The Economy is in Goldilocks | Ram Ahluwalia
In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy!
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Timestamps:
00:00 Introduction
01:56 Ram & Lumida Wealth
02:32 Macro Overview
05:54 50 Bps Cut Was a Mistake
07:19 Economic Goldilocks
11:27 Fed Mandate
12:33 Cutting Cycle Path
14:32 The Neutral Rate & Animal Spirits
17:05 Election Impact on Markets
18:55 Advertisements
20:11 Asset Allocation Strategies
25:27 NVIDIA & AI
28:55 Factor Investing
33:09 Mathematical Model Shortfalls
35:53 Risk-Adjusted Returns
39:24 Digital Asset Framework
45:40 Market Outlook
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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