In this FSD episode, the day's actual alpha comes first (go buy flowers, seriously), then it splits between two things worth thinking about. First, a health and longevity segment fresh off a cardiologist visit: why cardiovascular disease is the number one killer, the fork between insulin resistance and atherosclerosis, a carnivore-diet experiment that sent LDLs the wrong way, and the case for trying a PCSK9 inhibitor. Then the focus shifts to what's really driving this market: the factor "kill box" versus "reward box," why the winning move is front-running the quant flows at Jane Street, and how an AI-built breakout strategy became the best performer on the book.
About the show: Non-Consensus Investing is Ram Ahluwalia's running commentary on markets, where he shares how he's actually positioning capital and talks through the ideas most investors are missing. Real-time analysis, specific names, and a bias toward what's overlooked rather than what's crowded.
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