Best Rotated Views Podcasts (2024)

1
Jeff Rubin: How Great Power Conflict Changes the Investment Landscape 50:34

1d ago50:34

50:34

Aug 23, 2024 – Financial Sense Newshour's Jim Puplava speaks with Canadian economist and author, Jeff Rubin, to discuss today's great power conflict between the US, Russia, and China using proxy wars, propaganda, and sanctions...By fswebmaster@financialsense.com (Financial Sense)

1
Lyn Alden on Fiscal Dominance, Structural Deficits, and the Unfolding Economic Cycle (Preview) 5:04

2d ago5:04

5:04

Aug 22, 2024 – In today's FS Insider podcast, Lyn Alden explains how fiscal dominance, characterized by substantial government spending, is reshaping the effectiveness of monetary policy and influencing the broader investment landscape...By fswebmaster@financialsense.com (Financial Sense)

1
Christian Takushi on US Elections, Europe's $9T Spending Gap, and Shifting Power Dynamics (Preview) 2:46

3d ago2:46

2:46

Aug 21, 2024 – Regardless of who wins the US presidential election this November, a number of structural forces will continue to drive the macro landscape this decade. Christian Takushi, a geopolitical strategist and macroeconomist...By fswebmaster@financialsense.com (Financial Sense)

1
Odds & Ends To End The Summer 4:32

10m ago4:32

4:32

The big things you need to know: First, 2Q24 earnings season is ending up solid. With most reports in, we highlight a few of the most interesting charts in our deck on earnings right now. Second, other updates on our high frequency indicators were generally positive for US equities and mixed for the rotation trade. We end the summer of 2024 with in…

1
Peter Boockvar on Pro-Inflationary Policies, New Record High in Gold (Preview) 1:48

4d ago1:48

1:48

Aug 20, 2024 – Both candidates running for 2024 are pushing for pro-inflationary policies while the media is largely ignoring gold's push to new record highs against the US dollar. Peter Boockvar, author of the widely-read Boock Report joins us...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H for Heroclix 530 - Bunkers and Breakers, It's the Ban list baby! 1:37:15

6h ago1:37:15

1:37:15

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we talk about: 1. What made us happy! Gen Con …

1
Dividend Investing: A Strategy for Building Long-Term Financial Security 22:05

5d ago22:05

22:05

Aug 19, 2024 – In today's Lifetime Planning episode, Financial Sense Newshour's Jim Puplava and Cris Sheridan discuss the importance of dividends when it comes to long-term investment performance. We also discuss how seasoned investors...By fswebmaster@financialsense.com (Financial Sense)

1
Robert Rapier: There Is No Energy Transition; Fossil Fuels and Coal Hit New Records 29:05

8d ago29:05

29:05

Aug 16, 2024 – In this weekend's edition of the Financial Sense Newshour, we feature an insightful interview with Robert Rapier, a renowned chemical engineer and energy expert. Rapier provides a compelling analysis of the current state...By fswebmaster@financialsense.com (Financial Sense)

1
Smart Macro: Mixed Messages, Corporate Buybacks, and the Case for EM Bonds 25:12

8d ago25:12

25:12

Aug 16, 2024 – Chris Puplava discusses the role corporate buybacks are playing in driving the bounce back in stocks and why we are starting to increase our exposure to emerging market bonds. Also, Chris covers the most recent economic data...By fswebmaster@financialsense.com (Financial Sense)

1
Jeffrey Hirsch: Almanac Predicts Rocky Two Months Ahead (Preview) 1:35

10d ago1:35

1:35

Aug 14, 2024 – Following last week's market decline, the S&P 500 has experienced a notable rebound. To gain insight into the current market landscape and potential future trajectory, FS Insider speaks with Jeffrey Hirsch, editor of the Stock Trader's...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H for Heroclix - 529 Keeping it 400 1:40:39

6d ago1:40:39

1:40:39

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we talk about: 1. What made us happy! 2. New p…

1
Kurt Kallaus on Market Retest, Bank Tightening Reversal, and Delinquency Normalization (Preview) 1:24

10d ago1:24

1:24

Aug 14, 2024 – Kurt Kallaus at ExecSpec.net, who correctly forecasted the recent pullback, gives FS Insider an update on his market and economic outlook, discussing a potential retest as well as what he's seeing in the data when it comes to concerns over...By fswebmaster@financialsense.com (Financial Sense)

