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.

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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.

Relevant stocks and ETFs for this podcast include: (AMZN), (CSCO), (GLD), (IEF), (QQQ), (SHV), (SHY), (TLT), (UDN), and (SPY).