Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino (Haynow Media)

Keith Weiner is an Economist & the founder and CEO of Monetary Metals. He also serves as the founder and President of the Gold Standard Institute USA. Keith joins Jim and Bob for a full discussion on the economy, Gold's past and present as money, and the problems when comparing Bitcoin to Gold. 

Path Trading Partner's Co-founder & Chief Techincal Officer, Mike Arnold, is back with specific levels to look at over the coming month in the S&P, NASDAQ, Crude oil, Copper, Gold, Silver & the XLF

James Fishback, CIO of Azoria Partners and Founder of Incubate Debate @IncubateDebate, unpacks the latest CPI numbers, inflation predictions, and the unexpected ways the economy is defying traditional expectations. From the Fed and the paradoxical impact of interest rate hikes to the evolving dynamics of consumer spending, get ready for a thought-provoking conversation that challenges conventional wisdom and sheds light on the pulse of the American people. They explore the interconnected threads of economic data, government policies, and real-world experiences, delving into topics such as the housing market, labor trends, and the emotional undercurrents shaping public sentiment, health insurance, government statistics and the role of AI in shaping the future of various industries. They touch on the economic implications of generative AI and its transformative potential. James shares his thoughts on the broken state of the Republican Party, the need for qualified leadership, and the importance of returning to founding principles for a brighter future.

This episode is in partnership with Mint Mobile. 

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Economist, Former Federal Reserve insider, & CEO/Chief Strategist Quill Intelligence LLC Danielle DiMartino Booth joins Jim and Bob to talk about the debt ceiling, China, Fed actions, and what's next for the U.S. economy. She also covers the problem of Government spending. Wayyyyyy too much Italian going on here.

Mike Arnold of Path Trading Partners provides valuable insights into the technical aspects of the market, emphasizing the importance of understanding potential pitfalls and managing positions effectively. He joins podcast hosts Jim Iurio (⁠⁠⁠⁠@jimiurio⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠) to break down the S&P, Nasdaq and Russell, looking at specific stocks like Nvidia and Tesla, but with a cautionary tale about blindly buying every dip. Drawing parallels to historical examples like Cisco during the dot-com era, Mike Arnold urges listeners to be mindful of the potential risks associated with overextended stocks. The trio banter about market sentiment and the eccentricities of certain trades and Jim reveals a recent trade inspired by Nancy Pelosi's investment moves. The discussion explores the implications of following prominent figures in the market and the need for prudent risk management. They also discuss the controversial world of pharmaceuticals and the impact of the drug Ozempic on both the market and consumers, Bobby brings attention to emerging headlines surrounding Ozempic, linking it to various fitness influencers, medical professionals, and even alleged copycat drugs. The hosts analyze the price action of Novo Nordisk, drawing parallels with previous market trends in companies like Tesla and Nvidia. The focus shifts to broader market indicators, such as the QQQ-IWM ratio with Mike introducing the concept of a potential market shift, emphasizing the importance of monitoring specific triggers and setting alerts for informed decision-making. The hosts wrap up the episode by touching on Proof, presumably referring to a cryptocurrency or related market segment. 

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From the latest in oil and gas trends to the electrification of transportation, the ever-evolving landscape of the energy industry impacts everyday lives. Patrick De Haan (@GasBuddyGuy) of GasBuddy.com has been called one of the most accurate fuel forecasters in the country, analyzing fuel prices and trends at GasBuddy for more than a decade. He touches on the recent bull run in crude oil prices, which started around June and was influenced by factors like production cuts by Russia and Saudi Arabia. He mentions the potential for crude oil prices to continue rising, with some forecasts suggesting prices could reach $100 per barrel. The conversation delves into the resilience of consumers to higher gasoline prices and how factors like the COVID lockdown and pent-up demand influenced consumer behavior. He also shared the challenges and potential grid issues associated with the rapid adoption of electric vehicles (EVs), especially in regions that may not have the necessary infrastructure. The conversation highlights the role of politics in shaping energy policies and how these policies can have unintended consequences.

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Founder of the unique macroeconomic research firm Forest for the Trees (FFTT.), Luke Gromen, joins Jim and me for one of the deepest dives into the giant elephant in the room. As Luke put it, "there is no balance sheet." He paints a dire picture but he paints with humor, insight, and a ray of hope. Top 3 podcasts this year, easily. 

This week we are joined by the Queen of Alternatives; Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder, President & Chief Executive Officer of Banríon Capital Management. Shana helps independent advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction, and developing best practices in alternative investment due diligence. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, and the TD Ameritrade Network...but we got her this week.

Peter Boockvar, the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Jim and Bob to discuss the Fed's Failures on inflation and his views on investing moving forward (which may not be what you think). Peter also digs into what's wrong with the labor market right now. 

We sat down with the wicked-smart  Stephanie Hughes who is a finance reporter at Financial Post where she covers Canada’s banks, fintechs, central banking, mortgages, and economics, Before that, she cut her teeth on housing coverage and other topics for outlets like Yahoo! Finance-Canada and BNN Bloomberg. And...she likes beer. And video games

Technology’s impact on the economy is both disruptive and transformative. It influences everything from markets and consumer behavior to employment and global competition. R “Ray” Wang (@rwang0), Founder, Chairman, & Principal Analyst of Constellation Research, discussed the evolving landscape of technology, AI, and digital business models. He joins podcast hosts Jim Iuorio and Bob Iaccino to explore the implications of data privacy, the impact of AI on employment, and the future of major tech companies like Apple and Nvidia. They look into the challenges and opportunities AI presents, the importance of critical thinking in the digital age, and the potential for investment in emerging tech giants. 

This episode is in partnership with Hardcore Italians: https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED

Chapters

01:43 Understanding Consolation Research

03:02 Digital Business Models and Market Leaders

05:15 The Evolution of Advertising and Privacy Concerns

07:29 The Role of Technology in Privacy and Data Collection

10:53 The Future of Privacy and Technology

12:15 AI's Impact on Business and Employment

14:16 Investment Opportunities in AI and Tech

16:54 The Changing Landscape of Retail and Technology

19:58 The Importance of Critical Thinking in the Digital Age

22:32 The Role of AI in Future Job Markets

27:00 Exploring 'Everybody Wants to Rule the World'

30:11 Apple's Future in AI and Health Care

32:13 Identifying Future Tech Giants

36:10 The Role of AI in Cybersecurity

39:28 The Future of Education and AI

43:24 The Impact of AI on Employment

48:22 Inflation, Recession, and the Tech Industry

53:24 Conclusion and Future Insights

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Why is gold valuable and how does it hedge against economic uncertainties? Gold's imperviousness, scarcity, and historical use as money make it valuable. It serves as a store of value, protects against government actions and inflation, and acts as a portable, risk-free form of wealth. Gold also hedges against stock movements with its inverse correlation to traditional assets.

American Gold Exchange President Dana Samuelson has spent 42 years trading precious metals and rare U.S. gold and silver coins. He joins podcast hosts Jim and Bob to discuss the factors driving the current bull market in gold, from increased central bank buying to concerns about the stewardship of currency, as well as different ways to invest in gold, such as physical coins, ETFs, and mining stocks. He explains the numismatic value of vintage coins and the potential impact of gold's utility in various industries, highlighting the role of gold as a tangible asset and a hedge against inflation and currency devaluation. Gold in an IRA is a good idea, but it's important to deal with a trusted seller who offers the right products at the right pricing. He reveals why it is important to have a dealer that has the client's interests at heart because some sellers of precious metals take advantage of unsuspecting clients by selling collector items at higher prices. Gaining yield on gold can be achieved through strategies like selling call spreads. He also reveals why the culture for gold is stronger in Asia and India compared to the US. 

This episode is sponsored by American Gold Exchange 

Learn more https://www.amergold.com/ 

Takeaways

• Gold is experiencing a multi-year bull market driven by increased central bank buying and concerns about the stewardship of currency.

• Investors can choose to invest in gold through physical coins, ETFs, or mining stocks.

• Vintage coins with numismatic value can offer a double play of gold appreciation and premium expansion.

• Gold's utility in various industries, such as medicine and space technology, may contribute to its long-term value.

• Gold serves as a tangible asset and a hedge against inflation and currency devaluation. Gold is a portable and transferable form of wealth with no counterparty risk.

• Gold has an inverse correlation to most traditional assets and can be a hedge against stock movements.

• When investing in gold in an IRA, it is important to deal with a trusted seller who offers the right products at the right pricing.

• Some sellers of precious metals take advantage of unsuspecting clients by selling collector items at higher prices.

• Strategies like selling call spreads can be used to gain yield on gold.

• Gold's imperviousness and scarcity make it valuable and it has a long history as a form of money.

• The culture for gold is stronger in Asia and India compared to the US.

• Gold is considered a store of value and a way to protect against government actions and inflation.

Chapters

00:00 The Bull Market in Gold: Drivers and Trends

06:21 Investing in Gold: Physical Coins, ETFs, and Mining Stocks

08:14 The Numismatic Value of Vintage Coins

23:40 Gold as a Tangible Asset and Hedge Against Inflation

24:08 The Appeal of Gold: Portable and Transferable Wealth

24:30 Gold as a Hedge and Investment in an IRA

25:26 Dealing with Trusted Sellers in the Precious Metals Market

26:36 Gaining Yield on Gold through Strategies like Call Spreads

33:56 The Imperviousness and Scarcity of Gold

36:06 The Cultural Differences in Gold Appreciation

41:18 Gold as a Store of Value and Protection Against Government Actions and Inflation

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We sat down with Dr. Robert Malone, an internationally recognized scientist/physician and the original inventor of mRNA vaccination as a technology, DNA vaccination, and multiple non-viral DNA and RNA/mRNA platform delivery technologies. Dr. Malone has approximately 100 scientific publications with over 12,000 citations of his work (per Google Scholar with an “outstanding” impact factor rating). He received his medical degree from the Northwestern Feinberg School of Medicine. Dr. Malone completed the Harvard Medical School fellowship as a global clinical research scholar in 2016 and was scientifically trained at the University of California at Davis, the University of California at San Diego, and the Salk Institute Molecular Biology and Virology laboratories. Need more? https://rwmalonemd.substack.com/about

As the end of summer approaches, there are many shifting market dynamics and government policies. Arthur Hogan (@arthurhoganIII), Chief Market Strategist at B Riley Wealth Management, shares deep analysis of retail sales and consumer confidence, breaks down the various recession indicators and highlights the challenges in predicting economic downturns. He emphasizes the importance of understanding the lag time in monetary policy's impact on the economy, using historical context to navigate current market conditions. They also discuss the Federal Reserve's approach to inflation and interest rates, pondering whether the central bank's actions are too restrictive or not enough.

Production Note: The views expressed are those of the presenters and do not necessarily reflect the views of B. Riley Wealth or its affiliates. B. Riley Wealth, nor its affiliates, makes no representation concerning and does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion or view presented.

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Michael Arnold of Path Trading Partners dissects the recent frenzy in the gold market and the unexpected rally in the US dollar. The conversation provides insights into the dynamics of gold's breakout and subsequent pullback, offering a strategic perspective on whether it's time to add to long-term gold holdings. They explore the dollar's resilience in the face of yield differentials and global economic weaknesses. Jim and Bob weigh in on the Russell, examining its performance in comparison to large caps. They dissect the charts, discussing key resistance levels, and share their perspectives on the potential for small caps to catch up with larger counterparts in the wake of possible Federal Reserve actions. The episode reaches a crescendo with a deep dive into Bitcoin, pointing out potential reversal zones and touching on the role of stablecoins like Tether and the potential implications of their legality.

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Brent Johnson brings over twenty years of experience in the financial markets to his position as CEO of Santiago Capital. He covers everything from the quirks of the dollar to the unpredictable price moves of gold. He decodes the enigma of interest rates, yield curves, and the intricate dance of global currencies and exposes the deliberate dance orchestrated by the U.S. Federal Reserve. The revelation that the U.S. might wield its interest rates as a strategic economic tool sends shockwaves through the conversation. Could the last hundred basis points of rate hikes be more than just monetary policy for the U.S.? He speculates on the geopolitical chess match, suggesting that the U.S. may be flexing its economic muscles on the world stage. Johnson also shares his bullish outlook on gold, emphasizing its role as a long-term portfolio cornerstone.

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Path Trading Partners Co-Founder and Chief Technical Strategist Mike Arnold join Jim & Bob for a technical look at Equities, Gold, Crude Oil, and even Bitcoin. Mike goes through every chart and explains his "rotation zone" and how to correctly gauge high probability reversal patterns. & Bob. 

How do you think the rise of passive investment strategies is distorting traditional market dynamics, and what risks might this pose to large-cap stocks and overall market stability?

Bill Fleckenstein (@fleckcap), a financial columnist and former hedge fund manager, returns to the Futures Edge with Jim Iuorio and Bobby Iaccino to discuss various economic predictions, focusing on the Federal Reserve's potential actions, market trends, and the influence of political figures like Donald Trump on economic policies. They explore the dynamics of the job market and the impact of passive investment strategies on market distortions. The discussion highlights the complexities of the current economic landscape and the interplay between market psychology and government actions. 

They dive into the complexities of high-frequency trading, the implications of passive investing, and the evolving landscape of investment strategies. They discuss the risks associated with the bond market and potential scenarios for 2025, emphasizing the need for flexibility in investment approaches. The conversation highlights the importance of understanding market dynamics and the impact of institutional trading on stock prices.

