POPULARITY
Larry Kudlow and his guests discuss a trillion-dollar SpaceX IPO as a historic milestone that signifies a new era of American exceptionalism and an ongoing industrial revolution. The conversation highlights how this massive market event has captivated the public's imagination, overshadowing geopolitical conflicts and signaling a shift toward a technology-driven economy fueled by data centers and aerospace innovation. Beyond the hype of Elon Musk's ventures, the speakers find optimism in strong economic indicators, such as robust corporate profits and a surge in the Russell index, which they believe reflect a healthy domestic landscape. They further argue that disinflationary pressures, evidenced by falling commodity prices and the weakening of the OPEC cartel, will eventually allow for lower interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Save the date for the 2027 Ag View Solutions Executive Business Conference, happening January 20-22, 2027, at Margaritaville Resort in Hollywood/Fort Lauderdale, Florida.Shay Foulk and Chris Barron preview this year's conference, including high-value networking, leadership, AI, financial management, communication, negotiation, global agriculture, and grain market outlooks.Registration opens September 8th at agviewsolutions.com under the conference tab.Add the 2027 Ag View Executive Business Conference to your calendar.Tentative agenda highlights:Wednesday, Jan. 20: Registration and welcome receptionThursday, Jan. 21: Leadership, networking, financial management, AI, cocktail hour, and Ag View Nation dinnerFriday, Jan. 22: Chris Barron, Jim Iuorio, South America update, communication/negotiation, and marketsLearn more at agviewsolutions.com.
Trump promised to end wars. Now he's bombing Iran, and one of Wall Street's sharpest independent thinkers says it may have just cost him his entire legacy.Jim Iuorio and Bobby Iaccino sit down with Dr. Dave Collum, Professor of Organic Chemistry at Cornell University and one of the most fearless macro thinkers in finance, to unpack what's really happening in Iran and oil markets, and why the global economy may already be past the point of no return.◾️ Timestamp 01:18 Welcome 03:37 Trump & the Epstein files: why it's never happening05:57 Has Trump been a disappointment this term?07:00 Twitter fatigue, AI slop, and the death of real content10:05 Andrew Ross Sorkin, AI-written books & media credibility13:17 How much should the average person care about geopolitics?13:55 Boomers are dangerously overexposed to stocks15:02 Apple's price went up 10x on 50% revenue growth what does that mean?16:00 Thomas Massey, Trump, and the Israel connection18:42 Charlie Kirk, Israel, and why they "squash" dissent publicly21:09 The Tucker Carlson controversy: Patton, Hitler, Stalin, and WWII revisited26:43 Iran, oil, and the real China play27:19 Bobby breaks down the Strait of Hormuz why it's a decade to replace30:13 Monroe Doctrine 2.0: Venezuela, Greenland & US hemisphere strategy33:44 Trump thought it'd be over by now his grandiose miscalculation34:05 Can we actually bomb Iran's nuclear facility? Dave says no35:38 Did the second Iran strike end Trump's legacy?41:47 Are supply chains already broken beyond repair?44:36 Gold is confused and what it's telling us about recession vs. inflation48:06 The 1970s oil crisis: was it manufactured? History rhymes52:17 Every asset is a time bomb what happens when one triggers the rest?53:16 Closing
Oil is up but stocks shrugged it off. What's really going on in the markets right now?In this episode of The Futures Edge, Jim Iuorio and Bobby Iaccino break down the disconnect between crude oil prices and equity markets, the massive implications of the UAE leaving OPEC, and exactly what levels to watch on the Mag-7, Apple, and Nvidia going into earnings.◾️ Timestamp00:00 — Intro & sponsors01:30 — Stocks vs oil disconnect: why the market doesn't care03:00 — CME Trade Against the Pro challenge recap (NASDAQ trade)05:00 — Apple analysis: 7-8% from the 50MA = danger zone?08:00 — Has the market gotten numb to volatility?11:00 — Crude oil breakdown: grinding lower or supply shock ahead?13:30 — Goldman Sachs note: emergency oil reserves running out15:00 — UAE leaves OPEC — what happens to oil prices now?18:00 — Venezuela oil: the wildcard no one's talking about20:00 — Mag-7 ETF analysis (MAGS) — room to run?22:30 — IonQ vs Rigetti: which quantum computing stock?27:00 — Palo Alto (PANW) breakdown29:00 — Silver vs copper: the sulfuric acid connection32:00 — Tesla missed entry — Bobby explains the process35:00 — Unfiltered Investor newsletter trade of the week (Monster Beverage)39:00 — Spirit Airlines bankruptcy & airline deregulation
Crude oil has pulled back as U.S.-Iran tension fears ease. Jim Iuorio says AI-driven CapEx and strong demand will help the U.S. economy avoid an oil shock, while flagging potential supply increases. Jim turns to opportunities he sees in Tesla (TSLA) and metals like Silver and gold.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Talking Stocks, Economy, & Finances with Larry Kudlow. Today's guests: Dr. Arthur Laffer, Steve Forbes, John Carney, Joe LaVorgna, Bret Baier, Robert O'Brien, Jack Bouroudjian, Jim Iuorio, Liz Peek, & WABC Radio Host Steve Moore. Learn more about your ad choices. Visit megaphone.fm/adchoices
Smart X Data Chairman Jack Bouroudjian and JI Financial Strategies CEO Jim Iuorio joins the show to talk Dow Jones & Stocks with Larry Kudlow Learn more about your ad choices. Visit megaphone.fm/adchoices
Lucy Biggers spent six years deep inside the climate activist movement. She interviewed Greta Thunberg. She pushed the Green New Deal. She gave up plastic straws and felt guilty about her carbon footprint every single day.Then she started reading the data.In this conversation with Jim Iuorio and Bob Iaccino, Lucy breaks down the moment by moment evolution that took her from true believer to one of the most outspoken climate realists of her generation and what she found on the other side that the movement doesn't want discussed.Timestamps:00:00 Intro & welcome to Lucy Biggers01:45 Why we left legacy media03:20 Lucy's journey from climate activist to skeptic06:10 Groupthink inside the climate movement09:30 COVID and becoming a mom as turning points13:00 Is climate changing? Is it really our fault?17:20 Natural disaster deaths down 99% in 100 years19:00 The real problems with solar and wind energy22:30 Nuclear: the solution they blocked25:10 Plastic straws, COVID PPE and the contradiction29:00 Climate elites and double standards (Gates, Zuckerberg)32:15 CBDCs, surveillance and social control36:00 EVs: free choice or government mandate?39:30 Could AOC or Bernie ever change their mind?42:00 The future of the climate realist movement44:30 Where to follow Lucy + closing thoughts
