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Financial Sense(R) Newshour

by Jim Puplava

A free financial/market broadcast hosted by money manager Jim Puplava on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.

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Episodes

  1. Strong AI Earnings, Weak Stocks: Is Market Leadership Changing? | Market Wrap

    Oct 23, 2026 – Now that the market is scrutinizing AI valuations and financing costs more closely, companies offering consistent earnings, durable demand, and reasonable valuations are becoming increasingly attractive...

  2. The Oil Supply Shock Has Arrived, Warns Jim Puplava

    Oct 23, 2026 – In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava and Cris Sheridan discuss the global energy crunch as escalating Middle East conflicts disrupt oil shipping routes, sending crude prices soaring...

  3. Unrest in Europe: Adriano Bosoni Explains Why Protests Are Spreading (Preview)

    Oct 21, 2026 – Widespread protests in France, initially sparked by discontent over education, have evolved into mass demonstrations against rising fuel prices, inflation, and declining living conditions. Adriano Bosoni warns these structural issues...

  4. Ben Hunt on WWAI, Gain of Function Model Weaponization (Preview)

    Oct 20, 2026 – Ben Hunt, co-founder of AI research firm Perscient, argues that in today’s markets, narratives rival fundamentals in driving asset prices, particularly as AI becomes central to both economic productivity and national security...

  5. Before You Write That Check: New Rules on Charitable Giving in 2026

    Oct 19, 2026 – In today's Lifetime Planning segment, Brendan McMurtrie and Crystal Colbert examine the rule changes to charitable giving and tax law in 2026. They highlight strategic approaches for maximizing deductions—including bunching...

  6. AI's New Bottleneck: Can the Boom Afford to Keep Growing?

    Oct 16, 2026 – In this week's market wrap-up, Ryan Puplava discusses AI’s latest challenge with financing: Surging demand for AI is straining data center capacity, power, and especially companies’ ability to raise affordable capital...

  7. AI Boom vs. Bust: Chris Puplava on Why the Credit Markets Are Worried

    Oct 16, 2026 – Financial Sense CIO Chris Puplava discusses the scale and risks of the current AI investment boom, noting it surpasses previous U.S. infrastructure cycles in spending, but much of the benefit flows overseas. He highlights record...

  8. Pacing the Frontier and AI Capex Slowdown: Izabella Kaminska’s Take (Preview)

    Oct 15, 2026 – Izabella Kaminska, founder of The Blind Spot, discusses the current sell-off, the big news regarding a potential slowdown in AI and tech capital expenditures, and liquidity flowing back to Treasuries. She highlights mounting...

  9. Hedging the AI Trade: Samantha LaDuc on 5% Yields and the Breaking Point

    Oct 15, 2026 – The market keeps hitting records even as breadth collapses, yields however around 5%, and a $10 trillion Treasury refinancing wall approaches. Financial Sense Newshour's Jim Puplava sits down with Samantha LaDuc...

  10. Chip Stocks Whacked, Shipping Prices Quadruple – Peter Boockvar Explains (Preview)

    Oct 14, 2026 – Peter Boockvar, author of The Boock Report, joins Financial Sense to break down the latest turbulence in memory chip stocks amid rising Chinese competition and AI-fueled market concentration. Boockvar highlights the dominance...

  11. Tian Yang: The Sovereign AI Race Is Changing the Rules of This Bubble (Preview)

    Oct 13, 2026 – Variant Perception CIO Tian Yang joins FS Insider to discuss why U.S. markets have entered a late-cycle phase, with the Federal Reserve tightening as growth weakens and leadership concentrates in AI and critical resources...

  12. Who Will Pay for Your Care? Planning for Long-Term Care Costs

    Oct 12, 2026 – A sudden fall or illness can turn independent living into a need for long-term care overnight. Nick Kile and Brendan McMurtrie break down the realities of long-term care: who needs it, what it costs, what Medicare and Medicaid actually cover...

  13. Big Picture: Fiscal Dominance, Rising Rates, and Raging Debt

    Oct 9, 2026 – America’s soaring national debt and surging interest payments have put the Federal Reserve in an impossible bind. In this interview, Cris Sheridan and Jim Puplava unpack why the Fed has few good options left, explore the looming...

  14. AI Spending Is Booming, But Credit Markets Are Flashing a Warning | Market Wrap

    Oct 9, 2026 – There's a disagreement developing in the markets that I think investors need to pay attention to, particularly if they've benefited from the tremendous rally in artificial intelligence stocks. Credit markets are becoming increasingly concerned...

  15. "I Got Booed for Raising Cash": Jeffrey Huge Says This Feels Like 1999

    Oct 9, 2026 – The S&P 500 keeps hitting new highs while most of its stocks quietly crash. Jim Puplava sits down with Jeffrey Huge, chief investment officer at JWH Investment Partners, to unpack a market that is overconcentrated, overvalued, overleveraged, and over-owned...

  16. Chaos Erupting in Global Debt Markets, Warns Greg Weldon

    Oct 8, 2026 – Bond yields are back to levels not seen since 2002, and Greg Weldon says the chaos is only beginning. Jim Puplava sits down with the veteran trader and author of Gold Trading Boot Camp to unpack a world under pressure from every angle...

  17. Greenland Deal a Major Win for the U.S., Says Edward Gustely (Preview)

    Oct 7, 2026 – Is Greenland the blueprint for a new American geopolitical strategy? Edward Gustely joins FS Insider's Cris Sheridan to explore how strategic access strengthens U.S. positioning in the Arctic and counter China’s influence...

  18. Business Succession Planning: Why So Many Fail (And What To Do About It)

    Oct 5, 2026 – What does it take for a family business to survive beyond the founder? Brendan McMurtrie and Ryan Puplava explore the essential challenges of business succession planning, using the Anheuser-Busch sale as a compelling case study of...

