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Listen "Nothing Stops the Train"
Episode Synopsis
In this episode, Robert revisits a moment in history that shocked markets and draws eerie parallels to what’s happening with yields, deficits, and investor trust today. He unpacks what rising long-term rates actually signal, why the market is punishing policymakers, and what it all means for your portfolio. Plus, a listener asks about Robert’s Bitcoin thesis and he responds with his updated thinking, cycle insights, and where he still sees upside.
In God we trust