Jim Welsh: Why I'm Raising Cash

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...

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...

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...

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...

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...

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...

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...

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...