Follow the Money with Jerry Robinson

America's national debt is closing in on $40 trillion, but Jerry Robinson says the debt total itself may not be the biggest warning.

The real story is the rising cost of financing it.

Recent Treasury auctions have produced the highest 10-year and 30-year auction yields in decades as investors demand greater compensation to lend Washington money. Meanwhile, the Treasury Department is doubling certain long-term debt buybacks, a move Jerry explains is debt reshuffling, not debt reduction.

In this episode, Jerry examines what persistent long-term rates could mean for mortgages, businesses, stocks, government finances, and American households.

Then, in our Market Insights segment, Jerry examines an S&P 500 sitting near record highs with record corporate profit margins, but increasingly stretched market breadth. He also discusses the weakening U.S. dollar, improving gold prices, record-high copper, oil and the depleted Strategic Petroleum Reserve, plus his outlook for Bitcoin and Ethereum heading toward October.

Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.

Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

America’s national debt is rapidly approaching $40 trillion, while the federal government is projected to spend roughly $7.4 trillion this fiscal year.

There is no pandemic, no economic depression, and no declared world war. Yet Washington continues operating as though the country is facing a permanent emergency.

In Episode 515, economist Jerry Robinson asks a basic question: What are Americans getting for all this money?

Social Security remains exposed. Healthcare consumes trillions while producing disappointing outcomes. Educational achievement is slipping. American families are under increasing financial pressure. Meanwhile, Washington continues finding money for wars of choice, foreign commitments, corporate subsidies, and politically connected interests.

Jerry argues that America’s central problem is not a lack of money. It is a crisis of priorities, stewardship, and accountability.

Later, in Market Insights, Jerry explains what the approaching $40 trillion debt burden could mean for Treasury yields, bonds, inflation, the U.S. dollar, gold, stocks, retirement income, and household financial planning.

In this episode:
Why trillion-dollar deficits have become Washington’s normal operating model
What the national debt reveals about America’s priorities
The looming Social Security funding challenge
Why America spends so much on healthcare but receives poor results
The financial and moral costs of wars of choice
What rising government debt could mean for interest rates
Why gold and productive assets may matter in a debt-heavy era
Practical steps households can take to prepare without panicking
The national debt is serious, but fear is not a financial plan. Stay informed, remain diversified, and keep your own financial priorities in order.

Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.

Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

For decades, dividend-paying companies have quietly built enormous wealth for patient investors.

In Episode #514, Jerry Robinson explains why dividend growth remains one of the most overlooked drivers of long-term investment success. Learn the difference between Dividend Achievers, Dividend Aristocrats, and Dividend Kings, why chasing high dividend yields can be dangerous, and why quality companies that consistently raise their payouts deserve a place on every investor's watchlist.

Jerry also explains why SCHD remains one of his favorite dividend ETFs and shares how the Follow the Money Dividend Aristocrat Leaderboard helps members identify high-quality dividend stocks using both fundamental and technical analysis.

Plus:
• Current market commentary
• S&P 500
• Nasdaq 100
• Gold
• Silver
• Bitcoin
• Oil
• U.S. Dollar

Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.

Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

Artificial intelligence may feel like it lives in the cloud, but the cloud runs on electricity.

In this episode of Follow the Money, Jerry Robinson explores one of the most overlooked investment themes of the AI revolution: power.

In Segment One, Jerry explains why exploding demand from AI data centers is creating new challenges for the electric grid and why electricity may become one of the defining bottlenecks of the next decade.

Then, in Segment Two, he examines several investment themes that could benefit from this trend, including nuclear power, uranium, natural gas, electrical infrastructure, and data center cooling. Rather than chasing headlines, Jerry explains how disciplined investors can build a watchlist and identify opportunities as they emerge.

Topics discussed include:
• Why AI is becoming an energy story
• The growing demand for electricity from AI data centers
• Nuclear power vs. uranium: understanding the difference
• Natural gas as a bridge fuel for AI growth
• Grid modernization and infrastructure opportunities
• Why investors should focus on trends instead of hype

Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.

Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

A brand-new investment account for children is now available, and many parents and grandparents are wondering whether it deserves a place in their family's financial plan.

In this episode, Jerry Robinson explains how Trump Accounts work, who qualifies for the federal $1,000 seed contribution, how these accounts compare to kid Roth IRAs, and why early investing may be one of the greatest financial gifts we can give the next generation.

Jerry also discusses long-term tax planning considerations, future Roth conversion opportunities, and the power of compounding over decades.

Plus, Jerry shares his latest market insights, including the key trends, sectors, and asset classes he is watching right now.

In this episode:
• What Trump Accounts are and how they work
• Who qualifies for the $1,000 federal contribution
• Trump Accounts vs. Kid Roth IRAs
• Long-term tax planning for children
• Future Roth conversion opportunities
• The power of compounding over time
• Jerry's latest market insights

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Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.

Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.