How do you build a portfolio that doesn’t just survive volatility—but thrives in it? 

Jeff Sarti, CEO of Morton Wealth, joins the Futures Edge with Jim Iuorio and Bobby Iaccino for a masterclass in resilient investing. Jeff unpacks why diversification is so often misunderstood, how to weigh gold against Bitcoin in today’s landscape, and what investors must understand about inflation, Fed policy shifts, and the evolving role of private credit. 

This isn’t just theory—it’s actionable insight for anyone looking to strengthen their portfolio, elevate their financial decision-making, and engage more intentionally in wealth planning. Whether you’re trading the markets or investing for the long term, Jeff’s perspective will reframe how you approach risk, resilience, and protecting your financial future.

What You'll Learn In This Episode: 

- Diversification is widely misunderstood but essential for resilience.

- Gold remains a core asset—despite the rise of Bitcoin.

- Liquidity and financial engineering drive markets more than many realize.

- Private credit offers opportunities, but not without risks.

- Inflation should reshape your investment strategy.

TIMESTAMPS:

00:00 Introduction and Weather Talk

02:14 Overview of Morton Wealth

03:39 Market Analysis and Investment Strategies

07:36 Diversification and Asset Allocation

10:08 Gold vs. Bitcoin: A Comparative Analysis

19:11 The Role of Gold in Modern Finance

21:15 Private Equity and Asset-Based Lending

27:48 Current Economic Climate and Fed Policies

28:22 The Political Landscape of Jerome Powell

30:36 Dovish or Hawkish? The Fed's Future Direction

32:50 The Impact of Interest Rates on the Economy

37:23 Housing Market Dynamics and Rate Cuts

39:01 The Role of Financial Education in Wealth Management

50:16 Private Credit: Risks and Opportunities

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/

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