FSD: The Kids Will Be All Right

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-08-07

In this FSD episode, titled The Kids Will Be All Right, Ram Ahluwalia records on a Thursday evening drive after a down day for the market and argues the setup is healthier than the mood. He walks through the classic bear market conditions, the 1970s stagflation, the 1987 crash, the egregious valuations of the dot com bust, and points out that none of them exist today. What exists instead is a wall of worry, with Michael Burry helping to build it, and a fun fact he cannot get over: valuations for AI linked names are cheaper now than they were...