Futures Edge Podcast with Jim Iuorio and Bob Iaccino Haynow Media
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- Business
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Jim and Bob interview a who's who of guests and lean on their combined 60+ years of market experience to discuss commodities, crypto, FX, futures, stocks, some politics, and some pop culture. They discuss macroeconomics, price action, and policy as it applies to markets and the economy. They use plain English to de-mystify what matters to you because it matters to them.
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Red Meat Revolution: Embracing the Carnivore Diet for Health and Wellness with Dr. Shawn Baker
Meat matters. We’re in the midst of a red meat revolution. Dr. Shawn Baker (@SBakerMD) is a multi-sport world record setting athlete, physician, author of “The Carnivore Diet” and founder of REVERO, who joins the Futures Edge show this week to discuss the benefits of a meat-based diet and its impact on health and wellness. He explains to podcast hosts Jim Iuorio and Bob Iaccino that he eats two meals a day consisting mainly of red meat, with occasional seafood and dairy. He believes that humans are naturally inclined to eat fatty, grazing animals and that red meat provides the necessary energy and nutrients. He shares his journey from being an orthopedic surgeon to advocating for a nutrition-focused approach to healthcare. Dr. Baker emphasizes the importance of eliminating processed foods, sugar, and grains from the diet and highlights the positive effects of a carnivore diet on weight loss, joint pain, and overall well-being. He also addresses the concerns about chicken and explains why he doesn't consume it regularly. The conversation also touches on topics such as menopause and the effects of diet on women's health, triglyceride levels, the impact of processed foods and seed oils, and the role of vegetables in a healthy diet. He also addresses concerns about cholesterol, its relationship to heart disease, cancer, and additionally, the benefits of a carnivore diet for pets.
Takeaways:
-Eliminating processed foods, sugar, and grains from the diet can lead to weight loss and improved overall health.
-A carnivore diet can help alleviate joint pain and inflammation.
-Cholesterol may not be as significant a risk factor for heart disease as previously believed, especially when combined with a healthy lifestyle.
-A meat-based diet may have positive effects on cancer prevention and treatment.
-Feeding pets a raw meat diet can improve their overall health and well-being.
-Dr. Shawn Baker follows a carnivore diet, mainly consisting of red meat, with occasional seafood and dairy.
-He believes that humans are naturally inclined to eat fatty, grazing animals and that red meat provides the necessary energy and nutrients.
-He explains why he doesn't consume chicken regularly and emphasizes the importance of getting energy from fat.
Chapters:
00:00 Introduction and Overview
06:41 Eliminating Cravings and Changing Eating Habits
28:18 Improved Digestion and Bathroom Habits on a Carnivore Diet
35:02 Maintaining a Healthy Lifestyle and Aging Well
43:08 Addressing Concerns About Chicken
52:58 Understanding Triglyceride Levels
01:02:47 The Role of Vegetables in a Healthy Diet -
The Erosion of Economic Freedom with Michael Farris
Is the podcast space oversaturated? How challenging has it become to stand out? Michael Farris, host of Coffee and a Mike (@coffeeandamike), is a favorite show of Jim and Bob’s, in their weekly playlist. He joins the Futures Edge show to discuss his journey into podcasting, the challenges of booking guests, the saturation of the podcasting space, and the importance of staying relevant. They also touch on political issues such as the state of the Republican Party, the erosion of economic freedom, and the polarization of society. The conversation explores the impact of technology, the importance of physical fitness, and the difficulty of convincing others to change their beliefs. The abortion issue comes up and its political implications. They discuss the lack of will to fight among Republicans and the tactics used by the left. They also touch on the importance of local government and community involvement. The conversation shifts to the fast-paced news cycle and its impact on public attention. They express their concerns about the lawlessness in cities like Chicago and the decline of the media.
Takeaways:
Starting a podcast can be challenging, but reaching out to people and building relationships can lead to interesting guests.
The podcasting space may be saturated, but there is still room for unique voices and perspectives.
The Republican Party is criticized for its lack of action and willingness to fight for important issues.
The erosion of economic freedom, such as occupational licensing, can have a negative impact on individual liberties.
Society's addiction to technology and lack of physical fitness contribute to a lack of personal responsibility and resilience.
Changing someone's beliefs or convincing them to see a different perspective can be difficult, especially in a polarized society.
