EPISODE · Mar 19, 2026 · 22 MIN
Break It, then Fix It?-0
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
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
What this episode covers
In this episode of FSD 65, Ram Ahluwalia of Lumida Wealth Management dives into a "break it now, fix it later" theory regarding current geopolitical maneuvers and their impact on the 2028 election cycle. The discussion covers the strategic importance of the Strait of Hormuz, the potential for a transition into a permanent inflation regime, and why the "smart money" might be dumping OpenAI stock on high-net-worth investors. Ram also analyzes the recent PPI report and explains why the current market deleveraging across asset classes makes "copy trading" a dangerous game for retail investors.
NOW PLAYING
Break It, then Fix It?-0
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m