FSD: Recognition Moment

In this episode of FSD 61, the Ram breaks down a volatile week in the markets, arguing that the current instability runs much deeper than surface-level geopolitical headlines like oil and Iraq. He explores a "conflagration of issues," from private credit defaults and rising inflation to the unwinding of bubbles in the industrial and tech sectors.

Episode 101 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "FSD: Recognition Moment" was published on March 13, 2026 and runs 17 minutes.

March 13, 2026 ·17m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

In this episode of FSD 61, the Ram breaks down a volatile week in the markets, arguing that the current instability runs much deeper than surface-level geopolitical headlines like oil and Iraq. He explores a "conflagration of issues," from private credit defaults and rising inflation to the unwinding of bubbles in the industrial and tech sectors.