1
Pressure Release 7:35

8h ago7:35

7:35

Three big things you need to know: First, last week’s price action relieved some pressures on the stock market, but didn’t solve its major problems. Second, earnings remain solid with no major deterioration in corporate tone. Third, we’d be more selective with value-oriented defensive sectors going forward.…

1
Exploring the Science of Red Light Therapy for Sleep, Skin, and Brain Health 38:10

12d ago38:10

38:10

Aug 12, 2024 – In today's episode of the Lifetime Planning podcast, we explore the intriguing science of red light therapy with Scott Chaverri from Mito Red Light. Scott delves into how various wavelengths of light, including infrared and near-infrared, interact with...By fswebmaster@financialsense.com (Financial Sense)

1
Uncharted Territory: Confronting the Uncertain Road Ahead 40:55

15d ago40:55

40:55

Aug 9, 2024 – In today's Big Picture segment, we outline seven major sources of uncertainty that the markets and economy will face: the US Presidential Election and widely diverging policies of each candidate, what we are referring to as...By fswebmaster@financialsense.com (Financial Sense)

1
Craig Johnson on 5,800 Year-End Target, Continued Rotation Out of MAG 7 23:46

15d ago23:46

23:46

Aug 9, 2024 – After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with Piper Sandler's Chief Market Technician Craig "Bullseye" Johnson on why he raised his year-end forecast for the S&P 500 to 5,800...By fswebmaster@financialsense.com (Financial Sense)

1
This Hurricane Season Is Already Breaking Records; Revamping Texas' Power Grid (Preview) 3:15

16d ago3:15

3:15

Aug 8, 2024 – James Garriss, a weather and climate expert specializing in economic and commodity impacts, joins us today to discuss the new records set by Hurricane Beryl this year. He will share insights on what to expect in the next 2-3 months...By fswebmaster@financialsense.com (Financial Sense)

1
333: Happy holidays from LGIM Talks! 0:23

5d ago0:23

0:23

We’re taking a short break from the pod but we’ll be back on 22 August with more news and views from across our investment teams.By Legal & General Investment Management

1
Another Salvo of Trade Wars Coming in 2025, Says China Beige Book's Shehzad Qazi (Preview) 1:33

17d ago1:33

1:33

Aug 7, 2024 – FS Insider speaks with Shehzad Qazi, Managing Director at China Beige Book, the leading source of proprietary data on the Chinese economy, to get their view on China, including preparations for another major trade war...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H for Heroclix - 528 Gen Con rundown and tournament data 1:40:30

17d ago1:40:30

1:40:30

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we talk about: 1. What made us happy! Gen Con …

1
Warren Buffett Is Raising Cash. Tom Essaye Discusses Growth Fears, Valuations, and Yen-Carry Trade (Preview) 1:28

18d ago1:28

1:28

Aug 6, 2024 – Warren Buffett, one of the world's richest and most successful value investors of all time, raised a significant amount of cash last quarter while also slashing his large tech weighting in Apple by over 50%. Tom Essaye at the Sevens Report joins us to discuss...By fswebmaster@financialsense.com (Financial Sense)

1
Don't Panic, Proactively Plan for What's Ahead 30:41

19d ago30:41

30:41

Aug 5, 2024 – The stock market has seen a swift decline with the volatility index spiking to levels typically associated with severe panics. Today, Financial Sense's Jim Puplava and Cris Sheridan discuss why stocks began selling off last week and...By fswebmaster@financialsense.com (Financial Sense)

1
Smart Macro: Across the Board Weakness; California Worst Data in the Nation 17:40

22d ago17:40

17:40

Aug 2, 2024 – In today's Smart Macro segment, Chris Puplava dives into the jobs data released today and surveys the major trends we are seeing by state and region. As he points out, California posted the worst numbers in the country...By fswebmaster@financialsense.com (Financial Sense)

1
Jim Welsh on Market Sell-Off, Job Slowdown, and What's Next 45:28

22d ago45:28

45:28

Aug 2, 2024 – The most recent data shows unemployment rising with a sharp slowdown in the pace of hiring. After this week's market wrap-up, Financial Sense Newshour speaks with Jim Welsh at Macro Tides to discuss the latest jobs number rattling...By fswebmaster@financialsense.com (Financial Sense)

1
Marc Faber: This Could Be a Turning Point for Major Asset Classes (Preview) 2:29

23d ago2:29

2:29

Aug 1, 2024 – Marc Faber of the widely-read Gloom Boom and Doom Report offers his latest analysis on global markets, saying that we're witnessing significant turning points in a number of major assets classes, including areas...By fswebmaster@financialsense.com (Financial Sense)

