When veteran macro analyst Luke Gromen joins Jim Iuorio and Bobby Iaccino on Futures Edge, you know it’s going to get real. From China’s dominance in rare earths to the Fed’s quiet monetary pivots, Luke breaks down why the U.S. financial system is at a breaking point — and what assets (like gold and Bitcoin) might actually survive it.

In this episode,

- Is America “screwed”?

- Why the bond market’s days are numbered

- How decades of offshoring reshaped the middle class

- The silent war between Treasury policy and real assets

- Bitcoin vs. Gold: Which wins in the next liquidity cycle?

This is one of the most insightful macro conversations you’ll hear this year — equal parts sobering and sharp.

Timestamps:

00:00 Introduction and Context of the China Trade Deal

01:52 The Impact of China on the U.S. Economy

04:37 Quantitative Easing and Its Implications

07:27 Bitcoin vs. Gold: A Comparative Analysis

11:18 The Future of Gold and Bitcoin in Investment Portfolios

14:23 Political Implications for Bitcoin and Gold

18:15 Risks and Challenges Facing Bitcoin

26:10 Crypto Community and Political Influence

27:27 Tech Stocks and China Ownership

28:05 US-China Trade Relations and Tech Stocks

31:42 Gold and Bitcoin as Safe Havens

34:11 AI and the Tech Bubble

40:57 Future of the Federal Reserve

43:30 Impact of AI on Employment and Economy

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/

Are the markets showing cracks—or just catching their breath? Mike Arnold returns for his monthly technical analysis segment to break down the latest technical trends in the S&P, NASDAQ, and Gold.Topics covered:- The truth about the “rotation zone” and how to trade around it- Why the S&P may be due for a pullback — and what levels to watch- The AI & MAG7 rally — bubble territory or bull momentum?- Understanding psychological price levels (hint: it’s math, not emotion)- Why the NASDAQ’s meteoric rise could face a snapback- The growing case for physical gold & silver in uncertain marketsJim and Mike share decades of market experience, from the dot-com bubble to today’s AI mania, offering practical trading insights and risk management strategies for investors navigating today’s volatile environment.

Timestamps:

00:01 – Introduction & Sponsors

00:39 – Hosts check-in

01:01 – S&P Technical Breakdown Begins

02:52 – Explaining Rotation Zones (8 & 21 EMAs)

03:42 – Bull Chart Analysis & Key Levels

05:59 – Short-term 60-minute S&P Analysis

07:43 – Key Resistance Levels & Round Numbers Explained

10:13 – Transition to Nasdaq & AI Mania Discussion

11:01 – Nasdaq Weekly Chart Insights & Bubble Considerations

12:47 – Market Caution: Bulls, Bears & Greed

15:41 – Monthly Chart Perspective & Reward-to-Risk Analysis

18:35 – Gold Analysis Introduction & Market Context

21:21 – Gold Monthly & Weekly Patterns Explained

24:36 – GDX (Gold Miners ETF) Technical Setup

27:20 – Copper Market Analysis & Key Bounce Levels

31:07 – Silver Technical Breakdown & Targets

34:48 – Dollar Index Overview & Critical Levels

36:53 – Dollar Index Implications for Other Markets

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/

What if everything you’ve been told about diet, cholesterol, and heart disease is wrong?

Dr. Philip Ovadia (@ifixhearts) — a board-ceretified cardiac surgeon, founder of Ovadia Health and author of “Stay Off My Operating Table” — uncovers the real root causes of modern health issues. From insulin resistance and the fasting myth to the truth behind cholesterol and statins, Dr. Ovadia breaks down how your diet, metabolism, and mental health are all connected.

You’ll learn:

- Why fasting shouldn’t make you cranky — and how to do it right
The shocking truth about insulin resistance and chronic disease

- How the “carnivore diet” may actually protect your heart

- Why 75% of heart attack patients have “normal” cholesterol levels

- What doctors get wrong about LDL and statins

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/