Shows
Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryMary Meeker on AI TrendsIn this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the intricacies of alternative investments and shares valuable insights for investors. He offers a review of Mary Meeker's comprehensive slide deck on AI, highlighting significant trends and growth predictions in the sector. Additionally, Ram reflects on the consumer market, mentioning his observations from attending the packed screenings of Mission Impossible and the increasing consumer confidence. He discusses investment opportunities in various sectors including consumer discretionary, financials, cruise lines, and healthcare, emphasizing the importance of staying ahead of market rotations. The episode wraps up with a look...
2025-06-0442 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNvidia Breakdown & AI Trends(02:00) In-Depth Analysis of NVIDIA Earnings(03:26) Sovereign AI and Geopolitical Implications(08:45) Challenges and Opportunities in AI Data Centers(13:17) The Role of China in the AI Race(31:25) Middle East AI Ambitions and Data Centers(37:38) Competitive Landscape: Broadcom, AMD, and Emerging Rivals(45:13) Jony Ive and OpenAI’s Exploration of a New Form Factor(51:47) Outlook on Apple’s Future Collaborations with OpenAI(53:35) Apple’s Capital Allocation Strategy and Long-Term Vision(58:35) Google's AI Innovations and Product Day(01:05:18) The Emergence and Impact of Agentic AI...
2025-05-301h 35Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryBuffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval(01:26) Warren Buffett's Retirement Impact(04:43) Berkshire Hathaway's Valuation and Holdings(14:08) The Importance of Capital Allocation(32:16) Global Investment Themes and Strategies(35:29) Political and Geopolitical Insights(38:01) Introduction to Trump's Appeal(40:14) Tariffs and Trade Policies(44:22) China as a Competitor(48:07) US Political Landscape(01:03:51) AI and Technological Advancements(01:17:12) Renewable Energy and Old Energy Dynamics(01:17:53) Investing in Humanoids and Robotics(01:18:36) The Impact of AI on Human Jobs(01:21:44) The Future of Critical Thinking(01:33:54) Investing in the MAG 7(01:37:32...
2025-05-241h 52Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryLumida: Quarterly 13F Hedge Fund Analysis Review(00:32) Market Overview and Recent Trends(01:35) Hedge Fund Strategies and 13F Filings(03:40) Deep Dive into Specific Funds and Positions(07:23) Healthcare and Insurance Sector Insights(18:14) Tech Stocks and Valuation Analysis(20:05) Hot Stocks and Smaller Managers(20:38) Druckenmiller's Investment Moves(23:45) Market Trends and Economic Indicators(28:22) Value Investing with Bill Miller(31:22) New Investment Picks and Strategies
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video o...
2025-05-1739 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryChina Detente & Stablecoins as SoftPower(00:30) Introduction to Austin Campbell(01:44) An In-Depth Exploration of Stablecoins(04:18) Stablecoins: Legislation, Regulation, and Market Impact(08:53) Banking and Payments Innovation: Identifying the Winners and Losers(16:51) Enhancing Financial Compliance and Combating Financial Crime(29:01) The Evolving Landscape of Lending and Financial Markets(39:55) Stablecoins as a Tool for US Government Funding(41:35) The Role of Stablecoins in Global Dollarization(42:36) Human Rights, Financial Freedom, and Digital Currencies(45:21) The US Treasury's Perspective on Stablecoins and Market Dynamics(47:55) Bitcoin’s Role in the Emerging Financial Ecosystem(52:14) China's Economic Fragility and the Global Ripple Effects(01:03:24) Global De...
2025-05-161h 24Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryBuffett & Revenge of the Datacenters(01:14) Upcoming Event in New York with Oliver Wright.(02:35) Buffett's Departure and Market Impact(05:04) Market Analysis(12:45) Investment Ideas and Strategies(26:12) Buffett's Favorite Stocks: Insurance and More(34:21) Market Share and Demographics(34:50) Investing in Quality Compounders(35:55) Analyzing Restaurant Stocks(37:57) Small Cap Value Opportunities(38:54) Breaking Bad and El Pollo Loco(44:41) International Small Cap Investments(50:43) Trade Deficits and Tariffs
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.y...
2025-05-071h 03Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryLumida News Roundup(00:40) Market Overview and Economic Data(03:36) Global Market Trends and Sentiments(06:47) AI Tools and News Headlines(08:38) Impact of Tariffs on Global Trade(11:54) US Consumer Spending and Home Sales(19:48) Current Market Conditions and Admin Intervention(20:36) Financial Times and Steve Moran's Background(22:09) Huawei's AI Chip and US-China Trade Tensions(23:11) 24/7 Trading Debate and Market Routines(25:01) Impact of Tariffs on Consumer Goods(26:09) Starbucks vs. Seven Brew and Market Risks(29:18) Trending Tweets and Economic Insights
Connect with Us Online:
2025-04-3036 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryLivestream & Analysis of Bessent Speech(01:42) Secretary Bessent's Speech(13:49) Analysis and Market Reactions(16:04) World Bank and IMF Reforms(30:44) Market Overview and Current Trends(31:22) European and Global Market Insights(32:19) US-China Trade Relations and Tariff Updates(33:48) Market Reactions and Trading Strategies(35:22) Sector Performance and Stock Highlights(41:57) Gold and Bitcoin Market Analysis(43:17) High-Yield Bonds and Equity Market Dynamics
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: h...
2025-04-2348 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryEurasia Group on Geopolitics and New Trade Order(00:29) Guest Introduction: Rob Kahn, Eurasia Group(03:15) US Tariff Policies: Global Implications(06:13) Tariff Negotiations (08:33) Economic Theories and Market Responses(27:13) Regional and Global Trade Impacts(31:51) US-Mexico Trade Relations(33:07) Challenges in US Manufacturing(35:47) Economic Impact of Tariffs(38:31) Market Outlook(41:23) Global Trade and Economic Integration(45:10) Political and Economic Risks in Trade(46:21) Financial Market Impacts of Trade Policies(49:49) Digital Assets in Trade Agreements(52:30) Treasury Markets and Recession Risks
Connect with Us Online:...
2025-04-1856 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryThis Isn't Right(01:52) Impact of Trade Policies(06:54) Global Trade and Economic Theories(12:25) Market Reactions and Investor Behavior(14:23) Bear Market Psychology(18:12) Trade War Consequences(29:21) Economic Fundamentals and Predictions(34:13) Navigating Market Uncertainty(01:00:38) Understanding Bear Market Psychology(01:00:51) The Role of Analysts and Confidence(01:01:32) Instincts and Short Positions(01:03:36) Economic Dynamics and Trade Deficits(01:06:11) Navigating Market Tactics(01:07:23) Investment Strategies in Uncertain Times(01:12:38) Global Trade and Manufacturing Challenges(01:14:35) Innovative Solutions in Energy and Bitcoin(01:25:38) Middle Class and Economic Realities(01:55:26) The Paradox of Current Market Conditions
Connect with Us Online:
2025-04-071h 59Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryHF Manager Skyler Weinand on Tariffs & The Housing Market(00:00) - Introduction to Non-Consensus Investing(01:41) - Tariffs and Their Impact(04:17) - Economic Consequences of Tariffs(06:58) - Market Reactions and Predictions(08:15) - Inflation and Consumer Sentiment(12:41) - Recession Indicators and Predictions(21:40) - Investment Strategies in a Volatile Market(44:15) - Global Trade Pressures and Market Implications(45:42) - Advanced Robotics and Manufacturing Challenges(48:38) - Housing and Mortgage Market Dynamics(56:31) - Corporate Credit and CLO Market Overview(01:14:08) - Banking Sector and Economic Outlook(01:25:14) - Final Thoughts
...
2025-04-041h 26Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Is the correction over?(01:03) – Economic Indicators & Sentiment(02:12) – Investment Strategies & Stock Picks(02:52) – Animal Spirits in Markets(04:18) – Valuations & Sector Trends(08:37) – Consumer Spending & Finance(20:22) – Commercial Real Estate & Speculation(25:59) – Global Trade & Geopolitics(28:18) – Market Trends & Opportunities(35:18) – Data Centers: Challenges & Prospects(36:55) – Tariffs, Politics & Markets(38:09) – Gold as a Safe Haven(40:44) – Stablecoins & Treasury Markets(41:42) – CVS & Insurance Sector(43:02) – Top Stocks & Diversification(44:28) – Market Strategies & Trends(56:13) – Twitter & Real-Time Markets
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.c...
