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

Business

Frequency: 1 episode/6d. Total Eps: 56

Thought provoking conversations with world class leaders in business and investing. Where are the overlooked opportunities? How are hard decisions made? What makes a great investor? Host: Ram Ahluwalia, CEO Lumida Wealth Frequency: Weekly Run time : 60 mins per episode Previous Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)

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🇫🇷 France - investing
20/10/2024
#95

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https://twitter.com/LumidaWealth
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Score global : 58%

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What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park

Episode 43

Friday, October 11, 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

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WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI

Episode 42

Thursday, October 10, 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

WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor

Friday, July 26, 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:

WOYM: Momentum Correction, Semis, TSMC, LPLA

Thursday, July 25, 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

Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities

Episode 33

Wednesday, July 24, 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

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NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC

Episode 32

Wednesday, July 10, 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

NCI: Market at Crossroads: Trump Bump or Market Slump?

Episode 31

Saturday, July 6, 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

WOYM: Mr. Market at The Halfway Mark

Wednesday, July 3, 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

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Lumida Wealth

NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes

Episode 30

Thursday, June 27, 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:

NCI: SoFi: House of Cards OR Future of Finance?

Episode 29

Wednesday, June 19, 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

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary – Details, episodes & analysis

Podcast details

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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other7

Twitter1

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RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other7

Twitter1

Instagram1