Takeaways:

-The Fed is unlikely to ease rates in 2025 without significant market disruption.

-Small business optimism is rising, indicating potential economic resilience.

-Inflation concerns are tied to both supply issues and psychological factors in the bond market.

-Trump's policies could have inflationary effects through tariffs and tax cuts.

-The stock market may experience a significant drop as a reaction to economic policies.

-Passive investment strategies are distorting traditional market dynamics.

-Cultural backgrounds influence economic behaviors and community interactions.

-Job market dynamics are shifting with government policies pushing for in-office work.

-High-frequency trading is often misunderstood and can add liquidity.

-The passive bid significantly influences market dynamics and stock prices.

-Precious metals and biotech stocks are seen as potential safe havens.

-Market distortions can lead to significant risks for large-cap stocks.

-Understanding the personality of individual stocks is crucial for trading success.

-The bond market poses real dangers that could impact equities.

-Flexibility in investment strategies is essential in uncertain times.

-Historical precedents can inform current market expectations.

-The importance of following credible sources for investment insights. 

Chapters:

00:00 Introduction and Cultural Insights

03:14 Economic Predictions and Market Trends

05:46 Federal Reserve's Future Actions

09:11 Inflation Concerns and Political Influences

12:09 Market Reactions to Economic Policies

15:27 Job Market Dynamics and Government Policies

16:46 Trump's Economic Strategy and Market Impact

20:25 Passive Investment Strategies and Market Distortions

23:08 Influence of Global Leaders on Economic Policies

24:38 The Reality of High-Frequency Trading

27:54 Understanding the Passive Bid

31:58 Investment Strategies in a Changing Market

37:01 Navigating the Bond Market

43:02 Worst Case Scenarios for 2025

Emma Muhleman CFA, CPA, (@EmmaCFA1) joins podcast hosts (⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠) to discuss various topics including triathlons, the Japanese Ministry of Finance's intervention in the yen, Bitcoin in China, gold as an inflation hedge, and the economic situation in California. They also touch on the possibility of the Fed easing monetary policy and its potential impact on the stock market. The conversation covers various topics including the Federal Reserve, market predictions, concerns about the banking system, and investment strategies. They share views on interest rate cuts, market pricing, and the potential impact of commercial real estate on the banking system. They also explore the role of gold and Bitcoin as alternative investments, as well as the potential risks and benefits of each. The conversation concludes with a discussion on the importance of honest opinions in media.

Takeaways

• The Japanese Ministry of Finance intervenes in the yen market to control its value, often in stealthy ways

• Emma believes that the market's reaction to the Fed's monetary policy decisions is driven more by market pricing than actual evidence

• There is a debate about the effectiveness of gold as an inflation hedge, with Bobby suggesting that gold may inflate along with other assets in an inflationary environment

• California's economic policies and regulations are causing concerns among businesses and investors

• The stock market may be influenced by the Fed's monetary policy decisions, and a failure to ease could lead to a significant market correction The speakers have different views on the Federal Reserve's interest rate cuts and market pricing.

• There are concerns about the impact of commercial real estate on the banking system.

• Gold and Bitcoin are discussed as alternative investments, with different perspectives on their advantages and disadvantages.

• Honest opinions and unbiased media are important in today's media landscape.

Chapters: 

00:00 Triathlons and Marathons

06:02 Market Pricing vs. Actual Evidence: The Fed's Monetary Policy

26:23 The Stock Market's Dependence on the Fed's Easing

32:34 Economy and Prices Reflating

39:54 The Importance of Honest Opinions in Media

This episode is sponsored by Mint Mobile. 

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Jeffrey Tucker, founder and president of the Brownstone Institute, a libertarian-leaning think tank founded to respond to government social and economic policies, as well as Senior Writer for The Epoch Times, unpacks the word corporatism and the merger of government with business in which government is cooperating more with the private industry - lucrative companies and financial institutions - and less with small business. He addresses issues today like the EV market, big pharma, the Fed and COVID response. 

There is historical significance of rate movements and they pose potential challenges for the stock market. Path Trading Partner’s Co-founder & Chief Technical Officer Mike Arnold shares insights into the sensitivity of various sectors to rising rates such as retail and semiconductors. . He dissects the nuances of the 2s, 10s inversion and its implications for investors. The importance of understanding past market behavior while navigating the present is emphasized and the potential outcomes of a steepening curve, the implications for inflation, rate cuts, and economic growth are discussed in detail. The episode concludes with a holistic view of the market, with the hosts sharing their perspectives on potential short and medium-term opportunities. Listeners are encouraged to stay vigilant in identifying market patterns, considering both technical indicators and fundamental shifts. 

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Podcast hosts Jim Iuorio (⁠⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠⁠) are joined in their monthly technical analysis discussion with Michael Arnold (@mgarnold) of Path Trading Partners. In this conversation, the hosts discuss various topics including the state of Chicago, the potential for inflation, and trading opportunities in commodities. They touch on the increase in cocoa prices and its impact on businesses, the outlook for crude oil, and the long-term potential for gold. They also mention the importance of understanding the risks involved in futures trading and the need to diversify investments. They touch on the potential impact of the US government's profligate spending on the economy and the fiscal situation resembling that of Japan. They also analyze the S&P, NASDAQ, and Russell indices, looking for potential trading opportunities and discussing key levels to watch. Additionally, they discuss the technical analysis of Diamondback Energy and copper, considering potential pullbacks and entry points.

Takeaways:

-Chicago's current state and safety concerns are debated, with differing opinions on the severity of the situation.

-Cocoa prices have seen a significant increase, leading to higher costs for businesses that use chocolate.

-Crude oil is seen as a strong area of focus, with short-term weakness but long-term strength.

-Gold is viewed as a long-term investment, with potential for a pullback before a potential rebound.

-The stock market valuations are high, and the S&P risk premium is low, indicating potential overvaluation.

-Diamondback Energy and copper show potential for pullbacks and entry points for long-term investments.

Chapters:

00:00 Introduction and Discussion on Chicago

06:03 The Potential for Inflation and its Impact on Markets

08:09 The Increase in Cocoa Prices and its Impact on Businesses

27:25 The Long-Term Potential for Gold

32:00 The Risks of Futures Trading and the Importance of Diversification

32:29 The Impact of Government Spending

35:32 Analyzing the S&P, NASDAQ, and Russell Indices

46:30 Technical Analysis and Trading Opportunities

50:42 Long-Term Investments in Diamondback Energy and Copper

This episode is sponsored by Mint Mobile. 

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Renowned financial writer Jared Dillian, the editor and publisher of the esteemed market newsletter “Daily Dirtnap,” returns to analyze the market’s reactions to the recent assassination attempt on former President Donald Trump and to speculate on the potential ramifications had the outcome been different. Dillian joins podcast hosts Jim Iuorio and Bob Iaccino to scrutinize governmental failures, particularly the Secret Service’s response to the incident, alongside the Federal Reserve’s actions and forthcoming monetary policies. Dillian forecasts rate cuts and anticipates a potential rate cut cycle.

The discussion further explores the inflationary spending policies of both Trump and Biden, emphasizing the likelihood of more significant inflation under Biden’s administration. Investment opportunities are highlighted, such as gold, silver, Bitcoin, and long-dated S&P puts. The conversation extends to various pertinent topics, including JD Vance as a potential VP pick, his political alignment, Jared’s innovative ‘awesome portfolio’ investment strategy, student debt, homeownership, and the bond market. This comprehensive dialogue offers valuable insights into personal finance and sophisticated investment strategies.

Takeaways

-The 'awesome portfolio' investment strategy suggests allocating 20% to stocks, bonds, cash, gold, and real estate.

-The yield curve inversion is an indicator of a potential recession, and a steepening yield curve may precede a recession.

-Societal pressure to conform to certain expectations, such as owning a house or attending college, can lead to financial decisions that may not be in one's best interest.

-Jared Dillian has a new book coming out called 'Night Moves,' which is a collection of short stories.

Chapters

00:00 Introduction and Book Recommendations

03:10 Government Incompetence and the Secret Service

06:04 Federal Reserve Predictions and Monetary Policy

09:14 Comparing Trump and Biden's Spending Policies

13:49 Investment Opportunities in Gold, Silver, and Bitcoin

17:50 Mispriced Securities and Options Trading Strategies

20:25 Impact of Regulation and Government Spending on the Treasury Market

25:20 J.D. Vance: An Inspirational Candidate

28:16 JD Vance's Political Alignment and Comparison to Trump

33:47 The Impact of Student Debt and Lack of Financial Education

44:12 The Yield Curve and its Relationship to Recessions

48:16 Upcoming Book: 'Night Moves' by Jared Dillian

How should investors adjust their strategies in response to recent market volatility? Mike Arnold of Path Trading Partners returns for his monthly technical analysis segment on the Futures Edge with Jim and Bob. In this episode, they focus on Bitcoin futures, market trends in Bitcoin and the S&P 500, and crude oil and gold market dynamics. They analyze the correlation between Bitcoin and the Nasdaq and the implications of demonetization for content creators. They also provide stock recommendations, particularly for Intel and Dominion Energy. The discussion emphasizes the importance of technical analysis in trading strategies and the current state of the financial markets.

Chapters

00:00 The Impact of Demonetization on Content Creators

03:02 Bitcoin Futures: A New Trading Opportunity

06:01 Analyzing Bitcoin's Market Trends

09:02 Correlation Between Bitcoin and Nasdaq

11:59 The S&P 500: Current Market Analysis

18:02 Crude Oil Market Dynamics

20:57 Gold Market Trends and Predictions

28:04 Stock Analysis: Intel and Other Recommendations

This episode is in partnership with Hardcore Italians: https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED

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Is private equity teetering on the edge of a bubble, or does it still hold untapped opportunities? 

Jared Dillian, financial author, investment strategist, and founder of The Daily Dirtnap, a renowned newsletter offering sharp insights on markets and macroeconomic trends, returns to the Futures Edge to discuss the performance of his Awesome Portfolio and its relevance in today’s economic landscape. 

He joins Jim Iuorio and Bob Iaccino to discuss the mounting risks in private credit, the precarious state of private equity valuations, and the tug-of-war between inflation and recession concerns. Dillian provides a nuanced analysis of the Federal Reserve’s reactive strategies, consumer price inflation’s varying perceptions, and the critical role of liquidity in navigating market volatility.

Beyond the financial realm, the conversation transitions into Dillian’s creative pursuits, highlighting his shift to fiction writing in Night Moves. Together, the speakers delve into the art of short story crafting, the emotional resonance of music, and the intricate discipline required to succeed in both writing and music production. From financial strategies to creative exploration, this episode offers a rare glimpse into the interconnected worlds of investing and artistry.

Key Takeaways:

-The Awesome Portfolio continues to deliver robust returns amidst economic uncertainties.

-Private equity is under scrutiny due to elevated valuations, raising concerns of a bubble.

-Private credit risks are intensifying, posing challenges for investors.

-Inflation remains a medium-term economic challenge, with public and economic perceptions often diverging.

-The Federal Reserve’s policy actions tend to be reactive, fueling debates on their efficacy.

-Diversification often demands balancing preferred and less-preferred assets.

Chapters:

00:00 - Introduction to Jared Dillian and His Works

03:01 - The Awesome Portfolio and Its Performance

06:09 - Private Equity: Bubble or Opportunity?

09:13 - The Escalating Risks of Private Credit

12:05 - Economic Trends and the Fed’s Influence

14:53 - Inflation vs. Recession: Navigating the Crossroads

17:54 - Future Trajectories for Interest Rates

21:13 - Deficits and Broader Economic Policy

24:09 - Public Perceptions of Consumer Price Inflation

27:04 - Night Moves: Jared’s Journey into Fiction

30:28 - Mastering the Craft of Short Stories

40:02 - The Influence of Fictional Greats

46:11 The Journey of Rejection and Success

50:09 Understanding the Awesome Portfolio

Vivek Ramaswamy, a 2024 Republican Presidential Candidate, joins us this week for a frank discussion on China, Taiwan, Ukraine, the Dept. of Education, and much more. He's honest, intelligent, charming, and knows the issues inside and out, despite being an actual outsider to the political process.

Vivek is an American business leader and New York Times bestselling author of Woke, Inc.: Inside Corporate America’s Social Justice Scam, along with his second book, Nation of Victims: Identity Politics, the Death of Merit, and the Path Back to Excellence.

Left leaning media has called him the "intellectual godfathers of the anti-woke movement" (Politico) and the “right’s leading anti-ESG crusader” (Axios and Bloomberg). He was dubbed "The C.E.O. of Anti-Woke," by the New Yorker and has been described by the Federalist Society as "one of the most compelling conservative voices in the country." These movements are now popularized in mainstream conservative thought.

Born and raised in Cincinnati, Ohio, he often recounts the sage advice from his father: “If you’re going to stand out, then you might as well be outstanding.” This set the course for his life: a nationally ranked tennis player, and the valedictorian of his high school, St. Xavier. He went on to graduate summa cum laude in Biology from Harvard and received his J.D. from Yale Law School, while working at a hedge fund, then started a biotech company, Roivant Sciences, where he oversaw the development of five drugs that went on to become FDA-approved.

