In this episode, Robert dives into the market implications of the upcoming U.S. election, noting how different outcomes could impact specific sectors and how "gridlock" might not be a bad thing. He breaks down why both Trump and Harris would likely both boost the deficit and drive up inflation, making one sector in particular a promising play regardless of the winner. He also shares his approach to recent tech earnings and previews the key events expected to drive market volatility this week.

In this episode, Robert unpacks Goldman Sachs' recent warning of a potential "lost decade" for the S&P 500. Robert explains he thoughts around navigating a potentially stagnant market. He also offers strategies for finding growth opportunities beyond the index and discusses his outlook on Tesla and key earnings reports coming up this week.

In this episode, Robert shares his best trade of 2024, explaining what an "economic moat" looks like in a prospective portfolio addition and how to determine strong growth potential. He answers a listener's question on the potential market impact of the upcoming election and what the playbook looks like for each candidate if they were to win. He also covers the market news and earnings.

In this episode, Robert looks back on his bullish market predictions over the past two years, which have paid off with strong portfolio gains. He touches on recent shifts of certain pricing in the market that could signal potential risks ahead. While he's still optimistic about the market, Robert covers key areas he’s watching closely and how they may impact his outlook moving forward. Listen to get his thoughts on what these changes could mean for investors.

Robert discusses why many bearish analysts were wrong about their dire market predictions over the last year, despite numerous negative catalysts. He shares how his portfolio has thrived, provides insights into his updated market outlook, and previews the key trends and events to watch in the coming weeks to stay ahead in this volatile environment.

In this episode, Robert covers the Federal Reserve's recent 50 basis point cut and explores what it could mean for the U.S. economy. He also answers a question from a listener who asks if it's time to take profits with the market at all time highs. Robert also gives a preview on what to expect for the upcoming week.

Robert explains the cyclical nature of the U.S. economy, highlighting the patterns of booms and busts driven by interest rates and innovation. He shares his outlook, predicting what phase of the market we're in, with stock market growth likely to continue through 2025. Robert answers a listener's question about tech stocks, revealing one tech stock he would buy and one he would avoid, and previews Jerome Powell’s upcoming press conference and its potential market impact.

Robert discusses why stocks tend to perform poorly during September and gives an updated market outlook. He also reviews the portfolio changes he’s making to prepare for this volatile time of year and previews what to expect this week in the markets. 

Robert discusses why companies are investing so heavily in AI and the optimal way for everyday investors to profit from AI adoption and the potential birth of artificial general intelligence (AGI). He also discusses whether he's nervous about Warren Buffett's rising cash position, reviews Nvidia's earnings, and previews what to expect this week in the markets.

Robert discusses the market "mega trends" that have defined that last 50 years and gives his predictions for which mega trends will drive markets over the next decade. He also answers whether the US dollar will keep its reserve currency status, gives his take on Jerome Powell's speech at Jackson hole, and previews what to expect from Nvidia (NVDA) earnings on Wednesday.