FSD: The Erebor Arbitrage / Canada

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

Opublikowano: 2026-09-16

00:00 - Birthday Tiramisu vs. Strawberry Shortcake 01:15 - Defense Tech Valuations: Private Surrogates vs. Defense Primes 03:11 - Neo-Cloud Fatigue and the Limits of AI Model Breakthroughs 05:18 - Economic Policy: Accelerated Depreciation & Pipeline Infrastructure 06:13 - Monetizing Shut-In Natural Gas via Mobile Compute 08:44 - Animal Spirits, Capital Flight, and Small-Cap Debt Rescue Opportunities 12:08 - Talent Mobility and the University Poker Strategy 15:13 - Y Combinator as the Ultimate Modern MBA 17:05 - Analyzing an 81x VC Return: Skill vs. Luck in Bubble Timing Connect with Us Online: Lumida News ...