The Big Picture 2009

Financial Sense Newshour

Applying Common Sense to the Markets

Hosted by Jim Puplava

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Saturday, December 26

Special Year End Interviews

Saturday, December 19

Part 1: Real Player | WinAmp | Windows Media | Mp3

• 2009 Year in Review - Markers & Turning Points
• Other Voices: Louise Yamada Managing Director Louise Yamada Technical Research Advisors LLC Topic: Review of Major Markets

Part 2: Real Player | WinAmp | Windows Media | Mp3

• 2009 Year in Review - Markers & Turning Points continued
• Other Voices: Gerald Celente Founder/Director Trends Research Institute Topic: Top Trends 2010

Saturday, December 12

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Gold: Bubble Trouble or Ready to Double
• Other Voices: Dom Golio Author Bankrupting Joe the Taxpayer

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Future of the Dollar

Saturday, December 5

Part 1: Real Player | WinAmp | Windows Media | Mp3

• 2010 - Exit Strategy or Debasement | Q-Calls

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Resource Scarcity - Summary / Recommendations
• Other Voices: Ron Griess Proprietor The Chart Store
• Other Voices:  John Hofmeister Retired President of Shell Oil Company and Founder & CEO of Citizens for Affordable Energy

Thursday, November 26 ~ 6th Annual Natural Resource Show

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Jim and John Loeffler - Discuss Hard Assets San Francisco 2009
• Michael S. (Mickey) Fulp Mercenary Geologist
• Robert Archer President & CEO Great Panther Resources (TSX: GPR)

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Topic: Press Club Conversations with
• Jim Puplava President PFS Group & Host of FSN
• Rob McEwen Chairman and CEO US Gold & Lexam Explorations and Founder & former Chairman and CEO Goldcorp
• Leanne M. Baker Managing Director Investor Resources LLC
• Gordon Cummings CEO & President Kimber Resources Inc (NYSE: KBX)
• George Karahalios Private investor

Part 3: Real Player | WinAmp | Windows Media | Mp3

• Ivan Bevek Corporate Finance Advisory Board Keegan resources Inc (TSX: KGN | NYSE: KGN)
• Chris Bogard VP Corporate Development Corex Gold Corp (TSX: CGE-V)
• Matt Collins COO Sutter Gold Mining Company (TSX: SGM-V)
• Gordon Cummings CEO & President Kimber Resources (TSX: KBX | NYSE: KBR)
• Lionel Martin CEO & President East Asia Minerals Corp (TSX: EAS-V)

Part 4: Real Player | WinAmp | Windows Media | Mp3

• Tony Nunziata VP Corporate Communications Hathor Exploration (TSX: HAT-V)
• William Pincus President Esperanza Silver Corp (TSX: EPZ-V)
• Robert Washer President Dynesty Metals & Mining Inc. (TSX: DMM.TO)
• Dave Webb President & CEO, Director Tyhee Development Corp (TSX: TDC)
• Ben Whiting Chief Geologist Orko Silver Corp (TSX: OK-V)

Saturday, November 21 ~ 6th Annual Natural Resource Show

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Matthew R. Simmons, Chairman, Simmons & Company International, Topic: The Future of Energy
• Kenneth J. Germino, Chairman Titan Oil Recovery Inc Topic: Current Condition of the Energy Markets
• Glenn Labhart Chair, Energy Oversight Committee Global Association of Risk Professionals (GARP) Topic: Energy Risk Professional: Understanding the Energy Markets

Part 2: Real Player | WinAmp | Windows Media | Mp3

Keith M. Barron Ph.D Geologist Topic: Finding the Gold

• Ross Hansen Founder Northwest Territorial Mint Topic: Update on Precious Metals: Where are the Values
• Bob Zwerneman VP of Corporate Development & Director of Investor Relations Jaguar Mining Inc (NYSE: JAG TSX: JAG)