2025-03-251h 05Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryDid the Bubble Burst?(00:42) Current Market Overview and Key Themes(02:25) Personal Anecdotes and Life Lessons(04:55) Upcoming Market Events and Predictions(09:11) Analyzing Market Bubbles and Trends(12:14) Investment Strategies and Sector Analysis(18:47) Technology and Tools for Investing(21:14) Understanding Martingale Strategy(22:42) Airlines and Market Trends(24:31) Opportunities in Technology and Industrials(26:17) Market Sentiment and Investment Strategies(33:58) Digital Assets and Market Indicators(40:33) Concluding Thoughts and Future Outlook
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video o...
2025-02-2541 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryHedge Fund Positioning: 13F ReviewDownload the 13F document here - bit.ly/41gM9LF(01:12) Hedge Fund Position Analysis(02:07) Team Expansion and Future Strategy(02:46) Key Holdings and Market Trends(04:23) Extracting Value from 13F Filings(07:20) Insights from Druckenmiller’s Portfolio(19:25) Airlines & Travel Sector Outlook(24:32) Altimeter’s Tech Investments(30:27) Risks of Share-Based Compensation(30:37) Point 72’s Investment Approach(32:12) Ozempic’s Impact on Consumer Staples(34:24) The Quality Stock Bubble(35:15) Point 72’s Diversified Strategy(43:04) Michael Burry’s Latest Trades(45:33) Healthcare Stocks: A Defensive...
2025-02-1957 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryDeepSeek Nvidia and "Peak Sentiment"(00:45) Weekend Recap and Personal Stories(01:44) Deep Seek and Its Implications(07:10) Peak Sentiment Explained(10:15) Market Reactions and Sector Analysis(17:39) International Markets and Trade Dynamics(24:16) Technological Advancements and Future Proposals(28:55) Market Performance Overview(29:06) Meta's Overbought Status(29:43) Animal Spirits in the Market(30:30) Economic Indicators and Corporate Earnings(32:26) Trade Deficit and Tariff Policies(34:36) Investment Strategies and Market Trends(43:57) Deep Seek and AI Innovations(46:14) NVIDIA and Data Center Trends(58:21) Concluding Thoughts and Future Outlook
Connect with Us Online:Lumida NewsLumida Deals
2025-01-2858 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryBlackstone's Outlook and the Case Against Bonds(01:44) Market Overview(03:04) Retail Sector Insights(04:40) Investment Strategies(19:23) Economic Trends(21:27) China’s Stimulus(26:28) Global Trade Policies(28:57) Defense Stocks and Tariffs(30:34) Manufacturing's Future(31:18) Strategic Investments(37:10) MAG7 Analysis(42:36) Sector Rotation(50:42) Conclusion
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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...
2025-01-1453 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryAre Nvidia and Tesla on a collision course?(01:59) Discussion on current AI trends and emerging key topics.(03:16) Highlights from Jensen's CES conference and its industry implications.(05:32) Examination of NVIDIA's dominance in AI hardware and software.(09:22) Analysis of the Tesla-NVIDIA relationship as competitors and collaborators.(14:05) Market reactions and technical analysis of recent industry developments.(22:07) Tesla's strategic market positioning and associated challenges.(30:19) Exploration of Elon Musk's broader ambitions across sectors.(38:25) Amazon's Project Kuiper and the evolution of satellite constellations.(39:48) Disruption in the telecom industry driven by satellite internet innovations.(44:41) Big Tech's growing influence on political decisions and regulatory policies.(48:43...
2025-01-131h 56Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryAre Nvidia and Tesla on a collision course?(01:59) Discussion on current AI trends and emerging key topics.(03:16) Highlights from Jensen's CES conference and its industry implications.(05:32) Examination of NVIDIA's dominance in AI hardware and software.(09:22) Analysis of the Tesla-NVIDIA relationship as competitors and collaborators.(14:05) Market reactions and technical analysis of recent industry developments.(22:07) Tesla's strategic market positioning and associated challenges.(30:19) Exploration of Elon Musk's broader ambitions across sectors.(38:25) Amazon's Project Kuiper and the evolution of satellite constellations.(39:48) Disruption in the telecom industry driven by satellite internet innovations.(44:41) Big Tech's growing influence on political decisions and regulatory policies.(48:43...
2025-01-101h 56Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Podcasts are Bad for Your Health00:24 Current Market Overview and Key Topics01:11 The Debate on Podcasts and Investment Strategies03:04 Economic Indicators and Market Sentiment07:10 Sector Analysis and Investment Opportunities09:37 Insights on Healthcare and Technology Sectors10:59 Lumida Ledger Highlights and Stock Picks15:07 Market Rotation and AI Trends16:51 Momentum and Growth Factors18:03 AI Showdown: OpenAI vs Google20:31 The Role of Social Media in Investing21:24 Quantum Computing and Investment Strategies25:43 Private Equity: The Smart Money30:59 Upcoming Market Trends and Predictions31:55 Final Thoughts...
2025-01-0733 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Podcasts are Bad for Your Health00:24 Current Market Overview and Key Topics01:11 The Debate on Podcasts and Investment Strategies03:04 Economic Indicators and Market Sentiment07:10 Sector Analysis and Investment Opportunities09:37 Insights on Healthcare and Technology Sectors10:59 Lumida Ledger Highlights and Stock Picks15:07 Market Rotation and AI Trends16:51 Momentum and Growth Factors18:03 AI Showdown: OpenAI vs Google20:31 The Role of Social Media in Investing21:24 Quantum Computing and Investment Strategies25:43 Private Equity: The Smart Money30:59 Upcoming Market Trends and Predictions31:55 Final Thoughts...
2025-01-0702 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryBuy from Pessimists, Sell to Optimists00:44 Chamath's Tweet Analysis03:06 Understanding Stock Prices and Market Behavior12:22 Factor Investing Explained17:37 Twitter Momentum and Market Trends26:00 Short-Term Momentum and Market Trends26:14 Analyzing Kava and Restaurant Stocks26:47 Momentum Factor and Market Neutrality28:08 Shorted Stocks and Retail Investors30:27 Value Factor and Growth Investing34:46 Earnings Yield and Investment Strategies39:46 Uber's Market Position and Future Outlook44:42 Defense Spending and Market Implications47:42 Final Thoughts and Investment Philosophy
Connect with Us Online:L...
2024-12-3151 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryLumida 2025 Stock Picks and Year In Review00:24 Holiday Greetings and Personal Updates00:47 Review of Last Year's Stock Picks01:27 Performance Highlights and Key Learnings01:55 Non Consensus Investing Strategy07:50 Top Stock Picks for the Upcoming Year10:28 High-Risk, High-Reward Opportunities11:46 Healthcare Sector Insights14:18 Exploring Bumble and Other Non Consensus Ideas17:24 Insurance and Financial Sector Picks23:24 Navigating Policy Risks in High ROE Businesses23:54 Analyzing First Solar's Market Position and Challenges24:37 Exploring Flextronics and Data Center Opportunities25:58 Retail Insights: Abercrombie & Fitch's Growth Potential29:16 International Value...
2024-12-2545 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits(00:26) Market Highlights and FOMC Reaction(02:39) Detailed Market Analysis and Predictions(04:44) Impact of Interest Rates on Different Sectors(07:42) Emerging Markets and Currency Dynamics(14:42) Animal Spirits and Market Psychology(17:20) Growth vs. Value: Analyzing Market Trends(18:19) Software and Value Stocks: Current Market Movements(18:51) Sector Performance: Winners and Losers(19:48) Animal Spirits and Speculative Baskets(21:53) Regional Banks and Insurance: Investment Opportunities(23:57) Semiconductors and Software: Market Rotation(25:49) Micron and AI Tools: A Deep Dive(32:22) Precious Metals and Commodities Outlook(33:36...