1
332: What's in a name? The power of global brands 20:24

13d ago20:24

20:24

What can the summer of sport tell us about the power of the world’s biggest brands? How can brand value be quantified? And why might investors seek to add exposure to the owners of the strongest global brands? Delving into these questions in this episode are: Henry Farr, Director, Brand Finance® Ellie Piscopiello, Senior ETF Analyst, LGIM This podc…

1
Marc Chandler on Multi-Year Dollar Decline, De-Dollarization, and Investment Outlook (Preview) 2:58

24d ago2:58

2:58

Jul 31, 2024 – Renowned currency expert Marc Chandler delivers an in-depth analysis of his multi-year bearish outlook on the US dollar. As the Chief Market Strategist at Bannockburn Global Forex, Marc delves into the effects of fiscal and...By fswebmaster@financialsense.com (Financial Sense)

1
Dr Alan D. Thompson on AI, Brain Machine Interfaces, and Intelligence Augmentation (Preview) 2:01

25d ago2:01

2:01

Jul 30, 2024 – FS Insider speaks with one of the world's top-ranking AI researchers and consultants, Dr Alan D. Thompson, about the latest and most exciting developments happening with artificial intelligence, large language models, brain machine...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H for Heroclix - 527 Top 12 Heroclix Players going into US Nationals 1:18:19

18d ago1:18:19

1:18:19

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we talk about: 1. Whatmade us happy! Good movi…

1
Monitoring Earnings, The Rotation Trade, and The Pullback 8:09

20d ago8:09

8:09

Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We al…

1
Retirement: How to Plan Now to Prevent Paying More Later 21:10

26d ago21:10

21:10

Jul 29, 2024 – In today's Lifetime Planning episode, we tackle a number of tax-efficient and income-maximizing strategies that can be utilized ahead of retirement. Topics include Roth conversions, backdoor Roths, potential Harris vs. Trump impacts...By fswebmaster@financialsense.com (Financial Sense)

1
Greg Weldon on Economic Reality Check, 'Eye-Popping' Weakness in China 1:00:25

29d ago1:00:25

1:00:25

Jul 26, 2024 – There's a lot taking place on the macro front when it comes to elections, currency moves, and ongoing weakness in China. After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with Greg Weldon...By fswebmaster@financialsense.com (Financial Sense)

1
Ed Yardeni on Market Correction, Ongoing Roaring 2020s (Preview) 3:54

1M ago3:54

3:54

Jul 25, 2024 – Dr. Ed Yardeni, President and Chief Investment Strategist of Yardeni Research, speaks with FS Insider about his current market outlook, how much farther he thinks US stocks could correct from here, and whether it's time...By fswebmaster@financialsense.com (Financial Sense)

1
Higher-than-Expected GDP, Lower Inflation (Preview) 2:15

1M ago2:15

2:15

Jul 25, 2024 – The GDP figure for the second quarter has just been released, showing a growth rate of 2.8%, surpassing expectations. Economic forecasts had been much lower, around 2.1%. Notably, Q1 GDP was at 1.4%, so Q2 demonstrates...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H for Heroclix 526 The classic Cap and Batman shoot out stalemate 1:09:34

29d ago1:09:34

1:09:34

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we talk about: 1. SDCC images 2. Champion Clix…

1
David Woo: Don't Expect 2016 Repeat; Why Trump 2.0 May Be Bearish for Markets (Preview) 2:02

1M ago2:02

2:02

Jul 24, 2024 – David Woo, former head of macro strategy at BofA, correctly forecasted that Trump would win in 2016 but explains why investors shouldn't expect the same bullish outcome as took place during his first term should he win again this November...By fswebmaster@financialsense.com (Financial Sense)

1
331: US elections, equity rotation, and a major celebration – Market Talk 18:36

1M ago18:36

18:36

How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia? This podcast is hosted by Frances W…

1
Ron William on Behavioral Inflection Point, Triple Whammy Headwinds (Preview) 1:54

1M ago1:54

1:54

Jul 23, 2024 – Ron William at RW Advisory discusses his recent chart pack with FS Insider looking at the triad approach to market analysis, an upcoming triple whammy headwind, and technical warnings stacking up on the Nasdaq...By fswebmaster@financialsense.com (Financial Sense)

