From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

22/1/2026

Financial Sense Newshour

0:00

2:16

Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...

Altri episodi di "Financial Sense Newshour"

From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)
18 ore fa
2:16
Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...
Big Beautiful Bill Stimulus: Get Ready for 2025 Tax Return Surprises, Says Dan Pilla
3 giorni fa
27:02
Jan 19, 2026 – April 15 is fast approaching, but will your 2025 tax return bring a surprise refund or a painful bill? Jim Puplava sits down with tax expert Dan Pilla to decode the new "Big Beautiful Bill"...
Non perdere nemmeno un episodio di “Financial Sense Newshour”. Iscriviti all'app gratuita GetPodcast.
The Great Material Reversion: Why 2026 and Beyond Belong to Hard Assets
17/1/2026
31:21
Jan 16, 2026 – Is the world on the brink of a new resource boom? On this episode of Financial Sense Newshour, Jim Puplava reveals why 2026 could ignite a seismic shift in global markets—one where hard assets like metals and commodities...
Time to Rethink the Mag 7? Jim Welsh on Market Rotations and Hunt for Value
16/1/2026
33:37
Jan 16, 2026 – Is the U.S. stock market entering a new phase? Financial Sense Newshour's Jim Puplava and Jim Welsh of Macro Tides discuss the latest trends shaping markets in 2026. They explore the market’s rotation away from the...
The Shiny Seven: Why Commodities Are Outshining Tech (Preview)
16/1/2026
2:53
Jan 15, 2026 – Are you watching the wrong bull market? As mainstream media fixates on tech giants, commodities are quietly stealing the show. In this insightful interview, Cris Sheridan speaks with Laurent Lequeu about the dramatic surge in metals...
Venezuela, Greenland, and the New Face of US Strategy (Preview)
14/1/2026
3:30
Jan 13, 2026 – Global instability is rising, and Jacob Shapiro says the U.S. is responding with a bold strategic pivot. As power shifts to a multipolar world, America is retreating from global policing and refocusing on consolidating influence...
Digital Health Revolution: CES Unveils the Future of Home Wellness
13/1/2026
27:34
Jan 12, 2026 – Imagine transforming your home into a state-of-the-art wellness center—that’s the future showcased at this year’s Consumer Electronics Show. From AI-powered health devices and non-invasive wearables to personalized...
Big Picture 2026: Forecasts, Surprises, and Wild Cards
10/1/2026
1:00:34
Jan 9, 2026 – What’s in store for the markets and economy 2026? From wild market forecasts to the rise of AI CEOs and even regime changes, the 2026 outlook is packed with surprises. In our biggest show for the year, Jim Puplava dives into Wall Street...
Year of the Fire Horse: Mish Schneider on 1966-2026 Parallels
9/1/2026
30:26
Jan 9, 2026 – Mish Schneider joins Jim Puplava to discuss striking parallels between 1966 and 2026, from potential market peaks to social upheaval and protests with a mid-year election on the way. They explore broadening rallies, commodity surges...
FSN's Best of the Year: Data Centers, Resource Wars, and the Roaring 2020s
31/12/2025
1:34:24
Dec 30, 2025 – When tech, energy, and geopolitics collide: Mark Mills on AI’s explosive energy impact, plus Jim Puplava on the global race for resources. Don’t miss these “Best of 2025” episodes explaining how the most energy and commodity-intensive...

Altri episodi

Accedi a tutto il mondo dei podcast con l’app gratuita GetPodcast.

Iscriviti ai tuoi podcast preferiti, ascolta gli episodi offline e ricevi fantastici consigli.

From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

Financial Sense Newshour

Altri episodi di "Financial Sense Newshour"

From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

Big Beautiful Bill Stimulus: Get Ready for 2025 Tax Return Surprises, Says Dan Pilla

The Great Material Reversion: Why 2026 and Beyond Belong to Hard Assets

Time to Rethink the Mag 7? Jim Welsh on Market Rotations and Hunt for Value

The Shiny Seven: Why Commodities Are Outshining Tech (Preview)

Venezuela, Greenland, and the New Face of US Strategy (Preview)

Digital Health Revolution: CES Unveils the Future of Home Wellness

Big Picture 2026: Forecasts, Surprises, and Wild Cards

Year of the Fire Horse: Mish Schneider on 1966-2026 Parallels

FSN's Best of the Year: Data Centers, Resource Wars, and the Roaring 2020s