The abortion issue is a complex and divisive topic, and different approaches to addressing it can have political implications. Republicans lack the will to fight and are easily defeated by the left
Local government and community involvement are crucial in today's political climate
The fast-paced news cycle makes it difficult to keep up with important issues
Lawlessness in cities like Chicago is a growing concern
Chapters
00:00 Introduction and Podcasting Journey
06:08 The Saturation of the Podcasting Space
13:01 Lack of Optimism and Republican Party
22:17 Impact of Technology and Physical Fitness
27:22 Difficulty of Changing Beliefs
33:15 The Abortion Issue and Political Implications
37:38 The Impact of the Fast-Paced News Cycle
41:31 The Lawlessness in Cities like Chicago
46:56 The Decline of the Media
55:30 Gratitude for Listeners and the Importance of Support
This episode is sponsored by Mint Mobile.
$15 for your first 3 months. Visit site below:
trymintmobile.com/futuresedge
Produced by Haynow Media -
Gold as an Inflation Hedge: A Debate with Emma Muhleman CFA, CPA
Emma Muhleman CFA, CPA, (@EmmaCFA1) joins podcast hosts (@jimiuorio) and Bob Iaccino (@Bob_Iaccino) to discuss various topics including triathlons, the Japanese Ministry of Finance's intervention in the yen, Bitcoin in China, gold as an inflation hedge, and the economic situation in California. They also touch on the possibility of the Fed easing monetary policy and its potential impact on the stock market. The conversation covers various topics including the Federal Reserve, market predictions, concerns about the banking system, and investment strategies. They share views on interest rate cuts, market pricing, and the potential impact of commercial real estate on the banking system. They also explore the role of gold and Bitcoin as alternative investments, as well as the potential risks and benefits of each. The conversation concludes with a discussion on the importance of honest opinions in media.
Takeaways
The Japanese Ministry of Finance intervenes in the yen market to control its value, often in stealthy ways
Emma believes that the market's reaction to the Fed's monetary policy decisions is driven more by market pricing than actual evidence
There is a debate about the effectiveness of gold as an inflation hedge, with Bobby suggesting that gold may inflate along with other assets in an inflationary environment
California's economic policies and regulations are causing concerns among businesses and investors
The stock market may be influenced by the Fed's monetary policy decisions, and a failure to ease could lead to a significant market correction The speakers have different views on the Federal Reserve's interest rate cuts and market pricing.
There are concerns about the impact of commercial real estate on the banking system.
Gold and Bitcoin are discussed as alternative investments, with different perspectives on their advantages and disadvantages.
Honest opinions and unbiased media are important in today's media landscape.
Chapters:
00:00 Triathlons and Marathons
06:02 Market Pricing vs. Actual Evidence: The Fed's Monetary Policy
26:23 The Stock Market's Dependence on the Fed's Easing
32:34 Economy and Prices Reflating
39:54 The Importance of Honest Opinions in Media
This episode is sponsored by Mint Mobile.
$15 for your first 3 months. Visit site below:
trymintmobile.com/futuresedge
Produced by Haynow Media -
The World of Entrepreneurship and Innovation with Serial Entrepreneur Mark S. McNally
Mark McNally, Founder and self-described “Chief Nobody” of Nobody Studios (@NobodyCrowd), a platform for building startups that focuses on rapid scalability and digital growth. Markjoins podcast hosts (@jimiuorio) and Bob Iaccino (@Bob_Iaccino) to share insights into the startup landscape, emphasizing the importance of embracing diversity, inclusivity, and global perspectives in building successful ventures. He discusses Nobody Studios' unique approach to startups, focusing on leaner, faster, and more diversified strategies rather than chasing unicorn status. Mark provides glimpses into some of the ventures he's passionate about, such as Avalify, a platform revolutionizing the assessment of intellectual property rights, and the concept of “low code, no code” solutions. He elaborates on the significance of scalability and digital growth in today's business landscape, emphasizing the need for innovative business models. Mark's enthusiasm for entrepreneurship shines through as he shares anecdotes, insights, and his vision for the future of startups. The conversation covers topics such as the evolution of OpenTable, the concept and success of Ovation, the challenges in the investing industry, and the importance of transparency in investing.
Takeaways
Mark McNally's career has led him to create Nobody Studios, a platform for building startups that focuses on rapid scalability and digital growth.
Diversity and inclusion are core values of Nobody Studios, with a belief that the next big innovations will come from a global and diverse perspective.
