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2일 전

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

2일 전

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38분
4일 전

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

4일 전

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50분
2월 12일

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

2월 12일

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54분
2월 6일

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

2월 6일

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59분
2월 10일

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

2월 10일

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53분
2월 4일

Is the Market Topping? S&P Rejection, Russell vs Nasdaq Trade & Rising Yields

The market looks fine… until you zoom out. In this monthly segment of Futures Edge, Jim Iuorio and Bob Iaccino sit down with Mike Arnold (UnfilteredInvestor.com) to break down the technical cracks forming beneath the surface—from repeated S&P price rejection and a weakening Nasdaq, to violent swings in silver and a fresh Percent B “buy” setup in gold. Inside this episode: - Why the S&P rally is struggling to push higher (momentum fading + rejection near key zones) - The weekly double-top risk and what a break could mean for a multi-week pullback - Nasdaq weakness vs S&P strength — the levels that matter and what would confirm a bigger correction - The Russell vs Nasdaq theme (and why “catch-up” could define 2026) - The Percent B Buy indicator explained (what it is, how it triggers, and how they use it) - Silver’s parabolic run → brutal drop: why vertical markets end fast, and what would rebuild bullish probabilities - Gold’s Percent B buy signal: upside targets, rollover zones, and where risk management kicks in - Crude oil breakout setup + next targets (and why the upper 60s can be “economic sweet spot”) - Under-the-radar AI/tech fatigue: names like Broadcom, Nvidia, Microsoft, Adobe, CRM and what the charts are signaling If you trade, invest, or just want a cleaner read on what the market is actually doing (not what headlines say), this is the roadmap. Timestamps: 00:00 Intro + sponsors 02:30 S&P: momentum fading + key weekly level 07:30 Percent B Buy: how the signal works 15:50 Russell: head & shoulders + what invalidates downside 18:30 Russell vs Nasdaq ratio trade (2026 theme) 22:00 Nasdaq: breakdown zones + what would flip bullish 26:20 Silver: overextension, rollover zones + key reclaim level 34:10 Gold: Percent B buy signal + targets and stops 38:20 Crude: breakout, pullback longs, next upside targets 55:30 10Y/30Y yields: inverse H&S + what’s next 56:00 AI/tech under the surface: AVGO/NVDA/MSFT/ADBE/CRM Disclaimer: This content is for informational/educational purposes only and is not financial advice. 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

2월 4일

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1시간 4분
1월 17일

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

1월 17일

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53분
1월 28일

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

1월 28일

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37분
2025. 11. 26.

Why Passive Investing Could Be Riskier Than You Think

Are you blindly trusting passive investing? Seth Cogswell of Running Oak Capital unpacks the hidden risks of passive investing, market momentum, and why diversification might not be what you think. Passive investing often ignores risk, while momentum strategies dominate and valuations drift from fundamentals. Bitcoin’s legitimacy is questioned, and recent market swings show why focusing on risk-adjusted returns—and balancing growth and value—is essential to avoid major drawdowns.On this episode of Futures Edge, you'll learn: - Why “buy and hold” isn’t always safe- The dangers of overcrowded large-cap growth stocks- How passive investing ignores real risk and behavioral patterns- Bitcoin, Ponzi schemes, and why scarcity doesn’t guarantee value- Strategies for thinking critically about your investmentsTimestamps: 00:00 Introduction and Background of Guests02:58 Economic Policies and Stimulus Checks05:51 The Impact of Passive Investing08:21 Concerns About Market Efficiency11:08 The Risks of Passive Investment Strategies13:58 Understanding Risk and Investment Goals17:00 Behavioral Patterns in Investing24:31 Understanding Risk in Investment Strategies25:32 Bitcoin: A Double-Edged Sword27:22 Bitcoin and Ponzi Scheme Comparisons29:14 The Future of Bitcoin: Adoption and Value33:58 Portfolio Structuring for the Next Decade40:23 Navigating Market Volatility and Investment StrategiesThis episode is sponsored by: Independence Ark: https://www.independenceark.com/Code: F U AmerGold https://www.amergold.com/Code; F U

2025. 11. 26.

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46분
2025. 12. 04.

Markets on the Brink: Mike Arnold’s Monthly Outlook on Bitcoin, NASDAQ & S&P

What if the most important market move happening right now… isn’t the one you’re watching? In this month's technical analysis segment with Mike Arnold, Chief Strategist of Path Trading Partners—and the guy Jim says “basically directs almost all my investments at this point.” Today, he joins Jim Iuorio and Bob Iaccino for another no-BS, caffeine-fueled breakdown of what’s actually happening beneath the charts. In this episode of the Futures Edge, we dive straight into the volatility storm: 🔹 Bitcoin’s steep multi-week selloff — and whether a true double bottom is forming 🔹 Why this correction may be the most significant since crypto’s early days 🔹 How Bitcoin is dragging (or decoupling from) the NASDAQ 🔹 What level could trigger MicroStrategy pain and broader capitulation 🔹 NASDAQ’s technical setup, percent-B buy signals, rotation zones & next targets 🔹 S&P outlook, key support zones, and whether equities are still in a bubble 🔹 The dollar debasement trade — and why investors are being forced into risk assets Mike breaks down the exact levels he’s watching — what confirms a double bottom, what triggers it, and why those two things are very different. If you’ve ever wanted to understand how pros use technicals in real time, this is your episode. And yes… Jim had way too much caffeine. Topics We Cover: 00:00 – Jim introduces Mike & today’s chaos 01:30 – Bitcoin setup: the potential double bottom explained 05:00 – MicroStrategy risk + capitulation zones 06:30 – Why this crypto selloff actually matters 07:45 – Did Bitcoin drag the NASDAQ down? 10:00 – Trigger vs confirmation in double-bottom patterns 12:45 – NASDAQ levels, rotation zone, and percent-B buy signal 16:00 – Dollar debasement as an equity trade 17:00 – Audience Q&A 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

2025. 12. 04.

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43분

Haynow Media is a podcast and and digital video production company that focuses on creating high-quality content to help build community. We offer unparalleled support to clients from concept development and editorial production to distribution and audience growth. Follow along @haynowmedia

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

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

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

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

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

Is the Market Topping? S&P Rejection, Russell vs Nasdaq Trade & Rising Yields

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

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

Why Passive Investing Could Be Riskier Than You Think

Markets on the Brink: Mike Arnold’s Monthly Outlook on Bitcoin, NASDAQ & S&P

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