by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator |
You Might Also Like
Electricity Prices Could Become a Structural Inflation Problem
2025-12-30
Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street Journal, electricity prices have risen meaningfully across much of the country since 2022, and the drivers extend well beyond the frequently cited surge in data-center demand. While electricity prices had historically tracked inflation, that …
12-29-25 The Hidden Logic Behind Dollar Weakness
2025-12-29
The U.S. doesn’t want a permanently strong dollar because it would choke the global economy and destabilize trade.
In this short video, Brent Johnson and I discuss why the U.S. has historically managed the dollar to stay range-bound and how dollar strength or weakness shapes global liquidity and growth.
📺Full interview: -SDg
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-2-26 Trump Accounts: Smart Planning or Marketing Hype?
2025-12-15
“Trump Accounts” are being discussed as a new way to help children and young adults invest for the future—but are they a meaningful planning tool or simply clever branding?
Richard Rosso & Sarah Buenger break down how Trump Accounts are structured, how they differ from traditional retirement and custodial accounts, and why return assumptions deserve careful scrutiny. We also discuss funding mechanics, diversification considerations, and what actually happens when a child reaches age 18.
Importantly, we address what these accounts are not designed to do—including education planning, where 529 plans may remain more effective. Along the way, we share lessons on dollar-cost averaging, long-term ownership, and why financial literacy matters more than the wrapper itself.
Finally, we zoom
11-6-25 Nvidia’s Money Loop: Smart Move or Red Flag?
2025-11-06
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia’s own AI chips. It’s not the first time. Nvidia’s done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it’s round-tripping—a tactic that helped inflate the dot-com bubble two decades ago.
Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that’s raising eyebrows, and what investors should watch for as the hype builds.
0:19 – Are Tariffs a Tax?
4:03 – Buy-the-Dip’er’s Continue their March
8:40 – Michael’s Fed re-cap – Stealth QE?
14:08 – Where is All the Liquidity Going?
17:45 – What Will Trigger QE?
19:16 – The Fed’s QE Trap
21:13
Tags: Featured,newsletter
