Follow the Money with Jerry Robinson

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FTM 518: AI's Global Gold Rush

September 16, 2026

Artificial intelligence is becoming a global gold rush. In this episode, Jerry Robinson speaks with Kevin T. Carter, founder and CIO of EMQQ Global, about the emerging-market companies, technologies, and consumers helping shape the next phase of the AI boom.They discuss Taiwan Semiconductor, Samsung, SK Hynix, China’s rapidly developing AI ecosystem, India’s extraordinary digital transformation, and the risks investors should keep in mind.Plus, Jerry opens with brief thoughts on the Federal R...

FTM 517: The Quiet Reinvention of Money

September 02, 2026

When most people hear “digital assets,” they think of Bitcoin's price, wild volatility, meme coins, and speculation. But while the public has been watching the prices, a much larger transformation has been unfolding beneath the surface.In episode 517, economist and investor Jerry Robinson pulls the camera back to examine five forces quietly reshaping money and markets: digital dollars are going global, traditional assets are moving on-chain, Wall Street is entering the market, governments are...

FTM 516: The $40 Trillion Warning

August 19, 2026

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 e...