Defense spending and bond implications

Markets are reacting to geopolitical tensions, rising oil prices, and shifting inflation expectations. Trader Jim Iuorio breaks down why volatility could dominate the first half of the year, why oil may still move higher, and why the Fed could quietly support markets through stealth liquidity. He also explains the rotation away from AI stocks, the growing demand for gold by central banks, and how investors should position portfolios amid global uncertainty.#gold #marketcrash #iran ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Jim Iuorio🏢 Company: The Unfiltered Investor newsletter🌎 https://the-unfiltered-investor.beehiiv.com/ 𝕏 @jimiuorio📅 Recording date: March 4th, 2026-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 15 & 16, 2026 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/00:00 Market chaos, oil, and inflation headlines01:20 Why markets were already fragile02:35 Rotation out of AI stocks03:30 Oil trade thesis explained05:20 Why oil may need $75 to trigger new drilling07:10 Inflation expectations rising09:20 Are tariffs actually inflationary11:55 Will the Fed cut rates soon13:30 AI as a disinflationary force14:10 Midterm elections and market impact17:20 Gold reaction to geopolitical tensions20:10 Global de-dollarization and central bank gold buying22:30 AI rotation and Russell strength25:15 Portfolio strategy if you had $1M26:20 Is the Fed quietly doing stealth QE**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#gold #silver #oil #inflation #federalreserve #stocks #sp500 #nasdaq #russell2000 #markets #macro #trading #commodities #investing #economy #geopolitics #middleeast #ai #deglobalization #centralbanks