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/

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AmerGold https://www.amergold.com/

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#NevadaPolitics #JeffreyCarter #NevadaTreasurer #FuturesEdge #PublicFinance #StatePolitics #Capitalism #529Plan #BondMarket #CryptoPolicy #JimIuorio #BobIaccino

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/

What if the best investing edge isn’t a chart pattern… but a business model?

Jim Iuorio and Bob Iaccino sit down with John Tinsman (Founder, AOT Invest) to break down why “low marginal cost” companies have dominated for decades—and how his ETF AOTG is built to target them.

In this episode, John explains the core thesis behind AOTG: prioritize high-growth, profitable businesses where the cost of serving the next customer is near-zero—then rebalance to keep growth high while lowering valuation metrics. We also dig into drawdowns, bear-market questions, why Apple isn’t always “growth,” and how passive market-cap indexing can distort allocations at exactly the wrong times.

What you’ll learn:

- Why “low marginal cost” is the hidden driver behind mega-winners (Visa, Microsoft-style economics)

- Why John focuses on profitable growth (and avoids speculative “story stocks”)

- How AOTG thinks about valuation (why Palantir got cut, why cheaper faster growers can win)

- What happens in a sharp tech selloff and how AOTG handles slowdowns / profitability changes

- Why John believes today’s Nasdaq is not the Nasdaq of 2000

- Rebalance cadence, portfolio turnover, and what can hurt this strategy

Timestamps:

00:00 – Welcome + why Jim is laser-focused on portfolio construction now

02:05 – From investing in high school → building AOTG

05:02 – “Low marginal cost”: what it is (and why Ford ≠ Visa)

07:32 – Tech disruption risk + why moats form anyway

09:44 – Why John avoids small/mid caps + stock-based comp dilution

13:26 – Drawdowns, volatility, and why fundamentals matter

17:27 – AOTG vs QQQ/SPY performance discussion

20:38 – “You haven’t been through a bear market…”—John’s response

30:38 – Valuation filter: why Palantir got removed

35:11 – 2000–2003 Nasdaq comparison (then vs now)

37:52 – How often AOTG rebalances + turnover

43:29 – The hardest question: what crushes this strategy?

48:40 – Bonus: best burger in the Chicago suburbs 🍔

Tickers mentioned:

AOTG, QQQ, SPY (plus company examples referenced: NVDA, V, HOOD, etc.)

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/

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