In this episode, Robert discusses an emerging investment theme that caught his attention after conversations with prominent technology and finance leaders: quantum computing and the cybersecurity challenges it could create.

He explores the concept of "Q Day," why advances in quantum technology may eventually force governments and businesses to rethink digital security, and where investors may find opportunities as the industry develops.

He also shares his framework for finding strong stocks during market pullbacks, offers thoughts on the early policy direction of new Fed Chair Kevin Warsh, and explains why periods of uncertainty and volatility can often create attractive long-term buying opportunities.