Part 3: Real Player | WinAmp | Windows Media | Mp3

• Harry Milling Natural Resource Fund Analyst Morningstar Inc Topic: Choosing Natural Resource Funds
• Bruce Higson-Smith Vice President Corporate Development Golden Star Resources Ltd (NYSE: GSS TSX: GSC)
• Bruce H. Vincent President, Secretary & Director Swift Energy Company (NYSE: SFY)

Saturday, November 14 ~ 6th Annual Natural Resource Show

Listen to MP3 - Part 1

• Dr. Robert L. Hirsch, Ph.D., Senior Energy Advisor, Management Information Services, Inc. (MISI)
  Topic: The Decline of World Oil Production & Its Possible Impacts
• Keith Neumeyer, President & CEO, First Majestic Silver Corp. (TSX: FR)
• Lorne Waldman, Corporate Secretary, Silvercorp Metals Inc.(TSX: SVM)
• Robert A. Quartermain, President & CEO, Director, Silver Standard Resources Inc. (TSX: SSO | NASDAQ: SSRI)

Listen to MP3 - Part 2

• Mark H. Bailey, Director, President & CEO, Minefinders Corporation Ltd.(TSX: MFL, AMEX: MFN)
• Peter Barnes, President, CEO & Director, Silver Wheaton Corp.(TSX: SLW)
• Rachel Benepe, Portfolio Manager - Gold Fund, First Eagle Funds Topic: Value Gold Investing

Saturday, November 7 ~ 6th Annual Natural Resource Show

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Ned Schmidt, Schmidt Management Co.,Topic: Investing in Farmland
• James B. Engdahl, President & CEO, Great Western Minerals Group Ltd., (CDNX: GWG.V)

David Miller, CEO & Director, Strathmore Minerals Corp., (TSX: STM.V)

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Jeffrey M. Christian, Founder, CPM Group, Topic: Gold Fundamentals
• Brian K. Hicks, CFA, Portfolio Manager, U.S. Global Investors, Topic: Investing in Gold
• John Doody, Ph.D., Editor, Gold Stock Analyst, Topic: The Coming Wave of Gold Mergers

Saturday, October 31

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Correction or Crash?
• Other Voices: Bill Powell, Fortune Magazine contributor, "It's China's World. (We just live in it)"
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Crisis Window 2010-2012 Update
• Other Voices: Marin Katusa, Casey's Energy Opportunity, and Casey's Energy Report
• Other Voices: Brent Cook, Exploration Insight

Saturday, October 24

Part 1: Real Player | WinAmp | Windows Media | Mp3

~ SPECIAL EDITION ~ Warning: The Next Crisis

Part 2: Real Player | WinAmp | Windows Media | Mp3

• In Search of Predictable and Safe Yields
• Other Voices: Evelyn Garriss, The Browning Newsletter
• Q-Calls

Additional Materials

• Are We in the Early Stages of a Permanent Net Oil Export Crisis? by Jeffrey J. Brown, Samuel Foucher, Ph.D. & Jorge Silveus [Presented at ASPO-USA 2009]
• Frontline - The Warning (online video)
• OCC's Quarterly Report on Bank Derivatives Activities

Saturday, October 17

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Climbing the Wall of Worry
• Other Voices: Jeff Clark, Casey's Gold & Resource Report
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• There Is No Such Thing As a Free Lunch
• Other Voices: William Houston
• Q-Calls

Saturday, October 10

Part 1: RealPlayer | WinAmp | Windows Media | Mp3

• The Dollar Decline: Sudden or Gradual
• Other Voices: Louis-Vincent Gave, CEO, GaveKal
  

Part 2: RealPlayer | WinAmp | Windows Media | Mp3

• The Next Bubble
• A Peak Oil Perspective with Logi Energy:
  • Larry Ortega, CEO
  • Dennis Mangan, VP Hedging Operations
  • Alex Brown, VP Trading Operations
  • Jeffrey Brown, VP Global Oil Supply Analysis
  • Chris Nelder, VP Global Oil Transition Analysis

Saturday, October 3

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Inflation/Deflation: Summary & Conclusion
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Inflation/Deflation: Summary & Conclusion - Continued
  
