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Wealthion – Be Financially Resilient

Ram Ahluwalia on Investing in the Era of AI, The Fed & The Economy

48 min • 10 oktober 2024

Ram Ahluwalia joins Andrew Brill to dive into how AI will reshape industries, creating massive opportunities for some and existential challenges for others. Ram, Lumida Wealth’s co-founder and CEO, also critiques the Fed’s recent rate cut, warning that it could lead to economic overheating because the U.S. economy remains resilient. From AI thematic investments to smart value investing strategies for navigating the current economic landscape, this interview is packed with actionable insights.


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Chapters:

0:55 - Ram Ahluwalia’s Background

1:40 - Why the U.S. Economy Remains Resilient

3:43 - The Fed’s Rate Cut

5:52 - Value vs. Growth Stocks

7:05 - Has The Fed Painted Themselves Into A Corner?

8:30 - A Goldilocks Economy: Not Too Hot, Not Too Cold

9:40 - The Boomer Economy: Retirees Driving Spending

11:00 - Retirement Shifts: How Spending Habits Are Changing

13:07 - 10-Year Bond Up and Fed Rate Down?

16:20 - Dividend Income vs. Capital Gains: What’s the Smarter Tax Strategy?

18:33 - Agency Mortgage Bonds Are An Attractive Investment

20:15 - Investing In the Era of AI: Which Companies Are Poised to Win?

26:28 - Nvidia’s Future: Is It Still a Good Buy?

31:24 - Ram’s Thoughts on China

36:48 - Where To Invest in this AI Era?


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