Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

FSD: Let’s Make a Deal

Episode Notes

In this FSD episode, let's make a deal, a nod to the Strait of Hormuz standoff and the memorandum of understanding. Back from travel and catching up on a stack of topics, the opening argument is that the Strait of Hormuz was always a nothingburger that got priced in long ago, oil is falling, and that's a tailwind for an already-strong US consumer and consumer discretionary names. From there it moves through the politics driving health care and Medicare Advantage stocks, a critical take on the government's Fable and Mythos restrictions as federal overreach, and a hard warning on SpaceX at 130 times sales as a low-float retail trap. The through-line is that retail sold quality names like Microsoft, Nvidia, and Meta to fund the SpaceX bid, so the move is to buy what they dumped. Closes with new Lumida app features and a personal reflection on Band of Brothers and leading from the front.

About the show: Non-Consensus Investing is Ram Ahluwalia's running commentary on markets, where he shares how he's actually positioning capital and talks through the ideas most investors are missing. Real-time analysis, specific names, and a bias toward what's overlooked rather than what's crowded.