What Final Advice Should Investors and Founders Hear?

💡Want to make sure your portfolio matches today’s market reality? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/47EKGC4

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.

💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #Markets #Economy #Stocks #Bonds #Commodities #Crypto #Bitcoin #AI #TechStocks #Productivity #GoldilocksEconomy #HighBeta #MarketRotation #Macro #PortfolioStrategy #AssetAllocation #Healthcare #DefenseTech #Energy #Nuclear #Tokenization #DigitalAssets #Retirement #BabyBoomerEconomy #MarketOutlook 

________________________________________________________________________

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.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices