MoneyMasters Podcast 🎙️ 9/11/25: Jobs or Inflation – What's Driving the Fed's Next Move?

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, Jim Bianco, president and macro strategist at Bianco Research, and Steve Sosnick, chief strategist at Interactive Brokers, discuss how a 911,000-job revision is altering the outlook for the labor market and Fed policy.

Bianco explains why population growth may be the overlooked driver of employment trends, while Sosnick questions whether markets are misjudging the Federal Reserve’s next move as inflation lingers and the yield curve steepens. They also explore the gap between AI’s near-term reality and its long-term potential, along with the surprising strength in gold and metals amid rising political risk.

Find out how fast the markets are shifting.

Don’t forget: Steve will be speaking at the 2025 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 16-18 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlando.moneyshow.com/?scode=059253.

Meanwhile, Jim will be speaking at the 2025 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 1-3 at the Ritz-Carlton Sarasota. Click here to register: https://sarasotaims.com/?scode=059253.

Editor’s Note: I am on-site hosting the 2025 MoneyShow Toronto. So, there will be no Top Pros’ Top Picks newsletter on Friday, Sept. 12. Look for your next regular edition on Monday, Sept. 15.

Bloomberg Intelligence’s McGlone: THIS Force Could Drive Gold to $4,000

Could gold hit $4,000 an ounce soon? That’s what Mike McGlone, senior macro strategist at Bloomberg Intelligence, says you should prepare for — but maybe not for the reasons you might think. Check out this excerpt from our recent MoneyShow MoneyMasters Podcast for more details. 

• ORCL: Monster RPO Figures Send the Tech Stock Soaring
  👉️ TICKERS: AMZN, GOOGL, MSFT, ORCL
  Oracle Corp. (ORCL) reported brilliant fiscal first-quarter results as the company’s remaining performance obligations (RPO) jumped 359% to over $455 billion, an amazing $300 billion increase during the quarter, writes Ingrid Hendershot, editor of Hendershot Investments.

• EPD: A Higher-Yielding, Well-Managed MLP
  👉️ TICKER: EPD
  Enterprise Products Partners LP (EPD) is one of the largest midstream energy companies and Master Limited Partnerships in the country, with a vast portfolio of service assets connected to the heart of American energy production, observes Tom Hutchinson, editor of Cabot Dividend Investor.

☀️📈 Get year-end picks and strategies at the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18). Register HERE today!