2024-12-2034 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: UFOs over NJ, The Prime Directive00:33 Special Guest: David Seaman00:48 Theories on Unidentified Flying Objects01:58 Analyzing the ABC News Clip02:59 Debunking the Black Friday Drone Theory05:31 Military Equipment and Government Testing07:54 Personal Experiences and Amateur Footage12:21 Government Response and Public Reactions19:50 Historical Accounts and Theories45:05 Mass Sightings and the Phoenix Lights48:04 David Grush and UFO Whistleblowing49:00 The Gang of Eight and Government Disclosure51:58 Challenges of UFO Disclosure55:45 Theories and Speculations on Alien Technology01:13:56 Interstellar Objects and Extraterrestrial Life
2024-12-161h 23Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryThe Circus and Animal Spirits; Autonomous Driving; Nvidia + China00:52 Market Predictions for Next Year01:19 A Funny Story from the Circus02:33 Animal Spirits and Market Sentiment03:46 Twitter Momentum Stocks04:59 Healthcare Sector Analysis12:03 Autonomous Driving Developments12:15 Equal Weight Index and Market Trends16:18 Energy Sector Insights24:07 SpaceX and IPO Market Outlook26:48 Investment Themes and Strategies33:15 Healthcare Sector Insights34:01 Retail and Travel Trends34:38 Utilities and Industrials Outlook35:07 China Market Dynamics38:22 Quantum Computing and Google42:33 Investment Strategies and Tools57:13 IPO Market...
2024-12-131h 01Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryFounder Mode & The Mortgage Market00:25 Meet Vishal Garg: Founder and CEO of Better01:06 The Zoom Viral Moment: Reflecting on Layoffs06:59 Negotiating with SoftBank: Insights and Experiences14:08 From Stuyvesant to Public Company: Vishal's Journey19:29 The Birth of MyRichUncle: Early Fintech Innovations21:40 Investing in Distressed Securitizations26:05 The Mortgage Market: Challenges and Innovations28:27 Revolutionizing the Mortgage Process30:03 Challenges in the Mortgage Industry31:40 Building Better.com32:12 The Mortgage Market Landscape39:45 AI and Automation in Mortgages42:23 Entrepreneurial Insights from the Jungle Book45:03 The...
2024-12-0654 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales00:24 Thanksgiving Reflections and Family Time00:48 Superman and Modern Heroism02:08 Comparing Heroes: Superman vs. Modern TV Shows03:15 The Appeal of Hero Inversions in Modern Media04:01 Transition to Investment Topics04:18 Market Insights and Economic Overview07:53 Sector Analysis: Semiconductors and Technology10:50 Healthcare Sector Trends and Insights12:07 International Markets and Emerging Economies17:28 Retail Sector Performance and Predictions18:48 Consumer Behavior and Retail Trends21:23 Cyber Monday Gift Ideas22:18 Shifting Coffee Preferences and Market Analysis23:00 Starbucks vs. Microsoft: A Comparative...
2024-12-0342 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryMusic Producer to Bitcoin: Chat with Lumida Client Kevin Churko00:26 Special Thanksgiving Podcast with Kevin Churko00:50 Kevin's Journey in the Music Business03:07 Bitcoin and Vintage Gear09:30 Challenges in the Music Industry17:07 Tokenization and Digital Assets21:36 The Creative Process and Inspirations35:30 The Dark Side of Creativity36:11 Cannabis and the Hip Hop Studio38:22 Substance Use and Music Genres39:08 The Role of Psychedelics in Modern Music43:35 Wealth Management in the Music Industry48:12 Navigating Private Equity Investments01:04:31 The Renaissance of Psychedelics01:07:37 Exploring the Psychedelic Trend01:08:10...
2024-11-281h 42Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning00:25 Personal Anecdotes and Thanksgiving Plans01:01 Tax Strategies for the Wealthy01:57 Upcoming Podcast with Vishal Garg03:21 Bloomberg Article on AQR's Tax Strategies09:01 NVIDIA Earnings Analysis17:10 Recession and Economic Indicators21:42 Hedge Fund Positioning and Strategies39:58 Max ETF Analysis and Cyclical Shifts40:23 Energy Sector Insights41:27 Mutual Fund Performance and Hedge Fund Moves41:47 Sector Positioning and Stock Picks43:07 Consumer Staples and Risk Management44:07 Financials and Entertainment Stocks48:55 Hedge Fund VIP List and Stock Analysis01:05:22 AI...
2024-11-231h 15Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryCrypto Market Heat: Is It Time to Take Profits?00:26 Crypto Macro Panel Introduction01:11 Top Concerns in the Crypto Space03:27 Is the Crypto Market Too Hot?11:01 Impact of Tariffs on the Digital Market18:47 Trump's Influence on Crypto Policies26:56 Crypto Regulation and SEC Leadership28:31 Trump's Involvement in DeFi28:55 The Need for a Self-Regulatory Organization29:51 Bitcoin's Future Value Projections31:03 Macro Tailwinds and Liquidity Events31:56 Sector-Specific Tailwinds32:05 Ethereum Staking and Eigenlayer34:57 Tokenization and Digital Assets41:37 AI and Cryptographic Verification49:46 Final Thoughts and Future Outlook
2024-11-2152 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryHedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...01:02 Deep Dive into Hedge Fund Strategies06:13 Analyzing Stanley Druckenmiller's Portfolio09:39 Exploring Financial Sector Investments13:26 The Druck Effect and Key Takeaways26:04 Introduction to Point 72 and Portfolio Insights35:31 Earnings and Market Leaders36:08 Concentrated vs. Broader Portfolios36:49 Quantitative Approach and Statistical Arbitrage37:04 Stock Analysis: Snowflake and Palantir38:24 David Tepper's Portfolio Insights40:01 China's Market Dynamics40:24 Investment Strategies: Trading vs. Investing40:50 Utility and Semiconductor Picks43:08 Natural Gas and Energy Investments44:18 David Einhorn's Value Investing44:50...
2024-11-161h 09Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryBuffett, Harvard, Tesla and the Nuclear Renaissance00:26 Election Week Reflections02:10 Impact of Trump's Victory04:05 Economic and Market Implications12:02 The Role of Polls and Media14:06 Financial Markets and Crypto14:41 Energy and Semiconductor Sectors18:51 Antitrust and Big Tech36:41 Family Offices and Investment Strategies46:52 The 36 Trillion Dollar Deficit50:31 Governance and Economic Challenges50:42 AI and Automation in the Workforce50:54 Demographic Shifts and Care Needs52:29 Trump's Hypothetical Policies and Bitcoin53:06 Tax Policies and Economic Speculations54:11 Cryptocurrency and Stablecoins01:00:49 Investment Strategies and...
2024-11-113h 02Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryElection Volatility, US Dollar & Rates, International00:26 Weekend Highlights and Personal Anecdotes01:42 Upcoming Events and Market Predictions02:11 Insights from Money 2020 and Panic Mode02:51 Election Impacts and Market Positioning04:02 Macro Trends and Market Analysis06:09 Emerging Markets and International Value Rotation08:52 Thematic Market and AI Trends10:18 Healthcare Sector and Investment Strategies27:47 Medicare Advantage and Insurance Utilization28:23 Impact on Healthcare Stocks30:08 High-Quality Healthcare Investments36:04 Financials and Election Risks37:44 Real Estate and Consumer Insights39:24 International Markets and Emerging Opportunities41:37 Natural Gas and...
2024-11-0552 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWhat Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park(00:00) Introduction to Non Consensus Investing(00:33) Meet Our Special Guest: Jeff Park from Bitwise(02:11) Diving into Harvard Management Company(05:46) Challenges and Changes at Harvard(09:28) The Multi-Manager Model and Its Implications(14:14) China's Economic Moves and Global Impact(19:24) The Power of Memes in Financial Markets(22:11) Understanding Liquidity and Market Dynamics(29:12) Analyzing Credit Spreads and Liquidity Transformation(30:09) Bitcoin: To HODL or Trade?(31:32) The Superhuman Macro Investors(33:39) Trend Following in Bitcoin Trading(40:31) Election Impact on Digital Assets(45:18) Best Practices for Investors and Traders(49:04) Concluding Thoughts and Future Outlook
2024-10-1152 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: OpenAI, CoreWeave, Nuclear and Agentic AI(00:00) Introduction(00:31) Guest Introduction: Michael Parekh(01:32) OpenAI: Current State and Challenges(06:05) AI Industry Insights and Comparisons(10:11) Investor Perspectives on OpenAI(11:43) AI Investment Landscape(28:15) Meta's AI and AR Innovations(40:28) The Commodification of Memory and Interlinks(40:46) Power and Nuclear: The Next Big Thing(45:16) The AI Boom and Its Impact on Utilities(48:17) The Future of SaaS in an AI-Driven World(50:50) The Role of AI in Enterprise and Productivity(01:00:36) Regulatory Challenges and Market Dynamics(01:04:19) The Telecom Bubble and Lessons for Today(01:14:38) The Rise of Agentic AI
Connect...
