Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Episodes
FSD: Semis, Semis, Semis Oh My
07 May 2026
Contributed by Lukas
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth...
FSD: Best Buy is Raising My Kids
04 May 2026
Contributed by Lukas
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth...
FSD: Standardization + Momentum
02 May 2026
Contributed by Lukas
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth...
FSD: Animal Spirits & Quality
30 Apr 2026
Contributed by Lukas
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth...
FSD: Big Tech Earnings
30 Apr 2026
Contributed by Lukas
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth...
OpenAI Misses Revenue Target
29 Apr 2026
Contributed by Lukas
00:00 OpenAI Revenue Miss and Market Reaction 01:00 The Rise of Google Gemini and Claude 01:48 Internal Friction and OpenAI’s Hardware "Hail Mary" 0...
Tech Earnings
29 Apr 2026
Contributed by Lukas
00:00 Tech Earnings and the Shift to Secular AI 00:54 Physical AI and Embedded Growth Stories 01:46 The "Bananas" 19% Earnings Growth Outlook 03...
FSD: Cannabis, United, Accenture, Cursor
23 Apr 2026
Contributed by Lukas
00:00 - Market Liquidity and the Bull Market Thesis 01:23 - Software Sector Analysis: ServiceNow & Adobe 02:42 - Airline Mergers and Consumer Impact...
SpaceX and Blue Fin Tuna
22 Apr 2026
Contributed by Lukas
00:00 - Combating Global IP Theft & Tariffs 00:55 - A Pragmatic Approach: Open Season on IP 02:35 - Market Outlook & Economic Resilience 04:50 - Recen...
Claude Reverse Uno
21 Apr 2026
Contributed by Lukas
00:00 - Claude's Reverse Uno Card & Market Sentiment 01:45 - Consensus vs. Non-Consensus Positioning 03:13 - Contrarian Investing & The Performanc...
FSD: The Non-Consensus Rally
15 Apr 2026
Contributed by Lukas
00:00 - The Non-Consensus Rally & Performance Chase 01:10 - Identifying Opportunities in Quality Names 01:45 - Homebuilders and Geopolitical Cycles 02...
FSD: Iran Negotiations, Positioning
10 Apr 2026
Contributed by Lukas
00:00 - Geopolitical Standoff in the Strait of Hormuz 01:43 - US "Standing Down" and the IRGC Strategy 02:20 - Oil Price Forecast: Higher for Longer 0...
FSD: OpenAI, Claude, Iran
06 Apr 2026
Contributed by Lukas
00:00 Market Thoughts and the Sense of Humor in Investing 01:30 OpenAI’s Acquisition of TBN: A War for Attention 03:17 The Rise of Claude and OpenAI...
FSD: Unfinished Business?
01 Apr 2026
Contributed by Lukas
00:00 - Spring Updates and Market Volatility 00:56 - The Iran Negotiation Reality Check 02:32 - Shifting Goalposts and the Trump Oil Vision 03:3...
FSD: Hope Springs Eternal
31 Mar 2026
Contributed by Lukas
00:00 - The Psychology of Hope and "All That Glitters" 02:40 - The Tesla Trajectory and Sentiment Gauges 04:04 - Cultural Perspectives on Hope: US vs....
BlackRock
30 Mar 2026
Contributed by Lukas
00:00 - BlackRock’s Late Neutral Call & Market Reality 01:14 - Market Volatility, Oil Shortages, and Finding Value 02:17 - Geopolitical Impacts:...
SpaceX IPO, TerraFab, Iran, Inflation
27 Mar 2026
Contributed by Lukas
00:00 - Sunlight, Hormones, and Vitamin D Tips 01:11 - The 47-Year Conflict: Why Negotiation Fails 02:48 - Shifting Goalposts: Entering Week 5 of the ...
Special Event: Lumida Wealth x Robles Family office
27 Mar 2026
Contributed by Lukas
00:00 - Identifying Thoughtful Investors and Echo Chambers 02:12 - Geopolitics: The U.S., Iran, and the 50-Year Peace Goal 05:18 - Economics of the St...
