Lumida Wealth : Non-Consensus Invest Beyond the Ordinary (Ram Ahluwalia)
Explore every episode of Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 06 Jul 2024 | NCI: Market at Crossroads: Trump Bump or Market Slump? | 00:59:56 | |
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
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| 24 Jul 2024 | Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities | 00:44:38 | |
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:
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| 17 Apr 2024 | WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks | 00:42:16 | |
00:00 Welcome to Non Consensus Investing 00:26 Casual Conversation: Weather, Tax Day, and Jackie Robinson 02:24 Diving into Bitcoin Halving and Its Market Implications 05:28 Exploring the Dynamics of Bitcoin Miners 09:09 Geopolitical Tensions and Market Reactions 16:58 Apple vs. Samsung: The Battle for Smartphone Supremacy 20:37 China's Economic Indicators and Global Influence 21:56 China's Semiconductor Scene and Market Dynamics 22:33 Apple vs. Samsung: Analyzing Market Misconceptions 22:57 The Psychology Behind Analysts' Predictions 24:05 Exploring the Impact of Consumer Preferences on Tech Giants 28:14 The Evolution of Entertainment: Virtual Reality and Sports 30:34 Investment Insights: Buffett's Mistakes and Market Trends 33:45 Revolutionizing Sleep: Insights and Hacks 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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| 27 Feb 2024 | NCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas | 01:02:57 | |
00:00 Introduction and Welcome 02:54 The Super Bowl Experience 03:42 Overcoming Challenges and Setbacks 05:19 The Power of Visualization 07:39 The Impact of Formative Experiences 12:38 The Path to the NFL 20:59 Overcoming Obstacles and Perseverance 24:33 The Power of Mindset and Self-Belief 25:42 The Final Stretch to the NFL 37:20 The Struggle of Being an Underdog 38:19 The Unexpected Turn of Events 39:13 Developing the Inner Game of Athletes 43:04 The Importance of Self-Love and Positive Affirmations 46:04 The Power of Acceptance in Overcoming Challenges 48:42 The Impact of Parental Validation on Athletes 51:02 The Importance of Investing in the Future 52:48 The Power of Self-Belief and Acceptance in Achieving Success 53:58 The Role of Coaching in Personal and Professional Development 01:00:45 The Importance of Living in the Moment 01:02:29 Conclusion: The Road Less Traveled 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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| 17 Feb 2024 | NCI: Hollywood: Behind the Scenes from the Producer of the Founder | 01:26:05 | |
00:00 Introduction and Guest Introduction 02:35 The Art of Storytelling in Film 02:53 The Role of a Producer 03:13 The Vision and Reality of Film Making 12:31 The Economics of Movie Making 27:53 The Challenges and Rewards of FilmMaking 33:42 Breaking into Hollywood 33:52 Childhood Memories and Love for Movies 34:33 Journey to Becoming an Actor 35:09 Turning Point: From Acting to Studying Theater 36:13 Moving to LA: The Struggle and Breakthrough 37:27 The Power of Connections and Lucky Breaks 39:43 The Journey of Jeremy Renner and The Combine 41:21 The Art of Story Selection 41:57 The Power of Revealing Emotions in Storytelling 43:28 The Role of Emotion and Spirituality in Filmmaking 45:28 The Struggles and Triumphs in the Film Industry 01:00:22 The Future of the Film Industry with AI and Crypto 01:09:40 The Role of AI in Art and Controversy 01:11:08 The Impact of Technology on Art and Creativity 01:14:20 The Importance of Mental Health and Self-Improvement 01:16:31 The Power of Storytelling in Business and Life 01:17:23 The Challenges and Rewards of Entrepreneurship 01:18:41 The Role of Parenting in Shaping Future Entrepreneurs 01:34:17 The Importance of Intellectual Property in Creative Industries 01:35:23 Closing Remarks 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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| 24 Jan 2024 | NCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS | 01:11:55 | |
00:00 Introduction and Welcome 00:32 Discussion on Fintech Trends 00:47 Guest Introduction and Background 01:23 Outlook for Fintech 05:00 Fintech in the International Market 07:32 Fintech in the U.S. Market 10:52 Tokenization in Fintech 13:51 Blockchain and Trust Issues 27:53 Fintech and AI 30:15 Fintech in the Future 38:34 The Competitive Landscape in Payment Space 40:02 Differentiation in the Payment Industry 41:57 The Shift in Business Building 43:29 The Business Cycle and Cost Optimization 44:49 The Shift in Consumer Fintech Bank Valuation 46:24 The Profitability of UK Digital Banks 48:00 The Future of Private Credit in Fintech 52:37 The Complexity Curve in Fintech 57:25 The Future of Fintech and Crypto 59:09 The Role of Superfans in the Creator Economy 01:07:47 The Future of AI in Fintech 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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| 05 Apr 2024 | WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro | 00:41:00 | |
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia 00:27 A Casual Chat About Hats and Collectibles 01:29 Diving Into the World of Watches and Collectibles 03:28 Exploring the AI and Data Center Investment Landscape 09:15 The Future of Automated Driving and Its Impact 17:30 Investment Insights: From Amazon's Strategy to CoreWeave's IPO 20:39 OpenAI's Potential and Investment Risks 21:13 The Intricacies of Investing in CoreWeave 22:17 The Psychology of Investing: Going Against the Grain 23:02 Macro Trends: Energy as the New Bonds 27:13 Strategic Investment Decisions and Client Management 36:07 The Importance of Diligence in Alternative Investments 39:46 Wrapping Up: Insights and Next Steps 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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| 25 Jul 2024 | WOYM: Momentum Correction, Semis, TSMC, LPLA | 00:43:13 | |
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
