Financial Sense Newshour

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

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 co

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,

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

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 highlig

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,

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

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 expenditur

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 Se

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

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 growt

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

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 P

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 rall

"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 Investm

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 auth

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 strengt

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 succe

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, Ni

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 o