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

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-driven investments to smart value investing strategies for navigating the current economic landscape, this interview is packed with actionable insights.

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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