2024-10-101h 16Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryFed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott00:00 Introduction to Non Consensus Investing00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited01:16 Discussing the Fed's 50 Bps Rate Cut02:26 Market Reactions and Economic Indicators06:55 Analyzing Employment and Consumer Health24:05 Debating Productivity and Economic Growth33:57 AI Apps and Economic Projections34:19 Fed's Rate Cut Deliberations35:34 Market Reactions and Fed Policy38:41 Political Dynamics and Fiscal Policy42:42 Investment Opportunities and Market Trends45:43 Gold, Commodities, and Digital Assets46:37 Growth vs. Value Stocks50:37 Investor Sentiment and Market Positioning
2024-09-211h 05Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryLessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School.Timestamps:(00:00) Intro(03:09) Working with George Soros(03:58) Risk Management Insights(06:18) Concept of Reflexivity(13:32) The Buffett Bet & Protege Partners(17:12) Hedge Fund Industry Insights(26:11) Endowment Style Investing(32:05) China's Economic Challenges(38:04) Investment Opportunities in China(44:00) Commercial Real Estate Crisis in the US(58:59) The Impact of AI on Investing
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://w...
2024-09-161h 05Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryHunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISITimestamps:(00:00) Introduction(01:07) Guest Introduction: Mark Mahaney(02:14) Mark Mahaney's Investment Framework(03:55) The Importance of Revenue Growth(05:28) Identifying High-Quality Companies(08:01) Challenges and Opportunities in Tech Investments(10:33) Evaluating Profitability and Business Models(14:10) Amazon's Market Dynamics(19:05) Netflix's Growth Strategies(25:42) Meta's Market Position(26:27) Amazon's Growth and AWS Competition(27:33) Meta's Valuation and Overhangs(31:00) Uber's Future with Driverless Cars(35:04) Google's Challenges and Opportunities(41:14) Investment Opportunities and Market Concerns(45:06) DoorDash's Market Position(47:31) Staying...
2024-09-0852 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer01:02 Market Insights: Jackson Hole and Rate Cuts02:07 Earnings and Employment Analysis03:16 Adjustment Cuts vs. Full Rate Cut Cycles05:51 Market Trends: Value vs. Growth07:15 Sector Highlights: Real Estate and Financials08:18 Small Caps and High Debt Companies13:29 AI and Productivity Boom16:14 Banking Sector Opportunities17:31 Bank Investments and Sweetheart Deals18:06 Consumer Trends and Retail Shifts20:03 Home Builders and Mortgage Rates22:25 Automotive Sector Insights22:54 Retail Giants: Walmart and Target23:46 AI Tools for Investment Analysis27:05 Q...
2024-08-2730 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryFed vs Bitcoin: Who will win?00:00 Introduction to Non Consensus Investing00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast00:56 Early Bitcoin Days and Missed Opportunities02:42 Michael's Journey: From PR to Venture Capital04:47 The Dot-Com Boom and Transition to Crypto10:05 Understanding Bitcoin Cycles and Investment Strategies15:19 Technical Aspects of Bitcoin and Market Dynamics17:41 Current Market Trends and Future Predictions23:09 Challenges and Opportunities in Bitcoin Investing24:49 Technical Difficulties and Market Analysis33:56 Bitcoin Halving Cycles and Market Trends34:43 Future Predictions and Macro Factors35:53 Bitcoin's...
2024-08-241h 07Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryMag 7 vs. 493: Market Showdown00:00 Introduction to Non-Consensus Investing00:33 Meet Meb Faber: A Decade of Tracking and Insights00:59 Exploring Alpha Cloning and Hedge Funds02:41 The Golden Age of Hedge Funds and Market Trends03:58 Buffett's Strategy and the Power of 13F Filings13:07 The Evolution of Shareholder Yield16:09 The Role of Buybacks and Stock-Based Compensation19:59 Market Neutral Strategies and Hedge Fund Insights25:33 The Impact of Passive Investing on Active Management30:02 Gold's Highs and Market Predictions30:44 Diversifying Investments for Mental Health32:36 Exploring Foreign Markets
2024-08-2057 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryLumida Whale Watch: Hedge Fund Bets Revealed00:00 Introduction to Non Consensus Investing00:31 Understanding 13F Filings01:12 Hedge Fund Strategies and Stock Picks02:00 Market Trends and Economic Indicators02:57 Deep Dive into Hedge Fund Holdings04:37 Analyzing Specific Stocks and Sectors08:47 Insights on Individual Hedge Fund Managers12:47 Value Investing and Contrarian Strategies17:15 Exploring Smaller and Overlooked Stocks28:53 Evaluating Return on Equity and Buybacks29:18 Acadian Capital's Investment Strategy29:41 Tidewater and Energy Services Analysis30:49 Planet Fitness and Changing Consumer Behavior31:53 Exploring SaaS and Elastic32:32...
2024-08-1749 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)00:00 Introduction to Non Consensus Investing00:42 Welcoming the Guest: Michael's Background01:39 Tesla Earnings and Elon Musk's Vision03:51 Humanoids and Future Prospects05:39 Challenges and Competition for Tesla07:58 AI and Robotics: The Bigger Picture18:48 Conflicts of Interest in Financial Analysis21:03 Sovereign AI and Global Implications31:07 Google's Earnings and Cloud Business46:03 Generative AI and CapEx Dynamics47:34 Positioning in Mag7: NVIDIA, Meta, and Google49:34 Meta's Open Source Strategy with Llama 353:59 AI's Impact on Business Models and CapEx01:00:44 Crypto...
2024-07-261h 28Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor00:00 Introduction to Non Consensus Investing00:40 Meet the New Team Member: Stein02:53 Market Recap and Key Topics03:24 Insights from the Lumida Ledger05:05 Daily and Weekly Research Process06:44 Small Caps and Market Trends09:31 Consumer Discretionary Sector Analysis20:10 China's Market Impact and the Trump Effect22:17 Reversal Factor and Market Dynamics24:17 Momentum Factor and Market Trends25:10 Analyzing Momentum Stocks and ETFs27:37 Tech vs. Energy: A Negative Correlation29:23 Small Cap Growth vs. Value31:28 Semiconductors and Market Sentiment
2024-07-2645 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Momentum Correction, Semis, TSMC, LPLA00:00 Introduction to Non Consensus Investing00:28 Market Speculation and Trends01:35 Negative Momentum Rally Explained03:58 Sector Analysis: Semiconductors and AI08:41 Energy Sector Insights10:23 Restaurant Industry Overview13:02 Small Caps vs. Semiconductors13:47 Deep Dive: Taiwan Semiconductor and ASML24:05 TSMC's Market Expansion and AI Demand24:55 NVIDIA's Pricing Strategy and Market Impact26:00 Semiconductor Valuations and Industry Trends28:00 Qualcomm's Position in the Smartphone Market29:22 Schwab's Financial Challenges and Market Reaction31:25 LPLA's Business Model and Market Opportunities37:20 Investment Strategies...
2024-07-2543 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryQuick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities00:00 Introduction to Non Consensus Investing00:32 Market Overview and Recent Activities00:50 Deep Dive into Lululemon (LULU)02:00 Investment Strategies and Opportunity Cost05:39 Small Caps and Market Reactions07:44 Momentum and Negative Momentum Rallies08:37 MAG7 and Market Trends11:06 Sector Analysis and Broader Market Impacts19:25 Investment Opportunities in Brazil25:25 Identifying High-Quality Assets in Dislocations26:10 Analyzing CVS and Its Turnaround Potential28:57 Exploring Small Cap Opportunities29:03 In-Depth Look at Innova and Other Small Caps30:04 Advanced Materials and Speculative Bets
2024-07-2444 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC00:00 Introduction to Non Consensus Investing00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor00:57 Nic Carter's Transformation and Digital Asset Journey01:22 The Intimidation Video: Nic Carter's Boxing Journey02:51 Training Regimen and Discipline in Combat Sports10:16 From Philosophy to Bitcoin: Nic's Career Path19:12 Investing in CoreWeave: A High-Stakes Bet25:53 The Rise of CoreWeave and AI's Impact35:33 Investing in AI: Strategies and Concerns40:04 AI and the Post-Truth Era42:12 AI's Role in Verifying Information49:07 Fragmentation of AI Models Across Nations
2024-07-101h 09Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Market at Crossroads: Trump Bump or Market Slump?00:00 Introduction to Non Consensus Investing00:31 Guest Introduction: Mike McGlone00:45 Market Impact of Trump and Biden00:51 Commodities and Economic Indicators01:12 Political Influence on Markets01:49 Historical Market Trends and Volatility05:30 Global Economic Shifts and Gold10:30 Energy Market Dynamics14:26 Equity Market Analysis30:47 Unemployment and Inflation Dynamics31:30 Commodities and Economic Indicators34:11 The Role of the U.S. Dollar34:51 Cryptocurrencies and Market Trends38:37 Bitcoin's Market Position49:22 Copper and Commodity Market Analysis55:49 Gold vs. Bitcoin...