Iran cease fire?
25 Mar 2026
Contributed by Lukas
00:00 - Soho Event & New York Conference 00:36 - The Ceasefire Gambit: Why a Deal is Unlikely 01:00 - Trump’s Urgency vs. IRGC’s Deterrence 01:45 ...
The Taco Two Step?
24 Mar 2026
Contributed by Lukas
00:00 - The Taco Two Step: Trump’s Tarmac Comments 00:55 - Meme Warfare and 15 Points of Negotiation 02:59 - Geopolitical Damage: Qatar Infrastructu...
Kharg Island, Inflation, Gold Oh My
23 Mar 2026
Contributed by Lukas
00:00 - Friday Rituals and Hibachi Tips 01:24 - How Liquidity Risk Turns Into Credit Risk 03:36 - The Asymmetry of the Strait of Hormuz 06:15 - The Bu...
Val Kilmer
20 Mar 2026
Contributed by Lukas
00:00 - Val Kilmer, AGI, and the Market for Attention 01:45 - The Disruption of Netflix and AI’s GDP Fallacy 04:35 - Geopolitics: Leon Panetta on th...
Break It, then Fix It?-0
19 Mar 2026
Contributed by Lukas
00:00 - Mandatory Retirement and Midterm Projections 01:35 - The 2028 Political Strategy: Break It Now, Fix It Later 02:29 - Geopolitics: Venezuela, I...
Find the Barbell
18 Mar 2026
Contributed by Lukas
00:00 Introduction & Find the Barbell 00:27 Defining the Barbell Strategy 01:13 Analyzing Market Themes: Drones vs. Value 02:24 Software and MedTech O...
Inflation ahead?
17 Mar 2026
Contributed by Lukas
00:00 Transitioning to an Inflationary Regime 01:05 Rising Costs: From iPhones to Lumber 01:43 Impact of the Iran Conflict on Oil & Gas 02:44 The US-U...
Game Theory of AI, Credit Cycle and Mom
16 Mar 2026
Contributed by Lukas
00:00:00 – Intro: Family, Travel, and Game Theory 00:00:55 – The AI CapEx Arms Race: Disruption or Survival 00:02:01 – Tech Risk vs. Consumer St...
Life and Death in the Payments Sector
13 Mar 2026
Contributed by Lukas
(01:45) Alex Wilson Background (02:46) Payments Sector Reset (04:28) Shift4 Business Model (06:56) Shift4 vs Stripe (11:35) Legacy Processors Outl...
Is AI a Bubble?
13 Mar 2026
Contributed by Lukas
(01:55) Anthropic Trillion Talk (03:12) Mainframe AI Mindset (04:38) Value Based Pricing (07:56) Local Agents Shift (11:23) Rent Seeking Economics...
Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe
13 Mar 2026
Contributed by Lukas
(01:49) Yen Carry Trade Debate (07:18) Sanctions And Iran Pressure (10:45) Dollar Power And Alternatives (15:26) Stablecoins And Genius Act (21:32...
FSD: Recognition Moment
13 Mar 2026
Contributed by Lukas
00:00:03 Introduction: The Recognition Moment 00:00:52 The Private Credit Time Bomb 00:02:30 Earnings Realities & Growth Narratives 00:03:45 The Psych...
Great Power Politics & International Stocks
13 Mar 2026
Contributed by Lukas
03:21 Davos and Great Power Lens 05:10 China as Rising Hegemon 08:34 Neorealism Core Principles 16:24 Nationalism vs Trade Peace 28:11 Island Chai...
Economic Populism and the Rise of International Stocks
20 Jan 2026
Contributed by Lukas
(03:23) Trump's economic policies are actually left of Bernie Sanders(07:07) International markets outperforming the S&P 500 by 4x(16:23) Why bank ear...
The Code of Reality
09 Jan 2026
Contributed by Lukas
[00:34] Introducing Danny Goler and His Unique Thesis[01:10] Exploring Psychedelics and Reality[03:35] Danny's Journey and Scientific Curiosity[07:25]...
