The Futures Rundown

Everything you ever wanted to know about the futures markets all in one place. Brought to you by Plus500. Go to https://ctsfutures.com/ to learn more.

  1. The Futures Rundown 65: The Year of Living Dangerously In Gold

    5D AGO

    The Futures Rundown 65: The Year of Living Dangerously In Gold

    Is the "Gold Rush" of 2025 just the beginning? In this episode of The Futures Rundown, host Mark Longo is joined by Dana Samuelson, Founder and President of the American Gold Exchange, to dissect one of the most unprecedented years in the history of precious metals. From gold shattering all-time highs to silver's "Black Friday" volatility and the rise of the "debasement trade," we dive deep into the forces driving the 2026 commodities market. Whether you're a seasoned futures trader or a physical metal collector, this episode provides the expert insight you need to navigate these "scary" markets. In This Episode, We Explore: The Unprecedented Bull Run: Why Dana Samuelson, a 46-year market veteran, calls the recent action in gold and silver unlike anything seen since 1980. The "Debasement Trade": How global tariffs, the shifting status of the US Dollar, and central bank demand are fundamentally altering gold's value proposition. Silver's Wild Ride: A look at the "Indian Influencer" effect, industrial demand from the EV battery sector (Samsung), and why silver is facing a physical supply squeeze. The Gold-to-Silver Ratio: Analyzing the massive divergence and subsequent "catch-up" trades that rocked the second half of 2025. Bitcoin vs. Gold: Is BTC truly "Digital Gold"? We discuss the bifurcation of investors and where both assets fit in a modern portfolio. The Trading Pit: A breakdown of the week's movers, including Nat Gas reversals, the Yen's resurgence, and the most active contracts on the CME (10-Year Notes, Nasdaq Micros, and more). "We've seen industry going directly to the supply chain source to secure silver for the future... we've never seen anything like this." — Dana Samuelson

    44 min
  2. JAN 29

    The Futures Rundown 63: What the Heck Is Going On In Silver?

    This episode of The Futures Rundown explores the explosive, and frankly "crazy," price action currently dominating the metals complex. Host Mark Longo is joined by Brett Friedman, Managing Partner at Winhall Risk Analytics, to dissect the unprecedented surge in silver, the "tail of two tapes" on Fed Day, and the lurking geopolitical wild cards that could upend the markets in early 2026. Inside This Episode: The Silver "Freight Train" Silver has officially decoupled from reality, outperforming the S&P 500 by eight times in 2025 and starting 2026 with a staggering 61% year-to-date gain. Brett Friedman breaks down why this move is the most intense silver "craziness" he's seen in a career spanning multiple decades. Key Discussion Points: What is Driving Silver? We move beyond the standard supply deficit narrative to look at momentum trading, social media frenzy (Google Trends), and why implied volatility is hitting triple digits. The "Bubble" Checklist: Is silver in a bubble? Brett explains the "constant feeding" requirement and why the metal is currently thriving on global uncertainty. Fed Day Reality Check: A look at the top 10 most active futures products. While metals dominate the headlines, the volume remains concentrated in NASDAQ Micros (MNQ) and 10-Year Notes. Lurking Wild Cards: Why the upcoming Supreme Court decision on tariffs and a potential government shutdown are the "uncertainty triggers" the market is ignoring. Energy Complex Update: Why crude oil is stuck in a sideways band despite tensions in Iran and Ukraine, and the "demand destruction" currently hitting the cocoa and orange juice markets.

    36 min
  3. The Futures Rundown 62: The Greenland Trade War & Precious Metals Surge | Silver, Nat Gas, Lithium

    JAN 22

    The Futures Rundown 62: The Greenland Trade War & Precious Metals Surge | Silver, Nat Gas, Lithium

    Mark Longo breaks down a tumultuous week 3 of 2026 as geopolitical tensions over Greenland drive massive futures volume. The first three weeks of 2026 have been a geopolitical whirlwind. From "snatch and grab" maneuvers in Venezuela to carrier strike fleets moving toward Iran, and now a brewing trade war over Greenland, the futures markets are lighting up with volatility. Mark Longo takes you into the trading pit for a breakdown of what's limit up and what's crashing. Inside the Trading Pit: The Metals Super-Cycle: Silver continues its rampage, up another 7.6% this week after a 25% gain last week. Is it unstoppable? Energy Update: An arctic polar vortex is sending Natural Gas soaring over 21% this week. Meanwhile, Heating Oil jumps 6.25% as the cold snap hits the Midwest. Lithium's Wild Ride: Up nearly 11% this week and a staggering 42.4% year-to-date. Mark explores what's driving this electric move. The Crypto Slide: Bitcoin and Ether futures both outpaced the downside this week, dropping 6% and 9% respectively. Ag & Softs: Cocoa continues to get cheaper for your breakfast table, down nearly 15% this week and 26% for the year. Volume King: The Nasdaq 100 Micro steals the throne with over 2.1 million contracts on the tape. Watch the Year-to-Date Leaders: We analyze the rotation out of large-cap tech and the surprising strength in commodities like Palladium and Platinum. 0:00 – Introduction: 19 Years of the Network! 1:30 – Geopolitical Update: Venezuela, Iran, and Greenland 3:45 – Top 5 Gainers: Silver, Nat Gas, and the "Shiny Stuff" 6:10 – Top 5 Losers: The Crypto Pain & Cocoa's Collapse 9:20 – Volume Report: Nasdaq Micros vs. The 10-Year Note 11:50 – Year-to-Date Movers: Lithium's 42% Rampage 14:00 – Closing Remarks: Join us for This Week in Futures Options Brought to you by tastytrade.com/podcasts

    16 min

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Everything you ever wanted to know about the futures markets all in one place. Brought to you by Plus500. Go to https://ctsfutures.com/ to learn more.

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