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
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