DiscoverLumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Author: Ram Ahluwalia

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Thought provoking conversations with world class leaders in business and investing.

Where are the overlooked opportunities?
How are hard decisions made?
What makes a great investor?

Host: Ram Ahluwalia, CEO Lumida Wealth
Frequency: Weekly
Run time : 60 mins per episode
Previous Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)
124 Episodes
Reverse
00:00 Market Thoughts and the Sense of Humor in Investing 01:30 OpenAI’s Acquisition of TBN: A War for Attention 03:17 The Rise of Claude and OpenAI’s IPO Path 04:44 Data Centers, Redemptions, and Market Weakness 07:30 Geopolitical Tensions: Iran and the Strait of Hormuz 11:41 Analyzing the "10% War Rule" and Market Fallacies 16:54 Short Covering vs. Quality Rallies 19:18 Long Themes: Real Assets, Dividends, and GLP-1 Impacts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - Spring Updates and Market Volatility  00:56 - The Iran Negotiation Reality Check  02:32 - Shifting Goalposts and the Trump Oil Vision  03:39 - Inflation’s Return: From Airfare to Agriculture  04:44 - Defensive Positioning and Finding US Value  06:17 - Avoiding "Death by Cop" and Theme Exhaustion  07:39 - Ferrari, Nike, and the Brand Name Trap  08:25 - SpaceX, Tesla, and Tech Sector Shorts  09:59 - Berkshire Hathaway and High-Quality Insurance  11:32 - Breaking Free from Tribal Investing  12:36 - Strategic Maneuvers: Kharg Island and Centcom Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - The Psychology of Hope and "All That Glitters" 02:40 - The Tesla Trajectory and Sentiment Gauges 04:04 - Cultural Perspectives on Hope: US vs. Europe 04:52 - Trading Reality vs. Expectations: The Two-Day Rule 06:44 - The Great De-grossing: Record Margin Debt and Institutional Unwinding 08:42 - The BlackRock Shift: From Consensus to Neutral 10:33 - Phase 4 Mistakes: Why "Buying the Dip" is Failing 14:23 - Portfolio Updates: Picking up Meta, Microsoft, and Berkshire 17:00 - Geopolitical Realities: The Iran Conflict and the Strait of Hormuz 24:22 - Historical Lessons: Kinetics, Surrender, and Miscalculations 27:33 - Fundamentals vs. Positioning: The Micron and Nvidia Paradox 31:14 - Price Targets and the Next Bull Move: Consumer Discretionary 34:27 - Recenter Your Mind: Lessons from Jesse Livermore and Market History 37:12 - Beyond the Spreadsheet: The Fusion of Psychology and Position Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
BlackRock

BlackRock

2026-03-3018:21

00:00 - BlackRock’s Late Neutral Call & Market Reality  01:14 - Market Volatility, Oil Shortages, and Finding Value  02:17 - Geopolitical Impacts: Trump, Iran, and the Strait of Hormuz  03:35 - Microsoft vs. Meta: Pricing Power in an Inflationary World  05:44 - The Rise of AI Productivity Tools & "Clockwork"  07:04 - Shorting the Overpriced: Data Centers and Consumer Brands  08:53 - Resilient Businesses: Berkshire and the Insurance Thesis  10:36 - Naval Escorts and Oil Tanker Bailouts  13:56 - Why Investment Committees are Failing Investors  15:51 - Global Energy Independence and Nuclear Potential   Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - Sunlight, Hormones, and Vitamin D Tips 01:11 - The 47-Year Conflict: Why Negotiation Fails 02:48 - Shifting Goalposts: Entering Week 5 of the Conflict 03:54 - The Pernicious Inflation Passthrough in Travel and Energy 05:39 - Market Strategy: Avoiding "Death by Cult" and Tired Themes 07:57 - The Cure for High Prices: Innovation in Memory and GPUs 10:14 - Berkshire Hathaway and the Insurance Safe Haven 12:51 - Marines on the Way: Is Kharg Island the Ultimate Bargaining Chip? 15:05 - Lumida Deal Flow: Shield AI and Neuresonance in Bloomberg 17:14 - Strategic Objectives: Insights from the Fifth Fleet and Centcom Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - Identifying Thoughtful Investors and Echo Chambers 02:12 - Geopolitics: The U.S., Iran, and the 50-Year Peace Goal 05:18 - Economics of the Strait of Hormuz and Kharg Island 08:16 - The Geopolitical Bull Case: Oil, Money, and AI Arms Races 10:13 - The $2 Trillion Gulf Investment and Strategic Defenses 11:39 - Commodity Plays: Gold Miners and Inflationary Hedges 12:51 - Energy Sensitivity and the S&P 500 Bull Market 14:43 - Nuclear Bubbles vs. Compounder Quality (Berkshire & Progressive) 17:51 - Human Creativity: The Ultimate Turing Test for AI 19:28 - Labor Markets: Why the "Switchboard Operator" Moment is Back 22:17 - Content Disruption and the Value of Human Attention 25:34 - NP-Incomplete Problems: What AI Still Can't Solve 29:36 - SaaS Survival: Narrative Sell-offs vs. Structural Compliance 33:12 - Private Credit: When Liquidity Risk Becomes Credit Risk 37:29 - Public Markets: Moats, Taiwan Semi, and OpenAI Valuations 41:58 - Tax Alpha: The "Buy, Borrow, Die" Strategy and Step-Up Basis 47:29 - The End of Capitalism? Robotics and Near-Zero Labor Costs 50:50 - Lumina Invest: Real-Time Insights and the Future of Family Offices Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
Iran cease fire?

