In this episode, Robert gets candid about being wrong and why that’s not only normal in investing, but necessary. He breaks down how recent shifts in policy, inflation, and geopolitics in Iran have changed the landscape, and what that means for positioning right now.

The focus is on what actually matters: managing risk, staying disciplined, and knowing when not to press. He also shares how he’s thinking about the current environment, why he’s taking a more patient approach, and how to handle missed opportunities without letting emotion take over.