HeyJaredRoom to Run
Join your host Robert Ross, the seasoned investor, author, and the creative mind behind TikStocks, as he dives deep into the mechanics of stock trading, market analysis, and portfolio management.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 20, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
The Doom Premium: AI Hysteria, Rate Hikes, and My Buy List (opens the original)
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In this episode, Robert explains why fear can be one of the most costly forces in investing and how pessimism surrounding new technologies can sometimes obscure the opportunities developing underneath. He examines the current debate around AI regulation, including the incentives that could shape how the industry’s largest companies approach calls for greater oversight. He also discusses what the latest Federal Reserve decision means for stocks, why the market’s resilience amid a long list of con
Happy Endings: $MSFT, Inflation, and the Costanza Trade (opens the original)
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In this episode, Robert explains why identifying a great company is only part of successful stock picking, and how paying the wrong price can turn even a dominant business into a disappointing investment. He uses Microsoft’s experience after the Dot Com Bubble to examine today’s AI leaders, breaking down the difference between “shovel sellers” and “toll takers” and what investors should consider when evaluating each. He also discusses dividend-focused portfolios, why total return matters, and wh
Too Big or Too Small: $BTC, Small Caps, and Jackson Hole (opens the original)
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In this episode, Robert explains why successful investing often means enduring long stretches of uncertainty and volatility while giving compounding enough time to work. He breaks down why Bitcoin currently offers one of the most compelling risk-reward setups he sees across markets, and what sentiment, fundamentals, and market cycles could be signaling about its next chapter. He also discusses navigating a cold streak in small-cap investing, shifting market leadership, and how the latest earning
Crisis Du Jour: Bonds, Bitcoin, and the Bessent Put (opens the original)
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In this episode, Robert explains why rising Treasury yields may not be the warning sign for stocks that many investors assume. He looks back at a major market prediction from Ray Dalio to explore how investors can correctly identify an economic risk while still getting the market reaction wrong. He also discusses how to think about risk tolerance during volatile periods and why Bitcoin’s latest move could signal an important shift for crypto.
The Sweet Spot: $SNDK, Missiles, and How I’d Invest $100k (opens the original)
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In this episode, Robert explains why some of the best investment opportunities come from looking 12 to 18 months ahead instead of chasing the narratives dominating markets today. He breaks down two major themes he believes could shape the next phase of the market, including the continued evolution of the AI trade and an emerging opportunity tied to U.S. rearmament. He also discusses how he would think about building a portfolio from scratch and why the current market backdrop could offer an attr
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