Iran cease fire?

2026-03-2509:37

00:00 - Soho Event & New York Conference 00:36 - The Ceasefire Gambit: Why a Deal is Unlikely 01:00 - Trump’s Urgency vs. IRGC’s Deterrence 01:45 - The Tanker Crisis and Global Oil Flow 02:26 - Missile Effectiveness and Defense Interceptors 03:28 - The Trust Deficit and the Ukraine Precedent 05:37 - Market Volatility: Fading the Gap Up 07:13 - Israel’s Existential Stance and Netanyahu’s Incentives 08:25 - The Path to Coercion in the Strait of Hormuz Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
The Taco Two Step?

The Taco Two Step?

2026-03-2416:17

00:00 - The Taco Two Step: Trump’s Tarmac Comments 00:55 - Meme Warfare and 15 Points of Negotiation 02:59 - Geopolitical Damage: Qatar Infrastructure and ICBMs 03:53 - The Kharg Island Dilemma and "Missile Vietcong" 05:34 - The Window for De-escalation vs. Strategic Objectives 07:27 - Market Valuations: IT, Staples, and Utilities 09:21 - Oil Futures and the U.S. Tanker Dynamic 11:12 - Saudi Tankers and Selective Frameworks 13:49 - Institutional "Quality" Picks: Moody's and S&P Global 15:21 - Commodity Washouts: The Gold and South Korea Volatility Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - Friday Rituals and Hibachi Tips 01:24 - How Liquidity Risk Turns Into Credit Risk 03:36 - The Asymmetry of the Strait of Hormuz 06:15 - The Bull Case vs. Reality of Taking Kharg Island 09:07 - U.S. vs. Israel: Differing Geopolitical Incentives 12:44 - The Economic Reality of $180 Oil and Gasoline Spikes 14:42 - Negotiating with Paranoia: The Iranian Leadership Dilemma 17:25 - Institutional Positioning: Insurance vs. Overleveraged Tech 19:36 - Refinancing Risk and the S&P 500 Outlook 21:56 - Using the Lumida Invest App to Track Insider Selling 24:19 - The "Moment to Buy" and the Coming Face-Ripping Rally Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
Val Kilmer

Val Kilmer

2026-03-2018:51

00:00 - Val Kilmer, AGI, and the Market for Attention 01:45 - The Disruption of Netflix and AI’s GDP Fallacy 04:35 - Geopolitics: Leon Panetta on the Strait of Hormuz 06:57 - Military Strategy: Deficits and Residual Forces 08:28 - Commodity Contagion: Oil Futures and Price Arbitrage 10:40 - Market Outlook: Identifying Quality and Value in Biotech 12:42 - Semiconductors and Industrials: Distribution in Micron and Nvidia 14:55 - Realpolitik at Home: Parenting and the First Lesson in Investing Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00 - Mandatory Retirement and Midterm Projections 01:35 - The 2028 Political Strategy: Break It Now, Fix It Later 02:29 - Geopolitics: Venezuela, Iran, and the Strait of Hormuz 05:20 - Oil Tactics and the Strategic Petroleum Reserve 07:16 - Theory of Mind: How Political Leaders Respond to Incentives 09:24 - Inflation Regime: PPI Data and Rising Commodity Costs 10:42 - Market Strategy: Shorting Brazil and Navigating Stagflation 13:44 - The "Copy Trading" Trap and Finding Real Value 15:59 - The OpenAI-Microsoft Conflict and Private Equity Red Flags 19:27 - Quarterly Options Expiration and Spring Wellness Tips Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
Find the Barbell

