Game Theory of AI, Credit Cycle and Mom
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 16, 2026 · 23:29
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 16, 2026 · 23:29
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00:00:00 – Intro: Family, Travel, and Game Theory
00:00:55 – The AI CapEx Arms Race: Disruption or Survival
00:02:01 – Tech Risk vs. Consumer Staples: The Discount Rate Problem
00:02:49 – Private Credit Incentives: A Race to the Bottom
00:04:45 – The 2021 Vintage: Deteriorating Loans and Refinancing Stress
00:06:52 – History Repeats: Rome, Julius Caesar, and Modern Populism
00:10:02 – The Minsky Hypothesis: Three Stages of the Business Cycle
00:11:55 – Credit Contraction: From Animal Spirits to Turtle Shells
00:14:02 – Taming the Cycle: Monetary Policy Failures
00:16:58 – AI Overinvestment: Where is the Promised Transformation?
00:18:49 – Market Psychology Shift: From "Buy the Dip" to "Sell the Rally"
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
