Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Episodes
NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin
08 May 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert0...
Family Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles
03 May 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing & Family Office TV00:51 Exploring the Art of Building a Family Empire01:35 Deep Dive into Investment Strategi...
WOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready?
24 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing00:27 Anticipating Market Opportunities: A Deep Dive01:01 Economic Expansion and Market Insights05:40 Explorin...
WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters
23 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:28 Casual Banter and Weekend Stories01:55 Breaking Down Meta's Latest AI Developments13:...
NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal
19 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Meet Rohit Mittal: A Global Citizen with a Fintech Vision01...
WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks
17 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing00:26 Casual Conversation: Weather, Tax Day, and Jackie Robinson02:24 Diving into Bitcoin Halving and Its Mark...
NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black
10 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 Introducing Will Black: A Deep Dive into U.S. Consumer Credit01:25 The Paradox of the...
WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro
05 Apr 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 A Casual Chat About Hats and Collectibles01:29 Diving Into the World of Watches and C...
NCI: Printing money in global markets w/ Alex Kruger
01 Apr 2024
Contributed by Lukas
00:00 Welcome to Non-Consensus Investing with Ram Ahluwalia00:38 Introducing Alex Kruger: A Deep Dive into Non-Consensus Thinking01:45 The Misconcepti...
NCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert
29 Mar 2024
Contributed by Lukas
00:00 Welcome to Non-Consensus Investing00:39 Introducing RightSide Capital's Unique Investment Approach01:11 The Power of Ultra Diversification and P...
WOYM: Nvidia 2024 GTC De-Brief & Highlights Reel
27 Mar 2024
Contributed by Lukas
00:00 Welcome to Non-Consensus Investing00:29 Deep Dive into NVIDIA GTC Conference Highlights01:01 Exploring the Future of AI and Semiconductors01:23 ...
NCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity
23 Mar 2024
Contributed by Lukas
00:00 Welcome to Non-Consensus Investing00:27 Diving Deep with Dr. Adel: AI, Crypto, and the Future of Investing01:15 The AI Gold Rush: Who Captures t...
NCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast
21 Mar 2024
Contributed by Lukas
00:00 Welcome to Non Consensus Investing00:31 Bitcoin's Historic High: A New Era for Crypto02:01 Investor Perspectives: Navigating the Crypto Rally04:...
NCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad
19 Mar 2024
Contributed by Lukas
00:00 Welcome to Non-Consensus Investing00:28 Spotlight on David Nikzad: From Club Promoter to Venture Capitalist02:54 Surfing the Waves of Investment...
NCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt
05 Mar 2024
Contributed by Lukas
00:00 Introduction to Non-Consensus Investing00:29 Guest Introduction: Dan Nystedt01:25 Discussion on Semiconductors04:51 Insights on Foundry Wars08:0...
NCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas
27 Feb 2024
Contributed by Lukas
00:00 Introduction and Welcome02:54 The Super Bowl Experience03:42 Overcoming Challenges and Setbacks05:19 The Power of Visualization07:39 The Impact ...
NCI: Hollywood: Behind the Scenes from the Producer of the Founder
17 Feb 2024
Contributed by Lukas
00:00 Introduction and Guest Introduction02:35 The Art of Storytelling in Film02:53 The Role of a Producer03:13 The Vision and Reality of Film Making1...
NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan
28 Jan 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:27 Discussion with the Author of The Great Demographic Reversal01:08 Understanding the Impact of Demog...
NCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses
26 Jan 2024
Contributed by Lukas
00:00 Introduction to Non Consensus Investing00:29 Interview with Ryan Selkis, CEO of Masari00:56 Discussion on Vivek and Crypto Politics02:43 Insight...
NCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS
24 Jan 2024
Contributed by Lukas
00:00 Introduction and Welcome00:32 Discussion on Fintech Trends00:47 Guest Introduction and Background01:23 Outlook for Fintech05:00 Fintech in the I...
NCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel
22 Jan 2024
Contributed by Lukas
00:00 Introduction and Welcome00:28 Guest Introduction and Background00:42 Discussion on Consumer Trends and Investment Success03:13 Exploring Generat...
NCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo
18 Jan 2024
Contributed by Lukas
00:00 Introduction and Welcome00:35 Guest Introduction: Tim from CVA Funds01:06 Discussion on Investment Opportunities in China01:55 Introduction to C...
NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq
17 Jan 2024
Contributed by Lukas
00:28 Introduction and Guest Background00:35 The Genesis of Grok and AI Development01:36 Live Demonstration of Grok's AI02:53 Discussion on AI Perform...
NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital
14 Jan 2024
Contributed by Lukas
00:01 Introduction and Background00:59 Skylar's Journey in the Bond Market02:18 Post 2008 Crisis and the Rise of Cryptocurrency03:10 The Impact of Ban...
NCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington
13 Jan 2024
Contributed by Lukas
00:31 Current Market Overview00:38 Discussion on Interest Rates and Market Impact02:22 Insights on the Economy and Market Trends04:11 Impact of Intere...
WOYM: SBF and FTX Trial: Insights and Analysis
12 Jan 2024
Contributed by Lukas
00:27 Meet the Hosts and Guests01:03 Inside the Courtroom: The SBF Trial01:46 The Press Perspective: Covering the Trial02:40 The Public's View: Overfl...
NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital
11 Jan 2024
Contributed by Lukas
0:00 - Introduction1:00 – Kyle’s background & Studying finance at NYU4:20 - Starting MultiCoin fund in 20176:01 - Kyle's journey to discovering Et...
NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
10 Jan 2024
Contributed by Lukas
0:00 - Introduction1:20 - Is the U.S. in decline? Factors that contribute to national strength.5:00 - Challenges with political cohesion and debt leve...
NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
09 Jan 2024
Contributed by Lukas
0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage...
NCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs?
05 Jan 2024
Contributed by Lukas
Timestamps:00:00 Introduction and Welcome01:22 Bitcoin ETF Debate01:45 Guest Insights on Bitcoin Metrics03:31 Discussion on Bitcoin ETF Rejection Repo...
NCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial
16 Dec 2023
Contributed by Lukas
0:00 - Introduction2:54 - Discussion of SEC legal matter6:54 - Regulation by enforcement in digital assets12:54 - Did Gensler make a "left turn"? Spec...
NCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & Ishan
10 Dec 2023
Contributed by Lukas
Timestamps: 00:00 Introduction and Overview00:27 Unveiling the Panelists00:57 Discussion on Digital Assets and Market Trends02:46 Insights from the P...
NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors
09 Dec 2023
Contributed by Lukas
Timestamps:00:00 Introduction and Guest Introduction00:29 Getting to Know the Guest: Frank Rotman04:16 Frank's Journey and Lessons from Capital One10:...
NCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma Ventures
01 Dec 2023
Contributed by Lukas
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...
NCI: How the top 1% invests in AI, Digital Assets and Real Estate
24 Nov 2023
Contributed by Lukas
This episode covers a wide range of investing topics from AI and digital assets to commercial real estate and longevity. Ram talks about frameworks f...
EP0-Trailer
10 Nov 2023
Contributed by Lukas
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