Financial Sense(R) Newshour
816 episodes - English - Latest episode: 12 days ago - ★★★★★ - 359 ratingsBegun in 1988, Financial Sense(R) Newshour is a financial market broadcast hosted by money manager James J Puplava, CFP, on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.
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Episodes
Strategic Financial Planning Ahead of Coming Tax Law Changes
March 04, 2024 23:36 - 31 minutes - 29.1 MBMar 4, 2024 – Taxes are likely heading higher and there are a number of ways individuals can prepare. In today's Lifetime Planning podcast, we discuss how tax brackets and tax laws are likely going to change and the various options available...
Dave Nicoski on Tech Wedge and Energy Surprise; Smart Macro: State-Level Layoff Surge
March 02, 2024 01:38 - 57 minutes - 52.7 MBMar 1, 2024 – After this week's wrap-up with Ryan Puplava, Financial Sense Newshour speaks with Dave Nicoski at Vermilion Research who flags an important shift happening in the market right now with mega cap tech stocks, energy...
Massive Automation Push Key to China's Demographic Challenge, Says Roger Hirst (Preview)
March 01, 2024 00:56 - 1 minute - 1.72 MBFeb 29, 2024 – Financial Sense's Cris Sheridan speaks with Roger Hirst, macro analyst at the Lykeion and co-founder of Vision Creative Labs, about the benefits and limitations of using AI avatars for video, whether it may be time to invest...
Dr Alan D. Thompson Discusses OpenAI's Sora, MSFT's Latest AI Investment, Brain Machine Interfaces, and More (Preview)
February 29, 2024 03:13 - 3 minutes - 3.44 MBFeb 28, 2024 – Want to know what's going on in the world of artificial intelligence? FS Insider speaks with Dr Alan D. Thompson about OpenAI's new groundbreaking video model called Sora, Microsoft's latest AI investment, Google's biggest...
AI Tech Stocks Are Not in a Bubble, Says Tom Essaye (Preview)
February 28, 2024 01:08 - 2 minutes - 2.46 MBFeb 27, 2024 – With the explosive gains in many of the AI-related tech companies, comparisons are being drawn between the 2000 tech bubble and today. However, our next guest, Tom Essaye, says that this comparison is not valid given...
Rob Strauss on Advanced Estate Planning Strategies Ahead of the 2024 Elections
February 26, 2024 20:53 - 27 minutes - 25.2 MBFeb 26, 2024 – Changes to the tax code are coming and time is running out to make essential changes to estates, wills, and trusts. In today's Lifetime Planning episode of the Financial Sense Newshour, estate planning expert and "Super Lawyer"...
Jim Welsh on Booms, Busts, and Borrowing Costs; Also, Dying of Money Reprise Interview
February 24, 2024 02:50 - 1 hour - 68 MBFeb 23, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides about market booms and busts that correspond to secular (long-term) interest rate trends. Jim believes we are in the early stages...
Kurt Kallaus on the Nvidia Bull Market, Top Warnings, and Misleading Indicators (Preview)
February 22, 2024 01:24 - 2 minutes - 2.63 MBFeb 21, 2024 – Forget the Magnificent 7, all financial media attention and bullish hopes are now resting on Nvidia, especially with its stellar earnings report that just came out for the fourth quarter. However, our next guest, says...
Louis Gave on Tech Monopolies, China Real Estate Bust, and Trump's Revenge (Preview)
February 21, 2024 01:14 - 2 minutes - 2.74 MBFeb 20, 2024 – Louis Gave delves into big tech’s monopoly problem, the bursting of China’s property bubble (mostly priced in) vs. commercial real estate here in the US (not yet priced in, he says), where this factors into a $10 trillion debt rollover this year...
Lifetime Planning: The 4% Withdrawal Rule You Can't Outlive or Outspend
February 19, 2024 20:18 - 25 minutes - 23 MBFeb 19, 2024 – The 4% withdrawal rule is a decades-old doctrine of retirement financial planning. Propounded by financial planner Bill Bengen in the 1990s, it suggests that retirees can withdraw 4% of their retirement savings annually...
Smart Macro: Back to Higher for Longer
February 17, 2024 01:50 - 16 minutes - 15 MBFeb 16, 2024 – Financial Sense Wealth Management CIO Chris Puplava discusses two leading indicators for inflation that are now starting to rise, raising concerns that interest rates may need to stay higher for longer than Wall Street...
Tom McClellan: Indicators Pointing to Higher Inflation and Oil Prices This Year
February 17, 2024 00:02 - 33 minutes - 30.9 MBFeb 16, 2024 – After this week's market wrap-up, Financial Sense Newshour speaks with well-known market technician Tom McClellan at McOscillator.com to get his outlook on the stock market, inflation, and much more. Tom says...
