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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.
Alright. Good morning. It's Monday around 11:00AM eastern time. I hope everyone is doing well. I'm getting over a cough that's been going around. So I think I'm on the tail end of that. NyQuil, some usenics definitely helped somewhat with that. But I wanna title this one is the correction over and talk about what we've seen the macro, what we've been doing the last couple of weeks, and take any questions you'll have. I hope you've been following the Lumina ledger. We've been tracking this very closely. Probably, instead of writing 20 page weekend newsletter, writing 35 pages. So we've been doi
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