• Q-Calls

Part 3: Real Player | WinAmp | Windows Media | Mp3

• Other Voices: Russell Napier, Consultant, CLSA Asia-Pacific Markets & Author
• Other Voices: Eric Janszen, iTulip.com

Saturday, September 26

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Fed's New Confidence Game
• The Statistical Recovery
• Expect the Unexpected
• Investment Implications

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Harry S. Dent, Jr., Founder & CEO, HS Dent Topic: The Inflation/Deflation Debate: Why Deflation is Inevitable
  
• Q-Calls

Saturday, September 19

Part 1: RealPlayer | WinAmp | Windows Media | Mp3

• The Great Deflation/Inflation Debate with Daniel R. Amerman & Michael 'Mish' Shedlock

Part 2: RealPlayer | WinAmp | Windows Media | Mp3

• Marc Faber, Ph.D. Editor, Gloom Boom & Doom Report Topic: Another Case for Inflation
• Q4 Rally

Saturday, September 12

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Government Failures: Repeating the Mistakes of History
• The Road to New Global Currency
• Inflation and the Fall of the Roman Empire
• Other Voices: Bud Conrad, Chief Economist, Casey Research

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Peter D. Schiff, President, Euro Pacific Capital & Author Topic: The Case for Inflation

Further Reading

1. Economic Contractions in the United States by Charles K. Rowley and Nathanael Smith (IEA)
2. Trade and Development Report, 2009 by UN Conference on Trade & Development
3. Inflation and the Fall of the Roman Empire by Joseph Peden (Mises Daily)
4. China alarmed by US money printing by Ambrose Evans-Pritchard (Telegraph.co.uk)
5. UN wants new global currency to replace dollar by Edmund Conway (Telegraph.co.uk)

Saturday, September 5

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Robert R. Prechter, Jr. CEO, Elliott Wave Int'l, & Author Topic: The Great Deflation/Inflation Debate

Part 2: RealPlayer | WinAmp | Windows Media | Mp3

• Other Voices: Neil Howe, Founding Partner & President, LifeCourse Associates
• Q-Calls

Friday, August 28

Summer Recess Program

Real Player | WinAmp | Windows Media | Mp3

• William Fleckenstein, President, Fleckenstein Capital; Author & Columnist
• Evelyn Browning Garriss, Editor, The Browning Newsletter
• Tracy Knudsen, CMT, Vice President, Lowry Research

Friday, August 21

Summer Recess Program

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Matthew R. Simmons, Chairman, Simmons & Company Int'l
• Michael B. O'Higgins, O'Higgins Asset Management, Inc.

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Louise Yamada, CMT, Managing Director, Louise Yamada Technical Research Advisors, LLC
• Gerald Celente, Editor & Publisher, The Trends Journal

Saturday, August 15

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Supply: Unresolved Issues
• V, W or L
• Attack & Retreat: Why Markets are Headed Higher

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Dollar, Gold & Cash
• Other Voices: Eric Coffin, HRA Advisories
• Q-Calls

Saturday, August 8

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Great Inflation: Lessons for Tomorrow
• The Coming Commodity Shockwave

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Empire in Decline
• Other Voices: Chris Puplava, FS Commentator
• Q-Calls
• Prognosis for National Health Insurance
• U.S. Debt Clock in real time

Saturday, August 1

Part 1: Real Player | WinAmp | Windows Media | Mp3

• What the Numbers Tell Us About the Recovery
• Seasonalities: The Dollar, Gold & Stocks
• It's the Economy, Stupid

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Other Voices: Joanne Nova, freelance writer, Climate Money
• Other Voices: Mathew D. Staver, Dean and Professor of Law; Director, Liberty Center for Law and Policy
• Q-Calls
• Suggested viewing: Liberty Counsel updated & revised overview of HR 3200
• Charts

Saturday, July 25

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Sense & Flexibility
• The Coming Dollar Devaluation
• Revenues, Profits, Dividends