  19. This Week’s Market Wrap: Hiring Cools, AI Remains Hot, and Market Concentration Deepens

    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...

  20. Michael Belkin: The Bond Market Is Flashing 1987 All Over Again

    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...

  21. Craig Tindale: Bessent Is the House, Gold Is the Tell

    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"...

  22. Superintelligent Cyber Operations Now Underway, Says 13D's Woody Preucil (Preview)

    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...

  23. Leaving California or New York? Critical Steps to Prevent Costly Audits and Tax Penalties

    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...

  24. Gina Martin Adams on Exploding Earnings, Higher Rates, and US Market Outlook

    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...

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

    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...

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

    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...

  27. Rising Yields, Fragile Tech, and Correction Risks

    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...

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

    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...

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

    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...

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

    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...

  31. Brian McArthur Breaks Down Medicare: Advantage vs. Supplement, Penalties, and Timing

    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...

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

    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...

  33. Robert Rapier: Why Diesel Crisis Is Worse Than Gas Pump Shock

    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...

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

    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...

  35. Market Update with Craig Johnson: Sell Signals Flash, Energy Heats Up, Yields Loom

    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...

  36. Dr. Alan D. Thompson on GPT-6, 'Proto-ASI', and Recursive Self-Improvement (Preview)

    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...

  37. Martin Armstrong on WWIII Risks, 2030 Debt Crisis, and Soaring Commodities (Preview)

    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...

  38. Satyajit Das: The Financial Engineering Behind the AI Boom (Preview)

    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...

  39. AI vs. Advisors: When AI Research Meets Human Judgment

    Sep 14, 2026 – Is AI helping you invest smarter or steering you toward the same crowded trades? In this Lifetime Planning episode, Nick Kile and Brendan McMurtrie explore the opportunities and pitfalls of AI-driven investing, from hidden portfolio concentration...

  40. Chris Puplava: Markets Can't Ignore This Energy Shock

    Sep 11, 2026 – Stocks are flashing warning signs beneath the surface. Financial Sense CIO Chris Puplava examines how narrowing market leadership, rising energy costs and renewed rate-hike expectations are testing the rally. With consumer stocks...

  41. Jim Welsh: Why I'm Raising Cash

    Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides’ Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags weakening market breadth, crowded AI...

  42. This Week’s Market Wrap: $100 Oil, 5% Yields, and Increasing Odds for Fed Hike

    Sep 11, 2026 – Oil above $100, Treasury yields near 5%, and rising Fed hike odds tighten financial conditions. AI spending buoys market leaders, but weakening breadth and Iran tensions raise risks, making the Fed outlook and capital protection...

  43. Jordan Roy-Byrne: Gold Miners Just Flashed a Signal Not Seen in 20 Years

    Sep 11, 2026 – Jordan Roy-Byrne explains why he believes gold and silver’s sharp correction has ended—and why the next advance could be powerful. Highlighting gold miners’ leadership, improving profitability, and potential capital flows out of stocks...

  44. Adriano Bosoni: Risks of Widening Ukraine War, False Flag Attacks (Preview)

    Sep 11, 2026 – The front lines may be frozen, but the economic fallout is widening. Adriano Bosoni, RANE’s director of geopolitical analysis, examines how deep strikes, strained air defenses and Black Sea shipping disruptions are reshaping...

  45. David Woo on $100 Oil and Major Cyberattacks (Preview)

    Sep 10, 2026 – Markets may be underpricing two interconnected threats: an oil shock and a reversal in the AI boom. In this interview with Cris Sheridan, macro strategist David Woo explains why he sees a path to $150 crude if Gulf negotiations unravel...

  46. Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)

    Sep 7, 2026 – Ed Yardeni discusses his bullish outlook for the S&P 500, raising his year-end target to 8,400 and projecting 10,000 by decade’s end. He highlights the “Roaring 2020s,” G-shaped vs. K-shaped economy, strong earnings and productivity...

  47. Why Everything You Know About Cancer Might Be Wrong: A Conversation with Dr. Thomas Seyfried (Replay)

    Sep 7, 2026 – Boston College’s Dr. Thomas Seyfried tells Financial Sense Newshour’s Jim Puplava why he believes cancer is a mitochondrial metabolic disease—not primarily a genetic one. He explains why conventional treatments may miss the real driver...

  48. This Week’s Market Wrap: Selectivity Rises Amid Oil Gains and Shifting Leadership

    Sep 4, 2026 – Oil is back above $90, the August jobs report has kept a Fed rate hike in play, and market breadth has weakened even as the S&P 500 remains near its highs. At the same time, AI spending continues to look exceptionally strong, and several areas...

  49. Big Picture Macro Investing: Oil, Inflation, and Hard Assets

    Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

  50. Jeff Christian: Gold Heading to $5,000 as Bull Market Resumes (Preview)

    Sep 3, 2026 – Gold just ripped more than $700 higher in a single month—and according to one of the most accurate commodity forecasters we speak with, this is only the beginning. In today's FS Insider interview, Jeff Christian explains why the recent rate-driven...

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ABOUT THIS SHOW

A free financial/market broadcast hosted by money manager Jim Puplava on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.

HOSTED BY

Jim Puplava

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Financial Sense(R) Newshour currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Financial Sense(R) Newshour about?

A free financial/market broadcast hosted by money manager Jim Puplava on the week's market action, interviews with financial experts, and Jim's personal perspective on the markets/economy.

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Financial Sense(R) Newshour has 100 episodes. Check the episode list to see recent publication dates and frequency.

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Who hosts Financial Sense(R) Newshour?

Financial Sense(R) Newshour is created and hosted by Jim Puplava.
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