10-9-25 The Bearish Case For AI Boom: Revenues, Power, & The Cost
2025-10-09
The AI capex boom is real but fragile. It isn’t built on profits, but on promises – circular funding between $NVDA, $ORCL, OpenAI, and others – alongside soaring power costs and looming energy constraints.
In this Short video, @michaellebowitz and I discuss why this self-feeding cycle could expose weak links and lead to costly surprises for investors.
Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-7-25 Why Markets Don’t Compound Over Time
2025-10-07
Most investors believe markets compound steadily, but they don’t.
Losses break the compounding path, and timing matters more than most realize.
In this Short video, I show why managing risk—not chasing returns—is what truly builds wealth over time.
Watch the full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
The Index Isn’t Always Accurate: Factors Influencing Yields
2025-08-13
How was the weather yesterday in the United States? You could answer by citing an average temperature or precipitation level. However, doing so would severely misrepresent the weather in many parts of the country. Similarly, the typical response to “What did the market do today?” is often to quote the change in the S&P 500 …
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US Economic Growth Shows Cracks
2025-08-09
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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8/8/25 What Would a 20% Social Security Reduction Mean for Your Retirement?
2025-08-08
Could your Social Security check be slashed by 20%?
With trust fund depletion looming, many retirees could face harsh income cuts sooner than expected. Richard Rosso & Jonathan McCarty break down what a 20% Social Security reduction would mean for your retirement lifestyle, how to prepare now, and smart income strategies to fill the gap. Whether you’re already retired or nearing retirement, this is a must-watch.
0:18 – Social Security should be considered a stipend
5:30 – Social Security Shores-up Your Financial Plan
11:30 – The Myth of Breaking-even
13:18 – Family Dynamics & Spousal Benefits
16:50 – Calculating Benefit Loss from Taking early Retirement
18:30 – If Social Security Goes Away…
21:48 – Paying More Taxes to Shore Up Trust Fund
24:31 – Giving Up More by Taking SS Early
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