2024-07-0659 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Mr. Market at The Halfway Mark00:00 Introduction to Non-Consensus Investing00:27 Market Overview and Key Themes01:34 Deep Dive into Market Indicators02:14 Insights on US Dollar and Commodities02:47 Bitcoin and MAG7 Analysis03:23 Seasonal Trends and Market Sentiment05:27 Impact of Political Events on Markets06:31 Brazil Market Analysis and Fed Rate Cuts15:41 Small Caps and Economic Outlook16:40 NVIDIA's Market Influence17:32 Boomer Spending and Market Trends27:00 ETFs and Tax Strategies35:20 Innovative Risk-Defined ETFs36:38 Introducing LumidaETF36:52 Investment Strategies and Market Conditions37:13...
2024-07-031h 04Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes00:00 Introduction to Non Consensus Investing00:31 Meet Paul Mann: Chairman and CEO of ASP01:42 The Importance of Silicon 28 in Semiconductors07:11 Geopolitical and Technological Aspects of Isotope Enrichment13:53 Challenges and Innovations in Uranium Supply22:53 Exploring HALU and Quantum Enrichment28:09 Medical Applications and Isotope Opportunities32:37 Business Potential and Market Dynamics36:20 Discussing Margins and Business Strategy37:53 Technical Feasibility and Readiness39:06 Investment and Plant Operations41:42 Customer Contracts and Capital Investment45:32 Company Background and Founding Story52:25 Building the Team...
2024-06-271h 08Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: SoFi: House of Cards OR Future of Finance?00:00 Introduction to Non Consensus Investing00:28 Welcoming Giuliano and SoFi Discussion01:28 Giuliano's Background and CompassPoint04:52 Deep Dive into SoFi's Business Model13:08 Valuation and Accounting of Personal Loans17:57 Fair Value Accounting and Market Comparisons39:16 Credit Performance and Default Rates43:43 Impact of Management Assumptions on Earnings47:44 Earnings and Revenue Quality Analysis49:18 Tech Business Potential and Challenges51:14 NBA Sponsorship and Marketing Strategy54:33 Mortgage Servicing Rights Explained54:51 Mr. Cooper Group: A Deep Dive01:04:23 SoFi's Loan Quality and Growth...
2024-06-191h 30
The Lumida Legacy PodcastBuilding Legacies through Philanthropy: Insights from Building the Michael J. Fox Foundation00:00 Welcome to the Lumida Legacy Podcast00:34 Introduction to Veronique and Her Journey02:52 Founding and Growth of the Michael J. Fox Foundation04:43 Keys to a Successful Foundation07:57 Unique Funding Model of the Fox Foundation10:31 Role and Philosophy of Philanthropy13:37 Engaging Donors and Legacy Giving23:50 Scientific Breakthroughs and Future Goals29:28 The Process of Funding and Collaboration43:25 Personal Reflections and Legacy46:19 Closing Remarks
Connect with Us OnlineWebsite: https://www.lumida.comTwitter : https://twitter...
2024-05-3147 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Ethereum ETF: Bananas or Banana Zone?00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 Introducing the Experts: A Deep Dive into Ethereum's Future01:12 Ethereum ETF Speculation and Market Reactions01:47 Expert Opinions: Analyzing Ethereum's Position and Potential03:31 Regulatory Changes and Political Impacts on Crypto16:56 Market Dynamics and the 'Banana Zone': Predictions and Insights24:26 Navigating the Future: Crypto Bill Approvals and Public Market Exits27:25 Navigating the Complexities of Going Public in Crypto28:20 The Power of Stable Coins and Public Policy29:06 Decentralized Technology and the Future of Finance29:39...
2024-05-2351 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner00:00 Introduction to Non Consensus Investing and Guest Introduction01:45 Deep Dive into AI, Semiconductors, and Social Change29:50 Exploring the Future of AI and Humanoids50:35 The Evolution of Operating Systems and AI Integration54:19 Exploring the Complexities of Voice Control and AI Investments54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress57:33 The Future of AI and Self-Driving: Challenges and Predictions01:06:14 AI's Impact on Job Creation and the Gig Economy01:09:31 The Battle for AI Supremacy in Search Engines01:16:22 Energy Demands and Nuclear Power: A...
2024-05-151h 39Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert01:02 The Semiconductor Industry: A Gateway to AI Advancements02:16 Exploring the End of Moore's Law and the Rise of AI04:48 NVIDIA's Strategic Moves in the Semiconductor Space12:20 The Battle of Custom Silicon: NVIDIA vs. The World30:55 AI's Role in Future Technologies and Societal Impact38:24 Exploring the Future of Email Automation and AI Assistants40:36 Historical Lessons from IBM's Decline41:21 Microsoft's Strategic Moves in the AI Era
2024-05-081h 33Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryFamily Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles00:00 Welcome to Non Consensus Investing & Family Office TV00:51 Exploring the Art of Building a Family Empire01:35 Deep Dive into Investment Strategies and Market Insights05:26 Unpacking the Concept of Permanent Capital07:39 Tax Efficiency and the Power of Brands in Investing10:27 The Strategic Advantage of Non-Callable Carry Trade16:41 The Significance of High Return on Equity and Cash Flow26:38 Exploring Opportunities in Banking and Private Credit41:02 Concluding Thoughts and Future Directions54:26 Exploring the Future of Big Tech and Market Leaders54:55 The Unprecedented...
2024-05-031h 43Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready?00:00 Welcome to Non Consensus Investing00:27 Anticipating Market Opportunities: A Deep Dive01:01 Economic Expansion and Market Insights05:40 Exploring Investment Themes and Opportunities09:11 Navigating Market Volatility and Identifying Entry Points16:24 Strategic Investment Approaches in a Changing Market23:17 Preparing for Tactical Opportunities and Market Rotation28:19 Concluding Thoughts on Investment Strategy
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth
2024-04-2429 minThe Lumida Legacy PodcastSupercharging Sleep, Performance & Longevity with Mollie Eastman00:00 Welcome to the Lumida Legacy Podcast: Unveiling the Secrets of Sleep00:29 Meet Mollie Eastman: From Insomnia to Sleep Mastery02:34 Mollie's Journey: Battling Insomnia and Becoming a Sleep Expert11:32 The Science and Importance of Sleep: A Deep Dive20:11 Understanding Sleep Cycles and the Impact of Wearables30:49 Personal Sleep Data Analysis: Decoding REM and Deep Sleep38:23 Unpacking Social Jet Lag: A Modern Sleep Dilemma39:37 The Impact of Social Jet Lag on Our Lives40:54 Strategies for Managing Jet Lag and Improving Sleep41:46 The Science...
2024-04-241h 14Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Meta Llama 3, Productivity Boom, AI & Datacenters00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:28 Casual Banter and Weekend Stories01:55 Breaking Down Meta's Latest AI Developments13:13 The Future of AI, Energy, and Society13:43 Exploring the Energy Demands of AI14:32 Nuclear Energy: The Future of Powering AI?21:40 The Global Energy Landscape and AI's Impact23:30 Exploring Energy Challenges and Solutions23:54 The Complex Journey of Building Data Centers26:58 The Future of AI and Its Impact on Productivity28:18 Productivity Gains and the Role of AI31:42 Navigating the Future...
2024-04-2347 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: What’s Broken in Fintech & VC? w/ Rohit Mittal00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Meet Rohit Mittal: A Global Citizen with a Fintech Vision01:46 Venture Investing Demystified: Insights and Realities04:05 The Highs and Lows of Startup Valuations: A Candid Discussion12:30 Navigating the Complex World of Venture Capital19:50 The Y Combinator Experience: Accelerating Success28:43 The Entrepreneurial Journey: From Visa Challenges to Acquisition37:51 Navigating M&A: Insights and Strategies38:57 The Critical Role of Trust in Acquisitions39:39 Post-Acquisition Realities and Challenges41:08 Cultural Differences in the Tech Ecosystem
2024-04-191h 17Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks00:00 Welcome to Non Consensus Investing00:26 Casual Conversation: Weather, Tax Day, and Jackie Robinson02:24 Diving into Bitcoin Halving and Its Market Implications05:28 Exploring the Dynamics of Bitcoin Miners09:09 Geopolitical Tensions and Market Reactions16:58 Apple vs. Samsung: The Battle for Smartphone Supremacy20:37 China's Economic Indicators and Global Influence21:56 China's Semiconductor Scene and Market Dynamics22:33 Apple vs. Samsung: Analyzing Market Misconceptions22:57 The Psychology Behind Analysts' Predictions24:05 Exploring the Impact of Consumer Preferences on Tech Giants28:14 The Evolution of Entertainment: Virtual...
