Financial Sense Newshour

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• The Great Disconnect: Paper Markets vs. Physical Reality 03.07.2026 33min

  Jul 3, 2026 – Beneath the algorithm-driven headlines and bearish sentiment on commodities, a seismic monetary realignment is underway. Jim Puplava argues that paper markets have masked a physical reality running on empty—drained oil reserves, a 380-to-1 gold claims ratio
• Peter Zeihan Warns: Oil Crunch Coming This Summer 03.07.2026 29min

  Jul 3, 2026 – Geopolitical strategist Peter Zeihan joins Jim Puplava to unpack the fragile Iran peace deal and its ripple effects on global energy markets. Despite hopes for a return to cheap oil, Zeihan warns of a looming crunch: a billion-barrel shortfall...
• Craig Johnson: The "Canary in the Coal Mine" for the AI Trade 03.07.2026 19min

  Jul 3, 2026 – Financial Sense Newshour interviews Piper Sandler’s Craig Johnson to get an update on his market outlook. Johnson points to a dramatic shift as investors rotate out of Big Tech and into overlooked sectors like financials and healthcare...
• David Woo: US-Iran Deal Will Not Survive Israel's Next Move (Preview) 02.07.2026 1min

  Jul 2, 2026 – Former BofA macro strategist David Woo joins Financial Sense to argue that the Trump-Iran MOU won't survive the next 60 days. Woo unpacks the surprise Israel-Lebanon accord, the widening Rubio-Vance rift in Washington, and why releasing...
• Christian Takushi: America Is Secretly Winning While the World Watches Iran (Preview) 01.07.2026 1min

  Jul 1, 2026 – Swiss-based geopolitical strategist Christian Takushi discusses how the US is leveraging the wars in Iran and Ukraine to contain China, Russia, and Europe, while quietly consolidating influence in Latin America. Takushi highlights major...
• ITR's Lauren Saidel-Baker: How to Position for the Coming 2030 Depression (Preview) 30.06.2026 1min

  Jun 30, 2026 – ITR Economics' Lauren Saidel-Baker joins FS Insider to break down the firm's 2030 Great Depression forecast, driven by aging demographics, structural inflation, and unsustainable government debt. She reveals which U.S. states...
• The Financial Checkup, Part 2: Why Market Risk Is Only Part of the Picture 29.06.2026 27min

  Jun 29, 2026 – The biggest threats to your financial future may have little to do with the markets. Brendan McMurtrie and Ryan Puplava reveal the blind spots most investors miss—underinsured homes, lapsed policies, and costly tax traps...
• Jim Bianco: A 'Dangerous Cocktail' Is Brewing and Fed's Hands Are Tied 26.06.2026 41min

  Jun 26, 2026 – Financial Sense Newshour's Jim Puplava speaks with Jim Bianco who explains why crude never spiked to $200, why Trump's $50 oil target may be out of reach, and how a Fed trapped by 4.2% inflation is debating hikes, not cuts...
• 'It's Impossible to Get Bearish on Oil' – Mish Schneider's Contrarian Call on China, Metals, and Oil 26.06.2026 27min

  Jun 26, 2026 – Market Gauge’s Mish Schneider joins Jim Puplava to break down the latest market rotation as investors shift from tech high-flyers to overlooked sectors like biotech, small caps, and regional banks. Schneider unpacks oil’s potential price floor...
• AI Has Become a Top-Level Geopolitical Issue, Says Rich Turrin (Preview) 23.06.2026 1min

  Jun 23, 2026 – The U.S. government just sanctioned an AI model for the first time, and the beneficiary may be China. Cris Sheridan sits down with Rich Turrin, American fintech author and 16-year Shanghai resident, to unpack the forced pullback...
• The Financial Checkup: Catching Small Problems Before They Become Big Ones 22.06.2026 25min

  Jun 22, 2026 – In this first installment of a two-part Lifetime Planning series, Senior Wealth Manager Brendan McMurtrie and Wealth Advisor Ryan Puplava reveal why the annual financial review is your most powerful planning tool...
• Robert Rapier Breaks Down US-Iran Peace Deal, Oil Market Risks 19.06.2026 27min

  Jun 19, 2026 – Robert Rapier joins Jim Puplava for a revealing discussion on the true state of global oil markets following the Middle East peace deal. They explore depleted reserves, Iran’s newfound leverage, the challenges of restarting production...
• Jim Welsh on the Fed's Big Shift, Oil's Comeback, and AI's Grip on the Market 19.06.2026 35min

  Jun 19, 2026 – The shortest Fed statement in history just signaled a major shift—and Wall Street may not be ready. Jim Puplava and Macro Tides' Jim Welsh dig into Kevin Warsh's surprising break from forward guidance, why plunging oil...
• Depression 2030: The Math Behind a Coming Global Debt Crisis 19.06.2026 25min

  Jun 19, 2026 – Could a second Great Depression hit by 2030? Financial Sense Newshour's Jim Puplava unpacks ITR Economics' sobering forecast—exploding national debt, surging interest costs, and unsustainable entitlements converging...
• Did the US Lose the Iran War — and Will Israel Interfere? Adriano Bosoni Weighs In (Preview) 18.06.2026 3min

  Jun 18, 2026 – Adriano Bosoni, RANE’s Director of Geopolitical Analysis, discusses the US-Iran deal signed yesterday and the most likely scenario markets face over the next several months when it comes to the flow of traffic through the Strait...
• Peter Boockvar on AI Mania, SpaceX, and Central Banks Loading Up on Gold (Preview) 16.06.2026 1min

  Jun 16, 2026 – The Boock Report's Peter Boockvar discusses the AI capex boom, SpaceX’s valuation, data center overbuilding risks, inflation volatility, Fed policy, and why oil, gold, silver, and commodities may still have room to run...
• Disease Free Isn't Healthy: Jim LaValle on Metabolic Health and What Your Doctor Isn't Measuring 15.06.2026 30min

  Jun 15, 2026 – Metabolic health expert Jim LaValle joins Jim Puplava to explain why being "disease free" doesn't mean you're truly healthy. They explore the overlooked drivers of premature aging, including chronic stress, poor sleep, and insulin resistance...
• Dave Keller on SpaceX IPO Day, Gold Breaking Down, and the Oil Gap No Peace Deal Can Fix 12.06.2026 36min

  Jun 12, 2026 – Dave Keller, president and chief strategist at Sierra Alpha Research, offers a technical read on where equity markets actually stand regarding the largest IPO in history...
• The Billion-Barrel Hole: Why the Oil Crisis Isn't Over When the War Ends 11.06.2026 24min

  June 11, 2026 – In this week's Smart Macro, Jim Puplava is joined by Chief Investment Officer Chris Puplava for a hard look at what comes next for oil, inflation, and global markets during the second half of 2026...
• Jordan Roy-Byrne: Gold's 200-Day Break Is the Setup, Not the Exit 10.06.2026 29min

  Jun 10, 2026 – Gold just fell through its 200-day moving average, and Jordan Roy-Byrne says this is the second chance investors have been waiting for...