{"podcast":{"title":"Lumida Wealth : Non-Consensus Invest Beyond the Ordinary","slug":"lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","podcast_index_feed_id":6695078,"rss_url":"https://feeds.simplecast.com/Uf4DOpaf","website_url":"https://non-consensus-investing.simplecast.com","image_url":"https://image.simplecastcdn.com/images/d685d316-5f8f-423b-b62c-820daec733ad/f31b2f30-b484-49d5-9aec-28ef36b992e8/3000x3000/invest-beyond-the-ordinary-2.jpg?aid=rss_feed","author":"Justin Guilder","episode_count":151,"summary":"Thought provoking conversations with world class leaders in business and investing. Where are the overlooked opportunities? How are hard decisions made? What makes a great investor? Host: Ram Ahluwalia, CEO Lumida Wealth Frequency: Weekly Run time : 60 mins per episode Previous Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)","last_synced_at":"2026-07-09T02:18:12.090061+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078"},"episode":{"title":"FSD: OpenAI, Claude, Iran","slug":"fsd-openai-claude-iran","published_at":"2026-04-06T20:30:11+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-openai-claude-iran","show_page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","url":"https://non-consensus-investing.simplecast.com/episodes/fsd-openai-claude-iran-GKX9_yTZ","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/44c54650-9a12-4dc9-9f39-4eb4ed130ec7/group-item/b2bc5733-4b56-47da-8540-b82b98a5d1d2/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf","summary":"In this episode of FSD, we dive into the strategic implications of OpenAI's acquisition of TBN and whether Sam Altman is trying to \"buy his way\" into the inner circle of the cool kids. As the market navigates heightened geopolitical tensions, we explore the \"10% rule\" for buying stocks during wartime and why current technical signals suggest a short-covering rally rather than a quality recovery. From the potential for A-10 Warthogs in the Strait of Hormuz to the unexpected impact of GLP-1s on consumer staples like General Mills, we break down how to find \"light in the darkness\" of a volatile market.","meta_description":"In this episode of FSD, we dive into the strategic implications of OpenAI's acquisition of TBN and whether Sam Altman is trying to \"buy his way\" into the…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1442,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/fsd-openai-claude-iran/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-openai-claude-iran.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}