Pacing the Frontier and AI Capex Slowdown: Izabella Kaminska’s Take (Preview)

Oct 28, 2026 – Geopolitical strategist and advisor Simon Hunt explains why another strike on Iran could be the most devastating yet — not just for Iran itself, but for its impact on oil prices and refined products, given Iran’s threat of a vast retaliation...

Oct 26, 2026 – Most people lose the ability that keeps them out of a nursing home years before they ever notice it's gone. Jim Puplava sits down with Crystal Johnson, STEP Director at Keiser, to explain powerpenia...

Oct 23, 2026 – Now that the market is scrutinizing AI valuations and financing costs more closely, companies offering consistent earnings, durable demand, and reasonable valuations are becoming increasingly attractive...

Oct 23, 2026 – In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava and Cris Sheridan discuss the global energy crunch as escalating Middle East conflicts disrupt oil shipping routes, sending crude prices soaring...

Oct 21, 2026 – Widespread protests in France, initially sparked by discontent over education, have evolved into mass demonstrations against rising fuel prices, inflation, and declining living conditions. Adriano Bosoni warns these structural issues...

Oct 20, 2026 – Ben Hunt, co-founder of AI research firm Perscient, argues that in today’s markets, narratives rival fundamentals in driving asset prices, particularly as AI becomes central to both economic productivity and national security...

Oct 19, 2026 – In today's Lifetime Planning segment, Brendan McMurtrie and Crystal Colbert examine the rule changes to charitable giving and tax law in 2026. They highlight strategic approaches for maximizing deductions—including bunching...

Oct 16, 2026 – In this week's market wrap-up, Ryan Puplava discusses AI’s latest challenge with financing: Surging demand for AI is straining data center capacity, power, and especially companies’ ability to raise affordable capital...

Oct 16, 2026 – Financial Sense CIO Chris Puplava discusses the scale and risks of the current AI investment boom, noting it surpasses previous U.S. infrastructure cycles in spending, but much of the benefit flows overseas. He highlights record...

Oct 15, 2026 – Izabella Kaminska, founder of The Blind Spot, discusses the current sell-off, the big news regarding a potential slowdown in AI and tech capital expenditures, and liquidity flowing back to Treasuries. She highlights mounting...