# FSD: Cannabis, United, Accenture, Cursor

Page: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-cannabis-united-accenture-cursor
Text version: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-cannabis-united-accenture-cursor.md
Podcast: [Lumida Wealth : Non-Consensus Invest Beyond the Ordinary](https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078)
Published: 2026-04-23T13:28:55+00:00
Episode link: https://non-consensus-investing.simplecast.com/episodes/cannabis-united-accenture-cursor-A1z6orPr
Audio file: https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/e7802b0e-08fd-4c47-a208-5d3c92a29556/group-item/0a035f37-e359-4af6-9ae6-22484a97c88f/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf
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JSON: https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/fsd-cannabis-united-accenture-cursor
Duration seconds: 1458

## Resource

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.

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## Transcript

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