8-23-25 Savvy Social Security Planning
2025-08-27
Will Social Security be there for you when you’re ready to retire?
Richard Rosso and Jonathan Penn host Candid Coffee on Savvy Social Security Planning, sharing the in’s and out’s of the Social Security system, answering questions like when you should apply for Social Security—and how much should you expect to receive?
INTRO/Genesis of Candid Coffee
4:30 Teaser questions
5:15 Claiming Options & Costly Decisions about Social Security
9:40 Understanding the Value of Social Security
12:50 Will Social Security Be There for You?
15:45 A Clearer Way to Think About Social Security
17:00 What If You Live?
18:30 The fallacy of taking Social Security early
20:54 What About the Impact on COLA
22:19 Show Me the Money – How Benefits are Calculated
26:53 When Should You Apply for Social Security?
Momentum Strategies And Physics: Mass And Velocity Matter
2025-08-27
In his 1687 book, Philosophiae Naturalis Principia Mathematica, Sir Isaac Newton defined momentum as the product of mass and velocity, or p = m * v. The reason we begin with a physics lesson is that momentum strategies are very popular, and Isaac Newton’s famous formula can teach us a lot about financial asset momentum. …
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Significant Rotations Hidden By Calm Markets
2025-08-22
The market seas are calm, but beneath the surface, there is some intense churning, or in market terminology, significant stock rotations. Over the last week, the Dow, S&P 500, and Nasdaq were relatively flat. Such gives the appearance of a low volatility, typical late August market with little going on. However, beneath the calm of …
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8-20-25 John Tamny – Money is Ruthless
2025-08-20
Lance Roberts interviews John Tamny, author, economist, and editor of RealClearMarkets. Tamny’s provocative new book, Deficit Delusion, reframes how we think about debt and growth. He makes a bold case: Trump-style protectionism and fear-driven immigration policies are economically self-defeating—even for conservatives.
Trade is the greatest foreign policy mankind has ever devised, plus it’s great for workers as is any scenario that expands the division of labor.
$36.1 trillion Government Debt is not a crisis—it’s a sign of U.S. strength & investor confidence about the U.S.’s future, it’s not weakness.
1:55 – Will the Debt Spiral spark a financial crisis?
4:03 – What is the debt relative to economic growth?
5:18 – The Uber Analogy & Expectations of Debt
8:40 – What are we NOT doing
WWIII – The Death Of Another Narrative
2025-06-28
🔎 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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6-25-25 Speculative Demand is Off the Chain
2025-06-25
When there is a massive amount of demand for something, and Wall Street sees there is money to be made from it…they’re going to figure out a way. There is record call-option volume presently in levels we’ve never seen, historically. And Wall Street is happy to sell it to you. This will end the way SPACs and some IPO’s have ended…not well for investors.
Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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