EPISODE · Mar 20, 2026 · 18 MIN
Val Kilmer
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
00:00 - Val Kilmer, AGI, and the Market for Attention 01:45 - The Disruption of Netflix and AI’s GDP Fallacy 04:35 - Geopolitics: Leon Panetta on the Strait of Hormuz 06:57 - Military Strategy: Deficits and Residual Forces 08:28 - Commodity Contagion: Oil Futures and Price Arbitrage 10:40 - Market Outlook: Identifying Quality and Value in Biotech 12:42 - Semiconductors and Industrials: Distribution in Micron and Nvidia 14:55 - Realpolitik at Home: Parenting and the First Lesson in Investing 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 66, Ram Ahluwalia of Lumida Wealth Management explores the shifting landscape of the "attention market" and the role AI plays in content disruption—starting with the digital resurrection of Val Kilmer. The discussion pivots to high-stakes geopolitics, analyzing Leon Panetta's insights on the military requirements for securing the Strait of Hormuz and why this remains the single most important factor for global markets. Ram also provides a deep dive into commodity price contagion, the resilience of "quality" business models like FedEx in an inflationary environment, and the current distribution patterns seen in the semiconductor complex. The episode concludes with a heartwarming yet practical lesson on the core principles of investing and opportunity cost delivered to a seven-year-old.
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Val Kilmer
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