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
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