Dive into the intriguing aftermath of a recent presidential election and its ripple effects on finance and market strategies. Explore the significant role of AI in reshaping industries and the potential of a nuclear renaissance to meet energy demands. Discover how cryptocurrency regulations could evolve alongside shifting economic scenarios. Join a discussion on healthcare investments that reveal opportunities amid market challenges and the captivating contrasts between value and growth stocks in navigating today’s volatile landscape.

Dive into discussion about the ripple effects of upcoming elections on market positioning and financial dynamics. Hear insights on the fluctuating U.S. dollar and interest rates, coupled with market predictions influenced by the Federal Reserve. Explore emerging markets and the thematic evolution of sectors, particularly healthcare and energy. The hosts also tackle how political changes shape investor behavior, revealing potential high-quality investment opportunities amid current volatility.

(00:00) Introduction to Non Consensus Investing(00:33) Meet Our Special Guest: Jeff Park from Bitwise(02:11) Diving into Harvard Management Company(05:46) Challenges and Changes at Harvard(09:28) The Multi-Manager Model and Its Implications(14:14) China's Economic Moves and Global Impact(19:24) The Power of Memes in Financial Markets(22:11) Understanding Liquidity and Market Dynamics(29:12) Analyzing Credit Spreads and Liquidity Transformation(30:09) Bitcoin: To HODL or Trade?(31:32) The Superhuman Macro Investors(33:39) Trend Following in Bitcoin Trading(40:31) Election Impact on Digital Assets(45:18) Best Practices for Investors and Traders(49:04) Concluding Thoughts and Future Outlook Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF 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 

(00:00) Introduction(00:31) Guest Introduction: Michael Parekh(01:32) OpenAI: Current State and Challenges(06:05) AI Industry Insights and Comparisons(10:11) Investor Perspectives on OpenAI(11:43) AI Investment Landscape(28:15) Meta's AI and AR Innovations(40:28) The Commodification of Memory and Interlinks(40:46) Power and Nuclear: The Next Big Thing(45:16) The AI Boom and Its Impact on Utilities(48:17) The Future of SaaS in an AI-Driven World(50:50) The Role of AI in Enterprise and Productivity(01:00:36) Regulatory Challenges and Market Dynamics(01:04:19) The Telecom Bubble and Lessons for Today(01:14:38) The Rise of Agentic AI Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF 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 

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 Cut02:26 Market Reactions and Economic Indicators06:55 Analyzing Employment and Consumer Health24:05 Debating Productivity and Economic Growth33:57 AI Apps and Economic Projections34:19 Fed's Rate Cut Deliberations35:34 Market Reactions and Fed Policy38:41 Political Dynamics and Fiscal Policy42:42 Investment Opportunities and Market Trends45:43 Gold, Commodities, and Digital Assets46:37 Growth vs. Value Stocks50:37 Investor Sentiment and Market Positioning01:00:59 Concluding Thoughts and Future Outlook Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF 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 

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:Lumida NewsLumida DealsLumida WealthLumida ETF 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 

Mark Mahaney, Senior Managing Director at Evercore ISI and a tech investment expert, shares his insights on identifying high-quality tech companies poised for significant growth. He emphasizes the importance of revenue growth and profitability while discussing Amazon and Netflix's market strategies. Mahaney analyzes Meta's strong positioning in contrast to Google and the rising opportunities in generative AI. Additionally, he explores the competitive landscape of the food delivery market, focusing on DoorDash's strategic edge. This engaging conversation dives deep into the future of tech investments.

Dive into the economic insights following the Jackson Hole event, predicting potential rate cuts and their impact. The conversation shifts to market trends, highlighting the performance of small caps and the role of AI in boosting productivity. Explore consumer spending trends as the economy stabilizes post-COVID, alongside the rise of online shopping and changes in the housing market. Get strategic investment recommendations in the real estate sector and understand the seasonal market dynamics as fall approaches.

Michael Turpin, a venture capitalist and Bitcoin enthusiast, shares his fascinating journey from PR to crypto investment. He discusses the early days of Bitcoin and regrets from missed opportunities. The cyclical nature of Bitcoin, particularly the effects of halving events, reveals critical market dynamics. Turpin also touches on the role of institutional adoption and strategic investment in shaping the future of cryptocurrencies. His insights on the evolving economy in Puerto Rico highlight how tax incentives attract crypto pros, revitalizing communities.

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 The Golden Age of Hedge Funds and Market Trends03:58 Buffett's Strategy and the Power of 13F Filings13:07 The Evolution of Shareholder Yield16:09 The Role of Buybacks and Stock-Based Compensation19:59 Market Neutral Strategies and Hedge Fund Insights25:33 The Impact of Passive Investing on Active Management30:02 Gold's Highs and Market Predictions30:44 Diversifying Investments for Mental Health32:36 Exploring Foreign Markets40:28 The Impact of Retail Investing and Social Media44:43 Lessons from Successful Long-Term Investments51:04 The Role of Trend Strategies in Portfolios56:09 Concluding Thoughts and Resources Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF 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