Oil is up but stocks shrugged it off. What's really going on in the markets right now?In this episode of The Futures Edge, Jim Iuorio and Bobby Iaccino break down the disconnect between crude oil prices and equity markets, the massive implications of the UAE leaving OPEC, and exactly what levels to watch on the Mag-7, Apple, and Nvidia going into earnings.Timestamps:00:00 — Intro & sponsors01:30 — Stocks vs oil disconnect: why the market doesn't care03:00 — CME Trade Against the Pro challenge recap (NASDAQ trade)05:00 — Apple analysis: 7-8% from the 50MA = danger zone?08:00 — Has the market gotten numb to volatility?11:00 — Crude oil breakdown: grinding lower or supply shock ahead?13:30 — Goldman Sachs note: emergency oil reserves running out15:00 — UAE leaves OPEC — what happens to oil prices now?18:00 — Venezuela oil: the wildcard no one's talking about20:00 — Mag-7 ETF analysis (MAGS) — room to run?22:30 — IonQ vs Rigetti: which quantum computing stock?27:00 — Palo Alto (PANW) breakdown29:00 — Silver vs copper: the sulfuric acid connection32:00 — Tesla missed entry — Bobby explains the process35:00 — Unfiltered Investor newsletter trade of the week (Monster Beverage)39:00 — Spirit Airlines bankruptcy & airline deregulation
The market keeps bouncing back from everything. COVID. 9% inflation. Silicon Valley Bank. Liberation Day. And every time, investors learned the same lesson: it always works itself out. But what if this time it doesn't? Jim Bianco, President and CEO of Bianco Research joins Jim Iuorio and Bob Iaccino to break down the one macro risk nobody is pricing in right now. And why if it stays unresolved longer than expected, stocks could draw down 15 to 20%. What you'll take away: - The #1 macro risk the stock market is completely ignoring - Why tech keeps hitting all-time highs despite uncertainty - Semis vs. software: how AI is splitting the market in two - What agentic AI really means for jobs and your portfolio - Gold vs. Bitcoin: which wins the dollar debasement trade - Which AI tool to pay for: Claude, ChatGPT, Grok or Perplexity - Why private credit could become the next big problem
Is the AI job apocalypse real—or just hype?In this episode of the Futures Edge, Jim Iuorio and Bobby Iaccino sit down with investor and author Jared Dillian to break down what AI actually means for jobs, markets, and the economy. While headlines predict massive job losses, Jared argues that tech revolutions take time—and often create more opportunities than they destroy.They also get into whether the market is showing dot-com bubble signs, what's really driving inflation, where the Fed may be getting it wrong, and where smart money is moving right now. Jared shares how he's thinking about investing today—including why he's focused on commodities, energy, and international markets over crowded tech trades.If you're trying to understand the AI boom and where markets go next, this is a grounded, no-nonsense conversation.Timestamps: 00:00 Introduction and Guest Introduction01:12 Sponsors and Upcoming Events02:11 AI Replacing Jobs: Immediate Impact or Long-Term Process?03:03 Historical Perspective on Technological Disruptions04:01 Self-Employment and AI: New Opportunities05:20 Wealth Concentration and AI-Driven Business Models08:06 Market Valuations and Bubble Indicators13:04 Comparing Current Market to 2000 Dot-Com Bubble16:42 Geopolitical Risks and Oil Prices20:04 Labor Market Strength and Economic Data22:33 Is the Market Rally Real or a Bubble?27:59 Investment Opportunities: Energy, Commodities, and International Stocks34:05 Best Ways to Invest in Commodities and Emerging Markets38:03 AI and Tech Stocks: Are We About to Surge?45:49 Labor Market and Economic Outlook47:26 Closing Remarks and Book PromotionFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Stocks are climbing, oil is surging, and uncertainty is everywhere — so what is the market seeing that everyone else is missing? On this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Marta Norton, Chief Investment Strategist at Empower, to break down the biggest forces shaping markets right now.Marta explains why the U.S. economy may be more resilient than many investors expected, how the AI capex boom is still driving opportunity, and why geopolitical headlines, inflation fears, and rising oil prices are making this one of the toughest environments to handicap. The conversation also dives into the Mag 7 trade, small caps vs. Nasdaq, bond market risks, commodities, deregulation, earnings season, self-driving technology, and what long-term investors should be watching next.Timestamps:00:00 Introduction and Market Overview02:56 Resilience of the U.S. Economy05:41 Impact of Oil Prices and Fiscal Policies08:27 Earnings Expectations and Market Reactions11:18 Investment Strategies in AI and Tech14:19 Self-Driving Technology and Its Implications16:58 Empower and Investment Insights22:52 Future Economic Outlook and Bond Market Concerns29:25 Navigating Uncertainty in Financial Markets31:35 The Commodity Conundrum33:53 Understanding Inflation and Energy Prices36:24 Earnings Season Insights39:12 Small Caps vs. Large Caps41:30 The Role of Small Businesses in the Economy46:20 Hedging Against Market VolatilityFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Larry Kudlow and guests Jack Bouroudijian and Jim Iuorio analyze a significant stock market rally fueled by robust corporate earnings and resilient economic indicators. The participants argue that the "mother's milk" of this surge is a boom in profits, which they believe is sustained by pro-growth policies like deregulation and tax incentives. Central to their optimistic outlook is the stabilization of energy costs, specifically the downward trend in oil prices and natural gas, which helps mitigate fears of long-term inflation or stagflation. While the experts debate the nuances of the Federal Reserve's role and the shape of the yield curve, the overall purpose of the segment is to highlight a V-shaped market recovery and express confidence in the enduring strength of the American economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Iuorio explains why fears of stagflation are fading as labor data and falling oil prices reshape the market outlook. He discusses how crude slipping toward key support levels will ease inflation pressures, reopen the door to interest rate cuts, and lift equities. Despite mid-term volatility for 2026, Iuorio argues the underlying resilience of the U.S. economy suggests recent market stress may already be behind us.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The markets celebrated the announcement of a cease fire, and Michael Farr welcomes Jim Iuorio for a look under the hood. Is this the all-clear? Jim re-evaluates his advice from last week, and shares the technical levels he's looking for now. Plus, Michael and Jim talk about the changing mechanics of the market, and Michael shares his thoughts on the diplomacy, and lack thereof, of the day.
