Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino

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, to unpack what's really happening in Iran and oil markets. Collum argues the Strait of Hormuz can't be replaced as an oil transit route for at least a decade, which is why he thinks the current supply chain stress could take years, not months, to unwind and why he believes the second strike on Iran may have cost Trump his legacy.

They also get into Boomers' dangerous overexposure to stocks, why gold's refusal to rally or collapse is telling investors something important about the recession-versus-inflation debate, and whether the 1970s oil crisis was as manufactured as this one might be.

Timestamps:
00:00 Intro and Sponsors
03:37 Trump and the Epstein Files: Why It's Never Happening
05:57 Has Trump Been a Disappointment This Term
07:00 Twitter Fatigue, AI Slop, and the Death of Real Content
10:05 Andrew Ross Sorkin, AI-Written Books and Media Credibility
13:17 How Much Should the Average Person Care About Geopolitics
13:55 Boomers Are Dangerously Overexposed to Stocks
15:02 Apple's Price Went Up 10x on 50% Revenue Growth: What Does That Mean
16:00 Thomas Massie, Trump, and the Israel Connection
18:42 Charlie Kirk, Israel, and Why They "Squash" Dissent Publicly
21:09 The Tucker Carlson Controversy: Patton, Hitler, Stalin, and WWII Revisited
26:43 Iran, Oil, and the Real China Play
27:19 The Strait of Hormuz: Why It's a Decade to Replace
30:13 Monroe Doctrine 2.0: Venezuela, Greenland, and US Hemisphere Strategy
33:44 Trump Thought It'd Be Over by Now: His Grandiose Miscalculation
34:05 Can We Actually Bomb Iran's Nuclear Facility? Dave Says No
35:38 Did the Second Iran Strike End Trump's Legacy
41:47 Are Supply Chains Already Broken Beyond Repair
44:36 Gold Is Confused: What It's Telling Us About Recession vs Inflation
48:06 The 1970s Oil Crisis: Was It Manufactured?
52:17 Every Asset Is a Time Bomb: What Happens When One Triggers the Rest

 Stay Connected With Us 

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For business inquiries: [email protected]

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.

◾️ Timestamp

00:00 — Intro & sponsors

01:30 — Stocks vs oil disconnect: why the market doesn't care

03:00 — 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 out

15:00 — UAE leaves OPEC — what happens to oil prices now?

18:00 — Venezuela oil: the wildcard no one's talking about

20:00 — Mag-7 ETF analysis (MAGS) — room to run?

22:30 — IonQ vs Rigetti: which quantum computing stock?

27:00 — Palo Alto (PANW) breakdown

29:00 — Silver vs copper: the sulfuric acid connection

32:00 — Tesla missed entry — Bobby explains the process

35:00 — Unfiltered Investor newsletter trade of the week (Monster Beverage)

39:00 — Spirit Airlines bankruptcy & airline deregulation

📧 Newsletter ➡️ https://the-unfiltered-investor.beehiiv.com/

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🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 our 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬.

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#FuturesTrading #OilMarket #StockMarket #Mag7 #CrudeOil #OPEC #TradingAnalysis #JimIuorio #BobbyIaccino #TheFuturesEdge

Nine straight weeks of gains on the S&P  and market breadth is quietly falling apart underneath it.

In this episode, Jim Iuorio and Bobby Iaccino sit down with Mike Arnold, chief technician at Unfiltered Investor, to break down why the rally looks stretched even as stocks keep grinding higher. Mike points to a lopsided options market 70% of everything traded last week was calls as a sign that reward-to-risk no longer favors chasing this move, even without a confirmed top.

They walk through exact levels on AMD, Microsoft, IonQ, Wendy's, Kohl's, XLV, and gold, debate a wild AMD prediction calling for a run to $980 by June 29, and warn near-retirees against assuming unrealized gains are money in the bank.

