Did the Bubble Burst?
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Welcome to nonconsensus investing. I'm Ram Aluwalia, 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.
Alright. Good afternoon, and we're live. It's Lumida nonconsensus investing. It is Monday, almost 04:00 eastern time. This is the nonconsensus investing podcast. I try to do this weekly at the top of the week, and you can find this on you or Spotify, Apple, or wherever you download your podcasts. There's so much happening. Once again, I I made a joke that we should rename the Illumina Ledger newsletter to what a week because it feels like every week is just such a notable week. So we've been tracking the tariffs theme. Now recently, we saw Microsoft canceling some data center projects, and we
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