Is Goldilocks Priced In?
02 Jan 2026
Contributed by Lukas
(00:03) Mean Reversion as a Core Market Theme(01:37) Investor Cash Levels at Extreme Lows(02:33) Risk from Overextended Growth Expectations(03:45) Ins...
Non-Consensus Investing: OpenAI & Google's Revenge
22 Dec 2025
Contributed by Lukas
(02:03) AI Demand Meets the Reality of Chip Economics(08:03) The Funding Problem Nobody Wants to Talk About(17:54) Why Defense Tech Attracts Private C...
Non Consensus Investing: Fear is the Mind Killer
24 Nov 2025
Contributed by Lukas
(03:21) Lumida Copilot AI App Launch(04:32) The Revenge of Warren Buffett Theme(05:28) Economic Outlook and Earnings Strength(09:41) Why Fed Rate Cuts...
What If This is Goldilocks?
25 Oct 2025
Contributed by Lukas
(00:38) How Investors Are Feeling Right Now(04:50) What Bank Earnings Tell Us About the Economy(07:07) Smart Moves in Today’s Market(10:18) What’s...
Eric Jackson: How Social Media Transformed Investing
17 Oct 2025
Contributed by Lukas
(02:56) How Retail Investors and Social Media Are Changing the Game(04:20) Eric’s Experience with @Carvana and AI Models(08:01) Challenges and Strat...
Bank Earnings: The Cheat Code to Understanding the Economy
16 Oct 2025
Contributed by Lukas
(02:54) Market Sentiment and Economic Fundamentals(06:40) Deep Dive into Bank Earnings(12:19) The Future of Stablecoins and Tokenized Deposits(15:38) ...
From buying ETH at $1 to building a $3B Ethereum machine.
24 Sep 2025
Contributed by Lukas
(00:31) Meet Andrew Keys, co-founder of The Ether Machine(03:17) How the Ethereum Virtual Machine was created(07:20) Breaking down Ethereum vs Bitcoin...
Healthcare Stocks: Value Trap or Generational Buy?
15 Aug 2025
Contributed by Lukas
(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert(05:50) The Impact of AI on Healthcare Costs(13:24) Obamacare Successes and Failures(21:08)...
Stablecoins: The Future of Visa and Payments
07 Aug 2025
Contributed by Lukas
(00:28) Ben’s background & move from KKR to ParaFi(04:44) Stablecoins as a financial, legal, and geopolitical breakthrough(10:12) Impact on banking ...
Stablecoins, Earnings Season, EVs, Trade Deals
28 Jul 2025
Contributed by Lukas
(00:43) – Discussion on Stablecoins and FinTech (01:57) – Economic Perspectives and Capitalism (04:13) – Earnings Reports and Market Trends (...
Banking Bitcoin: Caitlin Long vs. The System
11 Jul 2025
Contributed by Lukas
(02:11) The Stablecoin Bill: Potential Winners and Losers(05:06) The Banking System and Technological Innovation(10:28) Community and Regional Banks: ...
Community & Capital; Stablecoins; Landman
09 Jul 2025
Contributed by Lukas
(06:33) Insights on Public Markets and Finance(11:59) Investment Opportunities in Alberta’s Oil and Gas Sector(17:21) Economic Outlook and Market Dy...
Don't Call It a Comeback
28 Jun 2025
Contributed by Lukas
(05:00) Geopolitical Risks and Market Sentiments(07:08) AI Trade and Sector Analysis(15:17) Stablecoins and On-Chain Finance(21:07) Norwegian Cruise L...
WOYM: Iran vs. Israel; Father's Day; Datacenter
17 Jun 2025
Contributed by Lukas
(01:22) Insights from JD Rockefeller's Letters(05:30) Reflections on American Competitiveness(07:42) Iran–Israel Conflict Analysis(14:13) Sector-Spe...
