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

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 Anecdotes

05:47 Iranian Situation: A Misstep by the Administration

11:31 Economic Ramifications and Job Market Concerns

16:40 Stagflation and Global Oil Dynamics

27:39 The Inflation Debate: Oil Prices and Economic Impact

30:11 Understanding Inflation: Real-Time Indexes and Economic Indicators

32:00 Historical Economic Patterns: Lessons from the 1970s

34:43 Geopolitical Dynamics: Trump, Iran, and China

37:16 Midterm Elections: Implications for Trump's Agenda

41:51 Reflections on Political Choices: Trump vs. Harris

45:20 Consumer Behavior: Wants vs. Needs in Modern Society

52:02 Frugality and Spending Habits: Lessons from the Past

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

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.

👉 Learn more about Jeffrey Carter’s campaign: JeffCarterNV.com

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

#NevadaPolitics #JeffreyCarter #NevadaTreasurer #FuturesEdge #PublicFinance #StatePolitics #Capitalism #529Plan #BondMarket #CryptoPolicy #JimIuorio #BobIaccino

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 Discussion

01:33 Crude Oil Market Dynamics

06:36 Geopolitical Implications on Oil Prices

11:25 Military Perspectives and Market Reactions

13:41 Gold Market Analysis

19:25 Silver Market Insights

25:11 Bitcoin's Role in Current Market Conditions

27:43 Copper Market Trends and Analysis

29:35 Interest Rates and Market Dynamics

32:03 Inflation and Yield Movements

34:23 Analyzing General Motors

37:06 Market Indexes and Key Levels

41:07 Stock Analysis: Nvidia and Others

47:05 Evaluating Tesla and Oracle

53:57 ServiceNow and Market Strategies

Important Links to Follow:

Newsletter: https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2 

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

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

https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 

Stay Connected With Us.

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

Twitter(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/ 

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 strategy

Timestamps:

00:00 – Welcome + why Jim is laser-focused on portfolio construction now

02:05 – From investing in high school → building AOTG

05:02 – “Low marginal cost”: what it is (and why Ford ≠ Visa)

07:32 – Tech disruption risk + why moats form anyway

09:44 – Why John avoids small/mid caps + stock-based comp dilution

13:26 – Drawdowns, volatility, and why fundamentals matter

17:27 – AOTG vs QQQ/SPY performance discussion

20:38 – “You haven’t been through a bear market…”—John’s response

30:38 – Valuation filter: why Palantir got removed

35:11 – 2000–2003 Nasdaq comparison (then vs now)

37:52 – How often AOTG rebalances + turnover

43:29 – The hardest question: what crushes this strategy?

48:40 – Bonus: best burger in the Chicago suburbs 🍔

Tickers mentioned:

AOTG, QQQ, SPY (plus company examples referenced: NVDA, V, HOOD, etc.)

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

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 Sponsorships

00:56 Technical Analysis and Market Movements

04:04 Understanding Tariffs and Market Reactions

06:48 Market Positioning and Economic Indicators

09:51 Gold and Silver as Safe Havens

13:01 Bitcoin's Correlation with the Nasdaq

14:46 Political Commentary and Market Implications

18:54 Equity Market Trends and Defensive Stocks

21:36 Crude Oil Market Analysis

24:55 Options Trading Strategies

29:46 Boomer Portfolio Strategy

34:48 The Importance of Discussion Topics

36:16 Masculinity and Sports Culture

38:01 Jeff Carter's Political Aspirations

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

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 work

Timestamps:

00:00 – Shana’s back + quick recap of her last “Corning” timing

01:23 – Bitcoin: where it fits (alternative asset, high risk)

04:23 – “How should people own it?” ETFs vs cold storage vs exchanges

06:27 – Crypto baskets / index-style exposure discussion

16:05 – AI broadening out + why breadth matters

19:59 – “Do earnings even matter anymore?” whisper numbers + delayed reaction idea

26:08 – Wall Street all-bullish sentiment: should that scare you?

