04/29/2026

The Hidden Opportunity Inside the AI Boom

Is the AI job apocalypse real—or just hype?

In this episode of the Futures Edge, Jim Iuorio and Bobby Iaccino sit down with investor and author Jared Dillian to break down what AI actually means for jobs, markets, and the economy. While headlines predict massive job losses, Jared argues that tech revolutions take time—and often create more opportunities than they destroy.

They also get into whether the market is showing dot-com bubble signs, what’s really driving inflation, where the Fed may be getting it wrong, and where smart money is moving right now. Jared shares how he’s thinking about investing today—including why he’s focused on commodities, energy, and international markets over crowded tech trades.

If you’re trying to understand the AI boom and where markets go next, this is a grounded, no-nonsense conversation.


Timestamps: 

00:00 Introduction and Guest Introduction

01:12 Sponsors and Upcoming Events

02:11 AI Replacing Jobs: Immediate Impact or Long-Term Process?

03:03 Historical Perspective on Technological Disruptions

04:01 Self-Employment and AI: New Opportunities

05:20 Wealth Concentration and AI-Driven Business Models

08:06 Market Valuations and Bubble Indicators

13:04 Comparing Current Market to 2000 Dot-Com Bubble

16:42 Geopolitical Risks and Oil Prices

20:04 Labor Market Strength and Economic Data

22:33 Is the Market Rally Real or a Bubble?

27:59 Investment Opportunities: Energy, Commodities, and International Stocks

34:05 Best Ways to Invest in Commodities and Emerging Markets

38:03 AI and Tech Stocks: Are We About to Surge?

45:49 Labor Market and Economic Outlook

47:26 Closing Remarks and Book Promotion


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/


This episode is sponsored by: 

Independence Ark: https://www.independenceark.com/

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AmerGold https://www.amergold.com/

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