Circle IPO; Trump vs. Musk fued; Macro & Markets
07 Jun 2025
Contributed by Lukas
(00:26) Market Overview and New Developments(01:05) Stablecoins and the Circle IPO(10:14) Consumer Finance and Emerging Trends(24:08) Sector Analysis ...
Unveiling AI Trends in Venture
05 Jun 2025
Contributed by Lukas
(00:28) Meet Sheel Mohnot(00:54) A breakdown of the Chamath DPII dispute(03:08) Venture Capital and AI(09:14) Evolution of Venture Capital(16:08) AI’...
Mary Meeker on AI Trends
04 Jun 2025
Contributed by Lukas
In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the intricacies of alternative investments and shares valua...
Nvidia Breakdown & AI Trends
30 May 2025
Contributed by Lukas
(02:00) In-Depth Analysis of NVIDIA Earnings(03:26) Sovereign AI and Geopolitical Implications(08:45) Challenges and Opportunities in AI Data Centers(...
Buffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval
24 May 2025
Contributed by Lukas
(01:26) Warren Buffett's Retirement Impact(04:43) Berkshire Hathaway's Valuation and Holdings(14:08) The Importance of Capital Allocation(32:16) Globa...
Lumida: Quarterly 13F Hedge Fund Analysis Review
17 May 2025
Contributed by Lukas
(00:32) Market Overview and Recent Trends(01:35) Hedge Fund Strategies and 13F Filings(03:40) Deep Dive into Specific Funds and Positions(07:23) Healt...
China Detente & Stablecoins as SoftPower
16 May 2025
Contributed by Lukas
(00:30) Introduction to Austin Campbell(01:44) An In-Depth Exploration of Stablecoins(04:18) Stablecoins: Legislation, Regulation, and Market Impact(0...
Buffett & Revenge of the Datacenters
07 May 2025
Contributed by Lukas
(01:14) Upcoming Event in New York with Oliver Wright.(02:35) Buffett's Departure and Market Impact(05:04) Market Analysis(12:45) Investment Ideas and...
Lumida News Roundup
30 Apr 2025
Contributed by Lukas
(00:40) Market Overview and Economic Data(03:36) Global Market Trends and Sentiments(06:47) AI Tools and News Headlines(08:38) Impact of Tariffs on Gl...
Livestream & Analysis of Bessent Speech
23 Apr 2025
Contributed by Lukas
(01:42) Secretary Bessent's Speech(13:49) Analysis and Market Reactions(16:04) World Bank and IMF Reforms(30:44) Market Overview and Current Trends(31...
Eurasia Group on Geopolitics and New Trade Order
18 Apr 2025
Contributed by Lukas
(00:29) Guest Introduction: Rob Kahn, Eurasia Group(03:15) US Tariff Policies: Global Implications(06:13) Tariff Negotiations (08:33) Economic Theori...
This Isn't Right
07 Apr 2025
Contributed by Lukas
(01:52) Impact of Trade Policies(06:54) Global Trade and Economic Theories(12:25) Market Reactions and Investor Behavior(14:23) Bear Market Psychology...
HF Manager Skyler Weinand on Tariffs & The Housing Market
04 Apr 2025
Contributed by Lukas
(00:00) - Introduction to Non-Consensus Investing(01:41) - Tariffs and Their Impact(04:17) - Economic Consequences of Tariffs(06:58) - Market Reaction...
WOYM: Is the correction over?
25 Mar 2025
Contributed by Lukas
(01:03) – Economic Indicators & Sentiment(02:12) – Investment Strategies & Stock Picks(02:52) – Animal Spirits in Markets(04:18) – Valuations ...
Did the Bubble Burst?
25 Feb 2025
Contributed by Lukas
(00:42) Current Market Overview and Key Themes(02:25) Personal Anecdotes and Life Lessons(04:55) Upcoming Market Events and Predictions(09:11) Analyzi...
Hedge Fund Positioning: 13F Review
19 Feb 2025
Contributed by Lukas
Download the 13F document here - bit.ly/41gM9LF(01:12) Hedge Fund Position Analysis(02:07) Team Expansion and Future Strategy(02:46) Key Holdings and ...
