Episode

FSD: Cannabis, United, Accenture, Cursor

Podcast
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Published
Apr 23, 2026
Duration seconds
1458
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https://non-consensus-investing.simplecast.com/episodes/cannabis-united-accenture-cursor-A1z6orPr
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Summary

In this episode of FSD, we dive into the current market landscape, highlighting why low hedge fund exposure and strong earnings growth suggest a continuing bull market. We analyze recent movements in tech and software—specifically ServiceNow, Adobe, and Microsoft—while exploring the "buy the dip" opportunities created by regulatory shifts in the airline industry. Beyond the charts, we shift gears into "wealth-span" and health, discussing the pitfalls of cannabis and alcohol on cognitive performance. The episode concludes with a deep dive into perennial philosophy, the "hard problem" of consciousness, and how ancient mystical traditions can provide a framework for focus and success in the modern world.