In 2022, he founded Strive, an Ohio-based asset management firm that directly competes with asset managers like BlackRock, State Street, Vanguard and others, use the money of everyday citizens to advance environmental and social agendas that many citizens and

The CEO/Founder of GLJ Research, Gordon Johnson, joins Jim and Bobby for a loud and raucous conversation on the Fed, Tesla (TSLA) & Sunrun (RUN). Whatever you may think of Gordon, he ain't scared to share his opinion and backs it up with data. In the wake of SVB, this is an even more important conversation than when we recorded it.    

👉 Originally aired LIVE on Tuesday, March 11th at 2:30PM EST.How do tariffs, AI, and shifting economic policies impact your daily life — and what does it mean for global markets, trade, and the future of work?In this episode of Futures Edge, hosts Jim Iuorio and Bob Iaccino sit down with Tony Nash — CEO of Complete Intelligence, a data analytics firm using AI for market forecasting — to break down the complex and often misunderstood impact of tariffs on the economy. They explore how tariffs affect trade, corporate performance, and market trends, while also diving into the evolving role of AI in boosting productivity and reshaping corporate finance.The conversation unpacks key topics like: • Why some CEOs blame tariffs for poor performance. • How traders approach data differently from economists. • The link between military spending, commodities, and copper prices. • How AI could accelerate economic recovery and transform jobs.If you’re curious about the intersection of global economics, technology, and market trends, this episode offers sharp insights and future predictions from one of the industry’s leading experts.👉 Subscribe for more in-depth conversations about the economy and market trends!Chapters:00:00 Introduction and Show Highlights03:00 Understanding Tariffs and Their Implications05:52 The Role of Economists vs. Traders08:46 The Impact of Tariffs on Trade Relationships11:51 Market Reactions and CEO Perspectives14:59 Political Dynamics and Economic Policies17:56 Stock Market Trends and Predictions20:51 Commodities and Economic Indicators31:46 The Future of Commodities and Technology34:05 AI and Productivity: The Nvidia Dilemma39:33 The Evolution of AI Models42:43 AI’s Impact on Inflation and Employment45:15 Supply Chain Recovery and Inflation Dynamics49:03 Geopolitical Implications and Military Spending52:14 Closing Thoughts and Future Insights

Cameron Dawson, Chief Investment Officer at New Edge Wealth joins us this week and her cognitively complex mind just goes off. Watch this episode BECAUSE it's Cameron. You'll understand that statement after you watch it.

Embark on a thought-provoking journey into the depths of global influence as Cornell University's Professor Dr. David Collum (@DavidBCollum) joins podcast hosts Jim Iuorio (@jimiuorio) and Bob Iaccino (@Bob_Iaccino). Collum, known for his "Year in Review" write-ups, unravels a web of allegations surrounding political figures and the hidden forces shaping our world. Dr. Collum touches on the controversial Trump fraud case, expressing concerns about the justice system's potential weaponization by the Democratic Party. The conversation delves into shocking revelations of a potential pedophilia network controlling global politics, exploring Pizzagate, Epstein, and the Clinton Foundation. Dr. Collum discusses child trafficking, organ harvesting, and the alleged involvement of influential figures. The hosts grapple with the complexity of data, evaluating claims of CIA involvement. They also explore the potential actions of former President Trump, left-wing perspectives, and the challenges of political affiliations. Playful discussions include potential running mates for a Trump ticket and the intriguing Dark Horse Ticket concept, adding a unique layer to political discourse. The episode concludes with anecdotes, historical events, and insights into the complex relationship between organized crime, the CIA, and global geopolitics.

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Michael Gayed, CFA (@leadleagreport) publisher of The Lead-Lag Report and Fund Manager, discusses topics related to the stock market, treasuries, Bitcoin, and commodities. The conversation covers the current investing environment, the impact of Bitcoin, the risk from Japan, the Fed's rate cuts, the importance of Fed credibility, the euphoria around Nvidia, the AI narrative, and small-cap stocks. He also gives his views on the potential trade for 2024 and the influence of political factors on interest rates. Michael joins podcast hosts (⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠) to explore the distorted environment of the stock market and large-cap tech stocks. They emphasize the importance of small caps and international investments. They also dive into the role of treasuries as a risk-off asset and their relationship with credit spreads. The conversation touches on the perception of Bitcoin as an investment vehicle and the potential trade in copper and industrial commodities. The discussion highlights the significance of sticking to a strategy and avoiding style drift.

Takeaways

-The current investing environment is challenging for active and tactical investors, as it is focused on the S&P 500 and rocket ship stocks.

-Bitcoin hitting new all-time highs indicates a lot of liquidity in the market, making it unlikely for the Fed to cut rates.

-Japan poses a potential risk to global financial markets, as the Bank of Japan may have to raise rates to address inflation, causing a squeeze on the yen and a reversal of the carry trade.

-Small caps may outperform large caps in election years, but it is important to consider the impact of debt and credit spreads on small cap performance.

-Credibility is important in the financial markets, and the current speculative nature of certain assets challenges central bank credibility.

Investors should be cautious of the euphoria surrounding certain stocks, such as Nvidia, and consider valuations and long-term prospects.

-The AI narrative should be evaluated based on its impact on various sectors, such as utility companies and small caps, and its potential to improve margins.

-Small caps can be a contrarian trade, but it is important to assess the risks and consider the influence of political factors on interest rates.

Chapters

00:00 Introduction and Agreement

01:21 The Current Investing Environment

04:17 The Fed's Rate Cuts

06:14 Inflation and Wage Increases

08:31 The Elephant in the Room: National Debt

09:16 The Potential Risk from Japan

12:09 The Periphery and Japan's Impact

14:48 The Importance of Credibility

20:14 The AI Narrative and Small Caps

22:08 The Valuation of Nvidia

24:26 The Potential Trade for 2024: Small Caps

26:59 The Performance of Small Caps in Election Years

27:41 The Relationship between Small Caps and Credit Spreads

27:41 The Influence of Political Factors on Interest Rates

27:59 The Distorted Environment of the Stock Market

28:37 The Importance of Small Caps and International Investments

29:28 The Role of Treasuries as a Risk-Off Asset

30:29 The Relationship Between Treasuries and Credit Spreads

31:20 The Misconception about Treasuries' Performance

32:19 The Role of Treasuries in a Volatility Spike

33:16 The Flight to Safety and the Role of Treasuries

34:13 The Risk-Off Nature of Treasuries and the Dollar

35:28 The Importance of Small Caps and Small Business

36:05 The Perception of Bitcoin as an Investment Vehicle

37:37 The Role of Bitcoin in a Portfolio

38:39 The Temptation to Trade ETFs and the Holding Period

40:35 Investing in China through Commodities

41:19 The Risk of Investing in China and the Role of Confiscation

44:47 The Importance of Sticking to a Strategy and Avoiding Style Drift

46:56 The Fallacy of Putting Traders on Pedestals

49:17 The Potential Trade in Copper and Industrial Commodities

51:08 The Importance of Timing and Mean Reversion in Trading

Michael Farr - Chief   Market Strategist at Hightower Advisors, brings a razor sharp witt, a huge brain, and multiple decades of experience to The Futures Edge Podcast. 

🔴 LIVE Market Insights with Mike Arnold | Technical Analysis, Stocks & Market Trends 🔴👉 Originally aired LIVE on Tuesday, March 4th at 4PM EST.💡 Join us LIVE every first Tuesday of the month for expert technical analysis with Mike Arnold from Path Trading Partners, alongside Jim Iuorio and Bob Iaccino on The Futures Edge. Don’t miss your chance to engage with market experts and get real-time insights!In this episode, Mike dives deep into:📊 Technical analysis of major indices like the S&P 500, Nasdaq, and Dow Jones.💎 Gold market insights and why it’s often considered a safe haven.📉 Yield curve analysis and its economic implications.🛢️ Crude oil and Bitcoin market trends.💭 How social media sarcasm and trolling can influence market sentiment.🛍️ Consumer behavior impacts on major retailers like Walmart.💡 Plus, expert insights on stocks like Nvidia, Amazon, and more!👉 Key Takeaways: • Understand critical technical analysis patterns like the double top. • Learn how market psychology influences investor behavior. • Discover how economic data, political narratives, and social media impact the markets. • Gain insights into future market trends and potential investment strategies.💬 Got questions or insights? Drop them in the comments — we’d love to hear your thoughts!🕒 Chapters for Easy Navigation:00:00 - Intro + Memorable Market Moments03:00 - Technical Analysis Overview06:04 - S&P Market Predictions08:53 - Major Stocks (Nvidia, Amazon, etc.)11:57 - Gold Market Trends15:10 - Yield Curve Insights18:01 - Audience Q&A + Market Psychology29:52 - Social Media’s Impact on Markets30:00 - Market Trends + Yield Chart Analysis31:06 - Inflation + Economic Dynamics31:59 - Political Influence on Market Sentiment33:01 - Treasury Market + Inflation Insights34:03 - Crude Oil Market Trends36:07 - Bitcoin Volatility + Trading Strategies38:01 - Market Sentiment + Investor Psychology40:06 - Stock Market Analysis41:45 - Walmart + Consumer Market Behavior43:54 - Closing Thoughts + Future Market Predictions📅 Don’t forget to subscribe and turn on notifications so you never miss a live episode! 🚨🔗 Follow us on social media: 💠 Twitter: / bob_iaccino 💠 Twitter: / jimiuorio 💠 LinkedIn: / bob-iaccino 💠 LinkedIn: / james-iuorio 💠 Newsletter: https://substack.com/@moneymarketsmayhemRelated Keywords:stock market,stocks,technical analysis,stock market today,stock market for beginners,stock market research,stock market news,technical analysis in hindi,kodak technical analysis,crypto market analysis,market analysis,market,stock analysis,how stock market value is calculated,is the stock market overvalued,invest in stock market earnings,markets,manipulating the stock market,february stock market,stock market valuation#stockmarket #technicalanalysis #investing #futurestrading #goldmarket #yieldcurve #bitcoin #crudeoil #marketpsychology #tradingstrategies #nvidia #amazon #walmart #inflationstrategies #economy #mikearnold #futuresedge

We are joined by the too-smart-for-us Cameron Dawson, who shares her views on pretty much everything.  A much watch.  

Curiosity plays a crucial role in personal and professional development. Self-described curiosity sherpa Tom Morgan (@tomowenmorgan) is the author of the substack "What's Important?" and joins the Futures Edge to explore the idea that curiosity is an attractor and that following one's curiosity can lead to a more fulfilling life. Podcast hosts (⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠) discuss their own experiences with curiosity and how it has shaped their interests and careers. They also discuss the balance between left-brain and right-brain thinking and the importance of openness and discernment. The conversation includes a discussion on wisdom, knowledge, and intuition, exploring the importance of intuition and experience in decision-making, the need for hemispheric balance, and the value of service and connection. They dive into the concept of complexity, the integration of differentiated parts, and the role of metaphors in understanding and communicating ideas. They also touch on the pitfalls of self-sacrifice and the importance of finding meaningful work that aligns with one's strengths and interests. The key takeaways include the need to attribute intelligence to external sources, the importance of accurate metaphors in understanding reality, and the value of pattern recognition and intuition in investing and decision-making.

Takeaways

-Curiosity is an attractor and following one's curiosity can lead to a more fulfilling life.

-There is a balance between left-brain and right-brain thinking, and both are important for personal and professional development.

-Openness and discernment are key in exploring new interests and ideas.

-Wisdom is not necessarily tied to age, but is developed through experience and intuition. Intuition and experience are crucial in decision-making, and the depth of one's database of knowledge and experience is essential in assessing the value of intuition.

-Hemispheric balance, with a focus on integrating the left and right hemispheres of the brain, is important for optimal decision-making and overall well-being.

-Finding meaningful work that aligns with one's strengths and interests is crucial for happiness and fulfillment.

-Accurate metaphors and the ability to attribute intelligence to external sources are valuable in understanding and communicating complex ideas.

-Pattern recognition and intuition play a significant role in investing and decision-making, and the ability to accurately interpret signals and triggers is essential.

Chapters:

00:00 Introduction and Personal Stories

03:14 The Role of Curiosity in Personal Development

10:18 The Power of Following Curiosity

21:29 The Balance Between Left-Brain and Right-Brain Thinking

25:19 The Influence of Psychedelics on Brain Hemispheres

26:27 Wisdom, Knowledge, and Intuition

26:35 Intuition and Experience in Decision-Making

33:15 Hemispheric Balance and Finding Meaningful Work

38:39 The Importance of Connection to the Environment

44:32 Meaningful Coincidences and Intuition

49:54 Attributing Intelligence and the Value of Metaphors

57:21 Pattern Recognition and Intuition in Investing

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Victor Jones - Head of Global Strategy for tastytrade and the Co-Host of Jones & Friends and Hear Me Out shows, joins us and throws out one of the most quotable lines of the year. "The Fed is the new retail."   Listen to his explanation and Jim's version of Billy Pauls's classic, "Me and Mrs. Jones." Victor is young, intelligent, and experienced and shows all of it in this episode.

This week we had the pleasure of interviewing Doomberg. He's a green chicken. He's also a Ph.D. and the smartest person covering energy policy today.  If that's not enough, well, we can't help you. 

