How do you build a portfolio that doesn’t just survive volatility—but thrives in it?
Jeff Sarti, CEO of Morton Wealth, joins the Futures Edge with Jim Iuorio and Bobby Iaccino for a masterclass in resilient investing. Jeff unpacks why diversification is so often misunderstood, how to weigh gold against Bitcoin in today’s landscape, and what investors must understand about inflation, Fed policy shifts, and the evolving role of private credit.
This isn’t just theory—it’s actionable insight for anyone looking to strengthen their portfolio, elevate their financial decision-making, and engage more intentionally in wealth planning. Whether you’re trading the markets or investing for the long term, Jeff’s perspective will reframe how you approach risk, resilience, and protecting your financial future.
What You'll Learn In This Episode:
- Diversification is widely misunderstood but essential for resilience.
- Gold remains a core asset—despite the rise of Bitcoin.
- Liquidity and financial engineering drive markets more than many realize.
- Private credit offers opportunities, but not without risks.
- Inflation should reshape your investment strategy.
TIMESTAMPS:
00:00 Introduction and Weather Talk
02:14 Overview of Morton Wealth
03:39 Market Analysis and Investment Strategies
07:36 Diversification and Asset Allocation
10:08 Gold vs. Bitcoin: A Comparative Analysis
19:11 The Role of Gold in Modern Finance
21:15 Private Equity and Asset-Based Lending
27:48 Current Economic Climate and Fed Policies
28:22 The Political Landscape of Jerome Powell
30:36 Dovish or Hawkish? The Fed's Future Direction
32:50 The Impact of Interest Rates on the Economy
37:23 Housing Market Dynamics and Rate Cuts
39:01 The Role of Financial Education in Wealth Management
50:16 Private Credit: Risks and Opportunities
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/
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