{"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: Unfinished Business?","slug":"fsd-unfinished-business","published_at":"2026-04-01T11:54:21+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-unfinished-business","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-unfinished-business-TMny_Hdx","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/1eabdd65-2d7b-4637-a505-57a28274df89/group-item/040be235-1095-46dc-91a2-47b726fdbc0e/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf","summary":"In this episode of FSD, we dive into the intensifying geopolitical tensions between the US and Iran and why the market may be drastically underestimating the timeline for a resolution. We explore the \"Trump Vision\" for oil, the shifting goalposts of negotiations, and why military movements toward Kharg Island suggest a strategic play for leverage rather than a simple weekend deal. Beyond geopolitics, we discuss the \"pernicious\" return of inflation, the unwinding of high-beta market themes, and why being \"defensively positioned\" is the key to outperforming in the current market cycle. From the SpaceX IPO to the risks of \"Death by Cop,\" this episode provides a candid look at where value is emerging and which \"cult stocks\" to avoid","meta_description":"In this episode of FSD, we dive into the intensifying geopolitical tensions between the US and Iran and why the market may be drastically underestimating…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1102,"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-unfinished-business/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-unfinished-business.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}