Gold, Inflation & the Dollar: What Investors Need to Know Now

The markets may look bullish, but what’s really driving the momentum—and what’s lurking beneath? 

Adam D. Koós, CFP®, CMT, CEPA is the founder of Libertas Wealth Management Group. He joins the Futures Edge with Jim Iuorio and Bob Iaccino to break down the latest investment strategies, market trends, and economic indicators shaping investor behavior right now.

From the strength of consumer discretionary stocks and surprising retail sales data to the role of commodities, inflation fears, and the performance of gold as a safe haven asset, this episode covers what every serious investor needs to watch. The trio also weighs in on the dollar’s trajectory, the hidden impact of tax policy changes, and how smart portfolio management can help navigate risk in an uncertain economy.

- Current bullish signals in the market- Inflation: real threat or media hype?- How gold and commodities fit into today’s portfolios- What the dollar’s strength says about global markets- Tax policy and its effect on investor confidence- Strategies for managing risk and maintaining client trust

TIMECODES:

00:00 Introduction and College Rivalries

02:55 Market Trends and Economic Indicators

05:32 Investment Strategies and Market Volatility

08:18 Consumer Discretionary Stocks and Retail Performance

11:10 Commodities and Inflation Concerns

14:16 Gold and Interest Rates

16:56 Dollar Dynamics and Economic Policies

19:40 Financial Advisor Coaching and Business Growth

28:56 Launching a New Client Service Model

30:03 Inflation Perspectives and Market Trends

31:30 The Role of Technology in Market Performance

33:05 Investment Strategies in Financials

36:22 Analyzing Home Builders and Market Dynamics

38:08 Understanding Losses and Trading Psychology

39:47 Client Relationships and Communication Strategies

41:44 Market Signals and Cash Positioning

44:16 Portfolio Management and Investment Strategies

48:02 Tax Implications and Economic Policies

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/