In this episode, Robert explains why the most important Fed move this week was not the rate cut everyone was debating, but a quieter shift that could reshape market liquidity. He walks through what renewed bond buying signals for monetary policy, why liquidity matters more than most macro headlines, and how this ties into the broader stimulus narrative taking shape. Robert also explores what this environment historically means for the dollar, hard assets, and small caps, and answers a listener question on positioning portfolios if policy turns decisively pro-liquidity. As the year wraps up, he reflects on sentiment, market leadership, and what could drive the next phase of the bull run.