EPISODE · Mar 18, 2026 · 12 MIN
Find the Barbell
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
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
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What this episode covers
In this episode of FSD, we dive into the "Barbell Strategy"—a core investing philosophy for navigating volatile markets. We explore how to balance high-octane momentum themes, like Defense Tech and Drones, with mean-reversion value plays in sectors such as MedTech and Homebuilders. Learn how to use the Lumida Invest app to identify market patterns, understand the mechanics of a "market lockout," and why following Baby Boomer spending habits in travel and leisure remains a winning trade.
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Find the Barbell
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