Timestamps:
00:00 Intro and Sponsors
01:34 S&P 500: 9 Weeks Up, What History Says Happens Next
05:43 How to Hedge an AI Bubble Without Panicking
08:24 70% of All Options Are Calls: the Red Flag Nobody's Talking About
11:09 Covered Calls vs Naked Calls: Know the Difference
12:18 NASDAQ vs S&P: Which One Is More Exposed
14:31 How to Read Market Breadth for Free
18:32 Put/Call Ratio at Multi-Year Lows: What It Really Means
19:11 S&P Rotation Zone: How Far Could a Pullback Go
23:03 Warning to Near-Retirees: Your Gains Aren't Banked Yet
25:20 XLV Healthcare ETF: Contrarian Play Against AI
28:38 Gold: Long-Term Consolidation and Key Levels to Watch
31:13 AMD: the $980 Prediction by June 29
37:12 Wendy's (WEN): 7% Dividend Plus Technical Setup
41:04 Kohl's (KSS): Weekly Double Bottom in Play
46:38 Tesla and IonQ: Where Each Trade Breaks Down
51:31 Microsoft: Breakout, Reward/Risk, and Where to Take Profits

 Stay Connected With Us 

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For business inquiries: [email protected]

She spent years fighting for the Green New Deal. Then she started questioning everything.

In this episode of Futures Edge, former climate activist Lucy Biggers joins Jim Iuorio and Bob Iaccino to explain how six years inside the climate movement interviewing Greta Thunberg, campaigning against plastic straws, pushing the Green New Deal ended with her walking away from it entirely.

They get into the groupthink she says kept her from questioning the science, why natural disaster deaths have fallen 99% over the past century even as the planet warms, the case for nuclear over solar and wind, and why she believes the climate narrative has become a vehicle for surveillance and control rather than a genuine fix.

If you've ever wondered what it actually takes for someone to leave a movement they built their identity around, this is that story.

Timestamps:
00:00 Intro and Welcome to Lucy Biggers
01:45 Why We Left Legacy Media
03:20 Lucy's Journey From Climate Activist to Skeptic
06:10 Groupthink Inside the Climate Movement
09:30 COVID and Becoming a Mom as Turning Points
13:00 Is Climate Changing? Is It Really Our Fault?
17:20 Natural Disaster Deaths Down 99% in 100 Years
19:00 The Real Problems With Solar and Wind Energy
22:30 Nuclear: the Solution They Blocked
25:10 Plastic Straws, COVID PPE and the Contradiction
29:00 Climate Elites and Double Standards
32:15 CBDCs, Surveillance and Social Control
36:00 EVs: Free Choice or Government Mandate
39:30 Could AOC or Bernie Ever Change Their Mind
42:00 The Future of the Climate Realist Movement
44:30 Where to Follow Lucy and Closing Thoughts

Follow Lucy Bigger 

https://x.com/LLBiggers?lang=en

https://www.instagram.com/lucybiggers/?hl=en

 Stay Connected With Us 

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For business inquiries: [email protected]

Oil is spiking, and stocks aren't blinking. What's actually going on?

In this episode of Futures Edge, Jim Iuorio and Bobby Iaccino break down why crude oil keeps climbing, equities shrug it off, what the UAE's exit from OPEC means for global oil prices, and why Venezuela could become the wildcard that reshapes US energy independence. They also walk through the technical setups they're watching on Apple, the Mag 7, and Nvidia heading into earnings.

Plus: why silver may be quietly becoming a copper substitute, the Tesla entry Bobby missed and what he's doing about it, and the trade from their newsletter that hit all three profit targets in a single gap-up move.

