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

Haynow Media
  • 4.7 (14)
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  • UPDATED WEEKLY

Join market veterans Jim Iuorio and Bob Iaccino as they interview top-tier guests and draw on their combined 60+ years of experience in financial markets. Dive into compelling discussions on commodities, cryptocurrency, forex, futures, stocks, politics, and pop culture. They bypass the noise from traditional media and break down complex macroeconomics, price action, and policy impacts on markets and the economy, all in plain English. Jim and Bob make sense of what matters to you because it matters to them.

  1. 4D AGO

    Nevada Treasurer Race Heats Up: Jeffrey Carter on Fixing State Finances

    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

    19 min
  2. Technical Analysis: Oil, Gold, Bitcoin & Stocks in a Volatile Market

    6D AGO

    Technical Analysis: Oil, Gold, Bitcoin & Stocks in a Volatile Market

    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/

    57 min
  3. This ETF Beats QQQ by Targeting ‘Low Marginal Cost’ Winners (AOTG) | John Tinsman

    FEB 26

    This ETF Beats QQQ by Targeting ‘Low Marginal Cost’ Winners (AOTG) | John Tinsman

    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

    50 min

  4. FEB 24

    Gold Jumps, Stocks Slide: Tariffs, Rate-Cut Path, Oil Breakout + Bitcoin Reality Check

    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

    38 min
  5. The Queen of Alternatives Returns: Bitcoin, AI, Market Rish, Oil | Shana Orzyck Sissel

    FEB 19

    The Queen of Alternatives Returns: Bitcoin, AI, Market Rish, Oil | Shana Orzyck Sissel

    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

    38 min
  6. Florida Governor Candidate James Fishback: Property Taxes, Free Speech, Housing & “AI Data Center” Push

    FEB 17

    Florida Governor Candidate James Fishback: Property Taxes, Free Speech, Housing & “AI Data Center” Push

    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

    50 min
  7. AI Is Already Trading Markets — We Just Don’t See It Yet | Nathan Powell

    FEB 12

    AI Is Already Trading Markets — We Just Don’t See It Yet | Nathan Powell

    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

    54 min
  8. Trump Tariffs, Rising Yields & Why Gold Still Isn’t a Bubble | GraniteShares CEO William Rhind

    FEB 10

    Trump Tariffs, Rising Yields & Why Gold Still Isn’t a Bubble | GraniteShares CEO William Rhind

    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

    53 min
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4.7
out of 5
14 Ratings

About

Join market veterans Jim Iuorio and Bob Iaccino as they interview top-tier guests and draw on their combined 60+ years of experience in financial markets. Dive into compelling discussions on commodities, cryptocurrency, forex, futures, stocks, politics, and pop culture. They bypass the noise from traditional media and break down complex macroeconomics, price action, and policy impacts on markets and the economy, all in plain English. Jim and Bob make sense of what matters to you because it matters to them.

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