Democratic policies continue to deliver ghettos filled with chaos, financial scandals, and frauds! PLUS, Judge Michael Warren, Michigan Circuit Court judge in Oakland County and co-founder of Patriot Week, tells Shaun about his new book, The Revolutionary Words that Forged America: The Definitive Guide to the Declaration of Independence, how putting our first principles behind us has caused the disdain and ignorance for our country, and points to how the Founders have left us guidance with how to deal with modern-day conflicts like Iran. And Shaun and Jim Iuorio, managing director of TJM Institutional Services, celebrate Trump making our economy private again! See omnystudio.com/listener for privacy information.
Amy Jacobson & Jim Iuorio filling in for Dan Proft -- 0:30 - Woke Stations of the Cross 14:28 - City workers owe 18 Million dollars in unpaid fines and fees 29:42 - British Airways is going to ruin air travel for all of us 37:00 - Blue Guy 54:20 - David Hochberg—Team Hochberg, 56david.com—argues that both parties are guilty of releasing less than reliable jobs numbers and what they bond market can tell us about government spending 01:15:04 - The Heritage Foundation’s Steven Bucci on the successful rescue mission of US pilots and Trump’s most recent ultimatum to Iran 01:32:48 - Veteran NASA astronaut Tom Jones explains the importance of the Artemis II Mission and what it’s like to be in space. Tom is also the author of Space Shuttle Stories: Firsthand Astronaut Accounts from All 135 Missions 01:51:48 - Publisher of The Hayride and senior editor of the American Spectator, Scott McKay, breaks down the Pam Bondi Bounce. Check out Scott’s latest book Blockbusters, which is available at Amazon. 02:07:14 - Licensed Private Detective Phil Huebl with the latest on the Nancy Guthrie investigationSee omnystudio.com/listener for privacy information.
Is your money actually safe anymore?On this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Lawrence Lepard, author of The Big Print, to break down what today's investors are really up against: rising debt, shaky fiat currencies, inflation, Bitcoin, gold, and the growing loss of trust in government stewardship of money.Larry explains why more everyday people are turning to sound money assets like Bitcoin and gold, what a potential sovereign debt crisis could mean for your portfolio, and why understanding monetary debasement matters whether you're a trader, investor, or just trying to protect your future.This conversation is real, timely, and packed with insight for anyone wondering:- Why are bond markets acting strange?- Is Bitcoin replacing gold?- What happens if governments keep printing?- How do regular investors hedge against bad policy?Timestamps: 00:00 Introduction and Guest Introduction02:27 Geopolitical Uncertainty and Economic Conditions04:59 Market Reactions to Geopolitical Events08:04 Gold and Bitcoin: Safe Havens or Speculative Assets?11:17 Sovereign Debt Crisis and Market Implications14:15 Equity Markets and Economic Predictions17:13 Bitcoin vs. Gold: A Shift in Perspective19:13 Skepticism in the Crypto Space25:00 Investment Strategies and Market Timing32:02 The Current State of Bitcoin and Stock Market Valuations34:57 Market Valuations and Economic Indicators36:18 Monetary Debasement and Its Implications39:06 The Role of Bitcoin in Government Strategy41:50 Government Control and the Future of Bitcoin44:22 The Nature of Wealth Distribution in a Bitcoin Economy47:01 The Historical Context of Money and Economic Systems48:26 Investment Strategies for Bitcoin and Future OutlookNewsletter: https://unfilteredinvestor.com/Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp Stay Connected With Us.Twitter (X) [Bob Iaccino]: https://x.com/bob_iaccinoTwitter(X) [jim Iuorio]: https://x.com/jimiuorio LinkedIn [Bob Iaccino]: https://www.linkedin.com/in/bob-iaccino/ LinkedIn [James Iuorio]: https://www.linkedin.com/in/james-iuorio/
Jack Bouroudjian & Jim Iuorio joins the show to talk Stock Market work with Larry Kudlow Learn more about your ad choices. Visit megaphone.fm/adchoices
Guests include: General Jack Keane, Economist EJ Antoni, Breitbart News Editor John Carney, Ambassador Robert O'Brien, Senator Rick Scott, Jack Bouroudjian, Jim Iuorio, Fox News Contributor Liz Peek, Forbes Chairman Steve Forbes, and WABC Radio Host Steve Moore Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when rising oil prices, Middle East conflict, weakening jobs data, and America's affordability crisis all collide at once?In this episode of Future's Edge, Jim Iuorio and Bob Iaccino sit down with Jeffrey Tucker, president of the Brownstone Institute, for a wide-ranging and provocative conversation on the biggest forces shaping America right now. From Trump's handling of Iran and the economic fallout of war, to recession fears, stagflation, tariffs, energy prices, and the slow collapse of the middle-class lifestyle, this episode pulls no punches.Jeffrey breaks down why he believes the Iran situation could be a major strategic mistake, how higher oil prices impact inflation and growth, why the latest jobs data is flashing warning signs, and whether America is drifting toward a new version of the 1970s. The conversation also digs into trade, debt, Fed policy, housing affordability, consumer habits, and the uncomfortable truth about why so many people feel poorer despite having more “stuff” than ever before.This is a deep, candid discussion about politics, markets, culture, and the real state of the American economy.Timestamps:00:00 Introduction and Bow Tie Anecdotes05:47 Iranian Situation: A Misstep by the Administration11:31 Economic Ramifications and Job Market Concerns16:40 Stagflation and Global Oil Dynamics27:39 The Inflation Debate: Oil Prices and Economic Impact30:11 Understanding Inflation: Real-Time Indexes and Economic Indicators32:00 Historical Economic Patterns: Lessons from the 1970s34:43 Geopolitical Dynamics: Trump, Iran, and China37:16 Midterm Elections: Implications for Trump's Agenda41:51 Reflections on Political Choices: Trump vs. Harris45:20 Consumer Behavior: Wants vs. Needs in Modern Society52:02 Frugality and Spending Habits: Lessons from the PastFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Jim Iuorio says oil was his number one bullish trade for 2026, but the conflict with Iran has “thrown a huge wrench into it” and created a short squeeze. He notes that as crude moved higher, inflation expectations “followed it in lockstep,” adding to expectations of Fed rate cuts. He doesn't subscribe to notions of stagflation, though – he argues that high oil prices can actually be disinflationary in some areas as it strains the consumer and lessens demand.