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1D AGO

Bitcoin vs Gold? Lawrence Lepard Explains What Investors Need to Know

Is your money actually safe anymore? On this episode of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Lawrence Lepard, author of The Big Print, to break down what today’s investors are really up against: rising debt, shaky fiat currencies, inflation, Bitcoin, gold, and the growing loss of trust in government stewardship of money. Larry explains why more everyday people are turning to sound money assets like Bitcoin and gold, what a potential sovereign debt crisis could mean for your portfolio, and why understanding monetary debasement matters whether you’re a trader, investor, or just trying to protect your future. This conversation is real, timely, and packed with insight for anyone wondering: - Why are bond markets acting strange? - Is Bitcoin replacing gold? - What happens if governments keep printing? - How do regular investors hedge against bad policy? Timestamps: 00:00 Introduction and Guest Introduction 02:27 Geopolitical Uncertainty and Economic Conditions 04:59 Market Reactions to Geopolitical Events 08:04 Gold and Bitcoin: Safe Havens or Speculative Assets? 11:17 Sovereign Debt Crisis and Market Implications 14:15 Equity Markets and Economic Predictions 17:13 Bitcoin vs. Gold: A Shift in Perspective 19:13 Skepticism in the Crypto Space 25:00 Investment Strategies and Market Timing 32:02 The Current State of Bitcoin and Stock Market Valuations 34:57 Market Valuations and Economic Indicators 36:18 Monetary Debasement and Its Implications 39:06 The Role of Bitcoin in Government Strategy 41:50 Government Control and the Future of Bitcoin 44:22 The Nature of Wealth Distribution in a Bitcoin Economy 47:01 The Historical Context of Money and Economic Systems 48:26 Investment Strategies for Bitcoin and Future Outlook Newsletter: https://unfilteredinvestor.com/ Shopify Podcast: open.spotify.com/show/60zQnUdSfZC43ZNoUJjTVp 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/

1d ago

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53 min
MAR 20

Is America Heading for Recession? Jeffrey Tucker on Trump, Iran, Oil & Economic Reality

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

Mar 20

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54 min
FEB 6

Michael Green: The “Real” Poverty Line, Bitcoin’s Fatal Flaw & the Passive Investing Time Bomb

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

Feb 6

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59 min
JAN 17

Jim Bianco Breaks It Down: Repo Stress, $38T Debt, AI Jobs, Bitcoin Adoption & Chicago’s Pension Trap

Chicago can’t go bankrupt… and the Fed is “not doing QE” while buying tens of billions in Treasuries to keep the funding markets from cracking. So what happens next: higher inflation, higher long rates, and a steeper yield curve — or a policy pivot that no one wants to admit? In this episode of the Future’s Edge, Jim Iuorio and Bob Iaccino are joined by Jim Bianco (Bianco Research) for a fast, blunt conversation on what’s really happening beneath the headlines: What we cover: - Chicago’s fiscal trap: why investors still buy Chicago bonds, and the Chicago Public Schools as a massive junk issuer - The real issue: Illinois’ constitution and why “no Chapter 9” changes everything - Why 40% of Chicago’s budget is effectively paying for the past (pensions, retiree healthcare, and debt service) - Two alarming datapoints: 911 call response deterioration and low murder clearance rates - The Fed’s “Reserve Management Purchases” (RMP): why it looks and behaves like QE even if the label changes - Repo market stress explained in plain English: how funding the Treasury market actually works - The bigger problem: a $38T Treasury market growing alongside persistent deficits - Fiscal dominance: why “issue more T-bills and cut rates to 1%” is a hand-grenade strategy - Rates & the long end: why Bianco sees the curve steepening and long-term yields staying pressured - AI and jobs: productivity vs disruption, and why the timeline may be longer than the hype suggests - Population growth shock: what negative net immigration could mean for payroll expectations and markets - Bitcoin & crypto: why Bianco is long-term bullish — and why he thinks the space “loses the plot” when it chases short-term “number go up” If you want a clear, no-BS walkthrough of why the Fed is intervening, why deficits matter, and why long rates may not come down the way most expect, this one’s for you. Follow/Find Jim Bianco: @biancoresearch https://www.biancoresearch.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/ Chapters: 00:00 Intro + why this episode matters 02:00 Chicago bonds, pensions, and “why anyone buys this paper” 05:00 Where it ends: services cut to pay the past 11:00 Why cities mattered historically — and why that’s changing 14:40 “Not QE” explained: Reserve purchases & how the Fed creates money 18:30 Repo market stress + financing the Treasury machine 20:50 Deficits, inflation, and the Fed as enabler 35:10 Population growth, immigration, and payroll math 39:10 Stagflation risk + why 3% inflation doesn’t “fix” affordability 41:20 Fiscal dominance + the long end and steepener trade 45:00 Bitcoin: adoption, disruption, and why the real enemy isn’t ETH

Jan 17

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53 min
MAR 3

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/

Mar 3

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57 min
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

Feb 19

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38 min
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

Feb 17

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50 min
JAN 28

Gold at Extremes: Take Profits or Hold? Treasuries, Audits, Silver & Bitcoin | Shana Orczyk Sissel

Gold and silver are ripping higher—so is this move getting “ridiculous,” or are we still early? On The Futures Edge, Jim Iuorio and Bob Iaccino sit down with Shana Orczyk Sissel (Founder & CEO, Bannerman Capital) to break down what’s driving the latest metals surge, why global reserves may be shifting from U.S. Treasuries to gold, and what could actually stop this trade. They dig into: - Why de-globalization and geopolitical shifts may be fueling central bank gold buying - Silver’s catch-up trade and how traders think about crowded positioning vs secular trends - The physical gold debate: ETFs vs delivery—and why “audit risk” matters - The Japan risk discussion and what a bigger bond/FX shock could mean for markets - Shana’s contrarian view on private credit (why “the big guys” may not be the safest) + how interval funds fit in - Her approach to the AI trade: “picks-and-shovels” infrastructure names like Nvidia and Marvell, plus a second-wave idea (fiber optics / Corning) - A rapid-fire take on consumer discretionary, small caps (Russell vs S&P 600), and what could matter most in 2026 If you’re watching gold, silver, Bitcoin, macro risk, or the next stage of AI investing—this one’s for you. Timestamps: 00:00 Intro + sponsors 03:30 Gold & silver surge—ridiculous or runway? 06:00 What could actually knock gold lower? (audits, physical supply, positioning) 13:10 Private credit: where the real opportunity is 18:30 AI trade: Nvidia/Marvell + the next winners (Corning/fiber) 22:30 Consumer discretionary debate 29:00 Small caps vs tech + why S&P 600 may beat Russell 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 #Gold #Silver #Bitcoin #Macro #CentralBanks #Treasuries #PrivateCredit #AI #Nvidia #Marvell #Corning #Investing #FuturesEdge

Jan 28

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37 min
MAR 5

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

Mar 5

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19 min
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

Feb 12

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54 min

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