EPISODE · Mar 13, 2026 · 2H 35M
Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
(01:49) Yen Carry Trade Debate (07:18) Sanctions And Iran Pressure (10:45) Dollar Power And Alternatives (15:26) Stablecoins And Genius Act (21:32) Why Treasuries Are A Bubble (24:49) Gold Allocation And Momentum (30:26) Physical Gold And Tail Risks (37:55) No Return To Gold Standard (41:25) Copper Silver And Timing (46:19) Bitcoin Drawdown Explained (51:14) Crypto Exposure And Tribes (56:46) Cult Leaders and Bubbles (57:54) Crypto Promises vs Reality (01:00:25) Dollar Weaponization Hedge (01:02:53) International Markets Surprise (01:08:13) AI Volatility and Timing (01:09:31) Davos and Realpolitik (01:15:33) New York Populism Debate (01:19:31) Debt Inflation and Real Assets (01:27:13) Fed Chair Warsh Fallout (01:32:54) AI Tools for Investing (01:39:32) Family Office Allocation Fight (01:47:53) Real Estate and Land Plays (01:49:14) Land And Farmland Picks (01:50:08) Owning Infrastructure Chokepoints (01:51:07) Liquidity Versus Private Equity (01:52:49) Munger Style Real Estate (01:53:22) Hundred Trillion Company Debate (01:55:31) Musk Empire Mark To Market (01:57:28) Rotate To Value International (01:59:20) Tesla Valuation Reality Check (02:02:13) Private Markets Bubble Warning (02:07:02) High Beta Bear Market (02:08:41) International Winners And China (02:10:16) Private Credit Due Diligence (02:11:55) Industrials Too Expensive (02:13:15) Global Stock Ideas List (02:17:04) Humans Versus AI Jobs (02:22:33) Family Office Themes To Watch (02:23:27) Insurance And Boomer Trades (02:26:59) Where To Follow And Connect (02:29:21) Final Thanks And Outro 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
Ram Ahluwalia (CIO of Lumida Wealth) joins Angelo Robles to discuss why he thinks the yen carry trade risk is overhyped and why he prefers international markets, commodities exposure, and real assets over holding US Treasuries. They talk about US sanctions as “economic weapons,” Iran’s inflation-driven unrest, and why the US dollar remains dominant with few realistic alternatives, while stablecoins and the Genius Act may expand dollar use and demand for US debt.
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Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe
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