Find the Barbell

2026-03-1812:26

00:00 Introduction & Find the Barbell 00:27 Defining the Barbell Strategy 01:13 Analyzing Market Themes: Drones vs. Value 02:24 Software and MedTech Opportunities 03:50 Homebuilders: Seasonality and Affordability 06:33 The State of Healthcare and Eli Lilly 07:56 Travel, Leisure, and the Baby Boomer Trade 08:42 Market Lockouts and Vanna Charm Flows   Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
Inflation ahead?

Inflation ahead?

2026-03-1721:00

00:00 Transitioning to an Inflationary Regime 01:05 Rising Costs: From iPhones to Lumber 01:43 Impact of the Iran Conflict on Oil & Gas 02:44 The US-UK Relationship and NATO Risks 06:26 Strategy Layers in the Middle East Conflict 08:52 Market Volatility and Options Expiration 09:38 Nvidia’s Trillion-Dollar Revenue Clarification 10:52 The Cost of Nvidia’s 75% Profit Margins 13:00 The US Edge: ASML and the China Rivalry 14:31 AI Energy Demand and Utility Stock Risks 16:51 The Uranium Problem & Conflict Exit Strategy 19:00 Observations on Capitalism and Entrepreneurship Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00:00 – Intro: Family, Travel, and Game Theory 00:00:55 – The AI CapEx Arms Race: Disruption or Survival 00:02:01 – Tech Risk vs. Consumer Staples: The Discount Rate Problem 00:02:49 – Private Credit Incentives: A Race to the Bottom 00:04:45 – The 2021 Vintage: Deteriorating Loans and Refinancing Stress 00:06:52 – History Repeats: Rome, Julius Caesar, and Modern Populism 00:10:02 – The Minsky Hypothesis: Three Stages of the Business Cycle 00:11:55 – Credit Contraction: From Animal Spirits to Turtle Shells 00:14:02 – Taming the Cycle: Monetary Policy Failures 00:16:58 – AI Overinvestment: Where is the Promised Transformation? 00:18:49 – Market Psychology Shift: From "Buy the Dip" to "Sell the Rally" Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
(01:45) Alex Wilson Background (02:46) Payments Sector Reset (04:28) Shift4 Business Model (06:56) Shift4 vs Stripe (11:35) Legacy Processors Outlook (14:36) Crypto and Stablecoins (16:26) Defensible Payments Niches (17:48) Stablecoin Adoption Path (21:07) Stablecoin Issuers Moats (23:15) Interchange and Cost Cuts (25:42) Cyclops Origin Story (27:28) Cyclops Value Proposition (30:23) Focus as Strategy (32:01) Founding Team Dynamics (35:03) Co-Founder Lessons (37:19) Hiring and Culture Fit (40:05) From Consulting to Crypto (42:16) Capitalism Mindset Shift (44:30) Regulation and Incentives (47:34) Longevity Protocols Deep Dive (49:31) Stem Cells and Medical Tourism (51:30) Hyperbaric and Red Light (56:00) Basics First Sleep and Fasting (58:22) Wrap-Up and Closing Remarks Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
Is AI a Bubble?

Is AI a Bubble?

