Lumida Wealth : Non-Consensus Invest Beyond the Ordinary – Details, episodes & analysis
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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Ram Ahluwalia
Frequency: 1 episode/6d. Total Eps: 56
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Apple Podcasts
🇫🇷 France - investing
20/10/2024#95
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See all- https://www.lumidawealth.com
56 shares
- https://lumida.com
55 shares
- https://lumidadeals.com
55 shares
- https://www.youtube.com/@Lumida_Wealth
113 shares
- https://www.facebook.com/lumidawealth
111 shares
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See allScore global : 58%
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What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park
Episode 43
vendredi 11 octobre 2024 • Duration 52:03
(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
Connect with Us Online:
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
WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
Episode 42
jeudi 10 octobre 2024 • Duration 01:16:31
(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 with Us Online:
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
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
vendredi 26 juillet 2024 • Duration 45:23
00:00 Introduction to Non Consensus Investing
00:40 Meet the New Team Member: Stein
02:53 Market Recap and Key Topics
03:24 Insights from the Lumida Ledger
05:05 Daily and Weekly Research Process
06:44 Small Caps and Market Trends
09:31 Consumer Discretionary Sector Analysis
20:10 China's Market Impact and the Trump Effect
22:17 Reversal Factor and Market Dynamics
24:17 Momentum Factor and Market Trends
25:10 Analyzing Momentum Stocks and ETFs
27:37 Tech vs. Energy: A Negative Correlation
29:23 Small Cap Growth vs. Value
31:28 Semiconductors and Market Sentiment
37:41 Sector Analysis and Investment Strategies
42:25 Crypto and Alternative Investments
44:40 Final Thoughts and Market Outlook
Connect with Us Online:
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
WOYM: Momentum Correction, Semis, TSMC, LPLA
jeudi 25 juillet 2024 • Duration 43:13
00:00 Introduction to Non Consensus Investing
00:28 Market Speculation and Trends
01:35 Negative Momentum Rally Explained
03:58 Sector Analysis: Semiconductors and AI
08:41 Energy Sector Insights
10:23 Restaurant Industry Overview
13:02 Small Caps vs. Semiconductors
13:47 Deep Dive: Taiwan Semiconductor and ASML
24:05 TSMC's Market Expansion and AI Demand
24:55 NVIDIA's Pricing Strategy and Market Impact
26:00 Semiconductor Valuations and Industry Trends
28:00 Qualcomm's Position in the Smartphone Market
29:22 Schwab's Financial Challenges and Market Reaction
31:25 LPLA's Business Model and Market Opportunities
37:20 Investment Strategies and Market Analysis
41:46 Final Thoughts and Investment Insights
Connect with Us Online:
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
Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities
Episode 33
mercredi 24 juillet 2024 • Duration 44:38
00:00 Introduction to Non Consensus Investing
00:32 Market Overview and Recent Activities
00:50 Deep Dive into Lululemon (LULU)
02:00 Investment Strategies and Opportunity Cost
05:39 Small Caps and Market Reactions
07:44 Momentum and Negative Momentum Rallies
08:37 MAG7 and Market Trends
11:06 Sector Analysis and Broader Market Impacts
19:25 Investment Opportunities in Brazil
25:25 Identifying High-Quality Assets in Dislocations
26:10 Analyzing CVS and Its Turnaround Potential
28:57 Exploring Small Cap Opportunities
29:03 In-Depth Look at Innova and Other Small Caps
30:04 Advanced Materials and Speculative Bets
30:39 American Public Education and Small Cap Picks
31:58 Investment Strategies and Market Analysis
37:36 Thematic Baskets and Short Interest Rally
39:39 Speculation in Tesla and Palantir
41:00 Concluding Thoughts and Market Outlook
Connect with Us Online:
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
NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC
Episode 32
mercredi 10 juillet 2024 • Duration 01:09:47
00:00 Introduction to Non Consensus Investing
00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor
00:57 Nic Carter's Transformation and Digital Asset Journey
01:22 The Intimidation Video: Nic Carter's Boxing Journey
02:51 Training Regimen and Discipline in Combat Sports
10:16 From Philosophy to Bitcoin: Nic's Career Path
19:12 Investing in CoreWeave: A High-Stakes Bet
25:53 The Rise of CoreWeave and AI's Impact
35:33 Investing in AI: Strategies and Concerns
40:04 AI and the Post-Truth Era
42:12 AI's Role in Verifying Information
49:07 Fragmentation of AI Models Across Nations
53:39 AI's Economic Impact and Future Growth
01:04:35 The Intersection of AI and Digital Assets
01:08:22 Conclusion and Final Thoughts
Connect with Us Online:
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
NCI: Market at Crossroads: Trump Bump or Market Slump?