Kevin Roberts (@KevinRobertsTX) stresses the importance of preserving the American Dream, urging vigilance, questioning authority, and seeking accountability for a brighter future. As the president of the Heritage Foundation (@Heritage @Heritage_Action), he provides a unique perspective on economic and social challenges. He joins podcast hosts Jim Iurio (⁠⁠⁠⁠⁠@jimiurio⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠) to discuss financial and trading dynamics, the impact of globalist forces, and the need to support institutions like the Heritage Foundation. Key topics include concerns about government control, central bank digital currency, digital IDs, gender ideology in education, and the trustworthiness of public health officials. Roberts discusses the Heritage Foundation's approach to understanding voter concerns, reaching the center-right demographic, and addressing issues like public safety and economic insecurity. The conversation also covers the foundation's stance on abortion, public safety in cities, economic challenges, the Second Amendment, intentional inflationary measures, originalism, and constitutional principles. The episode concludes with insights into immigration and border security, including policy proposals such as the border security bill (HR2).

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ifferent economic theories and philosophies propose different roles for government intervention. Kenny Polcari, Founder/CEO of Kace Capital Advisors, is a seasoned market strategist with more than  35 years at the New York Stock Exchanges (NYSE) who expresses concerns about government spending, regardless of the political party in power. He speculates about the 2024 presidential election and the possibility of different candidates emerging. He offers insights into the upcoming CPI data and the potential implications for the Federal Reserve's monetary policy decisions. He also discusses the oil market and the role of China as a significant buyer of oil, sharing statistics about China's recent oil purchases, and expressing concerns about the Strategic Petroleum Reserve (SPR) and its low levels, questioning when it will be refilled. Kenny shares insights into the historical performance of gold, its relationship with inflation, and why it remains a valuable asset in uncertain times. 

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Bitcoin's halving event, which occurs every four years, is bullish as it limits the supply of Bitcoin and increases its scarcity. Bitcoin has become harder than gold, making it the most scarce and hardest asset. Natalie Brunell, host of the Coin Stories podcast (@natbrunell), joins the Futures Edge show to discuss Bitcoin and its potential as a store of value. She explains to podcast hosts Jim Iuorio (⁠⁠⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠⁠⁠) the concept of the halving and its bullish impact on Bitcoin's price. Natalie compares Bitcoin to gold, highlighting Bitcoin's scarcity and its potential to outperform gold as a store of value. She also discusses the institutional adoption of Bitcoin through ETFs and the potential for more companies to allocate Bitcoin to their balance sheets in the future. She emphasizes self-custody's empowerment and praises Bitcoin's decentralization and resistance to hacking and corruption. We explore the flaws of the current monetary system and the potential of Bitcoin to create a fairer and more transparent financial system. She discusses the importance of education and open-source development in the Bitcoin community.

Key Takeaways:

-Institutional adoption of Bitcoin through ETFs has legitimized Bitcoin and is driving demand, particularly from retail investors.

-Bitcoin is seen as a better store of value than gold due to its improved qualities and potential for higher returns.

-The institutional adoption of Bitcoin is expected to increase over the next six to twelve months, as more companies allocate Bitcoin to their balance sheets. Bitcoin's potential for widespread adoption is expected to increase with more time, education, and support from big companies.

-Self-custody of Bitcoin allows individuals to have control over their wealth and protects against confiscation, manipulation, and debasement.

-Bitcoin's functionality as a medium of exchange is facilitated by secondary layer protocols like the Lightning Network.

-Bitcoin's decentralization and resistance to hacking make it a secure and trustworthy asset.

-Privacy tools are needed to protect individuals' financial transactions and prevent surveillance by third parties.

-Bitcoin has the potential to create a fairer and more transparent financial system by eliminating intermediaries and corruption.

Chapters:

00:00 Introduction and Childhood Memories

07:16 The Bullish Nature of the Bitcoin Halving

15:00 Bitcoin vs. Gold: Comparing Store of Value

25:23 Institutional Adoption of Bitcoin through ETFs

26:30 The Need for Education and Understanding about Bitcoin

27:22 The Potential of Bitcoin as a Store of Value

28:00 The Importance of Self-Custody in Bitcoin

30:09 The Functionality of Bitcoin and the Use of Lightning Network

36:09 The Need for Privacy Tools in Bitcoin

43:25 The Decentralization of the Bitcoin Network

49:19 The Role of Education in Bitcoin Adoption

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Explore the fascinating similarities between sports betting and stock investing, where there are many parallels in the strategies and mindsets required to succeed in both realms. Uncle Phil of Uncle Phil’s Locks unravels the complexities of early-season football betting and highlights the intriguing phenomenon of making counterintuitive decisions for better outcomes. He reflects on a concept that resonates in both sports betting and investing—the idea of embracing discomfort and going against the grain. They draw a parallel to the common investing pitfall of "paralysis by analysis" where there is often excessive data, leading to confusion rather than clarity. They also export the impact of fan bases on trading premiums and explain why passionate fan bases occasionally lead to overvalued trades. This parallels the stock market, where investor sentiment and perception can also drive stock prices higher or lower than warranted by fundamentals.

Learn more about Uncle Phil's Locks and follow @unclephilslocks

Is Universal Basic Income (UBI) more appropriate today than decades ago? Author Scott Santens literally wrote the book advocating for UBI, “Let There Be Money.” He has been researching the concept since 2013 and his work shaped the thinking of former U.S. presidential candidate Andrew Yang. He argues how the decoupling of wages from productivity has driven inequality as the total national productivity have flowed to fewer and fewer people. He considers all the factors: Where does the money come from for basic income? Wouldn't it cost more than the entire federal budget to provide everyone basic income? Should it really go to everyone, or would it be better to target it to those who need it the most? Will it give the government too much power?

An absolute deity of energy markets and a fan of cats, Tracy Shuchart joins Jim and Bob to discuss all things energy, and the direct impact on markets, the economy, and inflation. 

Tom Luongo (@TFL1728) is the man behind Gold, Goats 'N Guns, a portfolio strategy of assets loosely defined by “Gold, Goats, and Guns.” He shares his perspective through newsletters and podcasts, challenging conventional narratives and offering listeners a fresh perspective on navigating the complex economic landscape.

Tom joins podcast hosts (⁠⁠⁠@jimiuorio⁠⁠⁠) and Bob Iaccino (⁠⁠⁠@Bob_Iaccino⁠⁠⁠) to dissect the recent CPI data and its implications for inflation and Federal Reserve policy. Tom provides insightful analysis, highlighting the correlation between commodity prices, particularly gasoline, and inflation trends. He argues that the Fed's current approach to inflation and interest rates is tied to broader global economic dynamics, including efforts to address vulnerabilities in the European banking system. The conversation also touches on the role of fiscal policy, market liquidity, and the potential for regional interest rate adjustments. Tom offers insights into Europe's ambitions and its relationship with the United States. Drawing parallels between colonial aspirations and contemporary global dynamics, Tom reveals Europe's quest for fiscal integration and its implications for transatlantic relations.

Transitioning to a more personal note, the conversation takes an unexpected turn as Tom shares his experiences as a goat farmer. From the challenges of livestock management to the economic realities of small-scale farming, Tom provides a unique perspective on agricultural life and its broader societal significance. The episode concludes with a thought-provoking exploration of Bitcoin, with Tom offering a nuanced perspective on its role in the evolving financial landscape. Balancing admiration with skepticism, he highlights Bitcoin's potential while cautioning against blind faith in its supremacy. Through candid exchanges and diverse viewpoints, this episode offers a multifaceted journey through the realms of economics, geopolitics, and rural livelihoods.

Takeaways: 

-The Federal Reserve's approach to inflation and interest rates is a topic of debate.

-Farmers and ranchers are an often overlooked and marginalized community. 

-There is a lack of understanding and clarity around cryptocurrencies like Bitcoin and Tether. 

Chapters:

00:00 Introduction and Background 

00:29 The Meaning of "Gold Goats and Guns" 

07:06 The Vulnerability of the Banking System 

10:22 The Liquidity and Plumbing of the Market 

15:37 The Role of Fiscal Responsibility 

24:17 The Execution of Banks and Powell's Strategy 

30:13 European Banking and its Impact 

30:18 The Long-Term Goal of Europe

36:22 The European Plan and the War in Ukraine 39:46 The Marginalization of Farmers and Ranchers 

45:33 The Recent Unpleasantness and Lincoln 

50:15 Opinion on Bitcoin 

56:23 Bitcoin and Tether

57:44 The Fed's Control Over Tether 

58:13 Where to Find Tom Luongo

This episode is sponsored by Mint Mobile. 

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How does generative AI influence productivity and economic stability, and in what ways might its transformative potential shape investment strategies across technology stocks and broader market sectors?

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joins Jim and Bob on the Futures Edge to provide her perspective on a range of investment strategies. The discussion centers on technology stocks and the interplay of macroeconomic forces shaping market dynamics. Together, they analyze the critical roles of fundamental and technical analysis in crafting informed investment decisions, alongside the broader implications of fiscal policy and small business optimism on economic growth.

The conversation delves into AI’s profound impact on productivity and inflation, exploring how this emerging force could reshape future economic scenarios. They also address cryptocurrency, examining Bitcoin’s nuanced value proposition and its position within a modern investment portfolio.

Other key topics include the evolving role of bonds in diversified strategies, shifts in consumer behavior, and the growing appeal of commodities such as uranium and silver. The implications of capital gains tax and its influence on investment decisions are also examined. By blending personal anecdotes with professional expertise, this dialogue offers a comprehensive exploration of today’s most pressing financial themes.

Takeaways

-ServiceNow is the largest holding in their portfolio.

-Adobe has been disappointing recently.

-AMD's performance is lagging behind Nvidia.

-Global tax competition may drive growth. 

-Bitcoin is viewed as a risk asset similar to gold.

-Bonds are still relevant but may be legacy assets for many.

-Consumer de-leveraging since 2008 provides economic cushion.

-The capital gains tax is considered excessively high.

-There is a growing interest in commodities like uranium and silver.

-The role of government in regulating cryptocurrency is questioned.

Chapters

00:00 Introduction and Personal Backgrounds

05:53 Market Analysis: Technology and Software Companies

11:54 Macroeconomic Perspectives and Fiscal Policies

18:02 Sector Analysis: Opportunities and Risks

23:57 Future Economic Scenarios and Tax Policies

30:48 Understanding Bitcoin's Value Proposition

36:48 Market Dynamics and Consumer Behavior

44:13 Investment Insights on Commodities and Energy

Is the U.S. economy at a turning point?Renowned macroeconomic strategist Luke Gromen, Founder & President, Forest for the Trees (FFTT) and Author of "The Mr. X Interviews, Volumes I & II," joins the conversation to break down the complexities of the current financial landscape. He offers his insights on the bond market’s liquidity challenges, the impact of government spending, the intricate relationship between the stock market and treasury yields, and the shifting role of gold and Bitcoin as reserve assets.He returns to the Futures Edge with Jim Iuorio and Bob Iaccino to explore the soft implementation of yield curve control, the influence of oil prices on economic stability, and how tariffs could reshape global capital flows. With a focus on historical economic patterns and the evolving geopolitical landscape, Gromen examines whether the U.S. is poised for a major financial shift and what that could mean for investors. Is a revaluation of gold on the horizon? And how should traders position themselves in a world where Main Street struggles while Wall Street thrives?Takeaways-The bond market's liquidity is a significant concern.-Government spending cuts are not a viable option currently.-Oil prices play a crucial role in economic stability.-Yield curve control is being implemented in a soft manner.-The dollar's strength is tied to global liquidity issues.-Tariffs could lead to a major shift in global fund flows.-Traders are cautious around the 5% yield level.-The relationship between stock market performance and tax receipts is critical.-Historical context shows that tariffs were once a primary financing method.-The current financial environment is marked by fiscal dominance. The US economy needs to return to a system that benefits its citizens.-Tariffs can reshape global capital flows and stimulate domestic demand.-Gold may become a preferred reserve asset over treasuries.-The NASDAQ is a significant hub for global capital, especially from China.-Bitcoin currently behaves like a high-beta NASDAQ asset.-Investment strategies should focus on gold and T-bills for stability.Chapters00:00 Introduction and Context Setting05:06 Bond Market Dynamics and Global Appetite09:57 Government Spending and Market Reactions15:04 The Role of Oil Prices in Economic Stability20:05 Yield Curve Control and Economic Implications24:53 Global Flow of Funds and Tariff Impacts30:48 Revisiting Economic Structures35:27 Tariffs and Their Implications39:14 The Global Financial Landscape43:45 Bitcoin vs. Gold: A Comparative Analysis49:36 Investment Strategies in a Changing Market55:32 Defining Success in Economic Policy

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On our 50th episode of the Future Edge Podats, Jeffrey Kleintop, CFA, Managing Director, and Chief Global Investment Strategist at Charles Schwab, joins us this week. Jeff has one of the most interesting and nuanced takes we've heard on this podcast on inflation, the Fed, and equities going forward. Jeff is brilliant, and you'll want to watch until the end.

