Why Lumida Was Founded and Its Client Focus

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Is the high-beta stock market boom finally breaking down, and why does one of today’s most forward-thinking investors believe we’ve quietly entered a “Goldilocks Market” despite this? Ram Ahluwalia, CEO of Lumida Wealth, joins CoinFund President Chris Perkins to explain why speculative trades in AI, crypto, uranium, and other high-beta sectors are unwinding even as earnings stay strong, productivity rises, and inflation trends lower. He lays out where capital is likely to flow next: from quality compounders and financials to healthcare, defense tech, energy infrastructure, and the fast-growing baby-boomer economy. Ram also breaks down how tokenization is transforming capital markets through tax efficiency, better liquidity, and new access to real-world yield. 

If you want a clear, high-conviction roadmap for navigating the next phase of this “goldilocks” market, this conversation is essential viewing.

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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