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Other Voices: Stephen Hyde, Hyde on Health Care
• Q-Call
• * Supporting Materials * Full Text of HR 3200 (Health Care Bill); Health Care Bill Explained by Peter Fleckstein (aka Fleckman)
• Charts

Saturday, July 18

Part 1: Real Player | WinAmp | Windows Media | Mp3

• 25% Unemployment & Underemployed
• Bank or Hedge Fund
• Beware of the Allure of Debt

Part 2: RealPlayer | WinAmp | Windows Media | Mp3

• Truth in Healing: The Untold Story of Obama Care
• Other Voices: A Canadian's View of Health Care
• Q-Calls

Saturday, July 11

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Richard Karn, Emerging Trends Report: Credit & Credibility

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Other Voices: Kim Cooper, Real Estate Broker & Spokesman for the Coeur d'Alene Association of Realtors
• Other Voices: Dr. Merrill Matthews Jr., Ph.D., Director of the Council for Affordable Health Insurance
• Other Voices: Quint Tatro, Founder of Tickerville, President & Founder of Tatro Capital, LLC
• Q-Calls

Saturday, July 4

Part 1: Real Player | WinAmp | Windows Media | Mp3

• 2nd Half 2009 Outlook:
  The Good and the Bad
• Job Numbers Worse Than Reported
• The Most Important Investment Decision You Will Have to Make

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Other Voices: Ross Hansen, Founder & President, Northwest Territorial Mint
• Other Voices: Jonathan Potts, Managing Director, FideliTrade Incorporated
• Q-Calls

Suggested viewing: We The People Stimulus Package (YouTube video) | Hyperinflation Nation (Part 1/3) (Inflation.us video)

Saturday, June 27

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Less Bad is the New Good Revisited
• Bernanke's "Catch-22"

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Footprints of Depletion
• Cap & Tax
• Q-Calls

Saturday, June 20

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Trading Confidences
• Investing 2H and Beyond

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Next Consumer Evolution
• Other Voices: Kelley Wright, Managing Editor, Investment Quality Trends
• Q-Calls

Saturday, June 13

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Ugly, the Bad & the Good
• Hedging Against a Collapsing US Dollar

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Coming Oil Shock Wave - Part 3: How Your World is About to Change
• Other Voices: John Williams, Shadow Government Statistics
• Q-Call

Saturday, June 6

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Bubbles, Troubles & Deficits
• The Coming Oil Shock Wave - Part 2

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Reflation Trade
• Other Voices: Bill Powers, Editor, Powers Energy Investor
• Q-Call

Saturday, May 30

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Reading the Economic Tea Leaves
• The Coming Oil Shock Wave

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Investment Strategy 2nd Half
• Other Voices: Eric King
• Q-Calls

Saturday, May 23

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Bulls vs. Bears
• Top-Down Analysis of Markets: Which Markets Should You be Investing In

Part 2: Real Player | WinAmp | Windows Media | Mp3

• War Cycles/Generational Cycles in Conflict/Leadership
• Q-Call

Saturday, May 16

Part 1: Real Player | WinAmp | Windows Media | Mp3

• New Era, New Rules, New Strategies
• Keeping It Simple: Metals, Food, Energy, Water

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Keeping It Simple: Metals, Food, Energy, Water (continued)
• Q-Call

Saturday, May 9 - Eric King as host

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Dr. Anna Schwartz, Economist
• Howard Segermark, President & CEO, Segermark Associates Inc.

Part 2: Real Player | WinAmp | Windows Media | Mp3

• James Dines, The Dines Letter
• Dr. Alan Lemerand

Saturday, May 2

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Path to Insolvency Part III: The Ponzi Cover-Up
• Inflation: Get Ready, It's on Its Way
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Next Asset Bubble
• Q-Calls

Saturday, April 25

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Path to Insolvency -
  Part II (Web Presentation)
• Energy: A Look at the Supply Side
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• An Insider/Outsider View of Juniors
• Q-Calls

Saturday, April 18

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Path to Financial Insolvency
• Stress Testing Dividends
  

