BlackRock
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 30, 2026 · 18:21
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 30, 2026 · 18:21
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
00:00 - BlackRock’s Late Neutral Call & Market Reality
01:14 - Market Volatility, Oil Shortages, and Finding Value
02:17 - Geopolitical Impacts: Trump, Iran, and the Strait of Hormuz
03:35 - Microsoft vs. Meta: Pricing Power in an Inflationary World
05:44 - The Rise of AI Productivity Tools & "Clockwork"
07:04 - Shorting the Overpriced: Data Centers and Consumer Brands
08:53 - Resilient Businesses: Berkshire and the Insurance Thesis
10:36 - Naval Escorts and Oil Tanker Bailouts
13:56 - Why Investment Committees are Failing Investors
15:51 - Global Energy Independence and Nuclear Potential
Connect with Us Online:
Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth
🌐 Website: https://www.lumidawealth.com
🐦 Twitter Follow us on https://twitter.com/LumidaWealth
🎵 TikTok: https://www.tiktok.com/@lumidawealth
📸 Instagram: https://www.instagram.com/lumidawealth
📘 Facebook: https://www.facebook.com/lumidawealth
Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
