Buy from Pessimists, Sell to Optimists
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Transcript preview
Preview only
Welcome to nonconsensus investing. I'm Ram Alowalia, your host and CIO at Lumida Wealth, where we specialize in the craft of alternative investments. At Lumida, we help guide clients through the intricacies of managing wealth so they don't have to shoulder the burden alone. Through this podcast, we draw back the curtain to reveal the strategies employed by the best in the business for their clients so that you too can invest beyond the ordinary.
Good afternoon. I hope everyone is enjoying the holiday season here. But there's a lot happening, so I thought I'd do a a show today titled Buy From Optimists and Sell From Pessimists. So that's what we've been doing today. There are a few topics I wanna talk about. One was this tweet from Chamath, one of the VCs on the all in pod. 2,000,000 people saw it. I wanna talk about that. The second is I wanna talk about factor investing, really. The focus of our newsletter this weekend, what are factors? How do we use them in investing? What are the factors telling us about what's driving market beha
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.