Great Power Politics & International Stocks
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 Alawwalia, 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. It's Sunday, 4PM. Doing another live session of Lumida nonconsensus investing. Thank you for joining. Got a lot to get through today. I'll walk through a chapter on China by John Meersheimer. He's a kind of leading neorealist political thinker at the University of Chicago. Very perspective here, just talk about what is neorealism, how I think it explains a lot. Then we can talk about stocks, talk about some international market, a Latin American stock that we picked up the other day, a bank in Greece we like, American stock. I want to talk as well and also maybe some t
Well, I
mean, I would take a look at what prediction markets are saying just to get a baseline. Right? Let's take a look. What are what are prediction markets saying? I'll I'll pull it up on screen for you here. Actually, this is a great this is a great question. There's so many great topics to discuss here, but take a look at what's happening here. Trump, Fed chair nominee, Rick Reeder, 42%. I like that. Ali Khamenei out as supreme leader before September, 46%. I like that too. Democrat nominee for president 2028, Newsom. Yeah. I don't like that. Next US presidential election winner, JD Vann. So wher
The call that you made to me when we were sitting out together in San Francisco in June '24. And at that period of time, software had had a
software. We're talking about software now. Software has got the GDP.
Now last year, the IGV is up 5.5%, SMH up 49, chips over software, right? That's where things seem to be. At that point, you told me that the smart money was buying software that you in essence thought
maybe Supposed to buy software now, not six months ago, right? Other way around, other way.
It's a good point, Scott. I'm sitting
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.