Trevor Noren on the $2.3 Trillion Hole at the Center of the AI Trade (Preview)

Sep 25, 2026 – Market strategist Gina Martin Adams joins Jim Puplava to break down why tech and energy are leading a narrow US stock market, the role of extraordinary earnings growth in holding up the S&P 500 and Nasdaq despite high oil prices and...

Sep 25, 2026 – Long-term yields jumped even as oil eased, while AI and semis kept leading a narrow market. Strong data raised hike odds, bonds now compete with stocks, and breadth remains thin. Here’s what it all means for rates, AI, and portfolios...

Sep 25, 2026 – Mining companies can't simply pump out more silver, no matter how high the price climbs. In this conversation, Jim Puplava sits down with the legendary mining company builder Ross Beaty, founder of Pan American Silver and Equinox Gold...

Sep 25, 2026 – Are soaring Treasury yields the next trigger for Wall Street volatility? As the 10-year yield crosses 5.2% for the first time in decades, Chief Investment Officer Chris Puplava explains why this rapid spike—and surging economic data—are fueling...

Sep 24, 2026 –Avi Gilburt, co-founder of ElliottWaveTrader.net, marks 15 years of Elliott Wave analysis with bold calls for 2026 and beyond. He sees the S&P 500 possibly pushing toward 8,000, or even 9,500, before a major long-term top. He also shares targets...

Sep 23, 2026 – Is the AI boom the biggest infrastructure buildout in history, or the most speculative? Trevor Noren of Sage Road Research joins FS Insider's Cris Sheridan to break down the widening gap between $200 billion in AI revenue...

Sep 22, 2026 – Is weaponizing space opening a dangerous new chapter in the rivalry between the U.S., China, and Russia? Laurent Lequeu joins Cris Sheridan to explore a brewing space arms race—and the economic fallout he sees taking shape on Earth...

Sep 21, 2026 – Brian McArthur and Crystal Colbert discuss the often-confusing process of transitioning to Medicare at retirement, emphasizing that most people should not fear penalties or the complexity of the system. Brian explains the enrollment...

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...