Financial Sense Newshour

Epizode

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  This Week’s Market Wrap: Hiring Cools, AI Remains Hot, and Market Concentration Deepens 02.10.2026 18min

  Oct 2, 2026 – The US economy keeps expanding but hiring is slowing, and market gains are increasingly driven by tech and AI leaders. While Micron thrives on AI demand, Nike lags. Narrow market breadth and investor complacency raise caution for the future...
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  Michael Belkin: The Bond Market Is Flashing 1987 All Over Again 01.10.2026 39min

  Oct 1, 2026 – The bond market is flashing the same warning it did before the 1987 crash, and the stock market isn't listening. Jim Puplava sits down with Michael Belkin of The Belkin Report, a former Salomon Brothers quant strategist who watched the '87 crash...
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  Craig Tindale: Bessent Is the House, Gold Is the Tell 30.09.2026 34min

  Sep 30, 2026 – The US Treasury is no longer a risk-free asset, and the world's central banks are already acting like it. Jim Puplava sits down with Australian investor and strategist Craig Tindale to unpack his article "Bessent Is the House Now, Gold Is the Tell"...
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  Superintelligent Cyber Operations Now Underway, Says 13D's Woody Preucil (Preview) 29.09.2026 1min

  Sep 29, 2026 – FS Insider speaks with Woody Preucil at 13D Research and Strategy about the surge in new AI-driven cyberattacks. Woody shares startling data on trillion-dollar economic losses, evolving attack strategies, and coordinated swarm intelligence...
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  Leaving California or New York? Critical Steps to Prevent Costly Audits and Tax Penalties 28.09.2026 22min

  Sep 28, 2026 – Moving to a low-tax state? Crystal Colbert details the critical steps required to successfully change your state of residency without triggering costly tax consequences. Learn about the key factors states examine...
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  Gina Martin Adams on Exploding Earnings, Higher Rates, and US Market Outlook 25.09.2026 27min

  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...
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  This Week's Market Wrap: Yields Climb, Breadth Stays Thin as AI Carries the Tape 25.09.2026 15min

  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...
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  Silver Deficits, Undervalued Miners, and the Canada Bet: Ross Beaty's Playbook 25.09.2026 55min

  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...
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  Rising Yields, Fragile Tech, and Correction Risks 25.09.2026 19min

  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...
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  Avi Gilburt: Elliott's 70-Year Bull Market May Be Ending (Preview) 24.09.2026 1min

  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...
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  Trevor Noren on the $2.3 Trillion Hole at the Center of the AI Trade (Preview) 23.09.2026 3min

  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...
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  Weaponizing Space, $150 Oil, and Geopolitical Red Lines – The Macro Butler's Laurent Lequeu (Preview) 22.09.2026 3min

  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...
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  Brian McArthur Breaks Down Medicare: Advantage vs. Supplement, Penalties, and Timing 21.09.2026 34min

  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...
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  The $9.5 Trillion Refinancing Shock: Are You Prepared for the Yield Spike? 18.09.2026 28min

  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...
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  Robert Rapier: Why Diesel Crisis Is Worse Than Gas Pump Shock 18.09.2026 24min

  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...
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  This Week’s Market Wrap: Fed Hike, AI Safety, and Weakening Market Breadth 18.09.2026 17min

  Sep 18, 2026 – The Fed raised rates as expected, but Chair Warsh’s comments signaled a focus on trends, not single data points. Oil above $100, 10-year yields near 5%, and growing AI and crypto policy debates add risk, while market breadth is weakening...
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  Market Update with Craig Johnson: Sell Signals Flash, Energy Heats Up, Yields Loom 18.09.2026 17min

  Sep 18, 2026 – "Bullseye" Craig Johnson of Piper Sandler discusses recent market turmoil following Fed rate hikes, highlighting weak market breadth and the likelihood of deeper consolidation or correction ahead. He warns of risks tied to rising debt...
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  Dr. Alan D. Thompson on GPT-6, 'Proto-ASI', and Recursive Self-Improvement (Preview) 17.09.2026 1min

  Sep 17, 2026 – Are we crossing the threshold from artificial intelligence to superintelligence? Dr. Alan D. Thompson joins Cris Sheridan to explain how frontier AI models have outgrown human-designed tests—and why physical embodiment...
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  Martin Armstrong on WWIII Risks, 2030 Debt Crisis, and Soaring Commodities (Preview) 17.09.2026 4min

  Sept 17, 2026 – Escalating wars and supply disruptions are fueling a major commodity boom that could last into the 2030s, says well-known global forecaster Martin Armstrong in today's exclusive interview with FS Insider. Martin provides his big picture...
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  Satyajit Das: The Financial Engineering Behind the AI Boom (Preview) 15.09.2026 1min

  Sep 15, 2026 – Financial author and derivatives expert Satyajit Das joins FS Insider's Cris Sheridan to examine the risks he sees building beneath the AI boom, as higher borrowing costs and mounting global debt put pressure on the financial system...