FSD: Midterms Experience Market Fit

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

Opublikowano: 2026-10-22

00:00 Intro and agenda 00:45 Bank earnings: lending growth and a strong economy 01:43 The midterm-year pattern: narrow breadth, large caps lead 02:52 Year-after reversals: financials, data center, defense 03:22 Tax-loss harvesting and seasonality 04:07 Product market fit vs. go-to-market fit 05:22 The AI assistant land grab: losing money to own the customer 06:08 Experience market fit: SMS, email, app, and the relationship 07:19 Apple as the master of experiences 08:21 Bank earnings detail: mortgage-sensitive banks lag 08:42 Goldman crushes: volatility and capital markets 09:43 Why Goldman's consumer banking attempts failed 10:02 Go-to-market velocity is the moat 10:47 Low consumer...