Beste Rotated Views Podcasts (2024)

1
John Roque Says Market Action Is Constructive, Industrial Metals Picking Up 41:35

9h ago41:35

41:35

Sep 27, 2024 – Following the Fed's rate cut and now the announcement of Chinese stimulus, market bulls are charging ahead and John Roque at 22V Research says that market breadth is confirming new highs. Today, he provides...Von fswebmaster@financialsense.com (Financial Sense)

1
Smart Macro: A Very Big Week for the Bulls 24:14

11h ago24:14

24:14

Sep 27, 2024 – We just experienced a significant week for the markets, marked by several noteworthy events that could shift the economic outlook. After the Federal Reserve announced a 50-basis point rate cut last week, China has now unveiled...Von fswebmaster@financialsense.com (Financial Sense)

1
Jacob Shapiro on Chinese Stimulus, Commodity Surge, and Escalating Wars (Preview) 2:31

1d ago2:31

2:31

Sep 26, 2024 – Today, we explore major developments in finance and geopolitics, including the response to Chinese stimulus, significant movements in emerging market stocks, commodities, nuclear energy, and the ongoing conflicts...Von fswebmaster@financialsense.com (Financial Sense)

1
Fund Managers Are Bearish – Time to Be a Contrarian? (Preview) 2:12

3d ago2:12

2:12

Sep 25, 2024 – FS Insider speaks with Alex Barrow, Founder of Macro Ops, a former intelligence professional and sniper for the marines. Alex explains why he thinks it's time to be bullish on the US stock market and risk assets even though...Von fswebmaster@financialsense.com (Financial Sense)

1
338: US election: key themes for investors – the CIO call 37:43

3d ago37:43

37:43

Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications. During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income;…

1
Big Tech + Nuclear Power (Preview) 3:56

3d ago3:56

3:56

Sep 24, 2024 – Uranium and nuclear stocks are experiencing a surge following last week's announcement of Microsoft’s ambitious move toward nuclear energy to meet its skyrocketing electricity demands in the race to build AI. But it’s not just Microsoft...Von fswebmaster@financialsense.com (Financial Sense)

1
Lifetime Planning: Are You Using these Wearables? 31:29

4d ago31:29

31:29

Sep 23, 2024 – In today's Lifetime Planning conversation, Jim Puplava, typically known for his expertise in financial markets, dives into his passion for health-related technologies and their growing impact on the future of healthcare...Von fswebmaster@financialsense.com (Financial Sense)

1
Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates 4:48

5d ago4:48

4:48

Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, there’s a lot of little stuff to talk about right now. We run a few of the key updates on our high frequency indicators including those on the rotation trade, small caps, and the election.…

1
Jim Welsh on Fed Rate Cut, Gold Spike, and US Econ Outlook 1:05:40

8d ago1:05:40

1:05:40

Sep 20, 2024 – Financial Sense Newshour speaks with Jim Welsh at Macro Tides about the Fed's 50 basis point rate cut this week and what it signals about the economic outlook, and the potential impacts it may have on the markets, including...Von fswebmaster@financialsense.com (Financial Sense)

1
OpenAI's New o1 Model Is a Really Big Deal (Preview) 3:34

8d ago3:34

3:34

Sep 19, 2024 – FS Insider speaks with Dr. Alan D Thompson, one of the foremost researchers and analysts in the AI space, about OpenAI's latest o1 model released just last week. Alan explains how o1 represents a 'new paradigm' for AI performance...Von fswebmaster@financialsense.com (Financial Sense)

1
337: In conversation with… Ben Cherrington, Head of UK Wholesale 29:56

9d ago29:56

29:56

What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds? In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, an…

1
Mike Singleton on Fed Rate Cut Impacts, US Dollar, and Election (Preview) 2:08

10d ago2:08

2:08

Sep 18, 2024 – FS Insider speaks with Mike Singleton at Invictus Research about the potential impact of the Fed's rate cuts on the market, economy, US dollar, manufacturing sector and much more. Mike makes the case for no near-term risk of...Von fswebmaster@financialsense.com (Financial Sense)

1
Adriano Bosoni on Global Elections, Challenges to Ceasefire (Preview) 2:00

10d ago2:00

2:00

Sep 17, 2024 – This year has been dubbed as the "Year of Elections," with an unusually large number taking place across the globe. Today, we’re going to discuss what we’ve seen so far and also look at some of the key events shaping up...Von fswebmaster@financialsense.com (Financial Sense)

