Find the Barbell

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.

Episode 106 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "Find the Barbell" was published on March 18, 2026 and runs 12 minutes.

March 18, 2026 ·12m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

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.