2026-03-1301:24:20

(01:55) Anthropic Trillion Talk (03:12) Mainframe AI Mindset (04:38) Value Based Pricing (07:56) Local Agents Shift (11:23) Rent Seeking Economics (15:14) Diffusion Reality Check (17:10) RPO Debt Spiral (20:02) Hyperscaler Capex Trap (21:45) Bailouts And Mergers (24:23) Nvidia Knock On Risk (35:15) TSMC Discipline Factor (36:49) China Taiwan Risk (38:37) Memory Trade Returns (40:05) Micron Valuation Debate (43:10) Consumer Memory Squeeze (45:35) Upstream Supply Winners (45:48) Semis Look Crowded (46:12) Power Gating Excuse (47:19) Utilities Winners Losers (50:57) Energy Demand Secular Bull (52:17) AI Agents Personal Compute (53:57) Open Claw Origin Story (59:01) What OpenAI Bought (01:04:57) Elon SpaceX Valuation Doubts (01:08:29) Space Data Centers Hype (01:12:17) China EV Manufacturing Edge Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
(01:49) Yen Carry Trade Debate (07:18) Sanctions And Iran Pressure (10:45) Dollar Power And Alternatives (15:26) Stablecoins And Genius Act (21:32) Why Treasuries Are A Bubble (24:49) Gold Allocation And Momentum (30:26) Physical Gold And Tail Risks (37:55) No Return To Gold Standard (41:25) Copper Silver And Timing (46:19) Bitcoin Drawdown Explained (51:14) Crypto Exposure And Tribes (56:46) Cult Leaders and Bubbles (57:54) Crypto Promises vs Reality (01:00:25) Dollar Weaponization Hedge (01:02:53) International Markets Surprise (01:08:13) AI Volatility and Timing (01:09:31) Davos and Realpolitik (01:15:33) New York Populism Debate (01:19:31) Debt Inflation and Real Assets (01:27:13) Fed Chair Warsh Fallout (01:32:54) AI Tools for Investing (01:39:32) Family Office Allocation Fight (01:47:53) Real Estate and Land Plays (01:49:14) Land And Farmland Picks (01:50:08) Owning Infrastructure Chokepoints (01:51:07) Liquidity Versus Private Equity (01:52:49) Munger Style Real Estate (01:53:22) Hundred Trillion Company Debate (01:55:31) Musk Empire Mark To Market (01:57:28) Rotate To Value International (01:59:20) Tesla Valuation Reality Check (02:02:13) Private Markets Bubble Warning (02:07:02) High Beta Bear Market (02:08:41) International Winners And China (02:10:16) Private Credit Due Diligence (02:11:55) Industrials Too Expensive (02:13:15) Global Stock Ideas List (02:17:04) Humans Versus AI Jobs (02:22:33) Family Office Themes To Watch (02:23:27) Insurance And Boomer Trades (02:26:59) Where To Follow And Connect (02:29:21) Final Thanks And Outro Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
00:00:03 Introduction: The Recognition Moment 00:00:52 The Private Credit Time Bomb 00:02:30 Earnings Realities & Growth Narratives 00:03:45 The Psychology of the Wall of Worry 00:05:15 Bubble Unwinding: From Crypto to Industrials 00:07:26 Speculation on Market Players (Druckenmiller & Morgan Stanley) 00:08:23 The Real Economy vs. Private Credit Tightening 00:09:33 Investment Opportunities & "Clean" Insurance Picks 00:11:06 International Exposure & Global Banking Risks 00:11:56 Tactical vs. Strategic Outlook 00:13:51 Portfolio Survival & The Psychology of Bear Markets 00:17:08 Closing Thoughts: Liquidity & Value   Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
03:21 Davos and Great Power Lens 05:10 China as Rising Hegemon 08:34 Neorealism Core Principles 16:24 Nationalism vs Trade Peace 28:11 Island Chain Strategy Explained 31:57 Containment and Economic Limits 44:34 Shift to Markets and Software 47:13 Scaling Into Positions 48:00 International Stock Setup 51:46 Retail Rotation Returns 52:42 Country ETFs Outperform 54:22 Banks As Country Bets 56:27 US Banks And Fintech 58:18 Fed Chair Speculation 01:01:52 New High Beta Themes 01:04:19 Trend Following Framework 01:07:20 Midterms And Prediction Markets 01:08:48 OpenAI Bubble Talk 01:12:56 Software Value Opportunity 01:17:13 Q&A On Apple And Uber 01:23:44 Final Wrap And Signoff Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
(03:23) Trump's economic policies are actually left of Bernie Sanders(07:07) International markets outperforming the S&P 500 by 4x(16:23) Why bank earnings matter more than Fed officials for reading the economy(21:49) How dismantling Sally Mae created the student debt crisis(24:27) The software paradox - rising revenue meets falling stock prices(29:31) Adobe growing 10% annually but trading like a dying company(30:17) The data that debunks the AI killing SaaS narrative(35:50) Palantir and Robinhood losing market leadership(39:30) Gold replaces US Treasuries as the global safe haven trade(39:54) Defense tech opportunity with Pentagon budget jumping to $1.5T(50:45) Following baby boomer spending trends in travel, healthcare, and leisure Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
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