1
Securing the Future: Financial Planning for a Special Needs Child 25:46

11d ago25:46

25:46

Sep 16, 2024 – Financial Sense Newshour speaks with Hal Wright, author of The Complete Guide to Creating a Special Needs Life Plan, to walk listeners through the important steps families can take when planning for a loved one with special needs...Von fswebmaster@financialsense.com (Financial Sense)

1
Small Caps’ Good Day, US Election Policy Read Throughs 6:49

12d ago6:49

6:49

Two big things you need to know: First, a few things (besides renewed optimism over a 50 bps cut) went right for Small Caps last week. Second, we highlight our current, top-down US equity market read throughs from the domestic policy platforms of the Harris and Trump campaigns. The longer-term signal their platforms are sending is more interesting …

1
Mish Schneider on Commodities, Stagflation, and Big Spending Populism 39:37

14d ago39:37

39:37

Sep 13, 2024 – After this week’s market wrap-up, the Financial Sense Newshour welcomes Mish Schneider, Chief Strategist at MarketGauge, for an insightful discussion on why investors should shift their focus away from recession...Von fswebmaster@financialsense.com (Financial Sense)

1
Smart Macro: Gold Hits New Record, Silver Climbs – Here’s What’s Happening 24:50

14d ago24:50

24:50

Sep 13, 2024 – Precious metals experienced a significant surge this week, with gold hitting a new record high of $2,610/oz and silver climbing back above $30/oz. If you're invested in precious metals or have an interest in this market, today’s show...Von fswebmaster@financialsense.com (Financial Sense)

1
336: Volatility, dis-inversion and the path of rates – Market Talk 20:51

16d ago20:51

20:51

What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 10 Sept…

1
Martin Armstrong: The Cost of War Spending in a Stagflationary Era (Part 2) (Preview) 0:52

16d ago0:52

0:52

Sep 11, 2024 – Today, we continue our conversation with Martin Armstrong, the well-known international forecaster, market strategist, and author of numerous books, including the Cycles of War published in 2020 where Martin forecasted...Von fswebmaster@financialsense.com (Financial Sense)

1
Martin Armstrong on Ukraine Attack on Moscow, Trump vs. Harris (Part 1) (Preview) 2:15

17d ago2:15

2:15

Sep 11, 2024 – Yesterday, Ukraine launched a drone attack on Russia's capital. How might Russia retaliate and what does this mean for war raging in Europe? FS Insider speaks with Martin Armstrong, the well-known international forecaster...Von fswebmaster@financialsense.com (Financial Sense)

1
A Strategy for a Wealthier, Tax-Free Retirement 28:31

19d ago28:31

28:31

Sep 9, 2024 – Are you a high-income earner hoping to eliminate taxes for yourself and your heirs? In today’s episode of Lifetime Planning, Jim Puplava and Crystal Colbert explore a powerful strategy used by the wealthy to create a tax-free income stream...Von fswebmaster@financialsense.com (Financial Sense)

1
Employment Uncertainty Growth, Election Uncertainty Persists 8:28

19d ago8:28

8:28

Welcome to RBC’s Markets in Motion podcast, recorded September 9th, 2024. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Please listen to the end of this podcast for important disclaimers. Three big things you need to know: First, Friday’s jobs report added to investors’ uncertainty regarding the labor market, but the data p…

1
Dave Morgan: Gold-Silver Ratio Near Record Highs as Supply Deficits Deepen 48:32

21d ago48:32

48:32

Sep 6, 2024 – Silver, which is widely used in a variety of industrial applications, is hovering around $28 an ounce, despite the global economy suffering from slowing industrial growth over the past two years. The well-known silver investor and analyst...Von fswebmaster@financialsense.com (Financial Sense)

1
Commodity Supercycle: Derailed, Delayed, or Unfolding as Expected? 44:26

21d ago44:26

44:26

Sep 6, 2024 – Commodities experienced a significant surge following the 2020 COVID crash, subsequent lockdowns, and the injection of large-scale stimulus into the markets and economy. During this upward move, we, along with several...Von fswebmaster@financialsense.com (Financial Sense)

1
Gary Shilling: What's Happening in Economy Much Bigger Than Upcoming Fed Decision (Preview) 3:41

22d ago3:41

3:41

Sep 5, 2024 – FS Insider sits down with Dr. Gary Shilling, President of A. Gary Shilling & Co., to discuss his outlook on the markets and the economy in the months ahead. In this conversation, Gary and FS Insider host Cris Sheridan delve into...Von fswebmaster@financialsense.com (Financial Sense)