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| 19 Apr 2024 | NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal | 01:17:57 | |
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies 00:28 Meet Rohit Mittal: A Global Citizen with a Fintech Vision 01:46 Venture Investing Demystified: Insights and Realities 04:05 The Highs and Lows of Startup Valuations: A Candid Discussion 12:30 Navigating the Complex World of Venture Capital 19:50 The Y Combinator Experience: Accelerating Success 28:43 The Entrepreneurial Journey: From Visa Challenges to Acquisition 37:51 Navigating M&A: Insights and Strategies 38:57 The Critical Role of Trust in Acquisitions 39:39 Post-Acquisition Realities and Challenges 41:08 Cultural Differences in the Tech Ecosystem 47:46 Entrepreneurship Ecosystems: India vs. The U.S. 01:00:34 Investing in Friendships and the Power of Networks 01:13:41 Future Focus: Building and Acquiring Companies 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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| 23 Apr 2024 | WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters | 00:47:45 | |
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia 00:28 Casual Banter and Weekend Stories 01:55 Breaking Down Meta's Latest AI Developments 13:13 The Future of AI, Energy, and Society 13:43 Exploring the Energy Demands of AI 14:32 Nuclear Energy: The Future of Powering AI? 21:40 The Global Energy Landscape and AI's Impact 23:30 Exploring Energy Challenges and Solutions 23:54 The Complex Journey of Building Data Centers 26:58 The Future of AI and Its Impact on Productivity 28:18 Productivity Gains and the Role of AI 31:42 Navigating the Future of Work with AI 36:58 The Debate on Tesla's Market Challenges 41:06 Personal Perspectives on Electric Vehicles 45:33 Reflecting on Innovation and Market Dynamics 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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| 11 Jan 2024 | NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital | 01:07:13 | |
0:00 - Introduction 1:00 – Kyle’s background & Studying finance at NYU 4:20 - Starting MultiCoin fund in 2017 6:01 - Kyle's journey to discovering Ethereum 15:01 – Discovering Solana 18:05 – Idea generation and research routines 21:00 – Multicoin’s CIO Process 27:35 - Qualities Kyle looks for in founders 37:40 – Managing volatility & future of Solana 46:00 - Differentiation between Solana and Ethereum 50:27 – SBF Effect 52:12 – Potential of Render Network and GPU compute 58:45 - Kyle's thesis on L1 vs L2 value capture 1:05:20 - Conclusion 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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| 28 Jan 2024 | NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan | 01:04:55 | |
00:00 Introduction to Non Consensus Investing 00:27 Discussion with the Author of The Great Demographic Reversal 01:08 Understanding the Impact of Demographic Changes 01:44 Deep Dive into the Demographic Shifts of the Past 30 Years 03:14 The Impact of China's Population Decline 06:39 The Future of Inflation and Interest Rates 08:18 The Role of Central Banks in Managing Inflation 09:30 The Implications of Rising Debt 14:52 The Potential of AI and Robotics to Boost Productivity 21:31 The Challenges of Replacing China's Economic Growth 28:12 The Role of Central Banks in Managing Demographic Changes 32:20 The Future of Public Debt Financing 34:46 The Unsustainable Projection of Debt and Deficits 36:28 The Inevitable Cut in Benefits 37:38 The Impact of Emerging Markets 38:15 The Threat of Inflation 39:47 The Revival of Quantitative Easing 40:56 The Exponential Increase in Debt and Deficits 41:37 The Pressure of Demography 42:25 The Role of Central Banks 45:55 The Impact of Inequality on Investment 56:28 The Future of Population Growth 01:02:44 The Importance of Migration and Africa's Role 01:03:35 The Critical Role of Policy Connect with Us Online:
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| 10 Jan 2024 | NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice | 01:31:11 | |
0:00 - Introduction 1:20 - 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. 38:00 - Investment themes - nuclear renaissance, biotech, semiconductors/AI. 46:00 - Bitcoin and digital asset outlook. 55:00 - Importance of risk-adjusted returns in investing. 1:05:00 - Slowing down AI development is seen as unethical by some. 1:10:00 - Public market opportunities related to AI advancement. 1:20:00 - Predicting the top 10 global companies in 5-10 years. 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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| 18 Jan 2024 | NCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo | 01:04:44 | |
00:00 Introduction and Welcome 00:35 Guest Introduction: Tim from CVA Funds 01:06 Discussion on Investment Opportunities in China 01:55 Introduction to CVA Funds 04:22 Challenges and Opportunities in China's Market 05:39 Understanding the Dynamics of China's Banking Sector 06:30 Demographic Challenges in China 09:08 The Housing Crisis in China 12:52 The Rise of Domestic Brands in China 16:55 Exploring the E-commerce Landscape in China 22:26 The Future of E-commerce in China 25:11 Closing Remarks 33:43 Understanding Alibaba Singles Day and Shift in Consumer Tastes 34:26 The Rise of Pinduoduo and the Power of Gamification 36:03 The Success of Pinduoduo in the Western Market 38:16 The Story of Luckin Coffee: From Fraud Accusations to Success 43:32 The Rise of Electric Vehicles in China 48:27 The Power of Chinese Brands and the Future of E-commerce 49:23 Investing in China: The Case of Baidu and Tencent 56:00 The Rise of China Online and the Power of Digital Content 01:03:10 Investing in China: Understanding the Risks and Rewards 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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| 26 Jul 2024 | WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor | 00:45:23 | |
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
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| 23 May 2024 | NCI: Ethereum ETF: Bananas or Banana Zone? | 00:51:44 | |
