Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

May 15 2024 10
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary Podcast artwork

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

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NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner

May 15 2024 99 mins  
This episode of Non Consensus Investing podcast, hosted by Ram Ahluwalia of Lumida Wealth, features insights from retired Goldman Sachs partner Michael Parekh on the future of AI, its implications on society, investment, and the competitive tech landscape. The conversation spans AI's role in geopolitics, its influence on search engines, and the transformative effect on various indu

NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin

May 08 2024 93 mins  
In this episode, we delve into the semiconductor and AI industries with Doug O'Laughlin, a renowned expert and the mastermind behind the Fabricated Knowledge newsletter. He shares his profound insights with Non-Consensus Investing host Ram Ahluwalia, providing a unique perspective on the industry. The discussions cover the challenges and opportunities in the semiconductor space pos

Family Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles

May 03 2024 103 mins  
This bonus episode led by Angelo Robles of Family Office TV, with insights from Ram Ahluwalia host of Non-Consensus Investing and CIO of Lumida Wealth, explores the intricacies of modern investment strategies, emphasizing the creation of family empires akin to Warren Buffett's, the significance of private company investments, and the evolving landscape of AI technology. Highlightin

WOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready?

Apr 24 2024 29 mins  
In this bonus What’s on Your Mind episode of Non Consensus Investing, hosted by Ram Ahluwalia, CIO of Lumida Wealth, the discussion centers around the current economic landscape, highlighting an ongoing economic expansion and a bullish market despite persistent inflation. The episode delves into the reasons behind market volatility and how it presents investment opportunities, pa

WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters

Apr 23 2024 47 mins  
In this bonus episode of the Non-Consensus Investing Podcast, host Ram Ahluwalia, CIO at Lumida Wealth, is joined by Justin Guildar, COO at Lumida Wealth. They explore AI's role in shaping the future of business and society, as well as the evolving landscape of the auto industry. Insights into Meta's new AI breakthrough, the impact of AI on energy demands, the strategic significanc

NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal

Apr 19 2024 77 mins  
In this episode of the Non-Consensus Investing, we have host Ram Ahluwalia CIO of Lumida Wealth, joined by exited founder Rohit Mittal, who have a conversation regarding various facets of entrepreneurship and investment, from the challenges and strategies of managing wealth in alternative investments to the role of immigration in bolstering economies. It underscores the importance

WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks

Apr 17 2024 42 mins  
In this bonus WOYM episode of Non Consensus Investing, hosts Ram Ahluwalia and Justin discuss various investment-related topics, including Bitcoin halving, the dynamics and competition among Bitcoin miners, and the significance of special bitcoins like the Genesis block. They touch upon geopolitical events, their impact on the stock market, and discuss Apple's market position versu

NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black

Apr 10 2024 70 mins  
In this episode of Non Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, delves into alternative investment strategies and managing significant wealth with guest Will Black, a consumer credit expert and founder of Black Analytics. They discuss the current state of the U.S. consumer, trends in delinquency rates and auto insurance premiums, and the implications for perso

WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro

Apr 05 2024 41 mins  
In this Bonus What’s on your mind episode episode of Non Consensus Investing, host and CIO Ram Ahluwalia delves into the world of alternative investments and managing wealth for high net worth clients. He reveals the strategies behind investing in sectors like AI and data centers, discussing major investments by Microsoft and Amazon in this technology. Ram also touches on the val

NCI: Printing money in global markets w/ Alex Kruger

Mar 31 2024 73 mins  
This episode combines insights from experts in alternative investment strategies and psychology to offer listeners an in-depth understanding of making informed decisions in the volatile investment world. Ram Ahluwalia of Lumida Wealth and Alex Kruger of Asgard Markets explore non-consensus investing, focusing on cryptocurrency, AI technologies, and the dynamics of the current econo