Timestamps:
01:30 Stocks vs Oil Disconnect: Why the Market Doesn't Care
03:00 CME Trade Against the Pro Challenge Recap
05:00 Apple Analysis: Danger Zone at 7-8% From the 50MA
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 Out
15:00 UAE Leaves OPEC: What Happens to Oil Prices Now
18:00 Venezuela Oil: the Wildcard No One's Talking About
20:00 Mag 7 ETF Analysis: Room to Run
22:30 IonQ vs Rigetti: Which Quantum Computing Stock
27:00 Palo Alto (PANW) Breakdown
29:00 Silver vs Copper: the Sulfuric Acid Connection
32:00 Tesla Missed Entry: Bobby Explains the Process
35:00 Newsletter Trade of the Week: Monster Beverage
39:00 Spirit Airlines Bankruptcy and Airline Deregulation

Stay Connected With Us 

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 https://x.com/jimiuorio 

 https://www.linkedin.com/in/bob-iaccino/  https://www.linkedin.com/in/james-iuorio/ 

For business inquiries: [email protected]

Jim Bianco says there's one risk that could send stocks down 15 to 20%—and almost nobody is pricing it in.

In this episode, Jim Iuorio and Bob Iaccino sit down with Jim Bianco, President and CEO of Bianco Research, to break down what markets are ignoring right now. Bianco lays out why the Strait of Hormuz staying closed longer than expected is the real tail risk nobody's talking about, and why tech keeps hitting all-time highs despite the macro uncertainty around it.

They get into why software stocks are getting crushed by agentic AI while semiconductors rip higher, which AI tools are actually worth paying for, what's driving bond yields and inflation expectations, the case for gold and the dollar debasement trade, and why private credit's exposure to software companies could be the next place real stress shows up.

If you want to understand what could actually move markets 20% from here, this is the conversation.

Timestamps:
00:00 Introduction and Guest Overview
03:07 Will the Market Work Itself Out This Time
04:57 The Strait of Hormuz and What It Means for Oil
07:25 What Would Make Stocks Drop 15-20%
10:45 Big Tech as a Global Safe Haven Trade
12:20 Why Software Stocks Are Getting Crushed by AI
14:29 Agentic AI: Beyond Google Search on Steroids
16:36 Which AI Tool Should You Actually Pay For
22:42 Bond Market: Inflation, Nominal Growth and Rates
26:19 Can the US Become the Supplier of Last Resort
31:33 The Debasement Trade: Gold, Bitcoin and the Dollar
36:08 How Does One Go Bankrupt? Slowly, Then All at Once
37:29 Government Stakes in Airlines: Socialism or Smart
43:03 The Intel Example and Why Government Ownership Fails
46:07 What Caused the Software Selloff Before the War
48:31 Data Centers: Why You Can't Get Rid of Them
50:01 Nuclear Power and the AI Energy Problem
51:25 Self-Driving Cars and the Insurance Thesis
56:27 Private Credit's Massive Software Problem
59:51 Is Private Credit a Systemic Risk

Follow Jim Bianco 

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For business inquiries: [email protected]

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 Introduction

01:12 Sponsors and Upcoming Events

02:11 AI Replacing Jobs: Immediate Impact or Long-Term Process?

03:03 Historical Perspective on Technological Disruptions

04:01 Self-Employment and AI: New Opportunities

05:20 Wealth Concentration and AI-Driven Business Models

08:06 Market Valuations and Bubble Indicators

13:04 Comparing Current Market to 2000 Dot-Com Bubble

16:42 Geopolitical Risks and Oil Prices

20:04 Labor Market Strength and Economic Data

22:33 Is the Market Rally Real or a Bubble?

27:59 Investment Opportunities: Energy, Commodities, and International Stocks

34:05 Best Ways to Invest in Commodities and Emerging Markets

38:03 AI and Tech Stocks: Are We About to Surge?