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What happens when a 25-year Chicago Mercantile Exchange trader decides to run for public office in one of the most important purple states in America?In this episode of Futures Edge with Jim Iuorio and Bob Iaccino, former trading floor veteran Jeffrey Carter joins the show to explain why he's running for Nevada State Treasurer — and why he believes the office should be run by finance professionals, not political placeholders.With Nevada holding a $12 BILLION portfolio, Carter argues the Treasurer's office should be apolitical, transparent, and focused on maximizing returns for taxpayers — not chasing politics, DEI mandates, or ESG agendas.Inside this conversation:- Why Nevada is a critical purple state in 2026- How state treasurers manage billions in taxpayer assets- Missed debt reduction opportunities in Nevada- Why financial expertise should be required for the Treasurer's office- Government transparency and modernization- 529 college savings programs — and how mismanagement can cost families- Short-term interest rates, bond markets & public portfolios- Incorporating businesses in Nevada vs. Delaware- Crypto, AI, and the future of public finance- Can capitalism still win from inside government?Carter shares lessons from 40 years in finance, what he's learned on the campaign trail, and why he believes professionals with real market experience need to step into public office.If you care about fiscal responsibility, state-level politics, public finance, or the future of Nevada, this is a must-watch conversation.
Markets are reacting to geopolitical tensions, rising oil prices, and shifting inflation expectations. Trader Jim Iuorio breaks down why volatility could dominate the first half of the year, why oil may still move higher, and why the Fed could quietly support markets through stealth liquidity. He also explains the rotation away from AI stocks, the growing demand for gold by central banks, and how investors should position portfolios amid global uncertainty.#gold #marketcrash #iran ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
In this episode of Futures Edge, Jim Iuorio, Bobby Iaccino, and Michael Arnold break down the current state of the markets as geopolitical tensions ripple across asset classes.The discussion focuses on crude oil, gold, silver, and Bitcoin, examining how military conflicts and global instability are influencing inflation expectations, interest rates, and investor sentiment.They also analyze key stock performances, including Nvidia, Tesla, and Oracle, and explain how shifting macro conditions are impacting equities. Throughout the episode, they emphasize the critical role of technical analysis in navigating volatile markets and managing risk during uncertain times.Timestamps:00:00 Introduction and Context of the Discussion01:33 Crude Oil Market Dynamics06:36 Geopolitical Implications on Oil Prices11:25 Military Perspectives and Market Reactions13:41 Gold Market Analysis19:25 Silver Market Insights25:11 Bitcoin's Role in Current Market Conditions27:43 Copper Market Trends and Analysis29:35 Interest Rates and Market Dynamics32:03 Inflation and Yield Movements34:23 Analyzing General Motors37:06 Market Indexes and Key Levels41:07 Stock Analysis: Nvidia and Others47:05 Evaluating Tesla and Oracle53:57 ServiceNow and Market StrategiesImportant Links to Follow:Newsletter: https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2 Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp
The conversation primarily addresses the economic implications of a surprise U.S.-Israeli military action in Iran, noting that while oil prices have surged, the panel views the market disruption as a temporary reaction to wartime volatility. A significant portion of the dialogue is dedicated to rebutting "AI derangement syndrome," with the speakers arguing that technological displacement is a natural, albeit stressful, phase of industrial revolutions that ultimately drives long-term productivity and stock market growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
John Iannarelli, former police officer, retired FBI Special Agent, consultant, and the author of "Disorderly Conduct"Topic: Clintons' Epstein deposition; Latest in the Nancy Guthrie investigation Jim Iuorio, managing director of TJM Institutional Services and a veteran futures and options traderTopic: J.D. Vance touting Trump's economic policies Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Masters in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of the new book "Panama Red" Topic: Clintons' Epstein deposition; Iran nuclear talks Rafael Mangual, senior fellow with and head of research for the Manhattan Institute’s Policing and Public Safety Initiative and a contributing editor of City Journal, and the author of "Criminal (In)Justice"Topic: DA rejects assault charge against man who threw snowballs at NYPD officer; "New York's Mayor Mamdani promised change — now he’s gutting the NYPD" (Fox News op ed) Art Del Cueto, Border Security Advisor for the Federation for American Immigration Reform (FAIR) and a 21-year veteran of the Border PatrolTopic: Hochul calls for retraining of DHS agentsSee omnystudio.com/listener for privacy information.