The low code, no code movement is revolutionizing the way software is developed, allowing individuals without coding expertise to create applications and solutions.
Thoughtforma, a company within Nobody Studios, enables everyday people to bring their ideas to life and seek validation and feedback from experts. OpenTable started as a reservation platform but evolved into an operating system for restaurants.
Ovation is a platform that connects speakers into virtual environments, providing a new way to engage audiences.
Investing platforms often focus on gamification and quick profits, neglecting the importance of education and long-term strategies.
Controlling emotions and thinking in percentages rather than dollars are crucial in successful investing.
Chapters
00:00 Introduction and Chicago Stories
03:00 Nobody Studios and the Journey of Mark McNally
06:06 Mark's First Sabbatical and the Second Half of His Career
09:48 Passion for Startups and the Changing World
13:05 Diversity and Inclusion in Nobody Studios
21:55 Low Code, No Code and Thoughtforma
29:53 OpenTable as a Trojan Horse
31:09 The Potential of OpenTable
32:17 Building Companies and Ownership
33:36 The Karitsu Effect
34:24 Ovation: Connecting Speakers in Virtual Environments
35:16 Crafting the Idea for Ovation
36:09 The Virtual World and Ovation's Focus
37:41 The Revenue and Excitement of Ovation
38:16 Engaging the Audience in Presentations
39:10 Short-Form Content and Diversification
40:09 Making Investing Smarter and More Accessible
41:26 Challenges in the Investing Industry
44:06 Controlling Emotions in Investing
46:16 The Importance of Controlling Emotions in Trading
48:54 Lessons from Manipulation in the Stock Market
52:18 The Importance of Transparency in Investing
53:14 The Missing Dynamic in Investing
54:00 Closing and Gratitude
This episode is sponsored by Mint Mobile.
$15 for your first 3 months. Visit site below:
trymintmobile.com/futuresedge
Produced by Haynow Media -
The Art of Financial Decision-Making with Jared Dillian
Understanding the nuances of financial decision-making is crucial for navigating the complexities of investment strategies and achieving long-term financial goals. Jared Dillian (@dailydirtnap) is an acclaimed financial writer, editor and publisher of the market newsletter “Daily Dirtnap” and author of “No Worries: How to live a stress-free financial life,” “Street Freak: Money and Madness at Lehman Brothers” and "All the Evil of This World." He unveils the importance of personal finance literature to the role of enthusiasm in narrating financial advice. Jared joins podcast hosts (@jimiuorio) and Bob Iaccino (@Bob_Iaccino) to discuss his new book, "No Worries," highlighting the misconception that small choices alone determine financial success. They cover topics such as the importance of financial education, the three key financial decisions, the value of small decisions, balancing frugality and enjoyment, managing finances in a relationship, the cost of education, trade schools and career paths, the realities of real estate investment, finding purpose and enjoyment in work, and living below your means. They explore concepts such as living below your means, personal preferences in housing, macroeconomic concerns, debt crisis and government spending, the Federal Reserve's losses, yield curve control, the “awesome portfolio,” short-term performance evaluation, the ROI of college education, Jared Dillian's writing process and his upcoming projects.
Takeaways
Financial education is crucial for making informed decisions about money.
The three key financial decisions are housing, car, and student loans.
Small decisions can have a significant impact on long-term financial success.
Balancing frugality and enjoyment is important for a fulfilling life.
Open communication and shared financial goals are essential in relationships.
Consider trade schools and alternative career paths for financial success.
Real estate investment carries risks and requires careful consideration.
Finding purpose and enjoyment in work leads to financial success.
Living below your means is a responsible financial choice.
Chapters
00:00 Introduction and Book Discussion
02:19 The Importance of Financial Education
04:09 The Three Key Financial Decisions
06:14 The Value of Small Decisions
08:06 The Car and Housing Decisions
10:09 Balancing Frugality and Enjoyment
11:53 Managing Finances in a Relationship
13:46 The Cost of Education
18:08 The Realities of Real Estate Investment
20:30 Finding Purpose and Enjoyment in Work
23:10 The Risks and Rewards of Real Estate Investment
25:25 Living Below Your Means
27:12 Living Below Your Means
28:24 Personal Preferences in Housing
29:15 Downsizing and Building a Large House
30:21 Macroeconomic Concerns
30:31 Debt Crisis and Government Spending
32:54 The Federal Reserve's Losses
34:25 Yield Curve Control
36:21 The Awesome Portfolio
38:53 Short-Term Performance Evaluation
43:06 The ROI of College Education
46:30 Jared Dillian's Writing Process
50:19 Short-Term Performance Evaluation (Part 2)
52:26 Upcoming Books by Jared Dillian
53:00 Appreciation for the Audience
This episode is sponsored by Mint Mobile.
