Blackstone's Outlook and the Case Against Bonds

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

(01:44) Market Overview(03:04) Retail Sector Insights(04:40) Investment Strategies(19:23) Economic Trends(21:27) China’s Stimulus(26:28) Global Trade Policies(28:57) Defense Stocks and Tariffs(30:34) Manufacturing's Future(31:18) Strategic Investments(37:10) MAG7 Analysis(42:36) Sector Rotation(50:42) Conclusion 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 

What this episode covers

In this episode of Non Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, explores alternative investment strategies and market trends. He highlights the importance of focusing on productivity growth, retail sector performance, and evaluates different investment opportunities, including private equity and private credit. Ram also analyzes Blackstone's market outlook, the shift from growth to value stocks, and why bonds may not be a wise choice given current inflation rates. Additionally, investment tips for entrepreneurs, insights into retail trends, and the impact of AI on productivity are discussed.

NOW PLAYING

Blackstone's Outlook and the Case Against Bonds

0:00 53:15

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of Lumida Wealth : Non-Consensus Invest Beyond the Ordinary?

This episode is 53 minutes long.

When was this Lumida Wealth : Non-Consensus Invest Beyond the Ordinary episode published?

This episode was published on January 14, 2025.

What is this episode about?

Can I download this Lumida Wealth : Non-Consensus Invest Beyond the Ordinary episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!