Jim Iurio's guest appearances

Jim Iurio

Alpha Trader

David Lebovitz

Mike Alfred

Mark Hibben

Avi Gilburt

Michael Gayed

Scott Bauer

Ryan Detrick

Cody Willard

James Altucher

Lacy Hunt

Jim Grant

Jeff Macke

Eddy Elfenbein

Jack Schwager

Danielle DiMartino Booth

OwlTail

This week’s Alpha Trader features hosts Aaron Task and Stephen Alpher speaking with Jim Iurio - director at TJM Institutional Services and a CNBC contributor - making a return appearance on the podcast.It’s time to start measuring the dollar (USDOLLAR) differently, says Iurio, noting most forms of the dollar index more or less gauge the greenback vs. other flawed currencies like the yen or euro. Nobody would be talking about dollar strength, he says, if the dollar index had a significant weighting in something like Bitcoin (BTC-USD).And of bitcoin - which tumbled nearly 20% in minutes over the weekend on some pretty thin news - Iurio is a fan, but suspects we could see a 50% drop at some point when the U.S. government decides it wants to try and squelch the dollar’s competition.Turning to interest rates, the 10-year Treasury yield is down about 20 basis points in April despite surging equity markets, and way stronger than expected prints for non-farm payrolls, ISM, retail sales, and CPI. What gives? Iurio notes that at 1.75% or so, U.S. long-end yields are a relatively attractive investment given how much negative-yielding developed-world sovereign debt is out there. He also reminds that bond bears - having made a few dollars - were prudently trimming bets just in case the Fed decided to step in and announce yield curve control.There’s plenty more including a discussion of lumber’s roaring bull market, why identifying a bubble doesn’t make you any money, and why the recent drop in volatility makes it a good time to buy option protection.Listen to or subscribe to Alpha Trader on these podcast platforms:Apple PodcastsSpotifyGoogle PlayStitcherLearn more about your ad choices. Visit megaphone.fm/adchoices

This week’s Alpha Trader features hosts Aaron Task and Stephen Alpher speaking with Jim Iurio - director at TJM Institutional Services and a CNBC contributor - making a return appearance on the podcast. It’s time to start measuring the dollar (USDOLLAR) differently, says Iurio, noting most forms of the dollar index more or less gauge the greenback vs. other flawed currencies like the yen or euro. Nobody would be talking about dollar strength, he says, if the dollar index had a significant weighting in something like Bitcoin (BTC-USD). And of bitcoin - which tumbled nearly 20% in minutes over the weekend on some pretty thin news - Iurio is a fan, but suspects we could see a 50% drop at some point when the U.S. government decides it wants to try and squelch the dollar’s competition. Turning to interest rates, the 10-year Treasury yield is down about 20 basis points in April despite surging equity markets, and way stronger than expected prints for non-farm payrolls, ISM, retail sales, and CPI. What gives? Iurio notes that at 1.75% or so, U.S. long-end yields are a relatively attractive investment given how much negative-yielding developed-world sovereign debt is out there. He also reminds that bond bears - having made a few dollars - were prudently trimming bets just in case the Fed decided to step in and announce yield curve control. There’s plenty more including a discussion of lumber’s roaring bull market, why identifying a bubble doesn’t make you any money, and why the recent drop in volatility makes it a good time to buy option protection. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

The dollar, bitcoin, and interest rates - Jim Iurio joins Alpha Trader

This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Jim Iuorio, director at TJM Institutional Services and a CNBC contributor. Jim was previously on the show five weeks prior to the election suggesting investors get ready to hit the buy button on stocks (and sell button on volatility) the day after November 3. It was a pretty fair call, and after a bodacious November into mid-December rally, Iurio wouldn’t be surprised to see the averages take a breather headed into the end of the year.The dollar (USDOLLAR) remains key to the outlook, says Iurio, noting its big decline of late, and big rallies dollar hedges like silver (XAGUSD:CUR), Bitcoin (BTC-USD), and the Swiss franc (FXF). Iurio isn’t in any way calling for a dollar collapse, but the chances of something along those lines are at least non-zero.And speaking of Bitcoin, Iurio is bullish on the idea of owning it as a hedge against the fiscal and monetary sins of D.C., but worries about a big air pocket underneath the price should the politicians feel like taking the crypto down a couple of notches. For that reason, silver is his favorite holding to benefit from the decline in the dollar.The show then turns to stocks, and Iurio is medium- to long-term bullish thanks to vaccines, the Fed at 0%, and fiscal stimulus. He suspects the conditions for an inflation in 2021 are in place, and will be looking to buy energy names after what may be some year-end tax-loss selling. Iurio is also long and enjoying the ride Tesla (TSLA), calling it the poster-child for the question, “Is there too much money out there.” The answer at the moment is “yes.”There’s plenty more, including a discussion of the bizarre state of modern-day central banking, the U.S. (of all governments) recently designating the Swiss as a currency manipulator, and why Iurio thinks the financial sector names might be big winners in 2021.Learn more about your ad choices. Visit megaphone.fm/adchoices

This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher chatting with Jim Iuorio, director at TJM Institutional Services and a CNBC contributor. Jim was previously on the show five weeks prior to the election suggesting investors get ready to hit the buy button on stocks (and sell button on volatility) the day after November 3. It was a pretty fair call, and after a bodacious November into mid-December rally, Iurio wouldn’t be surprised to see the averages take a breather headed into the end of the year. The dollar (USDOLLAR) remains key to the outlook, says Iurio, noting its big decline of late, and big rallies dollar hedges like silver (XAGUSD:CUR), Bitcoin (BTC-USD), and the Swiss franc (FXF). Iurio isn’t in any way calling for a dollar collapse, but the chances of something along those lines are at least non-zero. And speaking of Bitcoin, Iurio is bullish on the idea of owning it as a hedge against the fiscal and monetary sins of D.C., but worries about a big air pocket underneath the price should the politicians feel like taking the crypto down a couple of notches. For that reason, silver is his favorite holding to benefit from the decline in the dollar. The show then turns to stocks, and Iurio is medium- to long-term bullish thanks to vaccines, the Fed at 0%, and fiscal stimulus. He suspects the conditions for an inflation in 2021 are in place, and will be looking to buy energy names after what may be some year-end tax-loss selling. Iurio is also long and enjoying the ride Tesla (TSLA), calling it the poster-child for the question, “Is there too much money out there.” The answer at the moment is “yes.” There’s plenty more, including a discussion of the bizarre state of modern-day central banking, the U.S. (of all governments) recently designating the Swiss as a currency manipulator, and why Iurio thinks the financial sector names might be big winners in 2021. Learn more about your ad choices. Visit <a href="http://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

Talking stocks, the dollar, silver, and Bitcoin - Jim Iurio joins Alpha Trader