Episode 31
samedi 6 juillet 2024 • Duration 59:56
00:00 Introduction to Non Consensus Investing
00:31 Guest Introduction: Mike McGlone
00:45 Market Impact of Trump and Biden
00:51 Commodities and Economic Indicators
01:12 Political Influence on Markets
01:49 Historical Market Trends and Volatility
05:30 Global Economic Shifts and Gold
10:30 Energy Market Dynamics
14:26 Equity Market Analysis
30:47 Unemployment and Inflation Dynamics
31:30 Commodities and Economic Indicators
34:11 The Role of the U.S. Dollar
34:51 Cryptocurrencies and Market Trends
38:37 Bitcoin's Market Position
49:22 Copper and Commodity Market Analysis
55:49 Gold vs. Bitcoin: A Comparative Analysis
58:33 Closing Thoughts and Future Outlook
Connect with Us Online:
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
WOYM: Mr. Market at The Halfway Mark
mercredi 3 juillet 2024 • Duration 01:04:33
00:00 Introduction to Non-Consensus Investing
00:27 Market Overview and Key Themes
01:34 Deep Dive into Market Indicators
02:14 Insights on US Dollar and Commodities
02:47 Bitcoin and MAG7 Analysis
03:23 Seasonal Trends and Market Sentiment
05:27 Impact of Political Events on Markets
06:31 Brazil Market Analysis and Fed Rate Cuts
15:41 Small Caps and Economic Outlook
16:40 NVIDIA's Market Influence
17:32 Boomer Spending and Market Trends
27:00 ETFs and Tax Strategies
35:20 Innovative Risk-Defined ETFs
36:38 Introducing LumidaETF
36:52 Investment Strategies and Market Conditions
37:13 The Art of Selling and Buying
37:36 Challenges of Buying the Dip
38:41 Case Studies: Lululemon and Abercrombie & Fitch
39:59 PayPal vs. PaySafe
47:37 Tesla: A Deep Dive
52:34 Energy and Utility Investments
01:03:23 Final Thoughts and Future Outlook
Connect with Us Online:
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
NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes
Episode 30
jeudi 27 juin 2024 • Duration 01:08:35
00:00 Introduction to Non Consensus Investing
00:31 Meet Paul Mann: Chairman and CEO of ASP
01:42 The Importance of Silicon 28 in Semiconductors
07:11 Geopolitical and Technological Aspects of Isotope Enrichment
13:53 Challenges and Innovations in Uranium Supply
22:53 Exploring HALU and Quantum Enrichment
28:09 Medical Applications and Isotope Opportunities
32:37 Business Potential and Market Dynamics
36:20 Discussing Margins and Business Strategy
37:53 Technical Feasibility and Readiness
39:06 Investment and Plant Operations
41:42 Customer Contracts and Capital Investment
45:32 Company Background and Founding Story
52:25 Building the Team and Overcoming Challenges
54:02 Public Markets and Financing Strategy
59:31 Future Plans and Market Position
01:06:06 Conclusion and Final Thoughts
Connect with Us Online:
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
NCI: SoFi: House of Cards OR Future of Finance?
Episode 29
mercredi 19 juin 2024 • Duration 01:30:45
00:00 Introduction to Non Consensus Investing
00:28 Welcoming Giuliano and SoFi Discussion
01:28 Giuliano's Background and CompassPoint
04:52 Deep Dive into SoFi's Business Model
13:08 Valuation and Accounting of Personal Loans
17:57 Fair Value Accounting and Market Comparisons
39:16 Credit Performance and Default Rates
43:43 Impact of Management Assumptions on Earnings
47:44 Earnings and Revenue Quality Analysis
49:18 Tech Business Potential and Challenges
51:14 NBA Sponsorship and Marketing Strategy
54:33 Mortgage Servicing Rights Explained
54:51 Mr. Cooper Group: A Deep Dive
01:04:23 SoFi's Loan Quality and Growth Strategy
01:23:57 Life as an Analyst: Insights and Challenges
01:30:16 Conclusion and Final Thoughts
Connect with Us Online:
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
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