Financial Sense Newshour
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- 14. Nov. 2026
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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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Jim Welsh: The Fed's Inflation Fight Is Far From Over
Nov 13, 2026 – Is the 60/40 portfolio dead? Jim Welsh of MacroTides thinks so. He says the Fed's rate hikes aren't finished, inflation could force a tougher stance, and crowded AI and chip trades are a growing …
Shownotes
Nov 13, 2026 – Is the 60/40 portfolio dead? Jim Welsh of MacroTides thinks so. He says the Fed's rate hikes aren't finished, inflation could force a tougher stance, and crowded AI and chip trades are a growing risk. With stocks and bonds both facing...Smart Macro: Navigating Rising Rates, a Strong Dollar, and AI Credit Stress
Nov 13, 2026 – Rising rates, a strengthening dollar, and persistent inflation are reshaping the market’s outlook—should investors lean risk-off? In this timely conversation, Chris Puplava discusses tech stock …
Shownotes
Nov 13, 2026 – Rising rates, a strengthening dollar, and persistent inflation are reshaping the market’s outlook—should investors lean risk-off? In this timely conversation, Chris Puplava discusses tech stock volatility, credit stress signals...Nvidia's Leadership Shock and the AI Financing Divide | Market Wrap
Nov 13, 2026 – Nvidia shares have been selling off, analysts are cutting their ratings and price targets, and investors are beginning to reassess the company's future without the leadership that helped make it …
Shownotes
Nov 13, 2026 – Nvidia shares have been selling off, analysts are cutting their ratings and price targets, and investors are beginning to reassess the company's future without the leadership that helped make it the dominant player in accelerated computing...David Woo on Shorting AI While Trump Has Nothing Left to Lose in Iran (Preview)
Nov 13, 2026 – Is it time to buy the AI dip? Not according to David Woo . The former Bank of America macro strategist is doubling his NASDAQ shorts, arguing the Nvidia scandal leaves the AI boom without its two …
Shownotes
Nov 13, 2026 – Is it time to buy the AI dip? Not according to David Woo . The former Bank of America macro strategist is doubling his NASDAQ shorts, arguing the Nvidia scandal leaves the AI boom without its two biggest champions. He also explains...Trevor Noren: Behind the Nvidia Scandal, a Bigger China Threat Is Hiding in Plain Sight (Preview)
Nov 12, 2026 – Is the AI boom built on shakier ground than anyone wants to admit? The world is betting more on AI infrastructure than on any buildout before it, yet the market may be overlooking the risks …
Shownotes
Nov 12, 2026 – Is the AI boom built on shakier ground than anyone wants to admit? The world is betting more on AI infrastructure than on any buildout before it, yet the market may be overlooking the risks. Trevor Noren explains the biggest blindspot investors...ITR's Lauren Saidel-Baker: Data Centers, Deficits, and the Road to 2030 (Preview)
Nov 10, 2026 – What impact will the Blue Wave have on inflation, the data center boom, and economic growth? In this interview, Lauren Saidel-Baker of ITR Economics discusses the implications of the midterm …
Shownotes
Nov 10, 2026 – What impact will the Blue Wave have on inflation, the data center boom, and economic growth? In this interview, Lauren Saidel-Baker of ITR Economics discusses the implications of the midterm elections, persistent structural...Retiring Into the Storm: How Sequence Risk Shapes Your Retirement
Nov 9, 2026 – What if two retirees had the same savings, investments, and average returns, but one ended up wealthy while the other nearly ran out of money? In this episode, Nick Kile and Brendan McMurtrie …
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Nov 9, 2026 – What if two retirees had the same savings, investments, and average returns, but one ended up wealthy while the other nearly ran out of money? In this episode, Nick Kile and Brendan McMurtrie unpack sequence of returns risk...Blue Wave, Red Ink: The Election Is Over. The Borrowing Isn’t
Nov 6, 2026 – The election is over, but the fiscal pressures facing Washington remain. In today’s Big Picture segment of the Financial Sense Newshour, we examine the post-election selloff and the political …
Shownotes
Nov 6, 2026 – The election is over, but the fiscal pressures facing Washington remain. In today’s Big Picture segment of the Financial Sense Newshour, we examine the post-election selloff and the political constraints keeping either party from...AI Stocks Plunge, But the Fundamentals Tell a Different Story | Market Wrap
Nov 6, 2026 – The biggest development this week wasn't the midterm elections, the collapse in oil prices, or even Thursday's 4.4% plunge in the S&P 500. It was the breakdown in semiconductor and AI …
Shownotes
Nov 6, 2026 – The biggest development this week wasn't the midterm elections, the collapse in oil prices, or even Thursday's 4.4% plunge in the S&P 500. It was the breakdown in semiconductor and AI infrastructure stocks, and how quickly...Vincent Randazzo: AI Stocks Getting Clobbered, But Market Top Unlikely (Preview)
Nov 5, 2026 – Is the post-midterm tech selloff a warning sign—or a shift in market leadership? Vincent Randazzo, chief market strategist at ViewRight Advisors, joins Cris Sheridan to explain why market breadth …
