EPISODE · Mar 24, 2026 · 16 MIN

The Taco Two Step?

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

00:00 - The Taco Two Step: Trump’s Tarmac Comments 00:55 - Meme Warfare and 15 Points of Negotiation 02:59 - Geopolitical Damage: Qatar Infrastructure and ICBMs 03:53 - The Kharg Island Dilemma and "Missile Vietcong" 05:34 - The Window for De-escalation vs. Strategic Objectives 07:27 - Market Valuations: IT, Staples, and Utilities 09:21 - Oil Futures and the U.S. Tanker Dynamic 11:12 - Saudi Tankers and Selective Frameworks 13:49 - Institutional "Quality" Picks: Moody's and S&P Global 15:21 - Commodity Washouts: The Gold and South Korea Volatility 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 

What this episode covers

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.

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How long is this episode of Lumida Wealth : Non-Consensus Invest Beyond the Ordinary?

This episode is 16 minutes long.

When was this Lumida Wealth : Non-Consensus Invest Beyond the Ordinary episode published?

This episode was published on March 24, 2026.

What is this episode about?

00:00 - The Taco Two Step: Trump’s Tarmac Comments 00:55 - Meme Warfare and 15 Points of Negotiation 02:59 - Geopolitical Damage: Qatar Infrastructure and ICBMs 03:53 - The Kharg Island Dilemma and "Missile Vietcong" 05:34 - The Window for...

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