What if the best investing edge isn't a chart pattern… but a business model?Jim Iuorio and Bob Iaccino sit down with John Tinsman (Founder, AOT Invest) to break down why “low marginal cost” companies have dominated for decades—and how his ETF AOTG is built to target them.In this episode, John explains the core thesis behind AOTG: prioritize high-growth, profitable businesses where the cost of serving the next customer is near-zero—then rebalance to keep growth high while lowering valuation metrics. We also dig into drawdowns, bear-market questions, why Apple isn't always “growth,” and how passive market-cap indexing can distort allocations at exactly the wrong times.What you'll learn:- Why “low marginal cost” is the hidden driver behind mega-winners (Visa, Microsoft-style economics)- Why John focuses on profitable growth (and avoids speculative “story stocks”)- How AOTG thinks about valuation (why Palantir got cut, why cheaper faster growers can win)- What happens in a sharp tech selloff and how AOTG handles slowdowns / profitability changes- Why John believes today's Nasdaq is not the Nasdaq of 2000- Rebalance cadence, portfolio turnover, and what can hurt this strategyTimestamps:00:00 – Welcome + why Jim is laser-focused on portfolio construction now02:05 – From investing in high school → building AOTG05:02 – “Low marginal cost”: what it is (and why Ford ≠ Visa)07:32 – Tech disruption risk + why moats form anyway09:44 – Why John avoids small/mid caps + stock-based comp dilution13:26 – Drawdowns, volatility, and why fundamentals matter17:27 – AOTG vs QQQ/SPY performance discussion20:38 – “You haven't been through a bear market…”—John's response30:38 – Valuation filter: why Palantir got removed35:11 – 2000–2003 Nasdaq comparison (then vs now)37:52 – How often AOTG rebalances + turnover43:29 – The hardest question: what crushes this strategy?48:40 – Bonus: best burger in the Chicago suburbs
0:34 - SOTU 12:20 - SOTU boycotts and the Democratic response 36:14 - History of Democrat lawfare 59:35 - Jim Iuorio discusses the state of Trump's economic policies after the SCOTUS decision on tariffs 1:18:05 - Fox News senior political analyst Juan Williams debates a racial divide in politics 1:39:52 - Team USA men's hockey team at SOTU 1:58:36 - Bjorn Lomborg discusses the decrease of foreign aid under the Trump administration 2:17:40 - Cliff May discusses weapons manufacturing in the U.S. and potential conflict with IranSee omnystudio.com/listener for privacy information.
Trade headlines hit… and suddenly gold spikes, stocks drop, and the guys start seeing signals that feel uncomfortably familiar. Jim Iuorio and Bobby Iaccino break down why the market may be reacting less to “tariffs” and more to trade uncertainty, what a surge in SOFR upside calls could be hinting at, and how they're positioning across equities, precious metals, oil, and crypto.You'll hear the duo's unfiltered take on why technical analysis isn't voodoo (it's the “steering wheel” while news is the “gas pedal”), why “defensive” stocks may not be defensive anymore, and the exact crude oil chart setup they're watching next. Plus: Jim's blunt assessment of Bitcoin's identity crisis and why it's still trading like a high-beta Nasdaq proxy.Timestamps:00:00 Introduction and Sponsorships00:56 Technical Analysis and Market Movements04:04 Understanding Tariffs and Market Reactions06:48 Market Positioning and Economic Indicators09:51 Gold and Silver as Safe Havens13:01 Bitcoin's Correlation with the Nasdaq14:46 Political Commentary and Market Implications18:54 Equity Market Trends and Defensive Stocks21:36 Crude Oil Market Analysis24:55 Options Trading Strategies29:46 Boomer Portfolio Strategy34:48 The Importance of Discussion Topics36:16 Masculinity and Sports Culture38:01 Jeff Carter's Political AspirationsFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Bitcoin is down hard… so is it a buyable asset class or just a trader's toy?Jim Iuorio and Bob Iaccino welcome back Shana Orczyk Sissel (Founder & CEO, Banrion Capital)—aka the queen of alternatives—for a fast, wide-ranging conversation on crypto positioning, market breadth, why earnings feel “rigged” by whisper numbers, and whether crude oil is setting up for a real move.Shana breaks down how she thinks about Bitcoin as a high-risk alternative allocation, why ETFs may be the best on-ramp for most investors, and where crypto fits inside a broader portfolio. Then the conversation pivots into the bigger market picture: the AI trade broadening out, equal-weight vs. cap-weight as a “stock picking is back” signal, and why quarterly earnings have become a game of under-promise/over-deliver. Finally, Jim and Bob dig into crude oil—technical setup vs. fundamental reality—and touch on how headline-driven policy noise can skew sentiment.What you'll learn in this episode- Where Bitcoin fits in a real portfolio (tradable vs investable framework)- Best way to own crypto for most people: ETF vs cold storage vs exchange accounts- A simple “top coins” idea: crypto index-style exposure (top basket discussion)- Why the AI rotation and market breadth can be a healthy sign- How equal-weight vs market-cap weight can hint that stock picking is working- Why Shana thinks earnings reactions are overrated (and why companies “game” guidance)- Crude oil: technical breakout talk vs fundamental supply/demand skepticism- Energy stocks + deepwater drilling: what actually needs to happen for that theme to workTimestamps:00:00 – Shana's back + quick recap of her last “Corning” timing01:23 – Bitcoin: where it fits (alternative asset, high risk)04:23 – “How should people own it?” ETFs vs cold storage vs exchanges06:27 – Crypto baskets / index-style exposure discussion16:05 – AI broadening out + why breadth matters19:59 – “Do earnings even matter anymore?” whisper numbers + delayed reaction idea26:08 – Wall Street all-bullish sentiment: should that scare you?28:14 – Crude oil setup: technical case vs fundamental pushback33:00 – Tariffs + negotiation “anchoring” framework (how to think about the noise)37:44 – Deepwater drilling + RIG/Valaris reaction40:24 – Wrap + sponsorsFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Florida might be “the best state in the country”… but what happens when the families who built it can't afford to stay? On this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with James Fishback (Founder & CEO, Azoria Partners | 2026 Florida Gubernatorial Candidate (R)) for a wide-ranging, no-teleprompter conversation about what he calls the real crisis in Florida: affordability — and what he'd do about it.Fishback digs into property taxes, insurance costs, housing supply, and why he thinks Floridians are getting squeezed while institutions and political incentives win. The guys also go deep on free speech, a Florida hate speech law debate, the state's investment choices (including Israeli bonds), and whether Florida should build massive AI data centers — or protect what made the state great in the first place.In this episode:- Why Fishback says Florida is the best state — but “that means nothing if you can't afford to live here”- The case for eliminating property taxes for primary residences- Housing affordability: Blackstone, institutional ownership, and market incentives- Immigration & housing availability — and how it impacts supply- Florida investing in Israeli government bonds — and Fishback's argument for divestment- AI data centers: grid strain, electricity prices, environmental impact, and job realities- The “30-year-old man” metric: marriage + homeownership as an economic scorecard- Bitcoin reserve (HB 1039) and pension oversight from a macro-trader's lens- Education + work pathways: bringing career training into high school
