FSD: The Erebor Arbitrage / Canada
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 16, 2026 · 18:37
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 16, 2026 · 18:37
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 - Birthday Tiramisu vs. Strawberry Shortcake
01:15 - Defense Tech Valuations: Private Surrogates vs. Defense Primes
03:11 - Neo-Cloud Fatigue and the Limits of AI Model Breakthroughs
05:18 - Economic Policy: Accelerated Depreciation & Pipeline Infrastructure
06:13 - Monetizing Shut-In Natural Gas via Mobile Compute
08:44 - Animal Spirits, Capital Flight, and Small-Cap Debt Rescue Opportunities
12:08 - Talent Mobility and the University Poker Strategy
15:13 - Y Combinator as the Ultimate Modern MBA
17:05 - Analyzing an 81x VC Return: Skill vs. Luck in Bubble Timing
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
