Well, if you're looking at asset classes over the last decade, which performing asset class was the best? If you're thinking of the Nasdaq tech stocks, you might have been close. The Nasdaq is up 418% ...

Jul 9, 2026 – Variant Perception CIO Tian Yang joins Cris Sheridan to explain why his macro risk indicator remains firmly risk-on despite escalating conflict in the Strait of Hormuz and stubbornly ...

Jul 8, 2026 – AI expert Dr. Alan D. Thompson joins Financial Sense Newshour to discuss the latest breakthroughs and global power plays in artificial intelligence, including Anthropic’s Mythos ...

One of the hardest distinctions for investors is separating a crowded trade from a bubble. A bubble typically rests on fantasy: minimal earnings, no durable cash flows, and little path to justify ...

The oil markets possess an innate, historical tendency to overshoot to structural extremes before undergoing a violent turnaround, both on the upside and the downside. We are currently witnessing this ...

Jun 16, 2026 – The Boock Report's Peter Boockvar discusses the AI capex boom, SpaceX’s valuation, data center overbuilding risks, inflation volatility, Fed policy, and why oil, gold, silver, and ...

Well, stocks trying to hold on to gains this week. And SpaceX goes public, up a little over 20% its first day of trading. Joining us on the program is Dave Keller, president and chief strategist at ...

Welcome everyone, to another edition of Smart Macro. I'm Jim Puplava, sitting in for the vacationing Cris Sheridan. On today's show, we're going to talk about the future of oil. There's a lot of talk ...

Yeah, it's been a really fascinating ride since the end of March—one of the most powerful rallies we've had in the broad U.S. equity markets in history. In particular, if you look at the semiconductor ...

Well, the market is clearly saying that we have a lot of forward earnings pulled forward and they're excited about it. We've got an AI ecosystem trade that is largely pulling us higher. One of the ...

Global energy markets appear relatively calm on the surface, but that calm may be misleading. Despite the ongoing closure of the Strait of Hormuz, which has reportedly curtailed an estimated 15 to 17 ...

Yeah, I think you nailed it. I’ve been saying this myself for a while: it’s a lose-lose at this point. I think Donald Trump painted himself into a corner with his rhetoric, threats, and bullying. Now ...