The Path Of Least Embarrassment

04/05/2025 14 min

Listen "The Path Of Least Embarrassment"

Episode Synopsis

In this episode, Robert explains why the U.S. dollar’s recent slide might be the stealth stimulus no one’s talking about. He breaks down how currency moves are quietly boosting stocks, why certain companies are set to benefit, and what the coming “stimulus wave” could mean for markets heading into the midterms. Plus, he shares his outlook on the Fed, what to watch after the recent rally, and a personal life update.