2024-04-1742 minThe Lumida Legacy PodcastPreserving Legacies Through Film00:00 Welcome to the Lumida Legacy Podcast00:33 Introducing Erikson Dickens: The Art of Legacy Documentaries01:57 The Genesis of a Legacy Filmmaker06:47 Crafting Legacy Through Film: Process and Impact08:10 The Seven Storytelling Pillars of Legacy09:42 Exploring the Impact of Legacy Films27:40 The Filmmaking Journey: From Concept to Screen32:38 The Transformative Power of Legacy Films36:59 Reflecting on Personal Legacy and Storytelling43:52 Closing Thoughts and Gratitude
Connect with Us OnlineWebsite: https://www.lumida.comTwitter : https://twitter...
2024-04-1244 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 Introducing Will Black: A Deep Dive into U.S. Consumer Credit01:25 The Paradox of the U.S. Consumer's Financial Health05:02 Exploring the Impact of Pandemic Mortgage Refinancing05:44 Delinquencies on the Rise: Analyzing the Causes12:36 The Role of Subprime Borrowers and Underwriting in Credit Trends19:23 The Unseen Impact of Student Loan Debt Resumption21:22 Deconstructing the Biden Administration's Student Loan Relief Proposal25:05 Unsecured Personal Loans: A Risky Business?35:53 Credit Card Companies and the Rising Tide...
2024-04-101h 10Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 A Casual Chat About Hats and Collectibles01:29 Diving Into the World of Watches and Collectibles03:28 Exploring the AI and Data Center Investment Landscape09:15 The Future of Automated Driving and Its Impact17:30 Investment Insights: From Amazon's Strategy to CoreWeave's IPO20:39 OpenAI's Potential and Investment Risks21:13 The Intricacies of Investing in CoreWeave22:17 The Psychology of Investing: Going Against the Grain23:02 Macro Trends: Energy as the New Bonds27:13 Strategic Investment Decisions and Client Management
2024-04-0541 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Printing money in global markets w/ Alex Kruger00:00 Welcome to Non-Consensus Investing with Ram Ahluwalia00:38 Introducing Alex Kruger: A Deep Dive into Non-Consensus Thinking01:45 The Misconception of Recession Predictions and Economic Realities03:34 Navigating the Economic Cycle: Recession, Recovery, and Risks Ahead04:21 The Fed's Strategy: Rate Cuts, Inflation, and Market Dynamics07:16 Exploring the Impact of Immigration and Banking Interventions on the Economy10:38 Deciphering the Fed's Moves and the Return of the 'Fed Put'18:14 Market Volatility, Inflation Concerns, and the Role of Bitcoin24:01 Crypto Funds, Market Entry Strategies, and the Future of Bitcoin
2024-04-011h 13Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert00:00 Welcome to Non-Consensus Investing00:39 Introducing RightSide Capital's Unique Investment Approach01:11 The Power of Ultra Diversification and Pre-VC Stage Focus02:26 Unpacking RightSide's Investment Criteria and Process06:55 The Entrepreneur's Perspective: Why Choose RightSide Capital?17:21 Exploring the Accelerator Dynamic and Deal Sourcing26:58 The Impact of QSBS and Tax Benefits on Investment Strategy35:05 The Future of Startups: AI Transformation and Operational Efficiency36:52 Exploring the AI Landscape and Its Impact on Startups38:03 The AI Investment Frenzy: A Critical Analysis39:57 AI's Disruption in the SaaS...
2024-03-291h 10Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: Nvidia 2024 GTC De-Brief & Highlights Reel00:00 Welcome to Non-Consensus Investing00:29 Deep Dive into NVIDIA GTC Conference Highlights01:01 Exploring the Future of AI and Semiconductors01:23 NVIDIA's Vision: A New Industrial Revolution02:25 The Power of GPUs and the Semiconductor CapEx Receiver Thesis03:32 NVIDIA vs. Cloud AI Companies: A Battle of Visions04:42 Introducing the Hopper GPU: A Leap in Computing Power06:21 Moore's Law on Steroids: NVIDIA's Exponential Growth09:40 NVIDIA AI Foundry: Revolutionizing Industry with AI12:07 Understanding NIMS: NVIDIA's Secret Sauce12:46 Revolutionizing Drug Discovery with NVIDIA BioNemo NIMS
2024-03-2732 min
Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity00:00 Welcome to Non-Consensus Investing00:27 Diving Deep with Dr. Adel: AI, Crypto, and the Future of Investing01:15 The AI Gold Rush: Who Captures the Value?02:27 The Paradigm Shift in AI: From GPUs to CPUs09:22 Exploring the Dotcom Era vs. AI Innovation Today13:14 The Future of AI: From Personal Assistants to Sovereign Use Cases19:21 AI and Crypto: A New Frontier for Innovation23:42 The Role of Open Source in AI and Crypto's Intersection27:17 AI's Potential Risks vs. Benefits: A Balanced Perspective38:53 Embracing Innovation: The...
2024-03-231h 22Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast00:00 Welcome to Non Consensus Investing00:31 Bitcoin's Historic High: A New Era for Crypto02:01 Investor Perspectives: Navigating the Crypto Rally04:22 Ethereum's Evolution: Upgrades and ETF Speculations07:07 The Impact of ETFs on Crypto Markets17:56 Exploring the Role of Digital Assets in Diversification20:04 The Future of Ethereum: Eigenlayer and Market Dynamics30:53 Tactical Considerations in the Current Crypto Market33:01 Navigating the Investment Landscape: Stocks, Crypto, and Beyond33:21 The Crypto Craze: Bitcoin, Ethereum, and Meme Coins33:41 Confessions of a Crypto Trader: The Pepe Token...
2024-03-2159 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad00:00 Welcome to Non-Consensus Investing00:28 Spotlight on David Nikzad: From Club Promoter to Venture Capitalist02:54 Surfing the Waves of Investment: A Unique Perspective09:31 Exploring the Crypto Bull Run and Its Future16:46 The Evolution of Digital Assets and Banking19:31 The Global Crypto Landscape: Insights from the UAE29:33 AI and the Future: Insights and Predictions34:56 Exploring the Unique Charm of Dubai35:23 The Allure of UAE's Service Culture and Family Life36:31 Dubai's Rapid Transformation: From Desert to Global Hub36:49 Seeking Refuge in Dubai...
2024-03-191h 56Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt00:00 Introduction to Non-Consensus Investing00:29 Guest Introduction: Dan Nystedt01:25 Discussion on Semiconductors04:51 Insights on Foundry Wars08:02 Impact of Geopolitics on Semiconductor Industry08:43 Exploring the Role of Hyperscalers in Semiconductor Industry12:21 Understanding the Semiconductor Supply Chain14:25 Future of Semiconductor Industry36:06 The Race to Speed Up AI Computing37:27 The Power of Photonics in Data Centers38:58 The Role of TSMC in the Semiconductor Industry40:07 The Impact of Marvell in Data Center Growth44:36 The Strategic Moves of Mark Zuckerberg in...
2024-03-051h 09Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas00:00 Introduction and Welcome02:54 The Super Bowl Experience03:42 Overcoming Challenges and Setbacks05:19 The Power of Visualization07:39 The Impact of Formative Experiences12:38 The Path to the NFL20:59 Overcoming Obstacles and Perseverance24:33 The Power of Mindset and Self-Belief25:42 The Final Stretch to the NFL37:20 The Struggle of Being an Underdog38:19 The Unexpected Turn of Events39:13 Developing the Inner Game of Athletes43:04 The Importance of Self-Love and Positive Affirmations46:04 The Power of Acceptance in Overcoming Challenges
2024-02-271h 02Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Hollywood: Behind the Scenes from the Producer of the Founder00:00 Introduction and Guest Introduction02:35 The Art of Storytelling in Film02:53 The Role of a Producer03:13 The Vision and Reality of Film Making12:31 The Economics of Movie Making27:53 The Challenges and Rewards of FilmMaking33:42 Breaking into Hollywood33:52 Childhood Memories and Love for Movies34:33 Journey to Becoming an Actor35:09 Turning Point: From Acting to Studying Theater36:13 Moving to LA: The Struggle and Breakthrough37:27 The Power of Connections and Lucky Breaks39:43 The Journey of Jeremy Renner and The...