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia 00:27 Introducing the Experts: A Deep Dive into Ethereum's Future 01:12 Ethereum ETF Speculation and Market Reactions 01:47 Expert Opinions: Analyzing Ethereum's Position and Potential 03:31 Regulatory Changes and Political Impacts on Crypto 16:56 Market Dynamics and the 'Banana Zone': Predictions and Insights 24:26 Navigating the Future: Crypto Bill Approvals and Public Market Exits 27:25 Navigating the Complexities of Going Public in Crypto 28:20 The Power of Stable Coins and Public Policy 29:06 Decentralized Technology and the Future of Finance 29:39 The Evolution of Public Consciousness in Crypto 30:06 Predictions for 2024: What's Next in Crypto? 32:29 The Role of Banks and Regulation in Crypto Adoption 38:46 Investment Strategies and the Future of Ethereum 48:48 The Excitement Around ETFs and Future Predictions 49:56 Closing Thoughts and Future Bets 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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| 15 May 2024 | NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner | 01:39:47 | |
00:00 Introduction to Non Consensus Investing and Guest Introduction 01:45 Deep Dive into AI, Semiconductors, and Social Change 29:50 Exploring the Future of AI and Humanoids 50:35 The Evolution of Operating Systems and AI Integration 54:19 Exploring the Complexities of Voice Control and AI Investments 54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress 57:33 The Future of AI and Self-Driving: Challenges and Predictions 01:06:14 AI's Impact on Job Creation and the Gig Economy 01:09:31 The Battle for AI Supremacy in Search Engines 01:16:22 Energy Demands and Nuclear Power: A Global Perspective 01:23:05 Unpacking the Geopolitical Implications of AI and Technology 01:31:41 The Potential of Unbundling in Tech for Innovation and Growth 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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| 17 Jan 2024 | NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq | 01:22:10 | |
00:28 Introduction and Guest Background 00:35 The Genesis of Grok and AI Development 01:36 Live Demonstration of Grok's AI 02:53 Discussion on AI Performance and Comparison 03:50 Introduction to Grok's Business Model 05:38 Deep Dive into Grok's Chip Technology 07:16 Understanding the CPU, GPU, TPU, and LPU 17:19 The Journey of Building a Chip 18:60 Grok's Business Strategy and Future Plans 32:44 Discussion on AI's Future and Impact 39:30 The Value of AI in Business 39:47 The Future of AI: Speculations and Skepticism 41:00 The Evolution of AI: From Calculators to Language 42:27 The Complexity of AI in Games 45:25 The Creativity of AI in Games 46:08 The Limitations of Human Knowledge 48:35 The Future of AI: Subjective Experience 49:24 The Philosophy of AI 54:41 The Future of AI: Winners and Losers 54:57 The Role of Google in the AI Landscape 01:10:38 The Impact of AI on the Semiconductor Industry 01:13:06 The Future of AI: A New Age 01:20:23 The Importance of Open Source for AI Safety Connect with Us Online:
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| 20 Aug 2024 | Mag 7 vs. 493: Market Showdown | 00:57:28 | |
00:00 Introduction to Non-Consensus Investing 00:33 Meet Meb Faber: A Decade of Tracking and Insights 00:59 Exploring Alpha Cloning and Hedge Funds 02:41 The Golden Age of Hedge Funds and Market Trends 03:58 Buffett's Strategy and the Power of 13F Filings 13:07 The Evolution of Shareholder Yield 16:09 The Role of Buybacks and Stock-Based Compensation 19:59 Market Neutral Strategies and Hedge Fund Insights 25:33 The Impact of Passive Investing on Active Management 30:02 Gold's Highs and Market Predictions 30:44 Diversifying Investments for Mental Health 32:36 Exploring Foreign Markets 40:28 The Impact of Retail Investing and Social Media 44:43 Lessons from Successful Long-Term Investments 51:04 The Role of Trend Strategies in Portfolios 56:09 Concluding Thoughts and Resources 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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| 10 Jul 2024 | NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC | 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:
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| 12 Jan 2024 | WOYM: SBF and FTX Trial: Insights and Analysis | 00:44:48 | |
00:27 Meet the Hosts and Guests 01:03 Inside the Courtroom: The SBF Trial 01:46 The Press Perspective: Covering the Trial 02:40 The Public's View: Overflow Room Experiences 08:04 Witness Testimonies: Emotional Angles 08:33 The Verdict: Reactions and Reflections 32:43 Post-Trial Analysis: Media and Objectivity 40:12 Looking Forward: Sentencing and Beyond 43:59 Conclusion: Final Thoughts and Farewell Connect with Us Online:
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| 19 Mar 2024 | NCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad | 01:56:00 | |
00:00 Welcome to Non-Consensus Investing 00:28 Spotlight on David Nikzad: From Club Promoter to Venture Capitalist 02:54 Surfing the Waves of Investment: A Unique Perspective 09:31 Exploring the Crypto Bull Run and Its Future 16:46 The Evolution of Digital Assets and Banking 19:31 The Global Crypto Landscape: Insights from the UAE 29:33 AI and the Future: Insights and Predictions 34:56 Exploring the Unique Charm of Dubai 35:23 The Allure of UAE's Service Culture and Family Life 36:31 Dubai's Rapid Transformation: From Desert to Global Hub 36:49 Seeking Refuge in Dubai: A Commentary on US Politics and Safety 41:02 The Global Influence of Y Combinator and the Future of Innovation 49:03 The Evolution of AI: Hype, Hope, and the Future 54:00 Psychedelics and Modern Medicine: A New Frontier 01:02:02 Personal Journeys with Psychedelics: Healing and Transformation 01:12:04 Exploring the Psychedelic Experience 01:12:23 The Rise of Ecotourism and Psychedelic Therapy 01:13:23 The Complex World of Business and Investment 01:15:06 Navigating the Legal and Ethical Landscape of Crypto 01:21:48 The Power of Empathy and Psychedelics 01:25:44 Addressing Social Issues and Inequality 01:37:59 The Journey from Club Promoter to Venture Capitalist 01:52:18 Reflections on Authenticity and Self-Awareness Connect with Us Online:
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| 19 Jun 2024 | NCI: SoFi: House of Cards OR Future of Finance? | 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:
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| 24 Apr 2024 | WOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready? | 00:29:55 | |
00:00 Welcome to Non Consensus Investing 00:27 Anticipating Market Opportunities: A Deep Dive 01:01 Economic Expansion and Market Insights 05:40 Exploring Investment Themes and Opportunities 09:11 Navigating Market Volatility and Identifying Entry Points 16:24 Strategic Investment Approaches in a Changing Market 23:17 Preparing for Tactical Opportunities and Market Rotation 28:19 Concluding Thoughts on Investment Strategy Connect with Us Online:
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| 24 Aug 2024 | Fed vs Bitcoin: Who will win? | 01:07:05 | |
00:00 Introduction to Non Consensus Investing 00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast 00:56 Early Bitcoin Days and Missed Opportunities 02:42 Michael's Journey: From PR to Venture Capital 04:47 The Dot-Com Boom and Transition to Crypto 10:05 Understanding Bitcoin Cycles and Investment Strategies 15:19 Technical Aspects of Bitcoin and Market Dynamics 17:41 Current Market Trends and Future Predictions 23:09 Challenges and Opportunities in Bitcoin Investing 24:49 Technical Difficulties and Market Analysis 33:56 Bitcoin Halving Cycles and Market Trends 34:43 Future Predictions and Macro Factors 35:53 Bitcoin's Parabolic Trends and Key Days 36:54 Bitcoin Winter and Market Cycles 38:04 Impact of New Products and ETFs 38:50 Bitcoin as a Veblen Asset 42:48 Strategic and Tactical Bitcoin Investments 49:51 Global Adoption and Inflation 54:34 Puerto Rico's Crypto Community 01:04:03 Future Outlook for Bitcoin, ETH, and Solana 01:05:46 Conclusion and Book Promotion Connect with Us Online:
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| 10 Nov 2023 | EP0-Trailer | 00:00:32 | |
Connect with Us Online:
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| 10 Apr 2024 | NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black | 01:10:29 | |
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia 00:27 Introducing Will Black: A Deep Dive into U.S. Consumer Credit 01:25 The Paradox of the U.S. Consumer's Financial Health 05:02 Exploring the Impact of Pandemic Mortgage Refinancing 05:44 Delinquencies on the Rise: Analyzing the Causes 12:36 The Role of Subprime Borrowers and Underwriting in Credit Trends 19:23 The Unseen Impact of Student Loan Debt Resumption 21:22 Deconstructing the Biden Administration's Student Loan Relief Proposal 25:05 Unsecured Personal Loans: A Risky Business? 35:53 Credit Card Companies and the Rising Tide of Delinquencies 38:04 Exploring the Limits of Growth and Economic Cycles 39:30 The Uncharted Territory of Buy Now, Pay Later Services 43:34 Auto Insurance: Inflation and Tesla's Unique Challenges 50:22 The Impact of Global Competition on Manufacturing and EVs 55:43 Capital One's Acquisition of Discover: A Strategic Move? 57:50 The Future of Credit Card Networks and Interchange Fees 01:08:30 Closing Thoughts and Future Directions Connect with Us Online:
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| 14 Jan 2024 | NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital | 01:08:27 | |
00:01 Introduction and Background 00:59 Skylar's Journey in the Bond Market 02:18 Post 2008 Crisis and the Rise of Cryptocurrency 03:10 The Impact of Banks and Insurance Companies on the Market 04:10 The Aftermath of the Crisis and the Rise of Global Macro 05:08 The Shift from Sell Side to Buy Side 05:39 The Role of Regan Capital in the Market 08:56 The Current State of the Housing Market 09:35 The Impact of Rates on the Housing Market 15:45 The State of the Banking Sector 16:21 The Impact of Rates on Banks and Private Equity 24:27 The Future of the Housing Market 25:56 The Impact of Prepayments on the Mortgage Market 28:47 The Role of Private Credit Lenders 32:35 The Future of Banks and Community Banks 35:07 Understanding Equity Bailouts and Active Management 35:21 Banking Sector: Investment Opportunities and Risks 36:36 The Role of Tech Companies in Banking 36:57 The Impact of Federal Reserve Balance Sheet on Banks 37:28 The Future of Banking: Predictions and Strategies 37:46 Understanding the Deleveraging Process 37:59 The State of Bank Credit Growth 38:29 The Dynamics of Lending and Borrowing in Banks 39:42 The Role of Private Equity in Banking 40:07 The Impact of Fed Pivot on Banks 40:41 Understanding the Loan-to-Deposit Ratio in Banks 40:55 The Importance of Call Reports in Banking 43:58 The Future of Fixed Income Market 44:49 The Role of Credit in Business Cycle 55:59 The Future of Private Credit 59:27 The Impact of Borrower Age on Prepayment Rates 01:02:15 The State of the Equity Market 01:04:47 The Role of Active Managers in Equity Market Connect with Us Online:
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| 10 Oct 2024 | WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI | 01:16:31 | |
(00:00) Introduction Connect with Us Online:
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| 05 Mar 2024 | NCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt | 01:09:03 | |
00:00 Introduction to Non-Consensus Investing 00:29 Guest Introduction: Dan Nystedt 01:25 Discussion on Semiconductors 04:51 Insights on Foundry Wars 08:02 Impact of Geopolitics on Semiconductor Industry 08:43 Exploring the Role of Hyperscalers in Semiconductor Industry 12:21 Understanding the Semiconductor Supply Chain 14:25 Future of Semiconductor Industry 36:06 The Race to Speed Up AI Computing 37:27 The Power of Photonics in Data Centers 38:58 The Role of TSMC in the Semiconductor Industry 40:07 The Impact of Marvell in Data Center Growth 44:36 The Strategic Moves of Mark Zuckerberg in AI 48:52 The Rise of Quantum Computing 49:48 The Influence of Cadence and Synopsys in Chip Design 56:45 The Impact of EV Production on the Semiconductor Industry 01:00:57 The Potential of the Japanese Semiconductor Sector 01:06:07 The Role of Supermicro in the Data Center Industry 01:08:32 Conclusion: The Future of the Semiconductor Industry Connect with Us Online:
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| 09 Dec 2023 | NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors | 01:30:45 | |
Timestamps: 00:00 Introduction and Guest Introduction 00:29 Getting to Know the Guest: Frank Rotman 04:16 Frank's Journey and Lessons from Capital One 10:50 Building Trust and Relationships in Business 15:11 Understanding the Role of a Venture Capitalist 19:38 The Art of Delivering Bad News to Founders 24:22 The Importance of Founder-Market Fit 29:30 The Role of a Chief Investment Officer in Venture Capital 32:53 The Process of Making Investment Decisions 38:28 Understanding the Venture Capital Investment Process 45:14 The Investment Decision Process 46:01 The Role of Team Dynamics in Investment Decisions 46:32 The Organic Nature of Investment Decisions 47:03 The Superpowers of Investment Team Members 48:00 The Challenge of Disagreements in Investment Decisions 48:54 The Importance of Passion in Investment Decisions 50:22 The Investment Funnel Statistics 01:06:28 The Role of Social Media in Investment Decisions 01:10:07 The Outlook for Venture Capital 01:23:24 The Role of AI and Digital Assets in Investment Decisions 01:28:29 Concluding Remarks
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| 27 Aug 2024 | WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer | 00:30:51 | |
01:02 Market Insights: Jackson Hole and Rate Cuts 02:07 Earnings and Employment Analysis 03:16 Adjustment Cuts vs. Full Rate Cut Cycles 05:51 Market Trends: Value vs. Growth 07:15 Sector Highlights: Real Estate and Financials 08:18 Small Caps and High Debt Companies 13:29 AI and Productivity Boom 16:14 Banking Sector Opportunities 17:31 Bank Investments and Sweetheart Deals 18:06 Consumer Trends and Retail Shifts 20:03 Home Builders and Mortgage Rates 22:25 Automotive Sector Insights 22:54 Retail Giants: Walmart and Target 23:46 AI Tools for Investment Analysis 27:05 Q&A and Market Outlook 30:29 Final Thoughts and Investment Wisdom Connect with Us Online:
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| 08 Sep 2024 | Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI | 00:52:28 | |
Timestamps: (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 Grounded in Investment Decisions (51:44) Conclusion and Final Thoughts
Media Disclosures from Evercore Connect with Us Online:
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| 17 Aug 2024 | Lumida Whale Watch: Hedge Fund Bets Revealed | 00:49:23 | |
00:00 Introduction to Non Consensus Investing 00:31 Understanding 13F Filings 01:12 Hedge Fund Strategies and Stock Picks 02:00 Market Trends and Economic Indicators 02:57 Deep Dive into Hedge Fund Holdings 04:37 Analyzing Specific Stocks and Sectors 08:47 Insights on Individual Hedge Fund Managers 12:47 Value Investing and Contrarian Strategies 17:15 Exploring Smaller and Overlooked Stocks 28:53 Evaluating Return on Equity and Buybacks 29:18 Acadian Capital's Investment Strategy 29:41 Tidewater and Energy Services Analysis 30:49 Planet Fitness and Changing Consumer Behavior 31:53 Exploring SaaS and Elastic 32:32 CVS and the Healthcare Sector 34:28 Qualcomm and the AIPC Trend 37:02 Brazil's Economic Potential 38:51 Disney's Performance and Future Prospects 45:11 Michael Burry's Unexpected Biotech Move 46:18 Final Thoughts and Market Outlook Connect with Us Online:
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| 16 Sep 2024 | Lessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School. | 01:05:41 | |
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:
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| 16 Dec 2023 | NCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial | 01:26:05 | |
0:00 - Introduction 2:54 - Discussion of SEC legal matter 6:54 - Regulation by enforcement in digital assets 12:54 - Did Gensler make a "left turn"? Speculation on political influences 15:34 - Overall arc of market execution over the years 22:44 - Misconception around market-making 23:04 - Explaining market making and "infinite liquidity" 28:44 - Flash Boys book and misconceptions about HFT 31:24 - How retail brokers route orders and assess execution quality 35:54 - Payment for order flow 40:44 - Market making during volatile events 42:54 - Investment thesis behind Virtu's stake in IEX exchange 45:54 - Prospects for a Bitcoin ETF approval under Gensler 49:54 - Impact of AI/machine learning on trading 52:44 - Doug's journey from lawyer to Virtu CEO 58:54 - Growth trajectory and key milestones for Virtu 1:11:54 - Doug's approach to hiring and leadership 1:16:54 - Owning the Florida Panthers hockey team 1:20:54 - Doug's perspective on Virtu stock valuation Connect with Us Online:
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| 21 Sep 2024 | Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott | 01:05:29 | |
00:00 Introduction to Non Consensus Investing 00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited 01:16 Discussing the Fed's 50 Bps Rate Cut 02:26 Market Reactions and Economic Indicators 06:55 Analyzing Employment and Consumer Health 24:05 Debating Productivity and Economic Growth 33:57 AI Apps and Economic Projections 34:19 Fed's Rate Cut Deliberations 35:34 Market Reactions and Fed Policy 38:41 Political Dynamics and Fiscal Policy 42:42 Investment Opportunities and Market Trends 45:43 Gold, Commodities, and Digital Assets 46:37 Growth vs. Value Stocks 50:37 Investor Sentiment and Market Positioning 01:00:59 Concluding Thoughts and Future Outlook Connect with Us Online:
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| 03 Jul 2024 | WOYM: Mr. Market at The Halfway Mark | 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:
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| 01 Apr 2024 | NCI: Printing money in global markets w/ Alex Kruger | 01:13:21 | |
00:00 Welcome to Non-Consensus Investing with Ram Ahluwalia 00:38 Introducing Alex Kruger: A Deep Dive into Non-Consensus Thinking 01:45 The Misconception of Recession Predictions and Economic Realities 03:34 Navigating the Economic Cycle: Recession, Recovery, and Risks Ahead 04:21 The Fed's Strategy: Rate Cuts, Inflation, and Market Dynamics 07:16 Exploring the Impact of Immigration and Banking Interventions on the Economy 10:38 Deciphering the Fed's Moves and the Return of the 'Fed Put' 18:14 Market Volatility, Inflation Concerns, and the Role of Bitcoin 24:01 Crypto Funds, Market Entry Strategies, and the Future of Bitcoin 28:26 Central Banks, QE, and the Evolving Landscape of Crypto Adoption 35:00 Bitcoin's ETF Flows and the Growing Interest from Institutional Investors 38:23 The Rise and Strategy of Solana 38:53 Deep Dive into Solana's Market Dynamics 39:40 Bull vs. Bear: The Future of Solana 43:00 Exploring Ethereum's Market Position 49:49 The Intersection of Crypto and AI: Opportunities and Risks 53:11 The Art of Crypto Trading: Insights and Strategies 01:07:12 Psychology and Discipline in Crypto Investing Connect with Us Online:
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| 13 Jan 2024 | NCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington | 01:01:48 | |
00:31 Current Market Overview 00:38 Discussion on Interest Rates and Market Impact 02:22 Insights on the Economy and Market Trends 04:11 Impact of Interest Rates on Tech Stocks 04:35 The Nexus Between Macro and Crypto 04:54 The Potential of Bitcoin ETF 06:14 The Future of Bitcoin and Crypto Market 14:30 The State of Tech Stocks and Market Divergence 22:18 The Ethereum Ecosystem and DeFi 29:20 The Rise of Solana and its Use Case 30:38 The Importance of Decentralization in Crypto 31:19 The Role of Solana in High Transaction Speeds 31:41 The Impact of Digital Assets on Traditional Financial Systems 33:18 The Potential Threat of Visa to Cryptocurrencies 33:50 The Role of Visa in the Crypto Space 34:30 The Future of Digital Assets and Traditional Banking 35:13 The Influence of Macro Factors on Crypto 35:39 The Impact of Treasury Announcements on Crypto 38:14 The Role of the Fed in Interest Rates 40:21 The Impact of Market Forces on the Economy 55:00 The Future of Value Stocks in a High Interest Rate Environment Connect with Us Online:
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| 22 Jan 2024 | NCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel | 01:16:50 | |
00:00 Introduction and Welcome 00:28 Guest Introduction and Background 00:42 Discussion on Consumer Trends and Investment Success 03:13 Exploring Generational Observations 04:08 Impact of Parenthood Trends on Investments 05:40 The Great Wealth Transfer and Crypto Ownership 07:08 Exploring Spending Trends and Luxury 14:51 The Role of Social Media in Consumer Trends 25:10 The Paradox of Younger Generations and Fast Fashion 29:18 Innovative Marketing Strategies in Financial Services 31:51 The Power of TikTok in Market Research 37:07 The Role of Artificial Intelligence in Personalization and Marketing 38:01 The Power of Generative AI in Understanding Customer Behavior 39:26 The Future of Marketing: Hyper-Personalization and Contextual Marketing 41:23 The Paradox of Data Privacy and Sharing in the Digital Age 44:23 The Rise of Subscription Models in Financial Services 49:32 Exploring the Shift in Consumer Trends and Values 52:23 The Impact of Institutional Trust on Consumer Behavior 01:02:03 The Role of Brands in Filling the Void Left by Institutions 01:04:39 The Shift in Sports Fandom and Branding Connect with Us Online:
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| 09 Jan 2024 | NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors | 00:58:34 | |
0:00 - Introduction 1:02 - Crypto's impact on hardware pricing 2:38 - Cloud vertical integration and power dynamics 5:09 - Nvidia's competitive advantage 8:01 - Broadcom's earnings from Google TPU orders 11:29 - Vertical integration dynamics 12:16 - ARM IPO and pricing 19:25 - Capital cycles and AI investment 22:30 - Chips Act and subsidies 27:01 - AI "head fakes" 30:10 - Geopolitics and supply chains 35:10 - CHIPS Act allocation 42:34 - Intel's government backing 45:09 - Broadcom and VMware 51:21 - Dylan's "secret sauce" research 54:31 - Open source technology dynamics 56:57 - Geopolitical winners and losers 59:06 - OpenAI's suboptimal choices Connect with Us Online:
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| 21 Mar 2024 | NCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast | 00:59:11 | |
00:00 Welcome to Non Consensus Investing 00:31 Bitcoin's Historic High: A New Era for Crypto 02:01 Investor Perspectives: Navigating the Crypto Rally 04:22 Ethereum's Evolution: Upgrades and ETF Speculations 07:07 The Impact of ETFs on Crypto Markets 17:56 Exploring the Role of Digital Assets in Diversification 20:04 The Future of Ethereum: Eigenlayer and Market Dynamics 30:53 Tactical Considerations in the Current Crypto Market 33:01 Navigating the Investment Landscape: Stocks, Crypto, and Beyond 33:21 The Crypto Craze: Bitcoin, Ethereum, and Meme Coins 33:41 Confessions of a Crypto Trader: The Pepe Token Saga 34:18 The Evolution of Ethereum and Bitcoin's Interplay 35:24 Deciphering Market Dynamics: Exchanges, ETFs, and Capital Flows 39:33 Strategies for Navigating Volatile Markets 43:04 The ETF Debate: Bridging Traditional Finance and Crypto 47:23 Solana's Role and Future in the Crypto Ecosystem 55:18 Final Thoughts: The Rapid Pace of Crypto Adoption Connect with Us Online:
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| 08 May 2024 | NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin | 01:33:32 | |