US Growth Set to Moderate, Says Oxford Economics' Ryan Sweet (Preview)
February 16, 2024 01:11 - 1 minute - 1.29 MBFeb 15, 2024 – FS Insider speaks with Ryan Sweet, Chief US Economist at Oxford Economics, to get an update on the broad economic outlook when it comes to US growth, inflation, the US consumer and much more. Ryan explains how...
Quantum Is the Next Trillion Dollar Disruptor Technology, and China Has Big Plans For It (Preview)
February 15, 2024 04:14 - 1 minute - 1.63 MBFeb 14, 2024 – Today, we speak with Woody Preucil, Senior Managing Director at 13D Research and Strategy, about the exciting and fast-moving developments with quantum computing, quantum encryption, and quantum sensors...
Peter Boockvar on Hotter-than-expected Inflation, CRE Tremors, and Emerging Markets (Preview)
February 13, 2024 23:42 - 1 minute - 1.68 MBFeb 13, 2024 – Markets are taking a bit of hit after a hotter-than-expected inflation reading for January, coming in at 3.1%. The expectation among economists was that we’d finally see a break below 3%, down into the 2 percent range...
Lifetime Planning: How to Optimize Your IRA and Reduce Taxes
February 12, 2024 23:10 - 18 minutes - 16.7 MBFeb 12, 2024 – In today's Lifetime Planning episode of the Financial Sense Newshour, Jim Puplava and Crystal Colbert explore the potential advantages Roth IRAs present in retirement and estate planning with tax-free growth and distributions...
S&P 500 Hits New Record, Crossing 5000; Mish Schneider Discusses Shifting Landscape
February 10, 2024 04:13 - 33 minutes - 30.3 MBFeb 9, 2024 – Propelled by a small handful of tech stocks, the S&P 500 hit a new record high and crossed the 5,000 level this week. Unfortunately, market breadth—the number of stocks participating in the advance—has continued to decline...
Jim Bianco on the Real Story Behind Inflation and Higher Interest Rates
February 09, 2024 23:11 - 31 minutes - 29.3 MBFeb 9, 2024 – Wall Street is betting on the Fed cutting rates as well as lower borrowing costs across the credit spectrum. Jim Puplava sits down with Jim Bianco at Bianco Research to discuss how things may turn out differently given...
AI and MMT Powering Third US Bubble, Says David Hay (Preview)
February 09, 2024 00:18 - 1 minute - 1.67 MBFeb 8, 2024 – David Hay is the Co-Chief Investment Officer & Partner at Evergreen Gavekal, author of the Haymaker newsletter on Substack, as well as the author of a must-read book Bubble 3.0. Today, we decided to get an update on his bubble thesis...
Must-Listen: Will Felix Zulauf's 2024 Outlook Turn Out Correct?
February 08, 2024 01:07 - 29 minutes - 26.9 MBFebruary 7, 2024 – Two months ago, in December of last year, we got an update from the well-respected strategist Felix Zulauf regarding his outlook for 2024. Felix forecasted that the stock market was likely to head higher into...
Richard Turrin on CBDCs, GenAI, and the Geopolitics of Fintech (Preview)
February 07, 2024 01:18 - 2 minutes - 1.95 MBFeb 6, 2024 – The fintech space has seen rapid growth in recent years and central banks as well are speeding ahead on their own digital currencies. Today we speak with one of the leaders in this space, Richard Turrin, to discuss the convergence...
Dividends for the Long Run on Taxes and Income
February 06, 2024 04:11 - 27 minutes - 25.2 MBFeb 5, 2024 – In the latest episode of the Financial Sense Newshour's Lifetime Planning segment, hosts Jim Puplava and Cris Sheridan delve into the world of blue-chip dividend stocks. They explore a timeless investment strategy...
Smart Macro: Something Strange Is Happening in the Jobs Data
February 06, 2024 00:54 - 21 minutes - 19.7 MBFeb 5, 2024 – Last week the US saw a blowout jobs number that beat all expectations. However, after all the headline grabbing attention, many have now had a chance to fully digest the data and are raising some concerns. Today, we discuss the growing divergence...
Robert Bryce on Power, Politics, and the Energy Grid
February 03, 2024 04:10 - 26 minutes - 24.2 MBFebruary 2, 2024 – Jim Puplava speaks with author and film producer Robert Bryce about his latest five-part docuseries, Juice: Power, Politics, and the Grid, available on YouTube and streaming. "The series takes viewers from Texas to Tokyo to expose...
