HeyJaredLumida Wealth : Non-Consensus Invest Beyond the Ordinary
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?
- Indexed episodes, last 90 days
- 35
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
FSD: The Erebor Arbitrage / Canada (opens the original)
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In this episode of FSD, Ram Ahluwalia of Lumida Wealth Management opens with a personal story about his daughter's birthday before diving into market dynamics and macro strategy. Ram analyzes the venture-backed defense tech ecosystem and explains why incumbent defense primes like Raytheon represent attractive opportunities as the Pentagon ramps up spending. The discussion shifts to economic policy, focusing on new accelerated depreciation rules and how specialized energy-adjacent firms solve mid
FSD: Anthropic Wants to ‘Slow it Down’ (opens the original)
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In this episode, Ram Ahluwalia breaks down the shaky market conditions as oil prices surge past $108 per barrel, the 10-year Treasury yield touches 5%, and the Federal Reserve prepares for its upcoming interest rate decision. Ram analyzes market expectations around rate hikes, arguing that long-term yields could actually flatten or fall if the Fed establishes a credible inflation-fighting posture. The core of the discussion focuses on the recent controversy surrounding Anthropic CEO Dario Amodei
FSD: Bessent vs The Bond Market (opens the original)
FSD: Thoughts on AGI (opens the original)
FSD: Are Semis Back? (opens the original)
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