2024-02-171h 26Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan00:00 Introduction to Non Consensus Investing00:27 Discussion with the Author of The Great Demographic Reversal01:08 Understanding the Impact of Demographic Changes01:44 Deep Dive into the Demographic Shifts of the Past 30 Years03:14 The Impact of China's Population Decline06:39 The Future of Inflation and Interest Rates08:18 The Role of Central Banks in Managing Inflation09:30 The Implications of Rising Debt14:52 The Potential of AI and Robotics to Boost Productivity21:31 The Challenges of Replacing China's Economic Growth28:12 The Role of Central Banks in Managing...
2024-01-281h 04Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses00:00 Introduction to Non Consensus Investing00:29 Interview with Ryan Selkis, CEO of Masari00:56 Discussion on Vivek and Crypto Politics02:43 Insights on Crypto Regulations and Policies04:01 Understanding the Dynamics of Crypto Market10:33 Exploring the Future of Ethereum15:10 The Intersection of Traditional Finance and Crypto20:28 The Potential of Tokenization in Crypto27:12 The Role of Policy Makers in Crypto Legislation27:34 The Best Case Scenario for Crypto Legislation28:01 The Impact of SEC Overreach on Crypto29:06 The Perception of Crypto in Traditional Finance
2024-01-2651 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS00:00 Introduction and Welcome00:32 Discussion on Fintech Trends00:47 Guest Introduction and Background01:23 Outlook for Fintech05:00 Fintech in the International Market07:32 Fintech in the U.S. Market10:52 Tokenization in Fintech13:51 Blockchain and Trust Issues27:53 Fintech and AI30:15 Fintech in the Future38:34 The Competitive Landscape in Payment Space40:02 Differentiation in the Payment Industry41:57 The Shift in Business Building43:29 The Business Cycle and Cost Optimization44:49 The Shift in Consumer Fintech Bank Valuation46:24 The...
2024-01-241h 11Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel00:00 Introduction and Welcome00:28 Guest Introduction and Background00:42 Discussion on Consumer Trends and Investment Success03:13 Exploring Generational Observations04:08 Impact of Parenthood Trends on Investments05:40 The Great Wealth Transfer and Crypto Ownership07:08 Exploring Spending Trends and Luxury14:51 The Role of Social Media in Consumer Trends25:10 The Paradox of Younger Generations and Fast Fashion29:18 Innovative Marketing Strategies in Financial Services31:51 The Power of TikTok in Market Research37:07 The Role of Artificial Intelligence in Personalization and Marketing38:01 The Power...
2024-01-221h 16Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo00:00 Introduction and Welcome00:35 Guest Introduction: Tim from CVA Funds01:06 Discussion on Investment Opportunities in China01:55 Introduction to CVA Funds04:22 Challenges and Opportunities in China's Market05:39 Understanding the Dynamics of China's Banking Sector06:30 Demographic Challenges in China09:08 The Housing Crisis in China12:52 The Rise of Domestic Brands in China16:55 Exploring the E-commerce Landscape in China22:26 The Future of E-commerce in China25:11 Closing Remarks33:43 Understanding Alibaba Singles Day and Shift in Consumer Tastes34:26 The Rise...
2024-01-181h 04Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq00:28 Introduction and Guest Background00:35 The Genesis of Grok and AI Development01:36 Live Demonstration of Grok's AI02:53 Discussion on AI Performance and Comparison03:50 Introduction to Grok's Business Model05:38 Deep Dive into Grok's Chip Technology07:16 Understanding the CPU, GPU, TPU, and LPU17:19 The Journey of Building a Chip18:60 Grok's Business Strategy and Future Plans32:44 Discussion on AI's Future and Impact39:30 The Value of AI in Business39:47 The Future of AI: Speculations and Skepticism41:00 The Evolution of AI...
2024-01-171h 22Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital00:01 Introduction and Background00:59 Skylar's Journey in the Bond Market02:18 Post 2008 Crisis and the Rise of Cryptocurrency03:10 The Impact of Banks and Insurance Companies on the Market04:10 The Aftermath of the Crisis and the Rise of Global Macro05:08 The Shift from Sell Side to Buy Side05:39 The Role of Regan Capital in the Market08:56 The Current State of the Housing Market09:35 The Impact of Rates on the Housing Market15:45 The State of the Banking Sector16:21 The Impact of Rates on...
2024-01-141h 08Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington00:31 Current Market Overview00:38 Discussion on Interest Rates and Market Impact02:22 Insights on the Economy and Market Trends04:11 Impact of Interest Rates on Tech Stocks04:35 The Nexus Between Macro and Crypto04:54 The Potential of Bitcoin ETF06:14 The Future of Bitcoin and Crypto Market14:30 The State of Tech Stocks and Market Divergence22:18 The Ethereum Ecosystem and DeFi29:20 The Rise of Solana and its Use Case30:38 The Importance of Decentralization in Crypto31:19 The Role of Solana in High Transaction Speeds
2024-01-131h 01Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryWOYM: SBF and FTX Trial: Insights and Analysis00:27 Meet the Hosts and Guests01:03 Inside the Courtroom: The SBF Trial01:46 The Press Perspective: Covering the Trial02:40 The Public's View: Overflow Room Experiences08:04 Witness Testimonies: Emotional Angles08:33 The Verdict: Reactions and Reflections32:43 Post-Trial Analysis: Media and Objectivity40:12 Looking Forward: Sentencing and Beyond43:59 Conclusion: Final Thoughts and Farewell
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@L...
2024-01-1244 minThe Lumida Legacy PodcastExtending Healthspan through Data and Science: How the US Olympic Committee Foundation Chairman went from VC to founding Apeiron Life00:01 Introduction and Welcome00:34 Guest Introduction: Geoff Yang00:41 Geoff's Journey and Ventures06:19 The Birth of Apeiron Life06:34 The Goals and Mission of Apeiron Life06:58 The Importance of Healthspan19:17 The Role of Emotional Health in Overall Well-being24:32 The Impact of Lifestyle Changes on Health25:12 Geoff's Personal Health Goals26:05 Setting and Achieving Health Goals32:04 The Importance of Personal Well-being32:18 Data vs. Feelings: A Balanced Approach32:56 The Power of Morning Routines and Exercise35:08 The Role of Wearable...
2024-01-1159 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital0:00 - Introduction1:00 – Kyle’s background & Studying finance at NYU4:20 - Starting MultiCoin fund in 20176:01 - Kyle's journey to discovering Ethereum15:01 – Discovering Solana18:05 – Idea generation and research routines21:00 – Multicoin’s CIO Process27:35 - Qualities Kyle looks for in founders37:40 – Managing volatility & future of Solana46:00 - Differentiation between Solana and Ethereum50:27 – SBF Effect52:12 – Potential of Render Network and GPU compute58:45 - Kyle's thesis on L1 vs L2 value capture1:05:20 - Conclusion
Connect with Us Online:
2024-01-111h 07Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice0:00 - Introduction1:20 - Is the U.S. in decline? Factors that contribute to national strength.5:00 - Challenges with political cohesion and debt levels in the U.S.8:00 - The importance of the rule of law and military strength.12:00 - Assimilating immigrants into American culture.15:00 - The value of tolerance and free speech on college campuses.20:00 - Entrepreneurial culture in the U.S. versus other countries.25:00 - Banking as an attractive investment sector. Opportunities in Puerto Rico.32:00 - Distressed commercial real estate opportunities.
2024-01-101h 31Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage8:01 - Broadcom's earnings from Google TPU orders11:29 - Vertical integration dynamics12:16 - ARM IPO and pricing19:25 - Capital cycles and AI investment22:30 - Chips Act and subsidies27:01 - AI "head fakes"30:10 - Geopolitics and supply chains35:10 - CHIPS Act allocation42:34 - Intel's government backing45:09 - Broadcom and VMware51:21 - Dylan's "secret sauce"...
