The Taco Two Step?

In this episode titled "The Taco Two Step," Ram Ahluwalia of Lumida Wealth Management analyzes an extraordinary weekend of high-stakes diplomacy as the market faces massive volatility. Ram dissects Donald Trump’s "tarmac comments" and the announcement of a five-day cessation of hostilities, which has sent oil prices tumbling while leaving fundamental questions about Iranian control of the Strait of Hormuz unanswered. The discussion explores the "meme warfare" coming out of Iran, the strategic difficulties of an amphibious assault on Kharg Island, and why institutional "smart money" is rotating into high-quality information technology and Medicare Advantage names despite the geopolitical fog.

Episode 110 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "The Taco Two Step?" was published on March 24, 2026 and runs 16 minutes.

March 24, 2026 ·16m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

In this episode titled "The Taco Two Step," Ram Ahluwalia of Lumida Wealth Management analyzes an extraordinary weekend of high-stakes diplomacy as the market faces massive volatility. Ram dissects Donald Trump’s "tarmac comments" and the announcement of a five-day cessation of hostilities, which has sent oil prices tumbling while leaving fundamental questions about Iranian control of the Strait of Hormuz unanswered. The discussion explores the "meme warfare" coming out of Iran, the strategic difficulties of an amphibious assault on Kharg Island, and why institutional "smart money" is rotating into high-quality information technology and Medicare Advantage names despite the geopolitical fog.