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Feb 2025
47m 18s

Jim Welsh on DeepSeek Decline: Tech’s Tu...

Jim Puplava
About this episode
Jan 31, 2025 – Curious how AI, rising rates, and political shifts are reshaping markets? Join Jim Welsh at Macro Tides and Financial Sense Newshour's Jim Puplava as they dive into the hit to big tech stocks this week, the ripple effects of China’s AI...  
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Yesterday
Double Feature: Jim Welsh and Dan Steffens on US Stocks, Housing, and Energy
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. 
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Yesterday
Riding the Wave: Strategic Metals and the New Commodity Bull Market
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... 
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Jul 9
Julian Brigden on Falling Dollar, Money Illusions, and Global Outperformance (Preview)
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... 
4m 5s
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