How Tariffs, AI, and the Fed Are Shaping Market Trends

What do Jeffrey Epstein, AI, and luxury cars like Ferraris have in common?

They’re all influencing the markets in ways you might not expect.

Amelia Bourdeau returns to the Futures Edge with Jim Iuorio and Bob Iaccino to connect the dots between seemingly disparate topics—like the mystery surrounding the Epstein client list, tariffs’ complex effect on inflation, and the Federal Reserve’s policy missteps—to offer a sharp look at where the economy may be headed.

From the dollar’s decline and rising geopolitical tensions to AI’s rapid infiltration of industries like healthcare and manufacturing, they explore key trends investors need to watch. Plus, hear why luxury goods like Ferrari still dominate—and how personal experiences shape market intuition and strategy.

Whether you’re curious about the future of the U.S. dollar, the real impact of AI, or why tariffs aren’t as inflationary as you think, this episode delivers insights, predictions, and a few surprises along the way.

TAKEAWAYS:

- Tariffs can lead to one-time price increases but are not necessarily inflationary.

- The Federal Reserve has made significant policy errors that have compounded economic issues.

- The decline of the dollar is influenced by global confidence in U.S. institutions.

- AI is infiltrating various industries more than is publicly acknowledged.

- Healthcare innovations present unique investment opportunities.

- Luxury goods like Ferrari maintain high margins due to limited production.

- The market is reacting to geopolitical uncertainties and tariff announcements.

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/