45:49 Labor Market and Economic Outlook

47:26 Closing Remarks and Book Promotion

Follow along on social media: 

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Twitter:   https://x.com/jimiuorio

LinkedIn:  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/

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AmerGold https://www.amergold.com/

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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 Overview

02:56 Resilience of the U.S. Economy

05:41 Impact of Oil Prices and Fiscal Policies

08:27 Earnings Expectations and Market Reactions

11:18 Investment Strategies in AI and Tech

14:19 Self-Driving Technology and Its Implications

16:58 Empower and Investment Insights

22:52 Future Economic Outlook and Bond Market Concerns

29:25 Navigating Uncertainty in Financial Markets

31:35 The Commodity Conundrum

33:53 Understanding Inflation and Energy Prices

36:24 Earnings Season Insights

39:12 Small Caps vs. Large Caps

41:30 The Role of Small Businesses in the Economy

46:20 Hedging Against Market Volatility

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Twitter:   https://x.com/jimiuorio

LinkedIn:  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

Is this market setting up for another selloff… or a surprise reversal?

Mike Arnold of Path Trading Partners returns to the Futures Edge for his monthly segment to break down the critical technical levels driving the S&P 500, Nasdaq, Russell, crude oil, gold, Bitcoin, Amazon, Google, and more. If you trade futures, stocks, ETFs, or options, this is the chart-focused analysis you need before making your next move.

He explains why the market is still in “choppy bearish mode,” what needs to happen to flip bullish, and the exact support and resistance levels traders should be watching right now. The conversation also digs into how to trade around major headlines, why cash is a position, and why forcing trades in uncertain markets can be the fastest way to lose money.

Timestamps:

00:00 Introduction to Market Analysis and Key Participants

00:53 Overview of Recent Market Support and Resistance Levels

02:07 Identifying Overhead Resistance and Support Zones

02:59 When to Enter Short Positions: Key Parameters

04:06 Understanding Choppy Bearish and Bullish Modes

05:47 Market Bias and the Importance of High-Probability Setups

07:28 Trade Frequency and Capital Preservation Strategies

10:20 Market Breadth Indicators: Stocks Above 50-Day Moving Average

11:51 NASDAQ Analysis: Double Top Patterns and Support Levels

14:23 Adding to Short Positions: Key Break Levels

18:27 Russell 2000: Resistance, Support, and Trend Indicators

21:59 Gold and Silver: Technical Levels and Market Outlook

23:51 Bitcoin and Cryptocurrency Market Dynamics

26:48 Crude Oil: Technical Patterns and Geopolitical Impact

30:05 Market Reactions to Binary Events and News

35:42 Largest Holdings and Stock Analysis: Google and Amazon

38:58 Trading Strategies and System Testing Principles

41:10 Closing Remarks and Market Outlook

Newsletter: https://unfilteredinvestor.com/

Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp 

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LinkedIn [James Iuorio]: https://www.linkedin.com/in/james-iuorio/ 

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 Introduction

02:27 Geopolitical Uncertainty and Economic Conditions

04:59 Market Reactions to Geopolitical Events

08:04 Gold and Bitcoin: Safe Havens or Speculative Assets?

11:17 Sovereign Debt Crisis and Market Implications

14:15 Equity Markets and Economic Predictions

17:13 Bitcoin vs. Gold: A Shift in Perspective

19:13 Skepticism in the Crypto Space

25:00 Investment Strategies and Market Timing

32:02 The Current State of Bitcoin and Stock Market Valuations

34:57 Market Valuations and Economic Indicators

36:18 Monetary Debasement and Its Implications

39:06 The Role of Bitcoin in Government Strategy

41:50 Government Control and the Future of Bitcoin

44:22 The Nature of Wealth Distribution in a Bitcoin Economy

47:01 The Historical Context of Money and Economic Systems

48:26 Investment Strategies for Bitcoin and Future Outlook

Newsletter: https://unfilteredinvestor.com/

Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp 

Stay Connected With Us.

Twitter (X) [Bob Iaccino]: https://x.com/bob_iaccino

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LinkedIn [Bob Iaccino]: https://www.linkedin.com/in/bob-iaccino/ 

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