Financial writer Dennis Kneale, host of “What’s Bugging Me” podcast, shares his professional experiences in the financial media industry, touching on the challenges of providing alternative viewpoints and the pitfalls of sensationalized reporting. He dissects recent market developments, from the surprising surge in NASDAQ to concerns about the economy and potential recessions. They debate the role of positivity in financial forecasting and explore the Keynesian economics experiment post-COVID, questioning its sustainability and potential repercussions. They touch on the injection of trillions into the economy, rising consumer savings, and the delicate balance between supply and demand in the face of inflation. They share their opinions on price increases, supply chain issues, and the impact of inflation on businesses, especially in the restaurant industry. The conversation shifts towards Elon Musk's involvement in Twitter as Dennis reveals he is writing a book about the various government investigations Musk faces. They express concern about potential censorship and deep-state influence on individuals like Musk. The conversation also touches on broader issues related to freedom of speech, censorship on social media platforms, and the role of the government in shaping public discourse.

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The famous Cow Guy, Scott Shellady, Host of "The Cow Guy Close" on RFDTV joins Jim and Bob (with a special appearance from Managing Editor Ashlee Pitzl) to discuss inflation, energy policy, and the economic problems of the agricultural community. This episode gets a little fiery so get comfortable.   

This week, we are joined by Dave Cullom, professor of organic chemistry at Cornell University. He delves into the rapidly drying pool of social security payments, government spending, big pharma, and many other topics. If you wait long enough, maybe even some MK Ultra? We kept him to an hour, but we could've EASILY gone 3 of 4.

In this episode, we are joined by Carley Garner, who is a Senior Commodity Market Strategist and Broker, STOCKS & COMMODITIES Magazine Columnist, TheStreet.com Contributor, and Author of 4 books on trading including her most recent, Trading Commodity Options...with Creativity. Carley talks to Jim & Bob about current conditions in multiple markets, including oil, precious and industrial metals, agriculturals, and equities. She details how she has handled some of the challenges in today's tough market environment. 

This week, we were lucky enough to chat with Andrea Lamari, General Partner for Manhattan Venture Partners. Andrea Lamari has facilitated over $10 billion worth of transactions for mid and late-stage private companies. As one of the first female executives in the space, Lamari has been leading private company liquidity in the secondary market since its early days, beginning her career as a co-founder of Forge (previously Equidate). Prior to joining MVP, she led the Liquidity Solutions team at Carta (previously eShares). Before Carta, she spent three years as the West Coast director for NASDAQ Private Market. a division of Nasdaq, Inc., where she ran business development for this unit, bolstering Nasdaq’s presence by supporting late-stage, pre-IPO companies before they listed on the exchange. She has facilitated transactions for companies such as Slack, Uber, Stitch Fix, and PagerDuty.

There are three possible outcomes to trade: a win, a loss, and a break even. Path Trading Partner’s Co-founder & Chief Technical Officer, Mike Arnold, looks at how equities might adjust to a potential recession, analyzing specific longer-term chart levels in equities, natural gas, gold and crude oil.  

Tom Luongo, the mind behind “Gold, Goats n Guns,” offers a fresh take on navigating the global economy through his newsletters and podcasts. He returns to the Futures Edge with Jim Iuorio and Bob Iaccino to discuss critical topics such as de-dollarization, gold’s role, and domestic recapitalization. They explore ideas like making U.S. treasuries tax-free to encourage American investment and dive into geopolitical issues involving Ukraine, Russia, and the UK. The conversation ranges from U.S. economic strategies and the Fed’s balance sheet to global capital flows, election integrity, and broader political concerns.

Chapters

00:00 Introduction 

06:13 Italian-American Culture and Traditions

09:07 De-dollarization and the Role of Gold

19:11 Incentivizing American Investment in America

24:58 Geopolitical Dynamics and Financial Markets

34:26 Domestic Recapitalization and Strengthening the Economy

36:08 The Potential of Making US Treasuries Tax-Free

38:03 The Controversial Issue of Election Fraud

53:46 Exploring the Topic of Elite Pedophile Rings

57:27 Voting Based on One's Own Best Interests
This episode is in partnership with Hardcore Italians: https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED Twitter: https://twitter.com/bob_iaccino Twitter: https://twitter.com/jimiuorio LinkedIn: https://www.linkedin.com/in/bob-iaccino/ LinkedIn: https://www.linkedin.com/in/james-iuorio/ Newsletter: https://substack.com/@moneymarketsmayhem Subscribe: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1

What influence will the upcoming election have on energy policy? In this episode, Doomberg, the renowned yet anonymous expert in energy, finance, and the broader economic landscape, explores the complexities of climate change, the efficacy of hybrid electric vehicles, and the challenges surrounding battery technology. Joining podcast hosts Jim Iuorio and Bob Iaccino, Doomberg explores the market dynamics of renewable energy, the critical implications of carbon emissions, and the geopolitical maneuvers of China. The discussion highlights the significance of domestic manufacturing and the potential of nuclear energy as a pivotal solution. They also address widespread misconceptions about nuclear waste and the safety of nuclear power. The conversation emphasizes the need for more robust energy policies and the importance of informed science-based decisions.

Chapters

00:00 The Impact of the Upcoming Election on Energy Policy

02:06 The Superiority of Hybrid Electric Vehicles

08:04 The Challenges of Battery Technology

19:42 The Global Carbon Emission Equation

23:58 The Role of Energy in Standard of Living and Social Upheaval

26:03 Addressing Pollution and Carbon Emissions

30:32 The Importance of Domestic Manufacturing

42:35 The Potential of Nuclear Power

46:38 Dispelling Misconceptions about Nuclear Waste and Safety

Learn more from Doomberg: https://newsletter.doomberg.com/

Follow Along for more from the Futures Edge: Bob on Twitter: https://twitter.com/bob_iaccino Jim on Twitter: https://twitter.com/jimiuorio Bob on LinkedIn: https://www.linkedin.com/in/bob-iaccino/ Jim on LinkedIn: https://www.linkedin.com/in/james-iuorio/ Newsletter: https://substack.com/@moneymarketsmayhem YouTube: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1

This episode is in partnership with Hardcore Italians (Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED)

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How can investors pursue growth opportunities while managing risks during market uncertainty and economic shifts?

Mike Arnold of Path Trading Partners joins for his highly anticipated monthly session on technical market analysis, providing a deep dive into the complexities of today’s trading environment. This episode centers on the dynamics of silver, Tesla, and copper, while also exploring broader themes of risk management and strategic investment. He lends his expertise to break down current trends, assess the implications of economic policies, and scrutinize the performance of key market players, including the Magnificent 7 ETF. The conversation highlights the critical role of understanding technical patterns and historical data to make well-informed decisions in volatile markets.

Takeaways:

-Stretch valuations often lead to higher stock prices.

-Market predictions should be based on technical analysis and historical data.

-There are no confirmed topping patterns in the current market.

-Investors should be cautious and prepared for potential corrections.

-Gold has triggered major topping patterns, indicating a need for careful monitoring.

-Long-term bullish sentiment on gold remains despite short-term uncertainties.

-Big round numbers in trading are significant indicators.

-Buying opportunities should be approached with caution and strategy. Silver is showing signs of a potential upward trend.

-Tesla's market position is influenced by political factors.

-Risk management is crucial when investing in stocks.

-Copper's market dynamics are affected by global economic policies.

-The Magnificent 7 ETF includes major tech companies.

-Understanding the gold-silver ratio can inform investment strategies.

-Market patterns can indicate future price movements.

-Investors should avoid overexposure to a single stock.

-Economic trends can significantly impact commodity prices.

Chapters:

00:00 Introduction and Personal Views on Lifestyle

02:32 Market Overview and Investment Strategies

06:53 Valuation Insights and Market Predictions

12:18 Technical Analysis of S&P and Market Trends

17:41 Discussion on Gold and Market Sentiment

31:27 Analyzing Silver's Market Dynamics

36:03 Tesla's Market Position and Future Outlook

40:32 Risk Management in Stock Investments

46:17 Copper Market Trends and Predictions

50:03 Exploring the Magnificent 7 ETF

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem

Our monthly romp through the charts with the world's best chart romper, Mike Arno;d 

Rudy Havenstein (@RudyHavenstein), a pseudonymous Internet personality, is recognized for insightful commentary on finance, economics, and politics while maintaining anonymity on social media. Rudy gained popularity for his humorous yet thought-provoking tweets and has become a respected voice in the online financial and economic community through his substack “A Havenstein Moment.”  He joins podcast hosts Jim Iurio (⁠⁠@jimiurio⁠⁠) and Bob Iaccino (⁠⁠@Bob_Iaccino⁠⁠) to explore the intricacies of inflation, dissecting the government's approach to measuring it and the disconnect between official narratives and the real experiences of everyday Americans. Rudy sheds light on the impact of financial repression, the flawed hedonic adjustments, and the evolving economic landscape. As they explore generational perspectives and the changing dynamics of spending habits, they question the role of universities in shaping economic understanding and the impact of cable news on public opinion. Jim, Rudy, and Bobby  reflect on the manipulation of information in today's polarized world, touching on topics from Jeffrey Epstein to COVID vaccines. The hosts express their frustration with the politicization of every discussion, emphasizing the need for nuanced conversations. Rudy addresses questions from Twitter, covering topics like central bank digital currencies, the role of Bitcoin in the broader economic landscape, potential return of quantitative easing, and the challenges of reducing government spending and more.

This episode is in partnership with Mint Mobile. 

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Podcast hosts (⁠@jimiuorio⁠) and Bob Iaccino (⁠@Bob_Iaccino⁠) shift gears from their usual economic discussions to delve into the intriguing realm of health. Thomas Seager, PhD (@seagertp), is the CEO of Morozko Forge Cold Therapy Tubs and shares his journey from academia to leading a cold plunge tub company. Jim reveals his health transformation fueled by cold therapy addiction. Tom unravels the science behind cold exposure, relating it to our evolutionary adaptation to expect cold. They discuss brown fat and its activation through cold exposure, debunking the weight loss miracle myth. Tom stresses a holistic approach to weight management, including diet and exercise. Insights into pre-cooling before exercise and its impact on testosterone and muscle power are explored. The benefits of dry saunas over hot tubs are emphasized, dispelling myths around circulatory advantages. The episode delves into the psychological resilience cultivated through daily cold exposure. Dr. Seager reveals the grounding effects of ice baths compared to cryotherapy, explaining the body's electrical rebalancing for holistic well-being. Listeners gain a comprehensive understanding of effective cold therapy, dispelling myths and unlocking the potential for improved physical and mental well-being.

This episode is sponsored by Mint Mobile. 

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Are current market valuations justified? Live from the Orlando Money Show, Cameron Dawson, CIO of New Edge Wealth, joins Jim Iuorio and Bob Iaccino to discuss various aspects of the financial market, including the impact of disruption on opportunities, the current state of valuations and earnings expectations, the importance of medium-term investing, and strategies for preparing clients for market volatility. They also explore inflation indicators and the Federal Reserve's policy stance, concluding with insights on manufacturing PMI and its implications for earnings growth. They also explore potential bubbles, dollar value, and speculative trends. Looking ahead to 2025, they debate tech’s trajectory, sector rotations, and the critical role of staying open-minded amidst a crowded market.

 Takeaways

-The market often creates opportunities through disruption.

-Valuations are currently high, and earnings will be key drivers.

-Medium-term investing is crucial for both active and long-term investors.

-Preparing for volatility is essential for successful investing.

-Tech sector remains strong but may face challenges ahead.

-Inflation indicators are mixed, and runaway inflation isn't ruled out.

-The Fed's policy may not be as restrictive as perceived.

-PMIs can provide insights into future earnings growth.

-Understanding market dynamics is vital for investment strategies.

-Disruption can lead to long-term investment opportunities.

Chapters

00:00 Market Dynamics and Disruption

02:02 Valuations and Earnings Expectations

08:00 The Importance of Medium-Term Investing

12:11 Volatility and Client Preparedness

16:01 Sector Rotation and Future Trends

20:02 Inflation and Economic Indicators

22:01 Fed Policy and Economic Outlook

23:51 Manufacturing PMI and Earnings Growth

In this episode, we were joined by Tony Nash, Founder and CEO of Complete Intelligence, an AI-driven company helping clients with the digitalization, augmentation, and automation of enterprise and financial markets forecasting. We discussed China, Argentina and the dollar, Crypto, and of course, artificial intelligence.

Jim and Bob talk with Jim Bianco of Bianco Research, and he explains our exact situation regarding inflation and why the Fed cannot back off its hawkish stance if the economy doesn’t change dramatically.  Jim also tackles our new “In Plain English” segment, where he breaks down the labor force participation rate. 

Tangible assets are important to consider in an inflationary environment because they tend to retain or increase in value, providing a stable hedge against the declining purchasing power of currency. For these reasons, gold is considered a long-term asset class. Brien Lundin (@brien_lundin), Editor of the Gold Newsletter and CEO of New Orleans Investment Conference, discusses the political perspectives surrounding gold ownership. He returns to the Futures Edge with Jim Iuorio and Bob Iaccino to discuss the role of central banks in gold accumulation, concerns about government seizure of gold, and the value of rare coins. The discussion also touches on the challenges facing the diamond market due to lab-grown alternatives, the gold-silver ratio, and the future of Bitcoin in relation to gold.

