EPISODE · Apr 23, 2026 · 24 MIN
FSD: Cannabis, United, Accenture, Cursor
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
00:00 - Market Liquidity and the Bull Market Thesis 01:23 - Software Sector Analysis: ServiceNow & Adobe 02:42 - Airline Mergers and Consumer Impact 04:08 - Training Yourself to Buy the Red Bars 05:18 - The Investing Moat: Why Cannabis ETFs Struggle 06:08 - Healthspan: Sleep, Supplements, and Cognitive Drive 10:30 - Ancient Traditions and the Gnostic Gospels 12:54 - Paradoxes, Physics, and the Fabric of Reality 14:50 - The Hard Problem of Consciousness and AI 17:08 - Subjective Experience and the Frontiers of Science 22:33 - Socratic Wisdom and Individual Rights 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 current market landscape, highlighting why low hedge fund exposure and strong earnings growth suggest a continuing bull market. We analyze recent movements in tech and software—specifically ServiceNow, Adobe, and Microsoft—while exploring the "buy the dip" opportunities created by regulatory shifts in the airline industry. Beyond the charts, we shift gears into "wealth-span" and health, discussing the pitfalls of cannabis and alcohol on cognitive performance. The episode concludes with a deep dive into perennial philosophy, the "hard problem" of consciousness, and how ancient mystical traditions can provide a framework for focus and success in the modern world.
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FSD: Cannabis, United, Accenture, Cursor
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