Part 2: Rea lPlayer | WinAmp | Windows Media | Mp3

• Other Voices: Gerald Celente, Founder & Director of Trends Research Institute
• Other Voices: Peter J. Sepp, VP for Communications, National Taxpayers Union
• Q-Call

Saturday, April 11

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Less Bad is the New Good
• "W"
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• How the Indicators Impact the Markets
• Pick Your Choices
• Q-Calls

Saturday, April 4

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Business Cycle: Where are We?
• Data Mining for a Recovery
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Until Debt Do Us Part
• The Inflation Trifecta - OBG
• FSO - Risk Model
• It Ain't Just Oil

Saturday, March 28

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Washington vs. Wall Street: Who Done It
• The Beginning of the End of Dollar Hegemony
  

Part 2: Rea lPlayer | WinAmp | Windows Media | Mp3

• Resource Scarcity: Summation & Opportunities
• Q-Call

Saturday, March 21

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Weimar Way
• Resource Scarcity: Water, Food & Energy - All Related
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Road to Perdition
• Q-Calls continued

Saturday, March 14

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Reflation
• Fiscal Fallacies
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• VAR - Value At Risk
• Convergence

Saturday, March 7

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Financial Crisis: How We Got Here
• To Nationalize or Not to Nationalize is the Question
• I Didn't Make This Up

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Ugly, the Bad & the Good
• Other Voices: Evelyn Browning Garris, Browning Newsletter
• Q-Call

Saturday, February 28

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Back to the Depression
• Other Voices:
  Martin D. Weiss, Ph.D.,
  Topic: The Safe Money Banking Survival Guide
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• From FDR to Juan Perón

Saturday, February 21

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Road to Nationalization
• Road to Serfdom
  

Part 2: Real Player | WinAmp | Windows Media | Mp3

• What the Economic Numbers are Telling Us: No Second Half Recovery
• Dow Theory Sell Signal
• Potpourri

Saturday, February 14

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Washington to Wall Street & Main Street... No clue, no plan

Part 2: RealPlayer | WinAmp | Windows Media | Mp3

• A Plausible Scenario
• Other Voices: James Quinn - Boomers, Your Crisis Has Arrive

Saturday, February 7

Part 1: Real Player | WinAmp | Windows Media | Mp3

• When Does the Change Begin (This is no way to run an economy)
• The Rally of Hope

Part 2: Real Player | WinAmp | Windows Media | Mp3

• The Death of Consumption
• Other Voices: Gerald Celente, The Trends Journal

Congressional Budget Office Cost Estimate: American Recovery and Reinvestment Act of 2009 - As introduced in the House of Representatives on January 26, 2009.

Saturday, January 31

Part 1: Real Player | WinAmp | Windows Media | Mp3

• This Isn't a Stimulus Program
• Other Voices: Charles Gasparino, On-Air Editor, CNBC
• Keynes vs. Free Markets

Part 2: Real Player | WinAmp | Windows Media | Mp3

• State of the States
• Gold vs. T-Bills

Saturday, January 24

Part 1: Real Player | WinAmp | Windows Media | Mp3

• The Perfect Energy Trifecta
• Fish Tacos

Part 2: Real Player | WinAmp | Windows Media | Mp3

• Shock & Awe
• Investing When Interest Rates are Zero-Bound

Saturday, January 17

Part 1: Real Player | WinAmp | Windows Media | Mp3

2009 Forecast:

• Dissecting the Consensus
• The Economy - Recession
• The Markets: Stocks, Bonds, Commodities
• Credit Markets
• Dollar/Currencies
• International Markets

Part 2: Real Player | WinAmp | Windows Media | Mp3

FSO 2009 Forecast: New Era, New Deal, Soft Depression

• Q-Calls

Saturday, January 10

Part 1: Real Player | WinAmp | Windows Media | Mp3

• Forecast 2009: The Consensus
• Forecast 2009: Visionary Thinking

Part 2: Rea lPlayer | WinAmp | Windows Media | Mp3

• Forecast Failures
• Into the Unknown: Black Swans & Rogue Waves

Saturday, January 3

Special Year End Interviews