Break It, then Fix It?-0

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.

Episode 107 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "Break It, then Fix It?-0" was published on March 19, 2026 and runs 22 minutes.

March 19, 2026 ·22m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

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.