AI isn't coming for markets — it's already here.In this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Nathan Powell, Founder & CEO of Deep Market Making, to explore how deep learning is quietly transforming bond markets, trading desks, and financial decision-making — far faster than most investors realize.Nathan shares his journey from Microsoft's early deep-learning research to JP Morgan, where AI models beat traditional bond pricing systems and went live in production. From there, the conversation expands into bigger, more uncomfortable questions:- Will AI eliminate trading jobs — or redefine them?- Is the “edge” in markets shifting from execution to asking better questions?- Can AI optimize markets without causing dangerous alignment or crashes?- And what does this mean for younger generations choosing careers in a world where intelligence is automated?This episode goes well beyond investing. It's about how humans coexist with exponentially improving machines, why finance may be the most under-AI'd industry of all, and why traders may need to think more like entrepreneurs going forward.Timestamps: Chapters00:00 Introduction and Housekeeping01:00 Nathan Powell's Background in AI and Finance03:59 The Role of AI in Trading and Market Predictions07:44 Human vs AI: The Future of Trading11:44 Deep Market Making: Applications and Future Plans14:24 AI's Pervasiveness and Its Impact on Employment17:16 Education and the Future Job Landscape20:54 Concerns About Technology and Its Effects on Society24:31 AI's Accuracy and Reliability in Financial Markets27:59 The Impact of AI on Various Sectors29:03 AI in Finance: A Game Changer29:52 Challenges in Quantitative Finance31:01 Measuring AI's ROI in Banking32:40 Optimizing Trading Strategies with AI37:00 Multi-Objective Optimization in Trading39:07 Addressing AI Fears and Misalignments42:08 The Future of AI and Financial Crashes44:07 Convergence of AI and Crypto
Markets are cracking… and gold is screaming higher.In this episode of Futures Edge, Jim Iuorio and Bob Iaccino are joined by William Rhind, President & CEO of GraniteShares ETFs, to unpack one of the strangest macro setups in years:Stocks selling off while yields rise, Japan's bond market flashing warning signs, and precious metals surging as investors quietly reposition for a world defined by debt, de-dollarization, and geopolitical stress.Rhind explains why today's gold move looks less like mania — and more like a structural reset driven by sovereign demand, weakening confidence in fiat reserves, and an under-allocation that still has room to run.Plus, the group dives into the next phase of the AI trade, the evolution of ETF investing, and whether Bitcoin is truly an alternative asset… or just another risk-on proxy.Timestamps: 00:00 Welcome + Sponsors02:40 Japan bond shock and global debt stress04:20 Are governments losing fiscal discipline?06:10 What would actually bring gold down?08:00 Tariffs, geopolitics, and why this selloff feels different11:30 Yen carry trade unwind — real risk or narrative?15:15 GraniteShares: ETF toolkit for modern markets20:45 What's attracting investor flows right now? (AI still dominates)22:10 AI broadening into metals, miners, power, and infrastructure24:30 Boomers vs Gen Z: preservation vs accumulation investing29:40 Infrastructure as the missing key to housing affordability33:00 Gold & silver: sell signals or structural demand?37:15 Central banks, Switzerland refining flows, and control of reserves40:30 Is gold still under-owned at the retail level?46:00 Fed cuts, Powell's exit, and political rate pressure52:30 Bitcoin: endorsement or simply investor demand?Follow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
The market narrative you think you're trading might be the one that breaks your portfolio.In this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Michael Green (Chief Strategist & Portfolio Manager, Simplify Asset Management) for a wide-ranging conversation that connects the dots between Bitcoin's structural problem, the controversy around the U.S. poverty line, gold/silver narrative trades, and the growing risk that passive investing distorts markets in ways traders aren't prepared for.Michael explains why “divisible” isn't the same as “elastic” (and why that matters for Bitcoin long-term), why the official poverty line may be radically outdated, and how modern markets can fail when liquidity disappears exactly when you need it. Plus: what he's watching for 2026—from tariffs and fiscal dynamics to Taiwan/semiconductors and the geopolitics reshaping global capital flows.Timestamps: 00:00 Intro + sponsors01:03 Michael in Annapolis + Naval Academy story03:01 Bitcoin debate: divisible vs elastic money09:18 “Just in case we're wrong?” BTC vs ETH/SOL11:53 The poverty line controversy: what people missed18:05 Absolute vs relative poverty (and why it matters)28:43 2026 outlook: tariffs, deficits, and volatility33:51 Silver & gold: narrative trades and momentum dynamics35:15 The Fed: rules vs discretion + unintended consequences39:51 2008: “cash became non-cash” and the liquidity spiral43:26 Passive investing: why the distortion matters48:15 China/Taiwan risk + semiconductors53:46 Gold as reserves diversification + de-dollarization incentives58:40 What Simplify does + how their ETF strategies workFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