$15 for your first 3 months. Visit site below:
trymintmobile.com/futuresedge
Produced by Haynow Media -
Mastering the Investment Game: Strategies for Stocks, Bitcoin, and Commodities with Michael Gayed, CFA
Michael Gayed, CFA (@leadleagreport) publisher of The Lead-Lag Report and Fund Manager, discusses topics related to the stock market, treasuries, Bitcoin, and commodities. The conversation covers the current investing environment, the impact of Bitcoin, the risk from Japan, the Fed's rate cuts, the importance of Fed credibility, the euphoria around Nvidia, the AI narrative, and small-cap stocks. He also gives his views on the potential trade for 2024 and the influence of political factors on interest rates. Michael joins podcast hosts (@jimiuorio) and Bob Iaccino (@Bob_Iaccino) to explore the distorted environment of the stock market and large-cap tech stocks. They emphasize the importance of small caps and international investments. They also dive into the role of treasuries as a risk-off asset and their relationship with credit spreads. The conversation touches on the perception of Bitcoin as an investment vehicle and the potential trade in copper and industrial commodities. The discussion highlights the significance of sticking to a strategy and avoiding style drift.
Takeaways
-The current investing environment is challenging for active and tactical investors, as it is focused on the S&P 500 and rocket ship stocks.
-Bitcoin hitting new all-time highs indicates a lot of liquidity in the market, making it unlikely for the Fed to cut rates.
-Japan poses a potential risk to global financial markets, as the Bank of Japan may have to raise rates to address inflation, causing a squeeze on the yen and a reversal of the carry trade.
-Small caps may outperform large caps in election years, but it is important to consider the impact of debt and credit spreads on small cap performance.
-Credibility is important in the financial markets, and the current speculative nature of certain assets challenges central bank credibility.
Investors should be cautious of the euphoria surrounding certain stocks, such as Nvidia, and consider valuations and long-term prospects.
-The AI narrative should be evaluated based on its impact on various sectors, such as utility companies and small caps, and its potential to improve margins.
-Small caps can be a contrarian trade, but it is important to assess the risks and consider the influence of political factors on interest rates.
Chapters
00:00 Introduction and Agreement
01:21 The Current Investing Environment
04:17 The Fed's Rate Cuts
06:14 Inflation and Wage Increases
08:31 The Elephant in the Room: National Debt
09:16 The Potential Risk from Japan
12:09 The Periphery and Japan's Impact
14:48 The Importance of Credibility
20:14 The AI Narrative and Small Caps
22:08 The Valuation of Nvidia
24:26 The Potential Trade for 2024: Small Caps
26:59 The Performance of Small Caps in Election Years
27:41 The Relationship between Small Caps and Credit Spreads
27:41 The Influence of Political Factors on Interest Rates
27:59 The Distorted Environment of the Stock Market
28:37 The Importance of Small Caps and International Investments
29:28 The Role of Treasuries as a Risk-Off Asset
30:29 The Relationship Between Treasuries and Credit Spreads
31:20 The Misconception about Treasuries' Performance
32:19 The Role of Treasuries in a Volatility Spike
33:16 The Flight to Safety and the Role of Treasuries
34:13 The Risk-Off Nature of Treasuries and the Dollar
35:28 The Importance of Small Caps and Small Business
36:05 The Perception of Bitcoin as an Investment Vehicle
37:37 The Role of Bitcoin in a Portfolio
38:39 The Temptation to Trade ETFs and the Holding Period
40:35 Investing in China through Commodities
41:19 The Risk of Investing in China and the Role of Confiscation
44:47 The Importance of Sticking to a Strategy and Avoiding Style Drift
46:56 The Fallacy of Putting Traders on Pedestals
49:17 The Potential Trade in Copper and Industrial Commodities
51:08 The Importance of Timing and Mean Reversion in Trading
Customer Reviews
Very Interesting
Very Interesting Pod Cast on a variety of mostly financial related topics. Not for those who are easily offended. 30+ year career in Investments and this is the only Pd Cast I listen to