Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
By Ram Ahluwalia
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Category: Investing
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Subscribers: 5
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Episodes: 84
Description
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)
| Episode | Date |
|---|---|
|
Lumida: Quarterly 13F Hedge Fund Analysis Review
|
May 17, 2025 |
|
China Detente & Stablecoins as SoftPower
|
May 16, 2025 |
|
Buffett & Revenge of the Datacenters
|
May 07, 2025 |
|
Lumida News Roundup
|
Apr 30, 2025 |
|
Livestream & Analysis of Bessent Speech
|
Apr 23, 2025 |
|
Eurasia Group on Geopolitics and New Trade Order
|
Apr 18, 2025 |
|
This Isn't Right
|
Apr 07, 2025 |
|
HF Manager Skyler Weinand on Tariffs & The Housing Market
|
Apr 04, 2025 |
|
WOYM: Is the correction over?
|
Mar 25, 2025 |
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Did the Bubble Burst?
|
Feb 25, 2025 |
|
Hedge Fund Positioning: 13F Review
|
Feb 19, 2025 |
|
DeepSeek Nvidia and "Peak Sentiment"
|
Jan 28, 2025 |
|
Blackstone's Outlook and the Case Against Bonds
|
Jan 14, 2025 |
|
Are Nvidia and Tesla on a collision course?
|
Jan 13, 2025 |
|
WOYM: Podcasts are Bad for Your Health
|
Jan 07, 2025 |
|
Buy from Pessimists, Sell to Optimists
|
Dec 31, 2024 |
|
Lumida 2025 Stock Picks and Year In Review
|
Dec 25, 2024 |
|
WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits
|
Dec 20, 2024 |
|
WOYM: UFOs over NJ, The Prime Directive
|
Dec 16, 2024 |
|
The Circus and Animal Spirits; Autonomous Driving; Nvidia + China
|
Dec 13, 2024 |
|
Founder Mode & The Mortgage Market
|
Dec 06, 2024 |
|
WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales
|
Dec 03, 2024 |
|
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko
|
Nov 28, 2024 |
|
Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning
|
Nov 23, 2024 |
|
Crypto Market Heat: Is It Time to Take Profits?
|
Nov 21, 2024 |
|
Hedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...
|
Nov 16, 2024 |
|
Buffett, Harvard, Tesla and the Nuclear Renaissance
|
Nov 11, 2024 |
|
Election Volatility, US Dollar & Rates, International
|
Nov 05, 2024 |
|
What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park
|
Oct 11, 2024 |
|
WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
|
Oct 10, 2024 |
|
Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott
|
Sep 21, 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.
|
Sep 16, 2024 |
|
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
|
Sep 08, 2024 |
|
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
|
Aug 27, 2024 |
|
Fed vs Bitcoin: Who will win?
|
Aug 24, 2024 |
|
Mag 7 vs. 493: Market Showdown
|
Aug 20, 2024 |
|
Lumida Whale Watch: Hedge Fund Bets Revealed
|
Aug 17, 2024 |
|
WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)
|
Jul 26, 2024 |
|
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
|
Jul 26, 2024 |
|
WOYM: Momentum Correction, Semis, TSMC, LPLA
|
Jul 25, 2024 |
|
Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities
|
Jul 24, 2024 |
|
NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC
|
Jul 10, 2024 |
|
NCI: Market at Crossroads: Trump Bump or Market Slump?
|
Jul 06, 2024 |
|
WOYM: Mr. Market at The Halfway Mark
|
Jul 03, 2024 |
|
NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes
|
Jun 27, 2024 |
|
NCI: SoFi: House of Cards OR Future of Finance?
|
Jun 19, 2024 |
|
NCI: Ethereum ETF: Bananas or Banana Zone?
|
May 23, 2024 |
|
NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner
|
May 15, 2024 |
|
NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin
|
May 08, 2024 |
|
Family Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles
|
May 03, 2024 |
|
WOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready?
|
Apr 24, 2024 |
|
WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters
|
Apr 23, 2024 |
|
NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal
|
Apr 19, 2024 |
|
WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks
|
Apr 17, 2024 |
|
NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black
|
Apr 10, 2024 |
|
WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro
|
Apr 05, 2024 |
|
NCI: Printing money in global markets w/ Alex Kruger
|
Apr 01, 2024 |
|
NCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert
|
Mar 29, 2024 |
|
WOYM: Nvidia 2024 GTC De-Brief & Highlights Reel
|
Mar 27, 2024 |
|
NCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity
|
Mar 23, 2024 |
|
NCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast
|
Mar 21, 2024 |
|
NCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad
|
Mar 19, 2024 |
|
NCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt
|
Mar 05, 2024 |
|
NCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas
|
Feb 27, 2024 |
|
NCI: Hollywood: Behind the Scenes from the Producer of the Founder
|
Feb 17, 2024 |
|
NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan
|
Jan 28, 2024 |
|
NCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses
|
Jan 26, 2024 |
|
NCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS
|
Jan 24, 2024 |
|
NCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel
|
Jan 22, 2024 |
|
NCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo
|
Jan 18, 2024 |
|
NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq
|
Jan 17, 2024 |
|
NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
|
Jan 14, 2024 |
|
NCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington
|
Jan 13, 2024 |
|
WOYM: SBF and FTX Trial: Insights and Analysis
|
Jan 12, 2024 |
|
NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital
|
Jan 11, 2024 |
|
NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
|
Jan 10, 2024 |
|
NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
|
Jan 09, 2024 |
|
NCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs?
|
Jan 05, 2024 |
|
NCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial
|
Dec 16, 2023 |
|
NCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & Ishan
|
Dec 10, 2023 |
|
NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors
|
Dec 09, 2023 |
|
NCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma Ventures
|
Dec 01, 2023 |
|
NCI: How the top 1% invests in AI, Digital Assets and Real Estate
|
Nov 24, 2023 |
|
EP0-Trailer
|
Nov 10, 2023 |