28:14 – Crude oil setup: technical case vs fundamental pushback

33:00 – Tariffs + negotiation “anchoring” framework (how to think about the noise)

37:44 – Deepwater drilling + RIG/Valaris reaction

40:24 – Wrap + sponsors

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

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

📌 Learn more: fishback2026.com

👍 Like, subscribe, and drop your take in the comments: Should Florida prioritize AI infrastructure — or affordability and homeownership?

Timestamps: 

00:00 Introduction and Campaign Overview

03:01 Challenges Facing Floridians

05:46 Local Elections Matter More

08:38 Free Speech and Hate Speech Laws

11:28 Investment Decisions and Foreign Relations

14:30 Housing Affordability and Market Dynamics

17:34 AI Data Centers and Local Economy

20:19 Corporate Influence on Housing Market

25:26 Confronting Market Manipulation

28:14 The State of Young Men in America

31:54 Creating Job Opportunities for Graduates

34:16 Affordability as a Political Promise

36:24 Addressing the Crisis of Young Men

37:53 Empowering Teenagers Beyond College

40:36 Reforming Property Taxes in Florida

44:16 Exploring Bitcoin as a State Asset

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

#FuturesEdge #Florida #JamesFishback #PropertyTaxes #HousingMarket #FreeSpeech #Bitcoin #Macro #RealEstate #Politics

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:

Chapters

00:00 Introduction and Housekeeping

01:00 Nathan Powell's Background in AI and Finance

03:59 The Role of AI in Trading and Market Predictions

07:44 Human vs AI: The Future of Trading

11:44 Deep Market Making: Applications and Future Plans

14:24 AI's Pervasiveness and Its Impact on Employment

17:16 Education and the Future Job Landscape

20:54 Concerns About Technology and Its Effects on Society

24:31 AI's Accuracy and Reliability in Financial Markets

27:59 The Impact of AI on Various Sectors

29:03 AI in Finance: A Game Changer

29:52 Challenges in Quantitative Finance

31:01 Measuring AI's ROI in Banking

32:40 Optimizing Trading Strategies with AI

37:00 Multi-Objective Optimization in Trading

39:07 Addressing AI Fears and Misalignments

42:08 The Future of AI and Financial Crashes

44:07 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 + Sponsors

02:40 Japan bond shock and global debt stress

04:20 Are governments losing fiscal discipline?

06:10 What would actually bring gold down?

08:00 Tariffs, geopolitics, and why this selloff feels different

11:30 Yen carry trade unwind — real risk or narrative?

15:15 GraniteShares: ETF toolkit for modern markets

20:45 What’s attracting investor flows right now? (AI still dominates)

22:10 AI broadening into metals, miners, power, and infrastructure

24:30 Boomers vs Gen Z: preservation vs accumulation investing

29:40 Infrastructure as the missing key to housing affordability

33:00 Gold & silver: sell signals or structural demand?

37:15 Central banks, Switzerland refining flows, and control of reserves

40:30 Is gold still under-owned at the retail level?

46:00 Fed cuts, Powell’s exit, and political rate pressure

52:30 Bitcoin: endorsement or simply investor demand?

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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

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 + sponsors

01:03 Michael in Annapolis + Naval Academy story

03:01 Bitcoin debate: divisible vs elastic money

09:18 “Just in case we’re wrong?” BTC vs ETH/SOL

11:53 The poverty line controversy: what people missed

18:05 Absolute vs relative poverty (and why it matters)

28:43 2026 outlook: tariffs, deficits, and volatility

33:51 Silver & gold: narrative trades and momentum dynamics

35:15 The Fed: rules vs discretion + unintended consequences

39:51 2008: “cash became non-cash” and the liquidity spiral

43:26 Passive investing: why the distortion matters

48:15 China/Taiwan risk + semiconductors

53:46 Gold as reserves diversification + de-dollarization incentives

58:40 What Simplify does + how their ETF strategies work

Follow along on social media: 

Twitter:    https://x.com/bob_iaccino

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