In this episode, Robert unpacks what a Vegas hot streak can teach us about investing in a falling dollar and what happens when chips suddenly lose value. He breaks down the key drivers behind the recent market rally, explains why a short-term reversal in the dollar could cool things off, and shares how he’s navigating the current environment. From buy lists to breakout trades, he highlights the setups he’s watching now and how to stay nimble without losing sight of the bigger picture. Plus, a listener question on concentrated bets, portfolio conviction, and riding Palantir through the chaos.