Chapters

00:00 Introduction and Conference Overview

02:54 The Significance of Gold in Investment

05:57 Political Perspectives on Gold

09:01 The Role of Central Banks and Gold

12:00 Gold's Safety and Government Seizure Concerns

15:06 The Value of Rare Coins

17:48 Diamonds vs. Lab-Grown Alternatives

20:59 Market Dynamics and Economic Insights

24:03 The Future of Bitcoin and Gold

26:58 Conclusion and Final Thoughts

This episode is in partnership with Hardcore Italians: https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED Twitter: https://twitter.com/bob_iaccino Twitter: https://twitter.com/jimiuorio LinkedIn: https://www.linkedin.com/in/bob-iaccino/ LinkedIn: https://www.linkedin.com/in/james-iuorio/ Newsletter: https://substack.com/@moneymarketsmayhem Subscribe: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1

Are you making the right financial moves in a rapidly changing market?

Chris Markowski is a financial expert, radio host, founder of Markowski Investments, and host of The Watchdog on Wall Street, known for his straightforward approach to money management and investment advice. He breaks down the current financial landscape—covering everything from real estate market shifts and investment strategies to the future of cryptocurrency and nuclear energy. He joins the Futures Edge hosts Jim Iuorio and Bob Iaccino to discuss the challenges posed by inflation, the role of the Federal Reserve, and why rebalancing your investment portfolio is more crucial than ever. Chris also dives into the importance of tax-deferred accounts, the influence of political strategies on the economy, and why personal health plays a key role in financial well-being. 

Follow Chris Markowski: X: https://x.com/chrismarko

Watchdog on Wallstreet: https://watchdogonwallstreet.com/ 

Takeaways:

-Real estate market faces unique challenges due to inventory issues.

-Nuclear energy is a viable solution for future energy needs.

-Tax-deferred accounts simplify financial management and tax implications.

-The Doge dividend concept highlights the need for taxpayer reimbursement.

-Balancing the budget is crucial for lowering interest rates.

-Financial planning should focus on long-term wealth accumulation.

-Young professionals often struggle with debt management and lifestyle inflation.

-Government regulations can hinder small business growth and competition.

Chapters

00:00 Introduction and Background of Guests

02:39 Current Market Analysis and Economic Indicators

05:34 Real Estate Market Dynamics

10:30 Investment Strategies and Client Management

12:10 Speculation vs. Long-term Investment

16:21 Cryptocurrency Perspectives

21:43 Commodities and Inflation Hedge

24:41 Nuclear Energy and Future Investments

26:22 Rebalancing Investment Portfolios

29:26 Tax Deferred Accounts and Financial Management

30:49 Political Commentary on Current Administration

33:39 The Doge Dividend and Political Strategy

36:39 Debt Management and Economic Strategies

44:52 Financial Planning and Investment Strategies

48:06 Advice for Young Professionals and Financial Health

🔗 Follow us on social media: 💠 Bob X: https://x.com/bob_iaccino💠 Jim X: https://x.com/bob_iaccino 💠 Bob LinkedIn: https://www.linkedin.com/in/bob-iaccino/💠 Jim LinkedIn: https://www.linkedin.com/in/james-iuorio/💠 Newsletter: https://substack.com/@UC7lg9n3GMDB0T4eZ0doq6ZQ

Explore the intricate realms of global economics with Scott Lincicome (@scottlincicome), vice president of general economics and Cato’s Herbert A. Stiefel Center for Trade Policy Studies, in this in-depth conversation that transcends traditional boundaries. He joins podcast hosts Jim Iurio (⁠@jimiurio⁠) and Bob Iaccino (⁠@Bob_Iaccino⁠) for a deep dive into the realms of macroeconomic policy, economic dynamism, regulatory reform, inflation and the unseen forces shaping the economic landscape. From dissecting the impact of government policies on economic dynamism to exploring the nuances of trade, immigration, and regulatory frameworks, Lincicome shares. He shares his views on dollar hegemony, the recent JetBlue Spirit deal to the potential implications of rate hikes.

This episode is in partnership with Mint Mobile. 

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Jeffrey Tucker (@jeffreyatucker), founder and president of the Brownstone Institute, explores the topic of inflation and its impact on the economy. Tucker raises questions about the accuracy of inflation data and discusses various factors that are not included in the Consumer Price Index (CPI), such as interest charges, housing costs, fees, and taxes. They discuss the flaws in the CPI and PCE measurements, the effects of shrinkflation on consumer goods, and the implications for businesses and the economy. He argues that the true decline in purchasing power of the dollar over the past four years may be much higher than the reported 23%. Tucker also highlights the effect of inflation on GDP and suggests that the current economic situation may be more akin to a Great Depression than a recovery.

Takeaways:

-Inflation data may not accurately reflect the true decline in purchasing power of the dollar.

-The decline in retail sales and factory orders may be underestimated due to inflation.

-The discrepancy between establishment and household job numbers suggests a potential inflationary Great Depression.

Chapters:

00:00 Introduction and Topic Discussion

01:26 Questioning the Accuracy of Inflation Data

05:32 The Impact of Inflation on Retail Sales and Factory Orders

07:15 Is the Current Economic Situation a Recovery or a Great Depression?

08:16 The Inflation-Influenced Discrepancy in Job Numbers

9:00 Discussion on Inflation Measurement

11:59 The Possibility of a High Inflationary Economic Depression

16:46 Impact of Shrinkflation on Consumer Prices

21:40 Challenges in the Commercial Real Estate Market

26:26 Misconception of Price Gouging

Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Haynow Media

Dr. Komal S. Sri-Kumar, President of Sri-Kumar Global Strategies, Inc., a macroeconomic consulting firm, joins Jim and Bobby this week. We don't have Sri on the show because he is a Senior Fellow at the Milken Institute or because he is a member of the Economic Club of New York. We don't even care much about Sri holding an M.A. in Economics from the Delhi School of Economics and an M.Phil and Ph.D. degrees from Columbia University or that his doctoral dissertation at Columbia University was supervised by Robert Mundell, Nobel Laureate in Economics (1999). We have him on because he is right so damned often.

Why are 10-year yields soaring, and how is the market responding?

Mike Arnold of Path Trading Partners returns to the Futures Edge with Jim and Bob to analyze the latest trends in the financial landscape as of January 2025. From the Federal Reserve’s easing cycle and inflationary pressures to the role of rising wages and sticky manufacturing prices, Mike breaks down the technical and fundamental drivers pushing yields higher, with projections of a potential climb above 5%. They explore key indicators like the ISM Prices Paid Index, the CME FedWatch Tool, and the steepening yield curve’s implications for equity markets.The discussion dives into crude oil’s recent breakout, gold’s potential for a powerful rally, and how traders can interpret these moves using back-adjusted charts and technical analysis. 

Takeaways:

-10-year yields are rising due to inflation concerns.

-Crude oil prices are influenced by supply and demand dynamics.

-Gold is expected to benefit from inflationary pressures.

-Bitcoin futures analysis requires careful consideration of patterns.

-Nvidia's stock shows potential for a double top pattern.

-Market sentiment can shift rapidly, impacting trading strategies.

-Understanding harmonics can enhance trading decisions.

Chapters:

03:00 Understanding 10-Year Yields

05:06 Inflation and Economic Indicators

07:58 Market Trends and Predictions

10:55 Technical Analysis Insights

13:43 NASDAQ Market Analysis

20:51 Understanding Market Sentiment and Technical Analysis

21:47 Crude Oil Market Dynamics

25:37 Inflation and Demand Influences on Crude Oil

28:12 Gold Market Trends and Predictions

34:14 Bitcoin Futures and Market Analysis

42:27 Stock Market Insights: Nvidia and MicroStrategy

What factors drive the uneven recovery across different sectors and income groups, and what can be done to bridge the gap in a K-shaped recovery? Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, a research and analytics firm, joins Jim Iuorio and Bobby Iaccino on Futures Edge to examine the current economic climate, focusing on the divergent paths of recovery, small business sentiment, government policies, and the Federal Reserve’s role. They explore the potential risks of a recession, labor market dynamics, and the global economic environment, particularly highlighting the challenges faced by the lower 70% of the population amid a K-shaped recovery. They analyze the Federal Reserve’s stance on interest rates, the deceptive nature of employment data, and the broader implications of inflation. They also address the hurdles confronting the real estate sector, specifically focusing on commercial real estate, and consider the future of regional banks in light of shifting economic forces. Additionally, the conversation touches on the transformative impact of AI on employment and the economy. Key Takeaways: - K-shaped economy signals a widening divide between the affluent and those struggling to recover. -While small business optimism is on the rise, many entrepreneurs still face significant obstacles.-Pandemic-era government policies disproportionately benefitted larger corporations, leaving smaller businesses at a disadvantage. -The Federal Reserve’s decisions are intricately linked to the challenges faced by borrowers and the stock market. -Jobless claims may not fully capture the true state of the job market, given the growth of the gig economy. -The gig economy has emerged as a crucial lifeline for individuals displaced during the pandemic. -The Federal Reserve remains committed to maintaining interest rates in the upper 2% range. -The real estate market is encountering considerable challenges, particularly within the commercial sector -Regional banks are facing significant pressure, with consolidation likely on the horizon. Chapters: 00:00 Introduction and Guest Introduction 06:02 Small Business Optimism and Economic Indicators 12:03 The Role of the Federal Reserve and Interest Rates 17:58 Recession Predictions and Economic Outlook 29:54 Federal Reserve's Stance on Interest Rates 38:33 Commercial Real Estate Challenges 43:48 Impact of AI on Employment and Economy 49:49 Reforming the Federal Reserve 55:15 Building a New Media Platform 🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem #EconomicGap #podcast #KShapedRecovery #DanielleDiMartinoBooth #economicinequality #financenews #globaleconomy #economictrends #economicoutlook #wealthinequality #financialmarkets #policyinsights #RecessionRecovery#economicanalysis #monetarypolicy #useconomy #investorinsights #economicpolicy #marketanalysis #fiscalpolicy #businessnews

John Kilduff, Partner at Again Capital LLC & a CNBC Contributor, joins Jim and Bobby to talk commodities, inflation, and the role of a President in the economy. They also corner the direction of yields and whether or not water-down beer and Jameson whiskey are actually good.  

This week, we sat down with Hugh Hendry, the Founder and dynamic force behind Eclectica Macro. Hugh is a wildly successful former hedge fund manager and current St Barts luxury hotelier who fearlessly navigates the complexities of the financial world with creativity, innovation, vision, and style. Brace yourself for a conversation that defies convention and challenges your current beliefs on the market and the world.

Dave Collum is a professor of organic chemistry at Cornell University. More importantly, he's one of the most astute and interesting commentators on markets and the economy you'll ever come across. Dave joins Jim Iuorio and Bob Iaccino to discuss politics, the markets, and the 2 Black Swans he sees swimming around. He also explains why "trying to inflate away debt is like trying to catch your shadow." 

Author, trader, mentor, Jack of all trades (pun intended), and all-around lovely person Anne-Marie Baiynd lends her insights to the Futures Edge podcast this week, including showing Bob a much more effective way to enter his trade example for the week. Jim tries, but Anne-Marie won't be mean to our outstanding Fed officials. 

The bond market is a complex and significant component of the financial world that plays a crucial role in global finance and investing. Nancy Davis (@nancy_davis), founder of Quadratic Capital Management and portfolio manager for the IVOL ETF and BNDD ETF, explains her unique investment thesis, shedding light on how they approach the rates market and the necessity of going beyond short volatility in fixed income portfolios. With a third of the Ag index invested in US mortgages, Nancy highlights the importance of recognizing the options inherent in homeownership and the resulting implications for fixed income. The discussion turns to the recent 30-year auction and the implications of an inverted yield curve. Nancy provides insights into the atypical environment where you can earn more by parking your money overnight at the Fed than by investing in long-term bonds. The conversation ponders whether this inverted curve is a reflection of policy rates, international dynamics, or more complex factors. Nancy doesn't shy away from examining the consequences of an overextended balance sheet, and the potential impact of rising interest rates on the US economy. The episode explores the intertwined nature of credit and rate spreads, as well as the strange attraction of short-duration credit investments despite minimal spreads. 

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Produced by ⁠⁠Haynow Media

Current events in the Middle East are shifting the complexities of the financial landscape, interest rates and fiscal decisions. These decisions can affect the average person, investors, and the broader economy. Luke Gromen (@LukeGromen), founder and President of Forest for the Trees (FFFT) details the increasing concerns about the national debt. He passionately argues that the current situation is more than just a passing issue, asserting that it deserves more attention and understanding than it's currently receiving. He explores the link between interest rates, fiscal decisions, and the war dynamics on the global stage. The conversation takes a closer look at the economic paradox unfolding before our eyes. It's not just about inflation, but the fundamental reluctance to hold onto government debt. The potential ramifications of this shift are dissected, and the conversation delves into how it might impact the United States' position as a dominant economy. They discuss the significance of gold, the risks associated with rising US debt, and the impact of geopolitical conflicts on oil prices.

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Every rate hike is going to hit differently. For some reason, this rate hike didn't really hit at all, and the question is why. A quick look at the the rapidity of the rise in rates, and, most importantly, how long they had been at the low level, will help explain it. Path Trading Partner’s Co-founder & Chief Technical Officer Mike Arnold notes the aggressive longs in the markets and potential pullbacks. He dives into crude oil and gold as we head into traditionally the worst performing month of the year, September.

Brian Wesbury, Chief Economist at First Trust Advisors L.P. joins Jim and Bob to discuss all things Macro. If you want to know what drove this bout of inflation, why we are here, and what it all means, this is a can't-miss conversation. 