DeepSeek Nvidia and "Peak Sentiment"
28 Jan 2025
Contributed by Lukas
(00:45) Weekend Recap and Personal Stories(01:44) Deep Seek and Its Implications(07:10) Peak Sentiment Explained(10:15) Market Reactions and Sector An...
Blackstone's Outlook and the Case Against Bonds
14 Jan 2025
Contributed by Lukas
(01:44) Market Overview(03:04) Retail Sector Insights(04:40) Investment Strategies(19:23) Economic Trends(21:27) China’s Stimulus(26:28) Global Trad...
Are Nvidia and Tesla on a collision course?
13 Jan 2025
Contributed by Lukas
(01:59) Discussion on current AI trends and emerging key topics.(03:16) Highlights from Jensen's CES conference and its industry implications.(05:32) ...
WOYM: Podcasts are Bad for Your Health
07 Jan 2025
Contributed by Lukas
00:24 Current Market Overview and Key Topics01:11 The Debate on Podcasts and Investment Strategies03:04 Economic Indicators and Market Sentiment07:10 ...
Buy from Pessimists, Sell to Optimists
31 Dec 2024
Contributed by Lukas
00:44 Chamath's Tweet Analysis03:06 Understanding Stock Prices and Market Behavior12:22 Factor Investing Explained17:37 Twitter Momentum and Market Tr...
Lumida 2025 Stock Picks and Year In Review
25 Dec 2024
Contributed by Lukas
00:24 Holiday Greetings and Personal Updates00:47 Review of Last Year's Stock Picks01:27 Performance Highlights and Key Learnings01:55 Non Consensus I...
WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits
20 Dec 2024
Contributed by Lukas
(00:26) Market Highlights and FOMC Reaction(02:39) Detailed Market Analysis and Predictions(04:44) Impact of Interest Rates on Different Sectors(07:42...
WOYM: UFOs over NJ, The Prime Directive
16 Dec 2024
Contributed by Lukas
00:33 Special Guest: David Seaman00:48 Theories on Unidentified Flying Objects01:58 Analyzing the ABC News Clip02:59 Debunking the Black Friday Drone ...
The Circus and Animal Spirits; Autonomous Driving; Nvidia + China
13 Dec 2024
Contributed by Lukas
00:52 Market Predictions for Next Year01:19 A Funny Story from the Circus02:33 Animal Spirits and Market Sentiment03:46 Twitter Momentum Stocks04:59 H...
Founder Mode & The Mortgage Market
06 Dec 2024
Contributed by Lukas
00:25 Meet Vishal Garg: Founder and CEO of Better01:06 The Zoom Viral Moment: Reflecting on Layoffs06:59 Negotiating with SoftBank: Insights and Exper...
WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales
03 Dec 2024
Contributed by Lukas
00:24 Thanksgiving Reflections and Family Time00:48 Superman and Modern Heroism02:08 Comparing Heroes: Superman vs. Modern TV Shows03:15 The Appeal of...
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko
28 Nov 2024
Contributed by Lukas
00:26 Special Thanksgiving Podcast with Kevin Churko00:50 Kevin's Journey in the Music Business03:07 Bitcoin and Vintage Gear09:30 Challenges in the M...
Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning
23 Nov 2024
Contributed by Lukas
00:25 Personal Anecdotes and Thanksgiving Plans01:01 Tax Strategies for the Wealthy01:57 Upcoming Podcast with Vishal Garg03:21 Bloomberg Article on A...
Crypto Market Heat: Is It Time to Take Profits?
21 Nov 2024
Contributed by Lukas
00:26 Crypto Macro Panel Introduction01:11 Top Concerns in the Crypto Space03:27 Is the Crypto Market Too Hot?11:01 Impact of Tariffs on the Digital M...
Hedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...
16 Nov 2024
Contributed by Lukas
01:02 Deep Dive into Hedge Fund Strategies06:13 Analyzing Stanley Druckenmiller's Portfolio09:39 Exploring Financial Sector Investments13:26 The Druck...