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies 00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert 01:02 The Semiconductor Industry: A Gateway to AI Advancements 02:16 Exploring the End of Moore's Law and the Rise of AI 04:48 NVIDIA's Strategic Moves in the Semiconductor Space 12:20 The Battle of Custom Silicon: NVIDIA vs. The World 30:55 AI's Role in Future Technologies and Societal Impact 38:24 Exploring the Future of Email Automation and AI Assistants 40:36 Historical Lessons from IBM's Decline 41:21 Microsoft's Strategic Moves in the AI Era 45:48 The Evolving Landscape of Computing and AI's Role 50:38 The Semiconductor Industry's Current State and Future Trends 01:00:48 Memory and HBM: The Next Big Thing in Semiconductors 01:08:47 Exploring the Semiconductor Landscape 01:09:36 The Big Players in Semiconductor Manufacturing 01:10:02 The High Cost of Semiconductor Innovation 01:11:01 Semiconductor Companies to Watch 01:13:16 EDA Tools: The Unsung Heroes of Chip Design 01:16:51 The Rise of Data Centers and Cooling Technologies 01:26:44 Investing in the Future: Energy and Infrastructure 01:31:33 Navigating the Semiconductor Investment Landscape 01:32:24 Final Thoughts on NVIDIA's Market Position Connect with Us Online:
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| 10 Dec 2023 | NCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & Ishan | 00:49:25 | |
Timestamps:
00:00 Introduction and Overview 00:27 Unveiling the Panelists 00:57 Discussion on Digital Assets and Market Trends 02:46 Insights from the Permissionless Conference 03:10 The Future of NFTs and Digital Assets 06:46 The Role of Institutions in Crypto 07:15 The Impact of Regulatory Constraints 07:42 Market Sentiment and Future Predictions 15:39 The Convergence of Blockchain Technologies 18:20 The Influence of Crypto on Global Wealth 20:00 The Future of Blockchain Applications 23:20 The Impact of Billionaires on the Crypto Space 23:40 The Dichotomy of Revolutionaries and Fundamental Investors in Crypto 24:11 The Role of Banks in the Crypto Space 24:58 The Difference in Values Between Early and Late Crypto Adopters 25:37 The Future of Crypto: A Clash of Old and New Investors 26:08 The Shift from Traditional Finance to Crypto 27:37 The Rise of Wallet as a Service 29:03 The Future of Wallets and Onboarding Users 36:33 The Evolution of L2s and L3s in the Crypto Space 45:11 The Role of Institutions in the Crypto Space 46:27 The Future of On-Chain Trading 47:32 The Intersection of Crypto, Economics, and Mathematics 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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| 03 May 2024 | Family Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles | 01:43:43 | |
00:00 Welcome to Non Consensus Investing & Family Office TV 00:51 Exploring the Art of Building a Family Empire 01:35 Deep Dive into Investment Strategies and Market Insights 05:26 Unpacking the Concept of Permanent Capital 07:39 Tax Efficiency and the Power of Brands in Investing 10:27 The Strategic Advantage of Non-Callable Carry Trade 16:41 The Significance of High Return on Equity and Cash Flow 26:38 Exploring Opportunities in Banking and Private Credit 41:02 Concluding Thoughts and Future Directions 54:26 Exploring the Future of Big Tech and Market Leaders 54:55 The Unprecedented Rise of Uranium and Its Market Dynamics 55:47 Dissecting the Performance and Strategies of Tech Giants 56:46 The Evolution of AI and Its Impact on Big Tech 01:07:03 Navigating the Complex Landscape of Venture Capital 01:24:34 Insightful Reflections and Future Predictions in Tech and Investing 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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| 26 Jan 2024 | NCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses | 00:51:26 | |
00:00 Introduction to Non Consensus Investing 00:29 Interview with Ryan Selkis, CEO of Masari 00:56 Discussion on Vivek and Crypto Politics 02:43 Insights on Crypto Regulations and Policies 04:01 Understanding the Dynamics of Crypto Market 10:33 Exploring the Future of Ethereum 15:10 The Intersection of Traditional Finance and Crypto 20:28 The Potential of Tokenization in Crypto 27:12 The Role of Policy Makers in Crypto Legislation 27:34 The Best Case Scenario for Crypto Legislation 28:01 The Impact of SEC Overreach on Crypto 29:06 The Perception of Crypto in Traditional Finance 29:46 The Role of the SEC in Crypto Regulation 31:13 The Influence of Politics on Crypto 33:49 The Importance of Activism in Crypto 36:38 The Role of Policy in Crypto 40:14 The Importance of Decentralization in Crypto 45:49 The Impact of Liquidity on Crypto 49:11 The Future of Crypto Investing 50:57 Conclusion: The Road Less Traveled in Crypto Investing 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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| 23 Mar 2024 | NCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity | 01:22:14 | |
00:00 Welcome to Non-Consensus Investing 00:27 Diving Deep with Dr. Adel: AI, Crypto, and the Future of Investing 01:15 The AI Gold Rush: Who Captures the Value? 02:27 The Paradigm Shift in AI: From GPUs to CPUs 09:22 Exploring the Dotcom Era vs. AI Innovation Today 13:14 The Future of AI: From Personal Assistants to Sovereign Use Cases 19:21 AI and Crypto: A New Frontier for Innovation 23:42 The Role of Open Source in AI and Crypto's Intersection 27:17 AI's Potential Risks vs. Benefits: A Balanced Perspective 38:53 Embracing Innovation: The Path Forward for AI and Crypto 43:31 Exploring the Future of Token Launches and NFTs 43:56 Navigating Legal Challenges in Crypto with Innovation 44:46 The Potential of NFTs in Crypto Ecosystems 45:49 Understanding the Ripple Case and Its Implications 49:13 The Role of AI in Future Financial Transactions 52:45 Debating AI's Sentience and Its Impact on Society 59:30 AI and Blockchain: A New Era of Digital Identity and Accountability 01:07:18 Envisioning a World of AI Abundance and Its Societal Impacts 01:20:11 Concluding Thoughts on Participating in the AI Revolution 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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| 24 Nov 2023 | NCI: How the top 1% invests in AI, Digital Assets and Real Estate | 00:53:06 | |
This 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.
