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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

FSD: Peptides & Harlaan

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Jul 9, 2026 · 20:01

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In this FSD episode, a night out with venture investors turns into a lesson on the deals people miss — including the family office that passed on Anthropic over a rule against husband-and-wife founding teams, never catching that Dario and his co-founder are brother and sister, not married.

From there it moves into health and longevity: starting peptides and BPC-157, quarterly NAD infusions, and why an OB-GYN friend won't prescribe GLP drugs, with the biggest complaint being that patients lose their love for life as dopamine and reward centers quiet down. On the lighter side, why Harlaan is the most meme-worthy athlete alive and why a sports influencer on your cap table can matter more than a VC.

Then it's all markets: using AI to surface dislocated, high-growth names, the "factor kill box" and "reward box" that drive short-term moves, why in capitalism every business is a bottleneck, and what the latest Fed minutes signal for rate hikes, forward guidance, and the path of policy.

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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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