"Bullseye" Craig Johnson: Market Rally to New Highs on Weak Footing
February 03, 2024 03:35 - 32 minutes - 30 MBFeb 2, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with Piper Sandler's "Bullseye" Craig Johnson, so-named for his consistent market calls and accurate year-end targets for the S&P 500. In today's podcast, Craig warns...
Shehzad Qazi on Evergrande Liquidation, Capital Flight out of China (Preview)
February 02, 2024 01:40 - 2 minutes - 1.68 MBFeb 1, 2024 – This week, the world's most indebted company and property developer, China's Evergrande, was ordered to liquidate its assets after failing to reach an agreement with creditors. Shehzad Qazi at China Beige Book explains...
Puru Saxena on Mag 7 Stocks, High Growth Areas, and Emerging Markets (Preview)
January 31, 2024 01:09 - 1 minute - 1.56 MBJan 30, 2024 – FS Insider speaks with Puru Saxena, well-known investor and prior money manager based out of Hong Kong, who explains why he is now mostly avoiding the Magnificent 7 stocks and focusing his investments into a number of early...
Tax Planning for 2024: Plan Now or Pay More Later
January 30, 2024 01:00 - 33 minutes - 30.6 MBJan 29, 2024 – It's that time of the year again when we as taxpayers must settle up with Uncle Sam. In today's Lifetime Planning segment, we look at the good news, bad news, and various ways people can maximize the tax efficiency of their income...
David Tice on Grid Down: Manhattan Project for US Electrical Grid
January 27, 2024 03:39 - 26 minutes - 23.9 MBJan 26, 2024 – In an era defined by our profound reliance on electricity, 'Grid Down, Power Up' illuminates the crucial realities that demand our attention. Today, Financial Sense's Jim Puplava speaks with David Tice, producer and director...
John Roque on Broadening Rally, Japan Nearing 1980s Market Peak
January 27, 2024 02:05 - 24 minutes - 22.9 MBJan 26, 2024 – Financial Sense Newshour welcomes back esteemed market technician John Roque of 22V Research to get an update on his outlook for the S&P 500, tech stocks, which sectors are seeing the most improvement...
What's Going on with Bitcoin? Dr. Demelza Hays Weighs in on the World's Largest Crypto Asset (Preview)
January 26, 2024 01:57 - 2 minutes - 2.11 MBJan 25, 2024 – Well, today we're going to discuss Bitcoin—the world's largest and most widely held cryptocurrency. It has seen a slight pullback in recent weeks after the SEC approved the launch of 11 different Bitcoin ETFs on January 10th, however...
Mike Singleton: US Seeing Late-Cycle Reflationary Acceleration
January 25, 2024 02:44 - 24 minutes - 22.1 MBJan 24, 2024 – High frequency economic indicators in the US have accelerated over the past three months, says Mike Singleton at Invictus Research, pointing towards what he characterizes as a late-cycle reflationary move that may persist over...
Edward Gustely on Global Chokepoints and the Post World War II Order
January 24, 2024 01:17 - 26 minutes - 23.9 MBJan 23, 2024 – There are a number of critical chokepoints when it comes to global shipping and international trade: the Malaccan Strait in Southeast Asia, the Suez Canal where ships are currently under attack, and many others. Edward Gustely...
Kevin Day on Protecting Assets with LLCs, Domestic and Offshore Trusts
January 23, 2024 19:23 - 25 minutes - 23.7 MBJan 23, 2024 – Lawsuits are a common concern in society today, particularly for business owners who may face a higher risk due to their assets. On this episode of Lifetime Planning, Jim Puplava speaks Kevin Day to explore different approaches...
Ari Wald: Tech in Secular Bull Market; Selma Hepp on US Housing Outlook
January 20, 2024 03:21 - 54 minutes - 49.9 MBJan 19, 2024 – After this week's market wrap-up, Financial Sense Newshour speaks with Oppenheimer's Ari Wald about their 2024 outlook for the stock market, technology stocks, and the overall investment environment for this year...
Smart Macro: Assessing the Soft Landing Scenario and Market Impact for 2024
January 20, 2024 01:03 - 14 minutes - 13 MBJan 19, 2024 – In today's Smart Macro segment of the Financial Sense Newshour, Chris Puplava provides an assessment of the widely-held consensus view for a soft landing in 2024. Currently, the manufacturing side of the US economy is...
Satyajit Das Takes on the Green Energy Transition (Part 3) (Preview)
January 19, 2024 02:44 - 1 minute - 1.37 MBJan 18, 2024 – We conclude our 3-part conversation with Satyajit Das to discuss his recent and extensive analysis on the green energy transition. As Das says in today's show, you can't summon resources out of the ground from an app on your phone and...
