affected by it. Dr. Inderwildi notes while there is no energy “silver bullet”, he discusses economic policies that could help prevent or minimize oil price volatility.
Steve Forbes: The Federal Reserve Leadership Has No Idea What They’re Doing
A VAT tax is coming unless we change our politicians
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
Jim is pleased to welcome back Steve Forbes, Chairman, CEO, and Editor in Chief at Forbes Media and an internationally respected authority in the worlds of economics, finance, and corporate leadership. They cover a number of issues, including the recent plunge in gold, the Fed’s manipulation of the economy and the potential for future inflation, and the government’s relentless search for more revenue to raise federal spending. Mr. Forbes believes there is a determination in Washington to increase taxes on wealth, following the French model.
This Financial Sense Newshour program is available only as a premium, paid "FS Insider" release.
Jim welcomes Dan Steffens, the President of Energy Prospectus Group (EPG), a networking organization based in Houston, Texas. Dan publishes EPG’s newsletter, “The View From Houston”. Dan discusses his views on natural gas, and lays out the case for higher natural gas prices ahead. Dan and Jim also discuss the energy stocks, and Dan advises investors to look for companies that balance natural gas and oil production, and can switch back and forth as market conditions warrant.
The Lifetime Income Series: Waiting to Get In - Hard to Make Money From the Sidelines
Special Guest: Peter Bell, president of the National Reverse Mortgage Association
This week Jim and Cathlyn discuss the dilemma of those sitting on the sideline in cash. When is the right time to make a move? They illustrate the issue by discussing the case study of a retired couple, David and Michelle, who are unhappy with the meager returns on cash and CDs, but have not been ready to make a move into the market. Jim lays out a strategy to boost their income, but warns that time may be running short for income investors. This week’s guest is Peter Bell, president & CEO of the National Reverse Mortgage Association.
Technician Shelley Moen: This Market Rally Has Legs - All Sectors Are Rising
Also, Ryan Puplava with the Market Wrap-Up, Erik Townsend on Commodities and Rob Bernard on Fixed Income
Jim welcomes back Shelley D Moen CMT, Senior Market Strategist at Vermilion Technical Research, LLC. Shelley tells Jim that this is the best she has felt about the market since the bottom in 2002. She notes the Dow Theory buy signal, and believes this market has room to move higher. Shelley mentions that the Technology, Energy and Industrial sectors are all undervalued and very attractive at current levels. Also in this segment, Ryan Puplava has this week’s Market Wrap-up, Erik Townsend discusses commodities, and Rob Bernard has the Fixed Income Report.
