The Taco Two Step?
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 24, 2026 · 16:17
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 24, 2026 · 16:17
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00:00 - The Taco Two Step: Trump’s Tarmac Comments
00:55 - Meme Warfare and 15 Points of Negotiation
02:59 - Geopolitical Damage: Qatar Infrastructure and ICBMs
03:53 - The Kharg Island Dilemma and "Missile Vietcong"
05:34 - The Window for De-escalation vs. Strategic Objectives
07:27 - Market Valuations: IT, Staples, and Utilities
09:21 - Oil Futures and the U.S. Tanker Dynamic
11:12 - Saudi Tankers and Selective Frameworks
13:49 - Institutional "Quality" Picks: Moody's and S&P Global
15:21 - Commodity Washouts: The Gold and South Korea Volatility
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