2024-01-0958 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs?Timestamps:00:00 Introduction and Welcome01:22 Bitcoin ETF Debate01:45 Guest Insights on Bitcoin Metrics03:31 Discussion on Bitcoin ETF Rejection Report05:56 Bitcoin's Impact on Wall Street07:37 Bitcoin ETF and Market Expansion09:29 Bitcoin ETF and Trading Behavior21:23 Bitcoin ETF and Miner Selling24:07 Bitcoin ETF and Volatility26:46 Bitcoin ETF and Macro Factors31:39 Discussing Market Expectations and Economic Factors32:12 Reflecting on Previous Market Cycles and Black Swan Events32:50 Exploring the Impact of Bitcoin ETF and MSTR33:39 Analyzing...
2024-01-051h 00The Lumida Legacy PodcastLucid Dreaming: A Journey Through Consciousness & Self-Discovery00:01 - Introduction to Lumida Legacy Podcast01:23 - Exploring the Concept of Lucid Dreaming01:53 - Robert Wagner's Journey into Lucid Dreaming05:36 - Understanding the Science Behind Lucid Dreaming07:02 - The Power of Lucid Dreaming: Personal Experiences07:54 - Historical and Cultural Perspectives on Lucid Dreaming09:19 - Scientific Validation of Lucid Dreaming11:50 - Exploring the Physical Impact of Lucid Dreaming15:01 - How to Induce Lucid Dreaming22:56 - The Benefits of Lucid Dreaming28:18 - Personal Stories and Experiences with Lucid Dreaming38:45...
2023-12-201h 15Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial0:00 - Introduction2:54 - Discussion of SEC legal matter6:54 - Regulation by enforcement in digital assets12:54 - Did Gensler make a "left turn"? Speculation on political influences15:34 - Overall arc of market execution over the years22:44 - Misconception around market-making23:04 - Explaining market making and "infinite liquidity"28:44 - Flash Boys book and misconceptions about HFT31:24 - How retail brokers route orders and assess execution quality35:54 - Payment for order flow40:44 - Market making during volatile events42:54 - Investment...
2023-12-161h 26Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & IshanTimestamps: 00:00 Introduction and Overview00:27 Unveiling the Panelists00:57 Discussion on Digital Assets and Market Trends02:46 Insights from the Permissionless Conference03:10 The Future of NFTs and Digital Assets06:46 The Role of Institutions in Crypto07:15 The Impact of Regulatory Constraints07:42 Market Sentiment and Future Predictions15:39 The Convergence of Blockchain Technologies18:20 The Influence of Crypto on Global Wealth20:00 The Future of Blockchain Applications23:20 The Impact of Billionaires on the Crypto Space23:40 The Dichotomy of Revolutionaries a...
2023-12-1049 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED InvestorsTimestamps:00:00 Introduction and Guest Introduction00:29 Getting to Know the Guest: Frank Rotman04:16 Frank's Journey and Lessons from Capital One10:50 Building Trust and Relationships in Business15:11 Understanding the Role of a Venture Capitalist19:38 The Art of Delivering Bad News to Founders24:22 The Importance of Founder-Market Fit29:30 The Role of a Chief Investment Officer in Venture Capital32:53 The Process of Making Investment Decisions38:28 Understanding the Venture Capital Investment Process45:14 The Investment Decision Process46:01 The Role of Team...
2023-12-091h 30The Lumida Legacy PodcastAstronauts to Athletes: Unveiling the Cosmic Roots of AerobicsTime Stamps: 00:00 Introduction to the Lumida Legacy Podcast00:33 Origins of the Cooper Clinic03:05 The Birth of Modern Fitness and the Cooper Clinic05:02 The Challenges and Triumphs of Promoting Exercise07:34 The Journey of Dr. Tyler Cooper11:59 The Impact of the Cooper Clinic on Global Health13:21 The Cooper Clinic's Approach to Health and Fitness32:39 The Role of Nutrition in Health and Fitness38:11 Incredible Weight Loss Journey: A Story of Hope and Determination39:35 The Ripple Effect: How One Man's Transformation I...
2023-12-081h 13Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma VenturesTime Stamps: (0:00) - Introducing Marc Weill(1:45) - How Marc views the world today(4:20) - Productivity & 3D Printing(6:45) - Is this the time to be more cautious on risk?(8:25) - Did 0% rates lead to misallocated capital?(11:29) - Marc’s take on Barbell investing(15:11) - Non-consensus ideas, processing, investments and human nature(23:58) - Risks and advantages of autocracy and free markets.(29:30) - On Banks: Operations, Regulations and Jamie Dimon(33:40) - Big banks are too big to fail and operate, a c...
2023-12-0156 minLumida Wealth : Non-Consensus Invest Beyond the OrdinaryNCI: How the top 1% invests in AI, Digital Assets and Real EstateThis episode covers a wide range of investing topics from AI and digital assets to commercial real estate and longevity. Ram talks about frameworks for understanding AI, risks and opportunities, and non-consensus ways to invest in the theme. He talks about the recent performance of digital assets as well as opportunities at the intersection of crypto and traditional finance. Ram dives deep into the Commercial real estate dislocations as an area of opportunity. The episode finishes with a focus on healthspan, diet & lifestyle recommendations and a summary of Lumida's modern approach to wealth management....
2023-11-2453 minThe Lumida Legacy PodcastThe God Molecule: 5MeO DMT & Psychedelics In this episode we discuss:Plant medicineThe subjective experience of 5 MEOHow 5 MEO compares to other psychedelicsThe highest lessons & realizations from the Psychedelic journeyDo psychedelics open up a glimpse to the non-dua experience: Alan Watts, Ram Dass, Terrence McKennaThe difference between self-love, entitlement, and love for othersCarl Jung’s ‘Memories Dreams & Reflections’The mystery of Consciousness & the failure of Western philosophy and science to explain subjective experienceRediscovering the shamanic traditionsThe signature of psychedelics across all the religionsWhat the buddhists can share about attachment & modern day dopamine treadmillsHow NYU, Hopkins and Imperial College are researching psychedelics use for treating depression and add...
2023-11-221h 02The Lumida Legacy PodcastSIlicon Valley Diet SecretsKey Takeaways:Eat mostly whole, real foods to nourish your bodyAvoid restrictive diets that can backfire long-termCheck in with yourself qualitatively on how you feelAdd in stressors like intermittent fasting cautiouslyBuild muscle, aerobic capacity, and mobility for fitnessTrack only as much as keeps you motivatedReview what worked if you fall off trackPersonalize based on your body's signalsKey Insights:"If the body feels safe, it will work in your favor""Muscle is as important as their net worth""The tortoise wins the race""Embracing the uncomfortable without going too far""What worked and what didn't when...
2023-11-111h 07Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryEP0-TrailerConnect 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
2023-11-1000 minThe Lumida Legacy PodcastConcierge Medicine: Your Healthcare Fast PassGuest: Dr. Ian Russinoff, M.D Medical Director at G&R Medical ConciergeTo learn more on legacy and estate planning, visit Lumida's website (http://www.lumida.com/) or reach out at info@lumida.comHere are the key topics discussed in this conversation:What is concierge medicine and how it differs from traditional healthcareThe benefits of concierge medicine, including more time with doctors, improved access, advocacy, and personalized careHow concierge medicine can lead to better health outcomes through early detection and preventative careThe costs associated with concierge medicine and whether it i...
2023-10-141h 07The Lumida Legacy PodcastHow the Ultra Wealthy Build Generational LegaciesGuest: Matt McClintock, Founding Partner at Evergreen Legacy PlanningTo learn more on legacy and estate planning, visit Lumida's website (http://www.lumida.com/) or reach out at info@lumida.comKey Topics Discussed:Estate planning for ultra high net worth individuals and familiesManaging and distributing wealth across generationsUsing trusts, private trust companies, and international jurisdictions for privacy and asset protectionPlanning with digital assets like cryptocurrencyThe human side of wealth planningPhilanthropy and legacy planningKey takeaways include:Start planning early - Even young clients should begin conversations on values, legacy, a...
2023-09-301h 19The Lumida Legacy PodcastTrailer | Lumida Legacy Podcast by Justin GuilderTrailer for the Lumida Legacy Podcast - Launches 30th Sept 2023 on International Podcast Day.Connect with Us Online
Website: https://www.lumida.com
Twitter : https://twitter.com/LumidaWealth
Lumida Legacy YT: https://www.youtube.com/@LumidaLegacy
Lumida Wealth YT: https://www.youtube.com/@Lumida_Wealth
2023-09-2800 min