1
335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust 15:43

23d ago15:43

15:43

It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees. In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust & IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just t…

1
Precious Metals Are Beating the US Stock Market; Alan Hibbard on 1970s Analogs 35:59

23d ago35:59

35:59

Sep 4, 2024 – Gold is now up over 20% year to date and silver is just slightly behind at over 18%. Amazingly, both precious metals are outperforming all the major US indices. Today, we discuss some of the drivers of the current bull market in gold and silver...Von fswebmaster@financialsense.com (Financial Sense)

1
Back to Reality 5:39

24d ago5:39

5:39

Two big things you need to know: First, as we return from the Labor Day holiday weekend in the US, we find that major challenges for US equities are still lurking. We remain confident in our 5,700 YE 2024 S&P 500 price target, but acknowledge the challenges that must be worked through. Second, other updates from our high frequency indicators keep u…

1
Discussing VP's Asset Allocation Engine: Policy Dominates Macro (Preview) 1:17

24d ago1:17

1:17

Sep 3, 2024 – The most important factor to the macro investment outlook right now is not inflation, growth, or even liquidity—it’s all about policy. Today, on FS insider, we’re going to discuss Variant Perception’s asset allocation engine...Von fswebmaster@financialsense.com (Financial Sense)

1
The ABCs of Successful Aging 20:41

26d ago20:41

20:41

Sep 2, 2024 – In this episode of Lifetime Planning, we're joined by Dr. Alan Castel, a UCLA professor and author of Better with Age: The Psychology of Successful Aging. Dr. Castel not only breaks down the fundamentals of successful aging but also...Von fswebmaster@financialsense.com (Financial Sense)

1
Smart Macro: Are Investors Too Optimistic About the Outlook? 19:21

28d ago19:21

19:21

August 30, 2024 – In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava explains how the Fed's focus has now shifted from high inflation to a weakening job market, especially now that we've seen one of the largest downward revisions to the jobs data since the Great Financial Crisis and recession of 2008. Chris discusses the …

1
This Week: Super Micro Plunge, Berkshire Tops $1T, and Nvidia Earnings 7:05

28d ago7:05

7:05

Aug 30, 2024 – What were the biggest news items in the stock market this week? Financial Sense Wealth Management's Ryan Puplava cover this week's most important news events, including the big plunge in Super Micro Computer (SMCI)...Von fswebmaster@financialsense.com (Financial Sense)

1
Jeff Christian on Outlook for Record High Silver Prices, Continued Bull Market in Gold (Preview) 3:49

29d ago3:49

3:49

Aug 29, 2024 – Gold recently hit a new record high and silver is holding around the $30 range. How much longer can the bull market in precious metals last and is silver poised to hit a new high above its 2011 peak at $50? That’s what we’re going to discuss...Von fswebmaster@financialsense.com (Financial Sense)

1
334: What do the terms ‘run-on’ and ‘surplus’ actually mean? 9:00

1M ago9:00

9:00

With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option. In our latest DB podcast we continue our discussion of the endgame options available for DB pension schemes, and in particular, why the government’s review of the regulation around surplus extraction could potentially l…

1
IER's Dan Kish: How the US Is Struggling to Compete with China on the Global Stage 21:02

1M ago21:02

21:02

Aug 28, 2024 – China dominates the global supply chain in a wide variety of strategic sectors, most of which are related to renewable energy, batteries, and now electric vehicles. Can the US or other Western countries compete on price or...Von fswebmaster@financialsense.com (Financial Sense)

1
Ryan Sweet: US Economy in Transition; Trump vs Harris Policy Impacts (Preview) 2:19

1M ago2:19

2:19

Aug 27, 2024 – Is the US facing a wave of layoffs? Today, FS Insider speaks with Ryan Sweet, Chief US Economist at Oxford Economics, one of the most accurate high frequency economic forecasters of the US economy according...Von fswebmaster@financialsense.com (Financial Sense)

1
Advanced Estate Planning Strategies: SLATs, ILITs, and Charitable Remainder Trusts 28:12

1M ago28:12

28:12

Aug 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

1
Odds & Ends To End The Summer 4:32

1M 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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

1M 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...Von fswebmaster@financialsense.com (Financial Sense)

1
Pressure Release 7:35

2M 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

2M 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...Von fswebmaster@financialsense.com (Financial Sense)

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

2M 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...Von fswebmaster@financialsense.com (Financial Sense)

Podcasts, die es wert sind, gehört zu werden

Rotated Views Podcasts

Podcasts, die es wert sind, gehört zu werden

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