Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

(03:23) Trump's economic policies are actually left of Bernie Sanders(07:07) International markets outperforming the S&P 500 by 4x(16:23) Why bank earnings matter more than Fed officials for reading the economy(21:49) How dismantling Sally Mae created the student debt crisis(24:27) The software paradox - rising revenue meets falling stock prices(29:31) Adobe growing 10% annually but trading like a dying company(30:17) The data that debunks the AI killing SaaS narrative(35:50) Palantir and Robinhood losing market leadership(39:30) Gold replaces US Treasuries as the global safe haven trade(39:54) Defense tech opportunity with Pentagon budget jumping to $1.5T(50:45) Following baby boomer spending trends in travel, healthcare, and leisure Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

[00:34] Introducing Danny Goler and His Unique Thesis[01:10] Exploring Psychedelics and Reality[03:35] Danny's Journey and Scientific Curiosity[07:25] The Experiment and Its Implications[12:08] Synchronicities and Public Perception[14:48] The Code of Reality and Its Observations[27:09] Scientific Method and Shared Experiences[44:16] Discovery of DMT in Rats[45:49] The Hard Problem of Consciousness[46:32] Significance of DMT in Humans[48:39] Physicists' Open-Mindedness[51:53] David Deutsch and Quantum Computation[53:23] Parallel Universes and Quantum Computing[01:02:16] Holographic Principle and Reality[01:10:27] Ethics and Morality in DMT Experiences[01:21:45] Human Collaboration and Future Potential[01:31:39] The Power of Personal Vibration[01:32:47] Unusual Experiences and Trip Reports[01:34:15] Revelations and Spiritual Insights[01:34:58] The Concept of Simulated Reality[01:37:23] Jesus Christ and Spiritual Hierarchies[01:49:30] Reincarnation and Life's Iterative Process[01:53:17] UAPs and Government Disclosure[02:05:18] Final Thoughts and Concluding Messages Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(00:03) Mean Reversion as a Core Market Theme(01:37) Investor Cash Levels at Extreme Lows(02:33) Risk from Overextended Growth Expectations(03:45) Institutional Risk Positioning Rebuild(05:18) Extreme Bullish Sentiment Warning(06:41) Sentiment-Driven Market Corrections(12:48) Volatility Suppression and Complacency Risk(15:11) Growth-to-Value Rotation Continues(19:11) Key Macro and AI-Driven Market Catalysts(20:21) IPO Supply Risk to Market Performance Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(02:03) AI Demand Meets the Reality of Chip Economics(08:03) The Funding Problem Nobody Wants to Talk About(17:54) Why Defense Tech Attracts Private Capital First(22:50) What the Macro Backdrop Means for Investors(32:08) When Valuations Create Real Opportunity(32:35) Utilities The Trade Most Portfolios Underweight(33:46) Why Portfolio Theory Still Matters in Volatile Markets(35:01) Buffett’s Low-Risk Playbook in Action(36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade(40:08) Where Consumer Pressure Is Showing Up(42:02) Healthcare Demand That Holds Through Cycles(44:21) Why Going Against Consensus Still Works(46:36) Coupang A Quality Business Left Behind(51:50) What Digital Assets Reveal About Risk Appetite(55:55) What to Watch Next Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(03:21) Lumida Copilot AI App Launch(04:32) The Revenge of Warren Buffett Theme(05:28) Economic Outlook and Earnings Strength(09:41) Why Fed Rate Cuts Are Just Theater(14:33) Valuation Reset and Market Corrections(22:40) Quality vs Momentum Investment Styles(29:48) The Power of Operating Leverage(30:16) S&P Global Bull and Bear Case(31:06) ICE: High-Quality Dislocated Asset(33:05) Consumer Discretionary and Market Psychology(35:16) Software Stocks Getting Cheap from AI Fear(47:35) Communication Sector Opportunities(52:51) What We're Building and Future Events Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(00:38) How Investors Are Feeling Right Now(04:50) What Bank Earnings Tell Us About the Economy(07:07) Smart Moves in Today’s Market(10:18) What’s Happening in Energy(13:01) Why Small Caps Are Back in Focus(18:52) Policy Shifts to Watch Next(29:35) Inside Figma’s Valuation and VC Returns(31:55) The Rise of Defense Stocks(33:23) The Natural Gas Comeback(36:21) Using AI to Sharpen Investment Strategies(42:37) How AI Is Reshaping Software Companies(47:10) Hidden Opportunities in Financials and Insurance(52:27) Wrap-Up Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(02:56) How Retail Investors and Social Media Are Changing the Game(04:20) Eric’s Experience with @Carvana and AI Models(08:01) Challenges and Strategies in Running a Hedge Fund(12:10) How Social Media Shapes Modern Investing(24:08) Opendoor: A Look at Activist Investing(33:30) Why Transparency in Management Calls Is Important(34:27) The Push for Leadership Changes at Opendoor(36:01) How Social Media Impacts Corporate Governance(38:00) The Opportunity in Mortgage Refinancing(39:08) Vishal Garg’s Leadership and AI Innovations(39:45) Challenges and Public Perception of $BETR(40:44) The Future of Better.com’s AI and Growth Potential(47:37) Eric Jackson’s Personal Story and Activism(50:58) The Drake Campaign and Its Social Media Strategy(57:15) What’s Next for Digital Assets and Treasury Companies(01:01:38) Final Thoughts and Opportunities Ahead Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

(02:54) Market Sentiment and Economic Fundamentals(06:40) Deep Dive into Bank Earnings(12:19) The Future of Stablecoins and Tokenized Deposits(15:38) How Banking and Fintech Are Evolving(18:17) What Is a Goldilocks Economy?(18:29) All About Data Centers(19:57) Highlights from Bank Earnings(20:42) A Look at Financial Stocks(23:58) Opportunities in the Insurance Sector(28:12) Insights on the Energy Sector(30:05) Final Thoughts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Andrew Keys, founder of The Ether Machine, shares his journey from buying Ethereum at just $1 to leading a $3B enterprise in blockchain. He delves into the differences between Ethereum and Bitcoin, emphasizing Ethereum's versatile platform. Andrew discusses the challenges of public offerings and the emotional resilience needed to hold ETH. He also unpacks the impact of the Genius Act on stablecoins and tokenization, asserting Ethereum's position as a frontrunner in digital finance. Get insights into the future of DAOs and the evolving landscape of crypto regulation.

Avik Roy, a noted policy analyst and co-founder of the Foundation for Research on Equal Opportunity, shares his insights on the healthcare sector's investment landscape. He discusses the rising costs post-COVID and the challenges posed by hospital oligopolies. The impact of AI on healthcare expenses takes center stage, along with a critique of Obamacare's successes and shortcomings. Roy also explores biotech investment intricacies and suggests Bitcoin could be a hedge against inflation, highlighting concerns about the U.S. dollar's stability.