Jim Welsh: Why I'm Raising Cash

Sep 18, 2026 – Financial Sense Wealth Management's Jim Puplava examines the dramatic rise in interest rates and the “refinancing shock” facing the US, as trillions in government debt must be renewed at significantly higher yields. He explores how...

Sep 18, 2026 – Energy expert Robert Rapier joins Jim Puplava to unpack a tightening global energy crisis, as the effective closure of the Strait of Hormuz sends diesel prices soaring and crack spreads to record highs. Rapier explains why depleted...

Sep 18, 2026 – The Fed raised rates as expected, but Chair Warsh’s comments signaled a focus on trends, not single data points. Oil above $100, 10-year yields near 5%, and growing AI and crypto policy debates add risk, while market breadth is weakening...

Sep 18, 2026 – "Bullseye" Craig Johnson of Piper Sandler discusses recent market turmoil following Fed rate hikes, highlighting weak market breadth and the likelihood of deeper consolidation or correction ahead. He warns of risks tied to rising debt...

Sep 17, 2026 – Are we crossing the threshold from artificial intelligence to superintelligence? Dr. Alan D. Thompson joins Cris Sheridan to explain how frontier AI models have outgrown human-designed tests—and why physical embodiment...

Sept 17, 2026 – Escalating wars and supply disruptions are fueling a major commodity boom that could last into the 2030s, says well-known global forecaster Martin Armstrong in today's exclusive interview with FS Insider. Martin provides his big picture...

Sep 15, 2026 – Financial author and derivatives expert Satyajit Das joins FS Insider's Cris Sheridan to examine the risks he sees building beneath the AI boom, as higher borrowing costs and mounting global debt put pressure on the financial system...

Sep 14, 2026 – Is AI helping you invest smarter or steering you toward the same crowded trades? In this Lifetime Planning episode, Nick Kile and Brendan McMurtrie explore the opportunities and pitfalls of AI-driven investing, from hidden portfolio concentration...

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...

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...