Hate Mail from the Frontlines

23/03/2025 12 min

Listen "Hate Mail from the Frontlines"

Episode Synopsis

Robert draws a surprising parallel between the stock market and Silence of the Lambs, unpacking how investors are being led toward a painful but calculated outcome. He dives into the “Mandela Effect” around Trump’s first term, explains why volatility is back with a vengeance, and lays out how he's adjusting his portfolio in response. Plus, he shares his response to a listener calling him a “permabull” and answers the question on every investor’s mind: how much exposure to tech still makes sense?