Big Picture: Navigating the Bubble

Jul 11, 2025 – Jim Welsh and Dan Steffens join Financial Sense Newshour to provide an update on the outlook for the US stock market, housing, inflation, and the energy markets. 

Jul 11, 2025 – The commodity complex is experiencing significant gains this week, with strategic metals at the forefront of what we believe is a new secular bull market. The Pentagon’s recent investment in MP Materials—the only active rare earth mine... 

Jul 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia’s record highs, but warns of a “money illusion” as the dollar weakens... 

When does waiting for the perfect market moment become a costly mistake? Adam & Matt sit down to ponder that question and unpack the 2024 real estate market - a year where inventory surged 46% while sales volumes remained stubbornly low.From downtown's struggles to a transfor ... Show More

On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks. His newest memo revisits the subject of bubbles. Howard expresses his view that they’re more ... Show More

The fight for the White House is over. The fight for your portfolio is just beginning. Now that Donald Trump has won the 2024 presidential election, and Republicans may end up controlling both branches of Congress, markets are reacting swiftly and strongly – and new leaders (and ... Show More

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Less than 24 hours after President Donald Trump backtracked on his once-in-a-century trade war to prevent a meltdown in financial markets, frantic selloffs hit US stocks, bonds and the dollar yet again as fears ... Show More

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ... Show More

In this week’s second instalment on bubbles, we dive into America’s tech-driven exuberance and the dangers of the Magnificent Seven. Apple, Tesla, Nvidia, and their pals commanding a third of the S&P 500. Are they truly unshakable titans, or is it the dot-com bubble all over agai ... Show More

On this week’s episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equities. Burkhard also considers whether this current downturn is more of a short-term “panic-attack”, or the start of a new Bear Market ... Show More

In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wonderin ... Show More

In this power-packed episode of Market Mondays, we explore some of the most critical and timely financial topics affecting today's markets. First, we dive into the complexities of the Yen carry trade—discussing whether it's truly over or if there are more potential financ ... Show More