1
Medicare Facing Biggest Disruption in 9 Years, Says Brian McArthur 26:38

1M ago26:38

26:38

Jul 22, 2024 – On today's Lifetime Planning segment, Medicare expert Brian McArthur warns of a significant disruption to Medicare pricing as part of the Inflation Reduction Act set to take effect in 2025. He specifically points out that the most...By fswebmaster@financialsense.com (Financial Sense)

1
Sentiment, Earnings, Rotation, and the US Election 5:30

27d ago5:30

5:30

Four big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March. Second, earnings season is off to a solid start, but we are still looking for some additional evidence in support of the idea that we’re seeing a durable leadership shift rather than a short-term rotation trade. Third, we’ve …

1
330: Private markets: where next? 27:30

1M ago27:30

27:30

Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors position themselves to align with the megatrends shaping the investment environment of the future? Andrew Lowry, Content Manager at Legal & General, is joined by Rob Martin, Global Head of Inv…

1
Doomberg: US Can No Longer Be World's Policeman; Weak Dollar Strategy vs. War 47:31

1M ago47:31

47:31

Jul 19, 2024 – After this week's wrap-up, Financial Sense Newshour speaks with popular energy analyst "Doomberg" about the difficult realities the US faces when it comes to resources and trade. Doomberg explains how the US can no longerBy fswebmaster@financialsense.com (Financial Sense)

1
Big Picture: Navigating the Fourth Turning 28:59

1M ago28:59

28:59

Jul 19, 2024 – Neil Howe and William Strauss describe the "Fourth Turning" as a period of crisis and social division, often involving war or revolution, where trust in pre-existing institutions and leadership reaches a major breaking point. According to the...By fswebmaster@financialsense.com (Financial Sense)

1
Asia Dominating Race Towards Robotics, Says ITR's Connor Lokar (Preview) 2:04

1M ago2:04

2:04

Jul 17, 2024 – The latest data reveals that Asia is significantly outpacing the U.S. and most Western countries in the robotics race. Connor Lokar from ITR Economics delves into the major trends unfolding in AI, robotics, and data center development...By fswebmaster@financialsense.com (Financial Sense)

1
Dial H For Heroclix - 525 ROTATION ANNOUNCED! The Good, The Band, and The Ugly 1:23:39

1M ago1:23:39

1:23:39

Heroclix Podcast for players new and old! Hosts Kalder and Ian truly blend the Casual and Competitive aspects of Heroclix into this all encompassing board game podcast! Stay tuned as they cover: news, strategy, team builds, and everything else in the world of Heroclix! Join Kalder, and Ian this week as we: 1. Chat about all the Masters of time unbo…

1
Bruce Mehlman on What a Trump-Vance Win Could Mean for Big Tech, Ukraine, and Energy Policy (Preview) 2:02

1M ago2:02

2:02

Jul 16, 2024 – Today, we're going to do a deep dive into Trump’s re-election chances, particularly in light of the June debate and the recent assassination attempt. We'll also discuss his VP selection of JD Vance and examine potential policy...By fswebmaster@financialsense.com (Financial Sense)

1
2Q24 Reporting Season Is A Key Test For The Rotation Trade 5:26

1M ago5:26

5:26

Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week. Second, we remain worried about a pullback in the S&P 500 given the latest developments on our sentiment and positioning work, but timing seems a bit more complicated due to last week’s CPI print and …

1
Survivor's Guide: Who to Contact After a Loved One's Death 20:30

1M ago20:30

20:30

Jul 15, 2024 – When a spouse or loved one passes away, there are many important tasks that must be undertaken. This includes informing key government agencies, such as the Social Security Administration, and contacting life insurance...By fswebmaster@financialsense.com (Financial Sense)

1
329: Peeping behind the curtain: private market investments in DC pensions 16:44

1M ago16:44

16:44

With so much to uncover about how private market investments could fit into DC pension fund strategies, we look at some of the challenges and how they might be addressed. Rita Butler-Jones, Head of DC at Legal & General, is joined by Christy Lindsay, Head of Private Markets Distribution, and Martin Dietz, Head of Diversified Strategies, to discuss …

1
Smart Macro: Unhappy US Consumers, Spotlight on the Job Market 23:13

1M ago23:13

23:13

Jul 12, 2024 – US consumer sentiment is declining, and the job market isn't offering relief. Chris Puplava, CIO of Financial Sense Wealth Management, analyzes the latest data on jobs, inflation, and consumer sentiment, and shares insights from...By fswebmaster@financialsense.com (Financial Sense)

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Rotated Views Podcasts

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