Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino – Details, episodes & analysis

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

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

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

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

Takeaways:

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

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

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

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

-Balancing the budget is crucial for lowering interest rates.

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

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

-Government regulations can hinder small business growth and competition.

Chapters

00:00 Introduction and Background of Guests

02:39 Current Market Analysis and Economic Indicators

05:34 Real Estate Market Dynamics

10:30 Investment Strategies and Client Management

12:10 Speculation vs. Long-term Investment

16:21 Cryptocurrency Perspectives

21:43 Commodities and Inflation Hedge

24:41 Nuclear Energy and Future Investments

26:22 Rebalancing Investment Portfolios

29:26 Tax Deferred Accounts and Financial Management

30:49 Political Commentary on Current Administration

33:39 The Doge Dividend and Political Strategy

36:39 Debt Management and Economic Strategies

44:52 Financial Planning and Investment Strategies

48:06 Advice for Young Professionals and Financial Health

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

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

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

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

Takeaways:

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

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

-Gold is expected to benefit from inflationary pressures.

-Bitcoin futures analysis requires careful consideration of patterns.

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

-Market sentiment can shift rapidly, impacting trading strategies.

-Understanding harmonics can enhance trading decisions.

Chapters:

03:00 Understanding 10-Year Yields

05:06 Inflation and Economic Indicators

07:58 Market Trends and Predictions

10:55 Technical Analysis Insights

13:43 NASDAQ Market Analysis

20:51 Understanding Market Sentiment and Technical Analysis

21:47 Crude Oil Market Dynamics

25:37 Inflation and Demand Influences on Crude Oil

28:12 Gold Market Trends and Predictions

34:14 Bitcoin Futures and Market Analysis

42:27 Stock Market Insights: Nvidia and MicroStrategy

This week on the Futures Edge Podcast, we sat down with Jim Bianco, President, and Macro Strategist at Bianco Research, L.L.C. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. We know Jim to be objective, incisive and without bias, and he doesn't disappoint in this conversation. Bianco Research covers monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets. Jim tackles all of these subjects in this week's show and a few others...

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

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

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

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

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

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

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

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

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

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