FSD: Public vs Private Markets

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

Opublikowano: 2026-09-02

00:00 - Camping Recap & Digital Detox 00:02:00 - Upcoming Appearance on Age of Prosperity Podcast 00:02:20 - Tech Earnings & AI Compute Demand Dynamics 00:03:55 - Recent Stock Additions & CapEx Payers vs. Receivers 00:05:15 - AI Bull Market & Midterm Election Data Center Risks 00:06:38 - Macro Flows, Oil Prices & Geopolitical Opportunities 00:08:14 - Healthcare & Longevity Investment Themes 00:09:28 - Public vs. Private Healthcare & Fallen Angel Rollups 00:10:42 - Private vs. Public Market Valuation Discrepancies 00:12:07 - Evaluating the Space Economy & High Launch Costs Connect with Us Online: Lumida News Lumida Deals Lumida...