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Room to Run

Room to Run

TikStocks 103 Episodes Oct 11, 2026

Room to Run is hosted by Robert Ross, an investor, author, and the creator behind TikStocks. The show explores stock trading mechanics, market analysis, and portfolio management. Robert offers practical advice and insights for both experienced investors and beginners. Episodes aim to help listeners navigate the complexities of the market with greater confidence.

Episodes

The Big Long: Michael Burry, Treasury Yields, and Small Caps
The Big Long: Michael Burry, Treasury Yields, and Small Caps Oct 11, 2026 00:11:12 In this episode, Robert explains why the bull market may have more room to run despite persistent fears around inflation, rising interest rates, and geopolitical uncertainty. He breaks down three investment themes he believes could outperform over the next 12 to 18 months, including AI infrastructure beneficiaries, Bitcoin, and select small-cap opportunities. He also discusses why Treasury yields 
The Great Wealth Transfer: My Buy List, Marginal Dollars, and “Broken” Markets
The Great Wealth Transfer: My Buy List, Marginal Dollars, and “Broken” Markets Oct 4, 2026 00:11:02 In this episode, Robert explains why the Great Wealth Transfer could become one of the most important investing trends of the next two decades as trillions of dollars shift to younger generations with very different investment preferences. He breaks down the areas he believes could benefit most as control of that wealth changes hands, including crypto, alternative assets, technology, and wealth ma
Price of Admission: 10-Baggers, FIRE Numbers, and Space Stocks
Price of Admission: 10-Baggers, FIRE Numbers, and Space Stocks Sep 27, 2026 00:11:26 In this episode, Robert explains why finding a potential 10-bagger is only half the battle, and why holding onto exceptional investments through painful drawdowns can be just as important. He breaks down three areas where he believes the next generation of outsized winners could emerge, including crypto, space, and quantum computing, and why smaller companies can offer particularly compelling oppo
The Doom Premium: AI Hysteria, Rate Hikes, and My Buy List
The Doom Premium: AI Hysteria, Rate Hikes, and My Buy List Sep 20, 2026 00:11:38 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 la
Happy Endings: $MSFT, Inflation, and the Costanza Trade
Happy Endings: $MSFT, Inflation, and the Costanza Trade Sep 13, 2026 00:11:46 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 w
Too Big or Too Small: $BTC, Small Caps, and Jackson Hole
Too Big or Too Small: $BTC, Small Caps, and Jackson Hole Aug 30, 2026 00:11:25 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 nav
Crisis Du Jour: Bonds, Bitcoin, and the Bessent Put
Crisis Du Jour: Bonds, Bitcoin, and the Bessent Put Aug 23, 2026 00:11:25 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 mo
The Sweet Spot: $SNDK, Missiles, and How I’d Invest $100k
The Sweet Spot: $SNDK, Missiles, and How I’d Invest $100k Aug 16, 2026 00:10:50 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 t
Free Money Machine: $MSFT, Hyperscalers, and Turning Japanese
Free Money Machine: $MSFT, Hyperscalers, and Turning Japanese Aug 9, 2026 00:10:47 In this episode, Robert explains why investors may be focusing too much on today’s massive AI spending and not enough on what that infrastructure could generate over the next 12 to 18 months.He breaks down his “shovel sellers vs. toll takers” framework for finding opportunities across the AI buildout, including why the companies benefiting today may not be the biggest winners tomorrow. He also exp
Bite the Dust: Leopold, Tide Turns, and “The Top”
Bite the Dust: Leopold, Tide Turns, and “The Top” Aug 2, 2026 00:12:12 In this episode, Robert explains why the recent AI selloff looks more like a reset than the end of the long-term investment story. He compares today's market to previous technology-driven bull markets, discusses how liquidity events and excessive speculation can create sharp but temporary drawdowns, and outlines the qualities he's watching for as the next market leaders emerge. He also ans
Don’t Blow Up: $GOOGL, Stop Losses, and The First Rule of Investing
Don’t Blow Up: $GOOGL, Stop Losses, and The First Rule of Investing Jul 26, 2026 00:12:12 In this episode, Robert explores how social media can distort investors' expectations, encouraging excessive risk-taking while downplaying the importance of preserving capital.He explains why surviving market volatility is more important than chasing every hot trade, shares how he approaches risk management and stop losses, and argues that the recent AI selloff has created healthier conditions
Ride The Lightning: AI Stocks, Index Insurance, and When to Sell
Ride The Lightning: AI Stocks, Index Insurance, and When to Sell Jul 19, 2026 00:08:53 In this episode, Robert explains why true diversification is about managing exposure, not simply owning more stocks, and explains where index funds come into play. He shares what he's watching as the Magnificent 7 enter a pivotal earnings season, why market reactions often matter more than the earnings themselves, and offers a practical framework for deciding when to trim or sell positions. Th

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