The promotion of free market principles in education and the elimination of political indoctrination are essential for the future of our country. It is no secret that the American education system has flaws in teacher selection, training, and accountability. Dr. Keri D. Ingraham, Senior Fellow & Director, American Center for Transforming Education, Discovery Institute, discusses their mission to reform K-12 education and reform and empower parents by providing school choice to improve education outcomes. The conversation touches on the rise of micro-schools as an alternative to traditional public schools, the pushback from teacher unions, and the importance of reading and critical thinking in education. She also discusses the role of the federal government in education and the need to shrink its footprint.

Learn more about donating to the Discovery Institute: https://www.discovery.org/education/donate/

The mission of Discovery Institute’s American Center for Transforming Education is to work with state government policymakers, parents, educators, business leaders, and other education stakeholders to transform our nation’s education system. We advocate for policies that empower parents, allow for innovation, and equip students with the skills, knowledge, and character necessary to thrive as citizens in their communities and as contributors to our increasingly competitive economy.

Takeaways

-The Discovery Institute focuses on K-12 education and aims to empower parents with education freedom and parental rights.

-Micro schools have emerged as an alternative to traditional public schools, offering a more personalized and effective learning experience.

-Teacher unions pose a significant challenge to education reform, as they prioritize their own interests over the needs of students and parents.

-Reading and critical thinking are crucial skills that need to be emphasized in education, as they lay the foundation for academic success and independent thought.

-Teacher unions often prioritize the interests of teachers over the quality of education.

Empowering parents and providing school choice can lead to improved education outcomes.

-The federal government's role in education should be reduced to allow for more state-level control.

-Supporting organizations like the Discovery Institute can help drive education reform.

Chapters

00:00 Introduction and Overview of the Discovery Institute

01:09 Focus on Education Freedom and Parental Rights

02:16 The Rise of Micro Schools

04:10 Challenges from Teacher Unions

06:19 The Importance of Reading and Critical Thinking

09:29 Promoting Free Market Principles in Education

11:04 Eliminating Political Indoctrination in Schools

14:52 Discussion on Bernie Sanders and Socialist Policies

31:13 Flaws in the American Education System

36:28 Empowering Parents and School Choice

42:10 Reducing the Federal Government's Role in Education

50:28 Potential Leaders in the Conservative Movement

54:47 Supporting Education Reform Organizations

Jim and Bob are joined by Amelia Bourdeau, Senior Advisor & Head of Client Development at Exante Data & Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to discuss the Fed “pivot,” the Euro, and the ECB’s new Transmission Protection Instrument. We also cover energy policy and whether the bottom is in for U.S. Equities. Oh, and a new drinking game.

We sat down with  New York-based video journalist Jack Farley. Jack covers traditional financial markets as the host of Blockworks macro podcast, "Forward Guidance." He previously worked on Bloomberg, Dealbreaker, and Real Vision. We started talking about his favorite interviews and his guest's opinions on the current macro environment, but as it turns out, the most interesting thoughts were Jack's own. Jack graduated from Brown University with a degree in Economics.

From political ideologies and censorship to the complexities of the current economic landscape. Bill Fleckenstein (@fleckcap), a financial columnist and former hedge fund manager, addresses the challenges posed by the passive bid dominating Wall Street. The conversation explores the potential impact of the ongoing stagflation and the difficulty of predicting a recession in the era of high nominal GDP and inflation. He joins podcast hosts Jim Iurio (@jimiurio) and Bob Iaccino (@Bob_Iaccino) to discuss the distorted nature of today's market dynamics, fueled by the dominance of passive retirement bids and the challenges it poses for traditional stock analysis. They reflect on the state of the Main Street economy versus Wall Street, offering a nuanced perspective on equities, risk assets, and the potential consequences of Treasury issuance on the broader financial landscape. Bill discusses the sustainability of inflation rates, the impact of wages, and the political environment on the market. He explores the dynamics of the mining industry and the potential of gold and silver amid global economic uncertainties. Bill reflects on the expectations surrounding the Fed, addressing the likelihood of rate cuts and the factors that could trigger such decisions. The episode unfolds with a candid discussion on the role of artificial intelligence in the economy and the challenges of overhyping technological advancements. 

This episode is in partnership with Mint Mobile. 

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Promo Code: futuresedge

With tech stocks struggling and market volatility rising, how do you navigate investment decisions?

Cameron Dawson (@CameronDawson), Chief Investment Officer of New Edge Wealth, returns to the Futures Edge with Jim Iuorio and Bobby Iaccino to discuss the recent fluctuations in the NASDAQ, the concentration of tech stocks, and the implications of current policies on the economy. They explore the dynamics of the market, the potential pain points for investors, and the Federal Reserve's stance on interest rates. The conversation highlights the importance of understanding market sentiment, the role of small businesses, and the challenges posed by immigration policies. They also explore the implications of refinancing in the housing market, the dynamics of treasury debt and liquidity, and the political implications of tariffs and immigration on economic growth. They look closely at inflation drivers, the market outlook for 2025, and the significance of insider selling as a market signal.

Takeaways

-Cattle futures have seen a significant increase recently.

-The NASDAQ sell-off reflects a tightly wound market.

-Tech stocks have been disproportionately vulnerable.

-The MAG-7 stocks may see reduced dominance going forward.

-The economy's sensitivity to interest rates has changed.  The strength in housing may be linked to expectations of rate cuts.

-Treasury debt dynamics are crucial for understanding liquidity in the banking system.

-Wages have not been a significant inflation driver recently.

-High-income earners are at risk from a falling equity market.

-The market outlook for 2025 suggests volatility and potential sideways corrections.

-Insider selling can indicate market sentiment but is not a definitive signal.

-The balance of treasury issuance and interest rates is a complex issue.

Chapters

00:00 Introduction and Guest Introduction

10:29 Tech Sector Concentration and Market Pain

22:17 Federal Reserve's Position and Interest Rates

28:00 Refinancing and Economic Activity

36:02 Inflation Drivers and Economic Growth

43:51 Market Outlook for 2025

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticityThis episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FUDiscount Code: FU🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino💠 Twitter: https://twitter.com/jimiuorio💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/💠 Newsletter: https://substack.com/@moneymarketsmayhem

What are the economic and social impacts of COVID-19 policies on the labor market and public trust?

Edward Dowd, former BlackRock portfolio manager and Founding Partner of Phinance Technologies, joins hosts Jim Iuorio and Bobby Iaccino to examine the labor market, economic trends, and the broader implications of COVID-19 policies. With decades of experience on Wall Street—including managing a $14 billion growth equity portfolio at BlackRock—Dowd brings a sharp, data-driven perspective on recession risks, government interventions, and the shifting job landscape, including the impact of illegal immigration.

As the author of Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022, Dowd also explores how pandemic messaging shaped public perception, the role of censorship, and ongoing concerns about vaccine safety and excess mortality. With deep market expertise and firsthand insights, this conversation challenges prevailing narratives and calls for greater transparency and accountability.

Key Takeaways:

-Economic forecasts suggest the labor market is weaker than it appears.

-Tariffs serve as negotiation tools rather than pure inflation drivers.

-Illegal immigration skews job data and market dynamics.

-COVID-19 messaging and media narratives fueled widespread psychological fear.

-Concerns over vaccine efficacy, excess mortality, and long-term health effects persist.

-Censorship and financial incentives shaped pandemic reporting.

-Accountability in the pandemic response remains a pressing issue.

Chapters

00:00 Introduction and Show Overview

01:24 Economic Insights and Tariffs Discussion

05:58 Market Reactions and Predictions

09:40 Labor Market Analysis and Economic Indicators

12:58 Recession Predictions and Yield Curve Analysis

18:44 Trump's Economic Policies and Future Outlook

24:59 Vaccine Discussion and Public Perception

29:07 Psychology of COVID-19 Messaging and Propaganda

35:28 Experiencing Illness and Fear During COVID

36:11 Censorship and Information Control

37:53 Personal Vaccine Experiences and Anecdotes

39:44 Negative Efficacy of Vaccines

40:47 Excess Mortality and Long COVID Discussion

42:43 Psychological Impact of COVID Fear

45:02 Incentives and Reporting of COVID Deaths

46:45 Disability Claims and Vaccine Correlation

48:58 Spike Protein and Vaccine Safety

50:48 Accountability for Pandemic Response

56:52 Future of Vaccines and Political Landscape

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem

Produced by Haynow Media: https://haynowmedia.com/

Isn’t it curious how the path to lasting health is less about quick fixes and more about owning our choices? On this episode of Futures Edge with Jim and Bob, Dr. Robert Lufkin MD, physician and medical professor (USC & UCLA), and author of “Lies I Taught in Medical School” (@robertlufkinMD), challenges conventional health wisdom and emphasizes the critical role of personal responsibility in maintaining well-being. He breaks down the science behind insulin resistance and its connection to metabolic disease, explaining how dietary choices and fasting play a key role in overall health. Dr. Lufkin also explores the link between diet and mental health, the importance of mTOR in growth and repair, and how lifestyle choices can help prevent chronic diseases like cancer. He advocates for a shift in health education, encouraging individuals to make informed decisions to take control of their health. What You'll Learn In This Episode: -Insulin resistance is foundational to metabolic disease. -Personal responsibility is crucial for maintaining health. -Dietary choices significantly impact overall health. -Fasting can enhance metabolic health and autophagy. -Chronic diseases are often preventable through lifestyle changes. -Both carnivore and vegan diets can be healthy if done correctly. -Obesity is a major risk factor for various diseases. -Fructose and alcohol have similar effects on the liver. -Lifestyle choices are more powerful than medications. -Health education needs to evolve to empower individuals. Chapters 00:00 Introduction to the Conversation 02:56 The Importance of Personal Responsibility in Health 05:51 Understanding Insulin Resistance and Metabolic Disease 09:05 Dietary Choices: Carnivore vs. Vegan 12:00 The Role of Carbohydrates in Health 15:06 The Impact of Insulin on Chronic Diseases 17:48 The Connection Between Diet and Mental Health 20:56 Fasting and Its Benefits 24:06 The Role of mTOR in Growth and Repair 26:58 Cancer: Prevention and Treatment Perspectives 30:08 The Role of Alcohol and Fructose in Health 33:01 The Importance of Lifestyle Choices 35:50 The Future of Health Education 39:02 Closing Thoughts and Resources 🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem

In our most Italian podcast yet, Kenny Polcari - Managing Partner Kace Capital Advisors and the Chief Market Strategist at Slate Stone Wealth, join Jim and Bob to talk about food, stocks, inflation, and how to survive a possible recession. Bob and Jim also introduced the meatball ranking system.

Nancy Davis, Managing Partner & CIO of Quadratic Capital Management, joins Jim and Bob to talk about what diversification truly is. Think you know what diversification is? You don't, and it matters more now than ever. 

How can we foster open and balanced discourse on complex societal issues when media narratives, academic influences, and performative politics often shape public perception?

Dr. Wilfred Reilly (⁠@wil_da_beast63⁠) political science professor and author of “Lies My Liberal Teachers Told Me” joins the Futures Edge with Jim Iuorio and Bob Iaccino to discuss today’s most controversial topics: hate crime hoaxes, the influence of academia, and the gender pay gap. They explore how political divisions are exacerbated by media narratives and the performative nature of modern politics, particularly among younger generations. The discussion touches on the impact of affluence on societal behavior and the complexities of intersectionality in understanding victimhood.

Dr. Reilly explores the nuances of ethnic humor, the impact of stereotypes, and the shifting perceptions of cultural appropriation versus assimilation. He critiques the educational narratives surrounding history and race, emphasizing the importance of understanding the complexities of cultural interactions and identities in contemporary society.

What You'll Learn In This Episode:

-Hate crime hoaxes often receive disproportionate media attention.

-Media narratives can create false perceptions of societal divisions.

-Academia and media are predominantly left-leaning, influencing public discourse.

-Performative politics is prevalent among younger generations.

-Affluence allows for the existence of 'useless' societal roles.

-The gender pay gap is often misrepresented and oversimplified.

-Intersectionality complicates the understanding of privilege and victimhood.

-Individual experiences are often overlooked in discussions of oppression.

-Open discourse is essential in academia to challenge prevailing narratives.

-Societal norms are shifting towards valuing uniqueness over traditional standards. Cultural humor often reflects societal norms and perceptions.

-Stereotypes can be both harmful and humorous, depending on context.

-The focus on anti-racism has historically excluded certain white ethnic groups.

-Cultural appropriation lacks a clear definition and is often misused in discourse.

-Assimilation has shifted from a requirement to a choice in modern society.

-Historical narratives taught in schools often omit critical perspectives.

-The melting pot concept has been replaced by a salad bowl analogy in cultural discussions.

-Ethnic identities are often commodified in contemporary culture.

-Humor can serve as a bridge between different cultural groups.

-Understanding history requires a nuanced approach to various cultural experiences.

Chapters:

00:00 Introduction to the Conversation

01:20 Exploring Hate Crime Hoaxes

05:36 Media Narratives and Political Divisions

08:52 The Influence of Academia and Media

11:59 Performative Politics and Generational Shifts

17:09 The Impact of Affluence on Society

21:21 Debunking the Gender Pay Gap Myth

27:40 Intersectionality and Victimhood in Society

32:35 Experiences in Academia and Open Discourse

34:49 Cultural Perspectives on Ethnic Humor

41:51 The Impact of Stereotypes and Social Norms

44:15 Debunking Historical Narratives in Education

52:22 Cultural Appropriation vs. Assimilation

01:00:08 The Future of Cultural Identity and Integration

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem

We talk markets with Bill Baruch, president of Blue Line Futures and Blue Line Capital. Bill has over two decades of stock, commodities and wealth management experience and talks about outperformance in these challenging times. Plus, we discuss capitulation and Scott Shellady way too much in this episode.

