Episode Details

00:00 - Market Recap: $108 Oil, 5% Treasury Yields, and Fed Rate Expectations
03:20 - Policy Errors: Why the Fed Should Not Have Cut Rates Last Year
04:14 - Podcasting with Jordi Visser: Sentiment Shifts in the AI Market
05:13 - The Dario Amodei Safety Letter: Strategic Alignment & CapEx Realities
07:39 - Pre-IPO Talent Reticiencies & Managing for Free Cash Flow
09:37 - AI Breakthroughs vs. Hacks: Has Frontier AI Innovation Slowed Down?
11:08 - Engineering Hacks: Chain of Reasoning, Looping, and Evaluating Agents
13:12 - Scaling Laws, Compute Monetization, and the Geopolitical Race with China
15:00 - Midterm Elections, Preemptive Self-Regulation, and National Adoption

Connect with Us Online:

Lumida News

Lumida Deals

Lumida Wealth

Lumida ETF

Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth

🌐 Website: https://www.lumidawealth.com

🐦 Twitter Follow us on https://twitter.com/LumidaWealth

🎵 TikTok: https://www.tiktok.com/@lumidawealth

📸 Instagram: https://www.instagram.com/lumidawealth

📘 Facebook: https://www.facebook.com/lumidawealth