FSD_FSD- Agents, Rates, and David Grusch

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

Opublikowano: 2026-10-06

00:00 Intro and agenda 01:00 Why rate-sensitive sectors are working despite higher yields 03:04 Semis, factor quirks, and accumulating rate-sensitive names 03:23 The endowment dinner: "rates going to 6 or 7%" 04:28 Brazil rallies and quality names on sale 05:59 AI agents: frustrations and the "good enough" threshold 07:35 Why agents won't be about e-commerce 09:00 Labor substitution and margin capture in financial services 10:26 The "runaway agent" claim and AI doom narratives 11:35 "Midwit AGI" vs. superintelligence 13:17 David Grusch on Joe Rogan: the claims 16:54 Elon Musk, Palmer Luckey, and Brazil's call for disclosure 18:30 Why this matters: the national...