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

9/4/2026

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...

More episodes from "Financial Sense Newshour"

Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)
vor 2 Tagen
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)
vor 2 Tagen
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...
Don't miss an episode of “Financial Sense Newshour” and subscribe to it in the GetPodcast app.
This Week’s Market Wrap: Selectivity Rises Amid Oil Gains and Shifting Leadership
9/5/2026
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
9/4/2026
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...
Jeff Christian: Gold Heading to $5,000 as Bull Market Resumes (Preview)
9/4/2026
3:53
Sep 3, 2026 – Gold just ripped more than $700 higher in a single month—and according to one of the most accurate commodity forecasters we speak with, this is only the beginning. In today's FS Insider interview, Jeff Christian explains why the recent rate-driven...
Kurt Kallaus: America's Oil Reserves Are Running Low—Hard Decisions Ahead (Preview)
9/3/2026
2:00
Sep 2, 2026 – The bond vigilantes are back—and oil is fueling the fire. Kurt Kallaus reveals why we're "living on borrowed barrels," how draining reserves could jolt markets by October, and the surprising sectors he's buying while....
Rick Rule's Commodity Picks: "You Ain't Seen Nothing Yet" (Preview)
9/1/2026
3:04
Sep 1, 2026 – On the very week the CRB Commodity Index breaks out to a fresh 16-year high, legendary resource investor Rick Rule sits down with FS Insider's Cris Sheridan to deliver a masterclass on where we are in the commodity bull market...
The Death of a Decision Maker: You Built the Plan—But Can Anyone Else Run It?
9/1/2026
39:33
Aug 31, 2026 – When one spouse manages all the finances, passwords, and key relationships, their sudden death can trigger legal, financial, and operational chaos. Today, we explore the risk posed by the "death of a decision maker" and three...
This Week's Market Wrap: AI's Falling Costs, Software's Comeback, and a Hawkish Warsh
8/28/2026
16:11
Aug 28, 2026 – Nvidia and Marvell reveal AI's next phase, software stages a comeback after the "SaaS apocalypse," and a hawkish Warsh puts a Fed hike back on the table. Ryan Puplava breaks down where growth, value, and rate risk collide for investors...
Data Shows AI Race About to Hit Utility Wall, Says Coeus Institute's Michai Morin (Preview)
8/28/2026
4:34
Aug 27, 2026 – As frontier AI models converge on near-identical performance, Coeus Institute's Michai Morin argues the industry's defining battle is shifting from intelligence to economics—and the West may be losing. In a wide-ranging interview...

More Episodes

Get the whole world of podcasts with the free GetPodcast app.

Subscribe to your favorite podcasts, listen to episodes offline and get thrilling recommendations.

A company from

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

Financial Sense Newshour

More episodes from "Financial Sense Newshour"

Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)

Why Everything You Know About Cancer Might Be Wrong: A Conversation with Dr. Thomas Seyfried (Replay)

This Week’s Market Wrap: Selectivity Rises Amid Oil Gains and Shifting Leadership

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

Jeff Christian: Gold Heading to $5,000 as Bull Market Resumes (Preview)

Kurt Kallaus: America's Oil Reserves Are Running Low—Hard Decisions Ahead (Preview)

Rick Rule's Commodity Picks: "You Ain't Seen Nothing Yet" (Preview)

The Death of a Decision Maker: You Built the Plan—But Can Anyone Else Run It?

This Week's Market Wrap: AI's Falling Costs, Software's Comeback, and a Hawkish Warsh

Data Shows AI Race About to Hit Utility Wall, Says Coeus Institute's Michai Morin (Preview)