Is the News Cycle Changing How We Invest?

Is the fast-paced news cycle reshaping how we invest and react to the markets?

Allie Canal is a Senior Reporter at Yahoo Finance, where she covers the stock market, economic data, and the Federal Reserve. She joins the Futures Edge with Jim Iuorio and Bob Iaccino for a wide-ranging conversation on how headlines, politics, and platforms like TikTok are driving financial sentiment and behavior.

They explore how consumer spending shifted during COVID-19, why financial literacy matters more than ever, and how investor resilience is evolving in a time of uncertainty. From the K-shaped recovery to AI’s impact on markets, they unpack key trends shaping today’s economy.

Plus, they dive into the battle between legacy media giants like Disney and streaming leaders like Netflix, the high cost of content creation, and what’s next for the future of media and tech.

Topics Covered:

- Why the news cycle is changing how markets react- How political narratives are influencing economic policy

- Social media’s role in shaping young investors

- The long-term effects of a K-shaped recovery

- Disney vs. Netflix: who’s winning the streaming war

- Why AI is underhyped—and who stands to gain

- The importance of adaptability in business and investing

Chapters:

00:00 Introduction and Personal Anecdotes

03:14 Market Reactions and News Cycles

06:04 Political Climate and Media Reporting

11:20 Consumer Behavior Post-COVID

19:59 Financial Literacy and Social Media Influence

29:31 From Entertainment to Finance: A Personal Journey

37:44 The Evolution of Media: Legacy vs. Digital

41:01 The Streaming Wars: Disney vs. Netflix

44:52 AI's Impact on the Market: Opportunities and Risks

48:54 The Future of AI: Trends and Predictions