{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"5-21-26 The AI Economy Beyond The Hype","description":"The AI economy looks unstoppable on the surface, but what is really happening underneath?&amp;nbsp; Lance Roberts and Michael Lebowitz break down the massive surge in AI infrastructure spending, the role of hyperscaler CapEx in driving GDP growth, and whether AI is creating a stronger economy or masking deeper structural weaknesses. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - NVIDIA, AI, &amp;amp; Streamlining Workforce 5:41 - Market Sell Signals and Chances for Summer Correction 10:10 - Weakness in Economic Data is Transitory 14:53 - Oil Price Economic Impact - When Does it Hit? 16:36 - The AI Economy -Beyond the Hype 19:52 - How Will AI-generated Productivity Work Through Economy? 22:33 - Data Center Spending Impact on GDP Growth 26:41 - GDP per Capita per US States vs Internationals 29:40 - Every Economy Has a &quot;K&quot; 31:07 - What AI Can Do For You 32:33 - When Dire Predictions Don't Come True 35:52 - ...this doesn't mean we can't have a recession 37:44 - Points to Ponder from Latest NVIDIA Report 38:47 - Space-X (SPCX) IPO Preview Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: &quot;The AI Economy: Looking Beyond The Facade Part 1&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/the-ai-economy-looking-beyond-the-facade-part-1\/  &quot;The NVDA Earnings Report: Could It Pop The Gamma Bubble?&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/the-nvda-earnings-report-could-it-pop-the-gamma-bubble\/  ------- Do you enjoy our content? Rate us on Google: https:\/\/bit.ly\/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel:&amp;nbsp; https:\/\/youtube.com\/live\/TeIhoqBT8dg ------- Watch today's &quot;Before the Bell&quot; feature, &quot;Momentum Pause Before Summer Rally?&quot; here: https:\/\/youtu.be\/oWiPrlAYz5A&amp;nbsp; ------- Watch our previous show, &quot;Q&amp;amp;A Wednesday - Straight Talk About Your Money&quot; https:\/\/youtube.com\/live\/ngEmjqsUFTY ------- * REGISTER for our next Dynamic Learning Series presentation, &quot;A SimpleVisor Tutorial,&quot; Thursday, June 4, 2025 at Noon: https:\/\/streamyard.com\/watch\/MwairsimgmnS -------- Download Lance's Latest e-book, &quot;Laws of Money &amp;amp; Wealth:&quot;https:\/\/realinvestmentadvice.com\/ria-e-guide-library\/ -------- SUBSCRIBE to The Real Investment Show here: http:\/\/www.youtube.com\/c\/TheRealInvestmentShow -------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new -------- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #StockMarket #MarketCorrection #SP500 #Investing #MarketOutlook #ArtificialIntelligence #AIeconomy #StockMarket #EconomicOutlook #TechnologyStocks ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41378320\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/41378320"}