With tech stocks struggling and market volatility rising, how do you navigate investment decisions?

Cameron Dawson (@CameronDawson), Chief Investment Officer of New Edge Wealth, returns to the Futures Edge with Jim Iuorio and Bobby Iaccino to discuss the recent fluctuations in the NASDAQ, the concentration of tech stocks, and the implications of current policies on the economy. They explore the dynamics of the market, the potential pain points for investors, and the Federal Reserve's stance on interest rates. The conversation highlights the importance of understanding market sentiment, the role of small businesses, and the challenges posed by immigration policies. They also explore the implications of refinancing in the housing market, the dynamics of treasury debt and liquidity, and the political implications of tariffs and immigration on economic growth. They look closely at inflation drivers, the market outlook for 2025, and the significance of insider selling as a market signal.

Takeaways

-Cattle futures have seen a significant increase recently.

-The NASDAQ sell-off reflects a tightly wound market.

-Tech stocks have been disproportionately vulnerable.

-The MAG-7 stocks may see reduced dominance going forward.

-The economy's sensitivity to interest rates has changed. The strength in housing may be linked to expectations of rate cuts.

-Treasury debt dynamics are crucial for understanding liquidity in the banking system.

-Wages have not been a significant inflation driver recently.

-High-income earners are at risk from a falling equity market.

-The market outlook for 2025 suggests volatility and potential sideways corrections.

-Insider selling can indicate market sentiment but is not a definitive signal.

-The balance of treasury issuance and interest rates is a complex issue.

Chapters

00:00 Introduction and Guest Introduction

10:29 Tech Sector Concentration and Market Pain

22:17 Federal Reserve's Position and Interest Rates

28:00 Refinancing and Economic Activity

36:02 Inflation Drivers and Economic Growth

43:51 Market Outlook for 2025

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticityThis episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FUDiscount Code: FU🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino💠 Twitter: https://twitter.com/jimiuorio💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/💠 Newsletter: https://substack.com/@moneymarketsmayhem

What are the economic and social impacts of COVID-19 policies on the labor market and public trust?

Edward Dowd, former BlackRock portfolio manager and Founding Partner of Phinance Technologies, joins hosts Jim Iuorio and Bobby Iaccino to examine the labor market, economic trends, and the broader implications of COVID-19 policies. With decades of experience on Wall Street—including managing a $14 billion growth equity portfolio at BlackRock—Dowd brings a sharp, data-driven perspective on recession risks, government interventions, and the shifting job landscape, including the impact of illegal immigration.

As the author of Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022, Dowd also explores how pandemic messaging shaped public perception, the role of censorship, and ongoing concerns about vaccine safety and excess mortality. With deep market expertise and firsthand insights, this conversation challenges prevailing narratives and calls for greater transparency and accountability.

Key Takeaways:

-Economic forecasts suggest the labor market is weaker than it appears.

-Tariffs serve as negotiation tools rather than pure inflation drivers.

-Illegal immigration skews job data and market dynamics.

-COVID-19 messaging and media narratives fueled widespread psychological fear.

-Concerns over vaccine efficacy, excess mortality, and long-term health effects persist.

-Censorship and financial incentives shaped pandemic reporting.

-Accountability in the pandemic response remains a pressing issue.

Chapters

00:00 Introduction and Show Overview

01:24 Economic Insights and Tariffs Discussion

05:58 Market Reactions and Predictions

09:40 Labor Market Analysis and Economic Indicators

12:58 Recession Predictions and Yield Curve Analysis

18:44 Trump's Economic Policies and Future Outlook

24:59 Vaccine Discussion and Public Perception

29:07 Psychology of COVID-19 Messaging and Propaganda

35:28 Experiencing Illness and Fear During COVID

36:11 Censorship and Information Control

37:53 Personal Vaccine Experiences and Anecdotes

39:44 Negative Efficacy of Vaccines

40:47 Excess Mortality and Long COVID Discussion

42:43 Psychological Impact of COVID Fear

45:02 Incentives and Reporting of COVID Deaths

46:45 Disability Claims and Vaccine Correlation

48:58 Spike Protein and Vaccine Safety

50:48 Accountability for Pandemic Response

56:52 Future of Vaccines and Political Landscape

🔔 Subscribe now: https://www.youtube.com/@futuresedgepodcast?sub_confirmation=1 💬 Comment below: Share your thoughts on embracing authenticity This episode is in partnership with Hardcore Italians https://www.hardcoreitalians.com/FU Discount Code: FU 🔗 Follow us on social media: 💠 Twitter: https://twitter.com/bob_iaccino 💠 Twitter: https://twitter.com/jimiuorio 💠 LinkedIn: https://www.linkedin.com/in/bob-iaccino/ 💠 LinkedIn: https://www.linkedin.com/in/james-iuorio/ 💠 Newsletter: https://substack.com/@moneymarketsmayhem

Produced by Haynow Media: https://haynowmedia.com/

How do you think the rise of passive investment strategies is distorting traditional market dynamics, and what risks might this pose to large-cap stocks and overall market stability?

Bill Fleckenstein (@fleckcap), a financial columnist and former hedge fund manager, returns to the Futures Edge with Jim Iuorio and Bobby Iaccino to discuss various economic predictions, focusing on the Federal Reserve's potential actions, market trends, and the influence of political figures like Donald Trump on economic policies. They explore the dynamics of the job market and the impact of passive investment strategies on market distortions. The discussion highlights the complexities of the current economic landscape and the interplay between market psychology and government actions.

They dive into the complexities of high-frequency trading, the implications of passive investing, and the evolving landscape of investment strategies. They discuss the risks associated with the bond market and potential scenarios for 2025, emphasizing the need for flexibility in investment approaches. The conversation highlights the importance of understanding market dynamics and the impact of institutional trading on stock prices.

Takeaways:

-The Fed is unlikely to ease rates in 2025 without significant market disruption.

-Small business optimism is rising, indicating potential economic resilience.

-Inflation concerns are tied to both supply issues and psychological factors in the bond market.

-Trump's policies could have inflationary effects through tariffs and tax cuts.

-The stock market may experience a significant drop as a reaction to economic policies.

-Passive investment strategies are distorting traditional market dynamics.

-Cultural backgrounds influence economic behaviors and community interactions.

-Job market dynamics are shifting with government policies pushing for in-office work.

-High-frequency trading is often misunderstood and can add liquidity.

-The passive bid significantly influences market dynamics and stock prices.

-Precious metals and biotech stocks are seen as potential safe havens.

-Market distortions can lead to significant risks for large-cap stocks.

-Understanding the personality of individual stocks is crucial for trading success.

-The bond market poses real dangers that could impact equities.

-Flexibility in investment strategies is essential in uncertain times.

-Historical precedents can inform current market expectations.

-The importance of following credible sources for investment insights.

Chapters:

00:00 Introduction and Cultural Insights

03:14 Economic Predictions and Market Trends

05:46 Federal Reserve's Future Actions

09:11 Inflation Concerns and Political Influences

12:09 Market Reactions to Economic Policies

15:27 Job Market Dynamics and Government Policies

16:46 Trump's Economic Strategy and Market Impact

20:25 Passive Investment Strategies and Market Distortions

23:08 Influence of Global Leaders on Economic Policies

24:38 The Reality of High-Frequency Trading

27:54 Understanding the Passive Bid

31:58 Investment Strategies in a Changing Market

37:01 Navigating the Bond Market

43:02 Worst Case Scenarios for 2025