Buffett, Harvard, Tesla and the Nuclear Renaissance
11 Nov 2024
Contributed by Lukas
00:26 Election Week Reflections02:10 Impact of Trump's Victory04:05 Economic and Market Implications12:02 The Role of Polls and Media14:06 Financial M...
Election Volatility, US Dollar & Rates, International
05 Nov 2024
Contributed by Lukas
00:26 Weekend Highlights and Personal Anecdotes01:42 Upcoming Events and Market Predictions02:11 Insights from Money 2020 and Panic Mode02:51 Election...
What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park
11 Oct 2024
Contributed by Lukas
(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...
WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
10 Oct 2024
Contributed by Lukas
(00:00) Introduction(00:31) Guest Introduction: Michael Parekh(01:32) OpenAI: Current State and Challenges(06:05) AI Industry Insights and Comparisons...
Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott
21 Sep 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited01:16 Discussing the Fed's 50 Bps Rate Cut02...
Lessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School.
16 Sep 2024
Contributed by Lukas
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 & Prote...
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
08 Sep 2024
Contributed by Lukas
Timestamps:(00:00) Introduction(01:07) Guest Introduction: Mark Mahaney(02:14) Mark Mahaney's Investment Framework(03:55) The Importance of Revenue Gr...
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
27 Aug 2024
Contributed by Lukas
01:02 Market Insights: Jackson Hole and Rate Cuts02:07 Earnings and Employment Analysis03:16 Adjustment Cuts vs. Full Rate Cut Cycles05:51 Market Tren...
Fed vs Bitcoin: Who will win?
24 Aug 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast00:56 Early Bitcoin Days and Missed O...
Mag 7 vs. 493: Market Showdown
20 Aug 2024
Contributed by Lukas
00:00 Introduction to Non-Consensus Investing00:33 Meet Meb Faber: A Decade of Tracking and Insights00:59 Exploring Alpha Cloning and Hedge Funds02:41...
Lumida Whale Watch: Hedge Fund Bets Revealed
17 Aug 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:31 Understanding 13F Filings01:12 Hedge Fund Strategies and Stock Picks02:00 Market Trends and Economi...
WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)
26 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:42 Welcoming the Guest: Michael's Background01:39 Tesla Earnings and Elon Musk's Vision03:51 Humanoids...
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
26 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:40 Meet the New Team Member: Stein02:53 Market Recap and Key Topics03:24 Insights from the Lumida Ledg...
WOYM: Momentum Correction, Semis, TSMC, LPLA
25 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:28 Market Speculation and Trends01:35 Negative Momentum Rally Explained03:58 Sector Analysis: Semicond...
Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities
24 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:32 Market Overview and Recent Activities00:50 Deep Dive into Lululemon (LULU)02:00 Investment Strategi...
NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC
10 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor00:57 Nic Carter's Transformation and Di...
NCI: Market at Crossroads: Trump Bump or Market Slump?
06 Jul 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:31 Guest Introduction: Mike McGlone00:45 Market Impact of Trump and Biden00:51 Commodities and Economi...
WOYM: Mr. Market at The Halfway Mark
03 Jul 2024
Contributed by Lukas
00:00 Introduction to Non-Consensus Investing00:27 Market Overview and Key Themes01:34 Deep Dive into Market Indicators02:14 Insights on US Dollar and...
NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes
27 Jun 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:31 Meet Paul Mann: Chairman and CEO of ASP01:42 The Importance of Silicon 28 in Semiconductors07:11 Ge...
NCI: SoFi: House of Cards OR Future of Finance?
19 Jun 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:28 Welcoming Giuliano and SoFi Discussion01:28 Giuliano's Background and CompassPoint04:52 Deep Dive i...
NCI: Ethereum ETF: Bananas or Banana Zone?
23 May 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 Introducing the Experts: A Deep Dive into Ethereum's Future01:12 Ethereum ETF Specula...
NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner
15 May 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing and Guest Introduction01:45 Deep Dive into AI, Semiconductors, and Social Change29:50 Exploring the Futu...