Val Kilmer
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 20, 2026 · 18:51
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 20, 2026 · 18:51
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00:00 - Val Kilmer, AGI, and the Market for Attention
01:45 - The Disruption of Netflix and AI’s GDP Fallacy
04:35 - Geopolitics: Leon Panetta on the Strait of Hormuz
06:57 - Military Strategy: Deficits and Residual Forces
08:28 - Commodity Contagion: Oil Futures and Price Arbitrage
10:40 - Market Outlook: Identifying Quality and Value in Biotech
12:42 - Semiconductors and Industrials: Distribution in Micron and Nvidia
14:55 - Realpolitik at Home: Parenting and the First Lesson in Investing
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