The market looks fine… until you zoom out. In this monthly segment of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Mike Arnold (UnfilteredInvestor.com) to break down the technical cracks forming beneath the surface—from repeated S&P price rejection and a weakening Nasdaq, to violent swings in silver and a fresh Percent B “buy” setup in gold.Inside this episode:- Why the S&P rally is struggling to push higher (momentum fading + rejection near key zones)- The weekly double-top risk and what a break could mean for a multi-week pullback- Nasdaq weakness vs S&P strength — the levels that matter and what would confirm a bigger correction- The Russell vs Nasdaq theme (and why “catch-up” could define 2026)- The Percent B Buy indicator explained (what it is, how it triggers, and how they use it)- Silver's parabolic run → brutal drop: why vertical markets end fast, and what would rebuild bullish probabilities- Gold's Percent B buy signal: upside targets, rollover zones, and where risk management kicks in- Crude oil breakout setup + next targets (and why the upper 60s can be “economic sweet spot”)- Under-the-radar AI/tech fatigue: names like Broadcom, Nvidia, Microsoft, Adobe, CRM and what the charts are signalingIf you trade, invest, or just want a cleaner read on what the market is actually doing (not what headlines say), this is the roadmap.Timestamps: 00:00 Intro + sponsors02:30 S&P: momentum fading + key weekly level07:30 Percent B Buy: how the signal works15:50 Russell: head & shoulders + what invalidates downside18:30 Russell vs Nasdaq ratio trade (2026 theme)22:00 Nasdaq: breakdown zones + what would flip bullish26:20 Silver: overextension, rollover zones + key reclaim level34:10 Gold: Percent B buy signal + targets and stops38:20 Crude: breakout, pullback longs, next upside targets55:30 10Y/30Y yields: inverse H&S + what's next56:00 AI/tech under the surface: AVGO/NVDA/MSFT/ADBE/CRMDisclaimer: This content is for informational/educational purposes only and is not financial advice.Follow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U
Gen. Jack Keane, a retired 4-star general, the chairman of the Institute for the Study of War and Fox News Senior Strategic AnalystTopic: Possibility of U.S. military involvement in Iran Dr. Darrin Porcher, Retired NYPD Lieutenant, Criminal Justice Professor at Pace University and a former Army OfficerTopic: Mamdani pushing to shutdown NYPD strategic response group Jim Iuorio, managing director of TJM Institutional Services and a veteran futures and options traderTopic: Trump investment accounts for kids Tom Del Beccaro, attorney, acclaimed author, speaker and the former Chairman of the California Republican PartyTopic: Threat of the midterm elections Lt. Col. Chuck DeVore (Ret.), Former National Guardsman and Chief National Initiatives Officer at the Texas Public Policy Foundation who served as a Republican member of the California State Assembly from 2004 to 2010Topic: Ongoing situation in Minnesota Mike Davis, Founder of the Article III Project, Former Law Clerk for Justice Neil Gorsuch, and Former Chief Counsel for Nominations for the U.S. Senate Committee on the JudiciaryTopic: "Why surrender is not an option for ICE's Minnesota mission" (Fox News op ed)See omnystudio.com/listener for privacy information.
“I'm encouraged” around markets, says Jim Iuorio, but we're not “out of the woods yet.” There's “serious” risk around Japan's bond market, including if it was forced to liquidate U.S. Treasuries. It would hit the U.S. bond market first, and then equities, he explains. However, it's “amazing” how Japan has managed to keep trucking even with so many threats to their market and economy. Turning to metals, Jim discusses the “pure play” of gold and the record moves in silver.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Gold and silver are ripping higher—so is this move getting “ridiculous,” or are we still early? On The Futures Edge, Jim Iuorio and Bob Iaccino sit down with Shana Orczyk Sissel (Founder & CEO, Bannerman Capital) to break down what's driving the latest metals surge, why global reserves may be shifting from U.S. Treasuries to gold, and what could actually stop this trade.They dig into:- Why de-globalization and geopolitical shifts may be fueling central bank gold buying- Silver's catch-up trade and how traders think about crowded positioning vs secular trends- The physical gold debate: ETFs vs delivery—and why “audit risk” matters- The Japan risk discussion and what a bigger bond/FX shock could mean for markets- Shana's contrarian view on private credit (why “the big guys” may not be the safest) + how interval funds fit in- Her approach to the AI trade: “picks-and-shovels” infrastructure names like Nvidia and Marvell, plus a second-wave idea (fiber optics / Corning)- A rapid-fire take on consumer discretionary, small caps (Russell vs S&P 600), and what could matter most in 2026If you're watching gold, silver, Bitcoin, macro risk, or the next stage of AI investing—this one's for you.Timestamps:00:00 Intro + sponsors03:30 Gold & silver surge—ridiculous or runway?06:00 What could actually knock gold lower? (audits, physical supply, positioning)13:10 Private credit: where the real opportunity is18:30 AI trade: Nvidia/Marvell + the next winners (Corning/fiber)22:30 Consumer discretionary debate29:00 Small caps vs tech + why S&P 600 may beat RussellFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/This episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U#Gold #Silver #Bitcoin #Macro #CentralBanks #Treasuries #PrivateCredit #AI #Nvidia #Marvell #Corning #Investing #FuturesEdge
Larry Kudlow and his guests analyze the shifting dynamics of the global financial landscape in early 2026, contrasting the surprisingly strong performance of foreign markets against a fundamentally optimistic outlook for the United States. The conversation highlights a "broadening out" of the American bull market, driven by corporate profits and deregulation, while simultaneously weighing potential "black swan" risks such as economic instability in Japan. The participants also debate the strategic role of government intervention in essential industries, specifically regarding defense spending and the revitalization of domestic chipmakers like Intel. Learn more about your ad choices. Visit megaphone.fm/adchoices
Guests includes: John McLaughlin, David Webb, John Carney, Jason Trennert, Morgan Murphy, Peter Schweitzer, Jim Iuorio, Jeff Killburg, Liz Peek, and Steve Moore Learn more about your ad choices. Visit megaphone.fm/adchoices
0:30 - We want a piece of ice for world protection 13:40 - Trump on Europe: want them to succeed but they need to change course, destroying themselves 37:43 - Trump on Somali fraud, piracy 01:02:08 - Rich Lowry, editor of National Review and author of The Case for Nationalism, reviews Trump at Davos and pushes back hard on critics of ICE. Follow Rich on X @RichLowry 01:18:40 - Host of “The Futures Edge Podcast” and special contributor to Wirepoints, Jim Iuorio, on why deregulation matters—and why business owners need to know government has their backs. For podcast updates & more @JimIuorio 01:36:07 - Call to Maine's Bureau of Motor Vehicles...I have a Somali friend who needs a DL 01:55:35 - Director of the Agency for Healthcare Research and Quality, Roger Klein: After Decade of Drift, Trump Returns Health Agency to Core Mission 02:10:58 - Heather Mac Donald, Manhattan Institute fellow and author of When Race Trumps Merit, applauds Trump’s response to lawlessness as Rude but Right on CrimeSee omnystudio.com/listener for privacy information.
