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Podcast: Inflection Point
Episode: On the Margin: The Economy is in Goldilocks | Ram Ahluwalia
Description: 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!—Follo Ram: https://x.com/ramahluwaliaFollow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/Blockworks_—Polkadot is the foundation for an open and resilient web. Governed by its users...