Time stamps: 0:00 - Introduction 3:00 - Discussion on AI as a new "form factor" and transformation of industries 7:00 - AI's impact on decision making and privacy 11:00 - Investing in AI through cybersecurity, data providers, specialty models 15:00 - Crypto as best performing asset class recently 19:00 - Opportunities in buying a bank to bridge crypto and traditional finance 23:00 - Focus on healthspan over lifespan 27:00 - Supplementing NAD for longevity 31:00 - Commercial real estate dislocation opportunity 35:00 - Strategies for investing in commercial real estate 39:00 - Measuring and mitigating cardiovascular disease risk 43:00 - Diet, exercise, sleep recommendations 47:00 - Achieving adherence to health recommendations 51:00 - Lumida's modern approach to wealth management 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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| 01 Dec 2023 | NCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma Ventures | 00:56:35 | |
Time 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 case for tech giants to enter. (37:07) - Marc’s insights on health and longevity 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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| 27 Mar 2024 | WOYM: Nvidia 2024 GTC De-Brief & Highlights Reel | 00:32:07 | |
00:00 Welcome to Non-Consensus Investing 00:29 Deep Dive into NVIDIA GTC Conference Highlights 01:01 Exploring the Future of AI and Semiconductors 01:23 NVIDIA's Vision: A New Industrial Revolution 02:25 The Power of GPUs and the Semiconductor CapEx Receiver Thesis 03:32 NVIDIA vs. Cloud AI Companies: A Battle of Visions 04:42 Introducing the Hopper GPU: A Leap in Computing Power 06:21 Moore's Law on Steroids: NVIDIA's Exponential Growth 09:40 NVIDIA AI Foundry: Revolutionizing Industry with AI 12:07 Understanding NIMS: NVIDIA's Secret Sauce 12:46 Revolutionizing Drug Discovery with NVIDIA BioNemo NIMS 14:18 Accelerated Computing: The Impact of Digital Twins 14:51 Revolutionizing Manufacturing with Digital Twins 15:05 The Future of AI-Enabled Digitalization 15:19 Exploring the Power of Enterprise Apple Vision Pro 15:57 Scaling AI for the Next Generation 16:54 The Evolution of AI Hardware and Software 18:43 Generative AI: A New Industry Emerges 21:43 The Impact of AI Across Industries 22:37 Introducing NVIDIA's Project Groot for Robotics 25:24 The Future of AI: Hardware vs. Software 30:33 Investment Opportunities in the AI Boom 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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| 26 Jul 2024 | WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner) | 01:28:04 | |
00:00 Introduction to Non Consensus Investing 00:42 Welcoming the Guest: Michael's Background 01:39 Tesla Earnings and Elon Musk's Vision 03:51 Humanoids and Future Prospects 05:39 Challenges and Competition for Tesla 07:58 AI and Robotics: The Bigger Picture 18:48 Conflicts of Interest in Financial Analysis 21:03 Sovereign AI and Global Implications 31:07 Google's Earnings and Cloud Business 46:03 Generative AI and CapEx Dynamics 47:34 Positioning in Mag7: NVIDIA, Meta, and Google 49:34 Meta's Open Source Strategy with Llama 3 53:59 AI's Impact on Business Models and CapEx 01:00:44 Crypto and Digital Assets in the Political Landscape 01:02:53 Tech Market Trends and Predictions 01:11:46 Energy Sector Outlook in a Trump Presidency 01:20:53 Investment Strategies and Market Sentiment 01:26:59 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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| 05 Jan 2024 | NCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs? | 01:00:19 | |
Timestamps: 00:00 Introduction and Welcome 01:22 Bitcoin ETF Debate 01:45 Guest Insights on Bitcoin Metrics 03:31 Discussion on Bitcoin ETF Rejection Report 05:56 Bitcoin's Impact on Wall Street 07:37 Bitcoin ETF and Market Expansion 09:29 Bitcoin ETF and Trading Behavior 21:23 Bitcoin ETF and Miner Selling 24:07 Bitcoin ETF and Volatility 26:46 Bitcoin ETF and Macro Factors 31:39 Discussing Market Expectations and Economic Factors 32:12 Reflecting on Previous Market Cycles and Black Swan Events 32:50 Exploring the Impact of Bitcoin ETF and MSTR 33:39 Analyzing the Role of MSTR and Potential Market Shifts 34:24 Considering the Influence of Macro Factors and Geopolitical Risks 37:26 Debating the Potential Impact of Regulatory Changes 40:51 Discussing the Role of Asset Managers and ETF Issuers 51:54 Examining the Influence of Retail Interest and Meme Coins 59:21 Concluding Thoughts and Future Market Predictions 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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| 29 Mar 2024 | NCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert | 01:10:19 | |
00:00 Welcome to Non-Consensus Investing 00:39 Introducing RightSide Capital's Unique Investment Approach 01:11 The Power of Ultra Diversification and Pre-VC Stage Focus 02:26 Unpacking RightSide's Investment Criteria and Process 06:55 The Entrepreneur's Perspective: Why Choose RightSide Capital? 17:21 Exploring the Accelerator Dynamic and Deal Sourcing 26:58 The Impact of QSBS and Tax Benefits on Investment Strategy 35:05 The Future of Startups: AI Transformation and Operational Efficiency 36:52 Exploring the AI Landscape and Its Impact on Startups 38:03 The AI Investment Frenzy: A Critical Analysis 39:57 AI's Disruption in the SaaS Industry and Venture Capital Perspectives 42:55 The Challenges of AI Adoption in Large Corporations vs. Startups 46:48 Venture Capital's Current State and the Future of Investing 01:03:22 The Evolution and Challenges of Accelerators and Incubators 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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| 27 Jun 2024 | NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes | 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
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| 11 Oct 2024 | What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park | 00:52:03 | |
(00:00) Introduction to Non Consensus Investing 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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