Financial Sense Newshour podcast

Big Picture Macro Investing: Oil, Inflation, and Hard Assets

4/9/2026

Financial Sense Newshour

0:00

37:50

Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

Otros episodios de "Financial Sense Newshour"

Chris Puplava: Markets Can't Ignore This Energy Shock
hace 2 días
20:32
Sep 11, 2026 – Stocks are flashing warning signs beneath the surface. Financial Sense CIO Chris Puplava examines how narrowing market leadership, rising energy costs and renewed rate-hike expectations are testing the rally. With consumer stocks...
Jim Welsh: Why I'm Raising Cash
hace 2 días
23:21
Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides’ Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags weakening market breadth, crowded AI...
No te pierdas ningún episodio de “Financial Sense Newshour”. Síguelo en la aplicación gratuita de GetPodcast.
This Week’s Market Wrap: $100 Oil, 5% Yields, and Increasing Odds for Fed Hike
hace 2 días
19:54
Sep 11, 2026 – Oil above $100, Treasury yields near 5%, and rising Fed hike odds tighten financial conditions. AI spending buoys market leaders, but weakening breadth and Iran tensions raise risks, making the Fed outlook and capital protection...
Jordan Roy-Byrne: Gold Miners Just Flashed a Signal Not Seen in 20 Years
hace 2 días
30:09
Sep 11, 2026 – Jordan Roy-Byrne explains why he believes gold and silver’s sharp correction has ended—and why the next advance could be powerful. Highlighting gold miners’ leadership, improving profitability, and potential capital flows out of stocks...
Adriano Bosoni: Risks of Widening Ukraine War, False Flag Attacks (Preview)
hace 2 días
1:37
Sep 11, 2026 – The front lines may be frozen, but the economic fallout is widening. Adriano Bosoni, RANE’s director of geopolitical analysis, examines how deep strikes, strained air defenses and Black Sea shipping disruptions are reshaping...
David Woo on $100 Oil and Major Cyberattacks (Preview)
10/9/2026
3:11
Sep 10, 2026 – Markets may be underpricing two interconnected threats: an oil shock and a reversal in the AI boom. In this interview with Cris Sheridan, macro strategist David Woo explains why he sees a path to $150 crude if Gulf negotiations unravel...
Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)
7/9/2026
1:11
Sep 7, 2026 – Ed Yardeni discusses his bullish outlook for the S&P 500, raising his year-end target to 8,400 and projecting 10,000 by decade’s end. He highlights the “Roaring 2020s,” G-shaped vs. K-shaped economy, strong earnings and productivity...
Why Everything You Know About Cancer Might Be Wrong: A Conversation with Dr. Thomas Seyfried (Replay)
7/9/2026
40:11
Sep 7, 2026 – Boston College’s Dr. Thomas Seyfried tells Financial Sense Newshour’s Jim Puplava why he believes cancer is a mitochondrial metabolic disease—not primarily a genetic one. He explains why conventional treatments may miss the real driver...
This Week’s Market Wrap: Selectivity Rises Amid Oil Gains and Shifting Leadership
5/9/2026
16:55
Sep 4, 2026 – Oil is back above $90, the August jobs report has kept a Fed rate hike in play, and market breadth has weakened even as the S&P 500 remains near its highs. At the same time, AI spending continues to look exceptionally strong, and several areas...
Big Picture Macro Investing: Oil, Inflation, and Hard Assets
4/9/2026
37:50
Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

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