Shownotes
Nov 5, 2026 – Is the post-midterm tech selloff a warning sign—or a shift in market leadership? Vincent Randazzo, chief market strategist at ViewRight Advisors, joins Cris Sheridan to explain why market breadth tells a different story than the headlines...Robert Bryce on Massive Spike in Data Center Rejections, Mid-Term Impacts (Preview)
Nov 4, 2026 – What’s fueling the dramatic backlash against America’s booming data center industry? In this episode, Cris Sheridan sits down with energy analyst Robert Bryce to unpack why voters—especially in …
Shownotes
Nov 4, 2026 – What’s fueling the dramatic backlash against America’s booming data center industry? In this episode, Cris Sheridan sits down with energy analyst Robert Bryce to unpack why voters—especially in pivotal states like Texas...Gold & Silver Alert: Jeffrey Christian Says ‘We’ve Likely Seen the Bottom’ (Preview)
Nov 4, 2026 – Is the precious metals bull market back? In this timely interview, CPM Group’s Jeffrey Christian explains why gold and silver may have hit their lows, with long-term forces—like political …
Shownotes
Nov 4, 2026 – Is the precious metals bull market back? In this timely interview, CPM Group’s Jeffrey Christian explains why gold and silver may have hit their lows, with long-term forces—like political gridlock, global debt, and deepening distrust...Building Your Retirement Paycheck: A Practical Guide to Income Flooring
Nov 2, 2026 – Retiring doesn’t mean your bills stop when markets drop. In this Lifetime Planning podcast episode, Ryan Puplava and Brendan McMurtrie discuss how to build a reliable retirement paycheck with …
Shownotes
Nov 2, 2026 – Retiring doesn’t mean your bills stop when markets drop. In this Lifetime Planning podcast episode, Ryan Puplava and Brendan McMurtrie discuss how to build a reliable retirement paycheck with income flooring, organizing spending...Chris Puplava: How Credit Markets Sounded the Alarm on AI Stocks
Oct 30, 2026 – Are cracks forming in the AI boom? Chris Puplava joins Financial Sense's Cris Sheridan for our Smart Macro segment to explain why rising credit-market stress prompted Financial Sense Wealth …
Shownotes
Oct 30, 2026 – Are cracks forming in the AI boom? Chris Puplava joins Financial Sense's Cris Sheridan for our Smart Macro segment to explain why rising credit-market stress prompted Financial Sense Wealth Management to reduce tech exposure...Jim Bianco: Bonds Are Back, Data Centers Are on the Ballot
Oct 30, 2026 – Inflation has run above the Fed's 2% target for 67 straight months, and Jim Bianco of Bianco Research says it isn't going away. Speaking with Financial Sense's Jim Puplava, Bianco explains why …
Shownotes
Oct 30, 2026 – Inflation has run above the Fed's 2% target for 67 straight months, and Jim Bianco of Bianco Research says it isn't going away. Speaking with Financial Sense's Jim Puplava, Bianco explains why he's bullish on bonds, what the midterms...AI Earnings: The Bulls Have the Growth, But the Bears Have the Cash Flow | Market Wrap
Oct 30, 2026 – AI earnings showed strong cloud growth, but stocks sold off on negative free cash flow and heavy capex. Anthropic filing shows operating profits amid massive commitments. Bulls have demand; bears …
Shownotes
Oct 30, 2026 – AI earnings showed strong cloud growth, but stocks sold off on negative free cash flow and heavy capex. Anthropic filing shows operating profits amid massive commitments. Bulls have demand; bears cash flow. Market sided with bears this week...AI Stock Selloff: Tom Essaye Breaks Down What’s Worrying Wall Street (Preview)
Oct 29, 2026 – Alphabet and other big-tech stocks are plunging. Tom Essaye explains why Alphabet’s double-digit drop is largely specific to weakness in its core ad revenue and search business. Other major tech …
Shownotes
Oct 29, 2026 – Alphabet and other big-tech stocks are plunging. Tom Essaye explains why Alphabet’s double-digit drop is largely specific to weakness in its core ad revenue and search business. Other major tech names, by contrast, are under pressure...Simon Hunt: Next Iran Strike Risks Vast Energy Infrastructure Damage (Preview)
Oct 28, 2026 – Geopolitical strategist and advisor Simon Hunt explains why another strike on Iran could be the most devastating yet — not just for Iran itself, but for its impact on oil prices and refined …
Shownotes
Oct 28, 2026 – Geopolitical strategist and advisor Simon Hunt explains why another strike on Iran could be the most devastating yet — not just for Iran itself, but for its impact on oil prices and refined products, given Iran’s threat of a vast retaliation...Powerpenia: The Hidden Muscle Loss That Can Cost You Everything
Oct 26, 2026 – Most people lose the ability that keeps them out of a nursing home years before they ever notice it's gone. Jim Puplava sits down with Crystal Johnson, STEP Director at Keiser, to explain powerpenia...
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...
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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...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 …
Shownotes
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...
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