Chicago can't go bankrupt… and the Fed is “not doing QE” while buying tens of billions in Treasuries to keep the funding markets from cracking. So what happens next: higher inflation, higher long rates, and a steeper yield curve — or a policy pivot that no one wants to admit?In this episode of the Future's Edge, Jim Iuorio and Bob Iaccino are joined by Jim Bianco (Bianco Research) for a fast, blunt conversation on what's really happening beneath the headlines:What we cover:- Chicago's fiscal trap: why investors still buy Chicago bonds, and the Chicago Public Schools as a massive junk issuer- The real issue: Illinois' constitution and why “no Chapter 9” changes everything- Why 40% of Chicago's budget is effectively paying for the past (pensions, retiree healthcare, and debt service)- Two alarming datapoints: 911 call response deterioration and low murder clearance rates- The Fed's “Reserve Management Purchases” (RMP): why it looks and behaves like QE even if the label changes- Repo market stress explained in plain English: how funding the Treasury market actually works- The bigger problem: a $38T Treasury market growing alongside persistent deficits- Fiscal dominance: why “issue more T-bills and cut rates to 1%” is a hand-grenade strategy- Rates & the long end: why Bianco sees the curve steepening and long-term yields staying pressured- AI and jobs: productivity vs disruption, and why the timeline may be longer than the hype suggests- Population growth shock: what negative net immigration could mean for payroll expectations and markets- Bitcoin & crypto: why Bianco is long-term bullish — and why he thinks the space “loses the plot” when it chases short-term “number go up”If you want a clear, no-BS walkthrough of why the Fed is intervening, why deficits matter, and why long rates may not come down the way most expect, this one's for you.Follow/Find Jim Bianco: @biancoresearchhttps://www.biancoresearch.com/Follow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/Chapters: 00:00 Intro + why this episode matters02:00 Chicago bonds, pensions, and “why anyone buys this paper”05:00 Where it ends: services cut to pay the past11:00 Why cities mattered historically — and why that's changing14:40 “Not QE” explained: Reserve purchases & how the Fed creates money18:30 Repo market stress + financing the Treasury machine20:50 Deficits, inflation, and the Fed as enabler35:10 Population growth, immigration, and payroll math39:10 Stagflation risk + why 3% inflation doesn't “fix” affordability41:20 Fiscal dominance + the long end and steepener trade45:00 Bitcoin: adoption, disruption, and why the real enemy isn't ETH
Jim Iuorio fills in for Shaun! PLUS, Stephen Moore, economist and founder of Committee to Unleash Prosperity, tells Jim Iuorio everything that economists got wrong about Trump's economy in 2025. Jim Bianco, President and Macro Strategist at Bianco Research, tells Jim Iuorio that because the Illinois Constitution does not allow a municipality to go bankrupt, Illinoisians will be stuck with the bill when Chicago goes bankrupt. Ray Lopez, Alderman of Chicago's 15th Ward, talks to Jim Iuorio about the possible "green-flight" from Chicago after the Chicago Board of Education secretly raised property taxes $25M. John Tillman, Chairman of Illinois Policy Institute and CEO of the American Culture Project, points to pension reform to get Illinois' budget back on track. See omnystudio.com/listener for privacy information.
Jim Iuorio fills in for Shaun! PLUS, Jessica Jackson, adviser and activist for Chicago Flips Red, talks to Jim Iuorio about how they were frozen out of today's Chicago budget meeting and how their organization was born out of the need to empower communities to fight back against the Democratic machine of Chicago. Brent Sadler, Senior Research Fellow for Naval Warfare and Advanced Technology for The Heritage Foundation, tells Jim Iuorio about Trump finally pushing back against the plight of Christians in Nigeria, China's increasing feud with Taiwan, and the downfall of our reliance on China. And RFD-TV's Scott Shellady talks to Jim Iuorio about the economic outlook for 2026. See omnystudio.com/listener for privacy information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
We've got a full FarrCast for you this week with special guest Joshua Huminski updating us on the progress, and lack of progress, in Ukraine. Plus Dan Mahaffee on Venezuela, and we kick off with Jim Iuorio on the markets.
Jim Iuorio and Jeff Kilburg come on to talk about how the stock market did this week. Learn more about your ad choices. Visit megaphone.fm/adchoices
0:30 - US Atty Andrew Boutros on federal charges against Lawrence Reed 35:54 - Lawrence Reed, the judges in CTA burned alive case 59:23 - Jim Iuorio, host of “The Futures Edge Podcast” and contributor to Wirepoints, isn’t buying Elon Musk’s dream of a world without work — or money. For podcast updates and more @jimiuorio 01:15:43 - Pope Leo 01:38:20 - Paul Jacobs of Food for the Poor on delivering food, water, and hope to vulnerable children across Latin America and the Caribbean. Give today at 560theanswer.com 01:52:08 - Lawndale homeowner Richard Townsell calls out Illinois’ broken property tax system, demanding transparency, consistency, and predictability 02:03:20 - 711 Clerk Stephanie in Oklahoma City 02:09:45 - Contributing Editor at National Review & Former Chief Asst. U.S. Attorney, Andrew McCarthy, on Comey’s trial and what’s next with the Epstein files Follow Andy on X @AndrewCMcCarthySee omnystudio.com/listener for privacy information.
Learn more about your ad choices. Visit megaphone.fm/adchoices