Satyajit Das Takes on the Green Energy Transition (Part 2) (Preview)
January 18, 2024 04:06 - 1 minute - 1.54 MBJan 17, 2024 – Today we pick up with the second part of our interview with Satyajit Das to discuss his recent 8-part series on fossil fuels and the green energy transition. In our last segment, Das explained how fossil fuels make up 80%...
Eddie Yoon on Changes in Consumer Behavior, Buy Now Pay Later Programs, and More
January 17, 2024 20:38 - 20 minutes - 19.1 MBJanuary 17, 2024 – Eddie Yoon, author of Superconsumers and founder of EddieWouldGrow, sits down with Financial Sense's Cris Sheridan to discuss his bullish outlook for the US consumer into 2024. Eddie says that the mindset of consumers...
Satyajit Das Takes on the Green Energy Transition (Part 1) (Preview)
January 17, 2024 04:14 - 3 minutes - 3.04 MBJan 16, 2024 – Will the world switch away from fossil fuels or, at least, come to derive a majority of its energy needs from renewable energy? FS Insider welcomes back Satyajit Das to tackle this controversial topic and help explain...
Preparing for the Unexpected: A Guide to Essential Emergency Actions in 2024
January 15, 2024 19:26 - 23 minutes - 21.5 MBJan 15, 2024 – Get ready for an exciting episode of Lifetime Planning where we have the privilege of speaking with Kevin Matsukado, a true expert in emergency preparedness, on the popular Financial Sense Newshour podcast. Kevin is here...
2024 Investment Strategy: Why a Barbell Approach Makes Sense This Year
January 13, 2024 03:00 - 27 minutes - 25.5 MBJan 12, 2024 – On last week's Big Picture segment, we covered the consensus on Wall Street for this year, which currently believes will be no recession this year, meager gains in the stock market, lower inflation, and the Fed cutting interest rates. Today...
Jim Welsh on 17-Year Cycle; Art Berman Predicts Peak in the Permian
January 13, 2024 02:25 - 1 hour - 63.1 MBJan 12, 2024 – After this week's wrap-up, Financial Sense Newshour's Jim Puplava speaks with Jim Welsh at Macro Tides about an important 17-year cycle followed by an outside-the-box interview with Art Berman, who makes the case...
A Barrage of Global Elections in 2024 (Preview)
January 12, 2024 04:01 - 3 minutes - 3.41 MBJanuary 11, 2024 – There will be an unusually large number of elections taking place this year all over the globe, amounting to roughly 3 billion people electing new leaders. Adriano Bosoni, Director of Analysis at RANE Network, discusses...
From Mag 7 to FANG 2.0 (Preview)
January 10, 2024 01:42 - 1 minute - 1.48 MBJan 9, 2024 – The US stock market saw its most powerful rally in 30 years the last two months of 2023, with the S&P 500 up nearly 17% in November and December. Our next guest says it's time to start fading the Mag 7 for FANG 2.0, which stands for...
Taxes, Politics, and the Economy: What You Can and Can't Control This Year
January 08, 2024 23:55 - 22 minutes - 15.5 MBJan 8, 2024 – In today's Lifetime Planning podcast, Financial Sense's Aaron Wiegman and Crystal Colbert look at what investors can and cannot control when it comes to taxes, politics, and the economy in 2024. This is an important reminder...
Forecast 2024: A Few Surprises for the Consensus
January 06, 2024 02:55 - 58 minutes - 53.6 MBJan 5, 2024 – The consensus on Wall Street for 2024 is for a soft landing in the economy, lower inflation, and for the Fed to cut interest rates in response. In today's first podcast of the year, we look at the range of forecasts...
Jeff Christian's 2024 Outlook on Gold, Silver, and Rising Political Turbulence (Preview)
January 05, 2024 02:20 - 3 minutes - 2.79 MBJan 4, 2024 – FS Insider sits down with CPM Group's Jeff Christian, one of the leading precious metals and commodity analysts, for a wide-ranging conversation on the drivers behind the current bull market in gold and silver...
Corrective Move Likely But US Still Most Attractive, Says Sam Burns
January 04, 2024 02:50 - 14 minutes - 13.3 MBJan 3, 2024 – Sam Burns at Mill Street Research was a notable market bull for 2023 and pushed back against fears over recession. Today, he provides listeners an update on his outlook, cautioning investors that we may be seeing...
Forgive Us Our Debts (Preview)
January 02, 2024 23:26 - 2 minutes - 2.26 MBJan 2, 2024 – US debt levels, as well as many other countries around the globe, are growing at an alarming rate. Richard Vague, the former Pennsylvania Secretary of Banking and Securities, shares the key findings from history when it comes to debt forgiveness...