Explore a future where taxation is streamlined, transparent, and geared towards responsible economic practices. Jim Bennett, Grassroots Coordinator & Secretary for FairTax, discusses the transformative Fair Tax concept with podcast hosts Jim Iurio (⁠⁠⁠@jimiurio⁠⁠⁠) and Bob Iaccino (⁠⁠⁠@Bob_Iaccino⁠⁠⁠). The FairTax advocates a shift from traditional income and payroll taxes to a national consumption tax, offering potential benefits for the American economy. The conversation covers efficient tax collection, eliminating regressive taxes, and the innovative pre-bate system, untaxing households to the poverty level. Discover how the FairTax addresses international competition, encourages responsible spending and gives American goods a competitive edge in global markets. Delve into its unique features, such as eliminating the marriage penalty, reducing under-the-table transactions, and exploring potential implications for used goods, housing, and services. Join the discussion on reshaping America's economic landscape through the FairTax revolution.

Learn more about FairTax

This episode is sponsored by Mint Mobile. 

$15 for your first 3 months. Visit site below:

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Podcast hosts Jim Iuorio (⁠⁠⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠⁠⁠) are joined in their monthly technical analysis discussion with Michael Arnold (⁠@mgarnold⁠) of Path Trading Partners. They host an engaging and comprehensive discussion on trading, encompassing a variety of commodities such as gold, silver, crude oil, uranium, and the dollar index. The conversation underscores the strategic importance of trading around a core position using multi-timeframe analysis. They delve into the nuances of technical analysis and differentiate between investing and gambling. Furthermore, the dialogue explores the influence of global events on financial markets and the critical role of probability in trading decisions. The discussion takes intriguing detours into diverse topics, including artificial intelligence, where they examine the potential ramifications of AI on the software industry.

Takeaways

• Exploration of economic tipping points and the impact on the stock market

• Insights into the music industry and the use of AI in software development

• Technical analysis of the stock market and metals using multi-timeframe analysis Trading around a core position is emphasized for long-term bullish bias.

• Technical analysis plays a crucial role in identifying potential trade setups.

• Investing in stocks is compared to playing the odds at a craps table, while meme stocks are likened to a high-risk gamble.

• The impact of global events on the financial markets is discussed, highlighting the need to adapt to changing market conditions.

• Probability and slanting probability in favor are key concepts in trading, emphasizing the importance of risk management and strategic decision-making.

Chapters

00:00 Tie-Dye Shirts and the Grateful Dead

03:02 Economic Tipping Points and Market Analysis

15:54 AI in Software Development

34:16 Crude Oil Analysis and Market Dynamics

37:45 Discussion on Meme Stocks and Gambling Mentality

57:55 Engaging with the Audience and Concluding Remarks

During a quiet week for markets, we bring on sports betting legend Uncle Phil from "UnclePhilsLocks". Recorded on Thursday, December 30th, many of the picks he gave us during the recording proved to be winners! Are there more tickets you can cash from this episode? There are....

Path Trading Partner's Co-founder & Chief Techincal Officer, Mike Arnold, is back with specific levels to look at over the coming month in the S&P, NASDAQ, Crude oil, Copper, Gold, 10year treasuries & AAPL

With more market volatility, investors often turn to alternative investments to diversify their portfolios, including gold, silver, bitcoin and platinum. Now you can add diamonds to that list, too. Veteran market strategist Amelia Bourdeau is now managing director of market strategy at Diamond Standard, the producer of an exchange traded, regulated diamond commodity that can be transacted as a blockchain token that gives investors access to diamonds. She explains why the company is bullish on diamonds as an estimated $1.2 trillion asset class and how the diamond commodity provides diversification, potential inflation protection, and a new store of wealth for institutional and individual investors. She also weighs in on current market cycle.

Learn more about Diamond Standard:

Website

Twitter & Instagram

Subscribe to Futures Edge Podcast and leave a review.

Follow @jimiuorio @Bob_Iaccino

The best technical and price action analyst in the business, Mike Arnold, joins Jim Iuorio to talk about moves and levels that may affect markets post-Non-farm payrolls and post-mid-terms. 

What does it take to succeed on the trading floor? Derek Wallis, author of “Occupy a Job on Wall Street,” joins Jim Iuorio and Bob Iaccino for an enlightening discussion on the dynamic world of trading. Reflecting on his journey from New Zealand to Wall Street and his time working alongside George Soros, Derek offers unique insights into the evolution of trading environments and the intricate role market manipulation plays in the industry.

This conversation weaves together humorous anecdotes and profound observations about trading floor culture, highlighting the essential qualities for success in this high-stakes arena. Topics include the influence of women in fostering balance, the unexpected financial crisis origins in Iceland, and the broader political and media challenges within the finance world. Takeaways: ☑️ -Derek Wallis shares his unique journey from New Zealand to Wall Street. ☑️ -Working for George Soros provided valuable insights into the finance world. ☑️ -Humor plays a significant role in the high-pressure environment of trading. ☑️ -Personal integrity is crucial in the finance industry. ☑️ -The financial crisis had unexpected origins in Iceland's banking practices. ☑️ -Market manipulation is a common theme in trading stories. ☑️ -Humor and hazing were integral to the culture of trading. ☑️ -The absence of women often led to more reckless behavior among traders. ☑️ -Trading stories often reveal deeper insights into market dynamics. ☑️ -The importance of mentorship for veterans transitioning to Wall Street. Chapters: 00:00 Introduction to Derek Wallis and His Book 02:10 Derek's Journey to Wall Street 04:32 The Influence of George Soros 08:46 Political Perspectives and Market Dynamics 11:58 Market Manipulation and Trading Strategies 16:02 Legacy Media and Personal Integrity 22:05 Humorous Anecdotes from Wall Street 24:55 The Art of Storytelling in Finance 29:15 Trading Floor Tales: A Nostalgic Look Back 32:45 The Role of Women in Trading: A Balancing Act 39:20 The Financial Crisis: Iceland's Unexpected Role 43:09 Market Manipulation: Stories from the Trading Room 51:19 Supporting Veterans: A Call to Action 🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem #tradingfloor #DerekWallis #tradingsecrets #successstories #tradingtips #financialmarkets #stocktrading #MarketSurvival #investingstrategies #wallstreet #finance #traderslifestyle #investmentsuccess #marketinsights #stockmarkettips #tradingsuccess #financialfreedom #moneymanagement #tradingjourney #professionaltrading #tradingmotivation #marketanalysis #wealthmanagement #investorlife #financecommunity #tradinglifestyle #riskmanagement #tradingskills #marketsecrets #stockmarketstrategies #wealthbuilding #economicinsights #smartinvesting #tradersuccess #financetips #marketsuccess #stockmarketeducation

Mike is a private investor, advisor, and board member of several companies. Mike has served as an Advisor to the CEO of Amenify, a real estate technology company, since July 2020, and on the Advisory Board of Outerbridge Capital Management, LLC since December 2019 and way more than we can list. He's one of the deepest thinkers in the broader investment arena that we interviewed to date. 

We sit down with Mitch Roschelle, Founding Partner Macro Trends Advisors LLC, and discuss Fed policy, Supply chains, the characteristics of the demand side, and the Godfather trilogy. Mitch's experience includes being a Visiting Research Fellow at the University of San Diego School of Business and the Co-Host of The NoPo Podcast. He's one of the best interviews we've conducted—witty, no-nonsense, and undoubtedly the most brilliant guy on its week's episode. 

Jim and Bobby discuss the implications of the recent presidential debate on market dynamics, focusing on the potential economic policies of Kamala Harris and Donald Trump. They analyze how these policies could affect inflation, Bitcoin, and various asset classes, while also considering the Federal Reserve's stance on interest rates and recession predictions. This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem 💠 Subscribe: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 TIMESTAMPS: 00:00 The Impact of the Presidential Debate 02:58 Economic Policies and Market Reactions 06:13 Inflation, Recession, and Federal Reserve Perspectives #podcast #presidentialdebate #debate #politics #finance

It’s no secret the state of Illinois is near and dear to the hearts of podcast hosts Jim Iuorio (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠), who frequently reference Illinois’ economy and government throughout the Futures Edge show. That’s why this episode focuses on the challenges facing Illinois and the efforts of Wirepoints, a think tank that provides unbiased analysis and commentary on Illinois politics and finance. Wirepoints’ Founder and Executive Editor Mark Glennon (@GlennonMarkE) and President Ted Dabrowski (@ilpoliski) break down the financial crisis in Illinois, the impact of migration on the state, the role of federal money in undermining federalism, the rise in crime and its connection to equity policies, and the potential for inflation to help address Illinois' debt. The conversation highlights the need for data-driven analysis and the importance of educating the public about the state's problems. They cover various topics, including the financial crisis in Chicago, the impact of migration on voting blocks, the state of education in Illinois, green policies, and the upcoming Democratic National Convention in Chicago. They also discuss Chicago's challenges, such as high crime rates, underfunded pensions, and population loss. They touch on the potential for a federal bailout, the role of unions in negotiating with the government, and the need for disruptive changes in the education system. 

Key Takeaways: 

• Illinois is facing a severe financial crisis, with a significant loss of taxpayers and income due to migration out of the state.

• The influx of federal money as COVID relief has provided temporary relief but has also undermined the federalist system and delayed necessary reforms.

• The rise in crime in Illinois is linked to equity policies that prioritize the rights of criminals over the safety of the community.

• Donations are crucial for organizations like Wirepoints to continue their work in advocating for change and educating the public about the state's problems.

• While inflation may provide some temporary relief for Illinois' debt, the long-term solution requires addressing the state's pension crisis and reducing the burden of public sector pensions. Chicago is facing a financial crisis due to high crime rates, underfunded pensions, and the loss of population.

• The impact of migration on voting blocks and elections is a growing concern, particularly among the black community.

• The education system in Illinois is in need of disruptive changes, such as school choice, to improve outcomes for students.

• Green policies in Illinois, such as the Clean Energy Jobs Act, have led to challenges in infrastructure and the allocation of resources.

• The upcoming Democratic National Convention in Chicago raises concerns about potential protests and unrest.

• Support for independent media outlets like Wireoints is crucial for providing unbiased analysis and commentary on Illinois politics and finance.

Chapters: 

00:00 Introduction and Light-hearted Banter

02:00 The Role of Michael Madigan in Illinois' Problems

05:14 The Impact of Federal Money on Illinois and Undermining Federalism

09:24 The Rise in Crime and its Connection to Equity Policies

15:47 The Importance of Donations for Organizations like WirePoints

27:28 The Financial Crisis in Chicago

32:46 Disruptive Changes Needed in the Education System

34:37 Challenges and Concerns with Green Policies

48:59 The Democratic National Convention

53:42 Supporting Independent Media: WirePoints

This episode is sponsored by Mint Mobile. 

$15 for your first 3 months. Visit site below: 

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠trymintmobile.com/futuresedge  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Haynow Media

The significance of technical analysis in deciphering market trends and making well-informed trading decisions is paramount. In this month’s technical analysis segment on the Futures Edge show, Mike Arnold of Path Trading Partners returns to emphasize the value of trading based on patterns and signals rather than speculative predictions. Joining hosts Jim Iuorio and Bob Iaccino, he delves into the technical charts of Nvidia, assessing the stock’s performance and future trajectory. Together, they scrutinize the Federal Reserve’s trading activities, expressing doubts about the system’s inherent fairness. The discussion extends to the NASDAQ’s technical levels, where they pinpoint key support and resistance thresholds, signaling potential market shifts. They also highlight the performance of the equal-weighted S&P 500 ETF, evaluating its influence on broader market trends. Additionally, the episode offers insights into natural gas, identifying possible trading opportunities through a technical lens, while the hosts examine gold’s behavior as a safe-haven asset during periods of market uncertainty.

Chapters

00:00 Introduction and Italian Culture

06:24 Analyzing the Technical Charts of Nvidia

09:06 The Impact of Inflation, Interest Rates, and Government Policies on the Stock Market

13:54 The Importance of Technical Analysis in Trading

24:56 Trading Activities of the Federal Reserve

27:23 Performance of the Equal-Weighted S&P 500 ETF

29:05 Outlook for Gold

31:35 Trading Based on Patterns and Signals

48:01 Appreciation for Audience Support and Independent Opinions

This episode is in partnership with Hardcore Italians (Discount Code: FUTURESEDGESHOWFINANCEUNFILTERED)

https://www.hardcoreitalians.com/FUTURESEDGESHOWFINANCEUNFILTERED

Follow Along for more from the Futures Edge: Bob on Twitter: https://twitter.com/bob_iaccino Jim on Twitter: https://twitter.com/jimiuorio Bob on LinkedIn: https://www.linkedin.com/in/bob-iaccino/ Jim on LinkedIn: https://www.linkedin.com/in/james-iuorio/ Newsletter: https://substack.com/@moneymarketsmayhem YouTube: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1