Reverse Luigi: $UNH, Big Tech, and China

17/08/2025 13 min

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Episode Synopsis

In this episode, Robert connects today’s market setup to history, explaining how sentiment, fundamentals, and technicals are colliding in ways most investors miss. From the psychology driving bull markets to the forces shaping AI, Nvidia, and the broader economy, he unpacks what’s really moving stocks right now and why pessimism may not match reality. Plus, he answers a listener question that gets to the core of current market risks.