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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 Oluwalia, 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 morning. What a day. It's Wednesday around almost 10:30AM eastern time. Joined here, by Shikhar and Jacob from our research and trading leaders here on our share sell perspectives. Over the next thirty minutes, we wanna cycle through some some of the news headlines that we see out there too. Obviously markets are down because a few things happen. The economic data can be pretty bad on the AP labor report and also the inflation report. That combined with some batteries from solids and others really didn't help. Jacob, do you wanna summarize some of that? What you sell there on the macro fr
sorry. It's just a. Are you seeing screen? Go
ahead. Yeah. Yeah.
You had the GDP negative. It's important to remember on do you know that it was flawed because of the already tariff standpoints? It was. And you had the year and month over month, BCE was actually okay. It was slightly warm every year. The q one GDP was really bad. It was 5%.
Three point five % versus expectation of what? A
3.1. It's
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