Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00 Welcome to Non Consensus Investing & Family Office TV00:51 Exploring the Art of Building a Family Empire01:35 Deep Dive into Investment Strategies and Market Insights05:26 Unpacking the Concept of Permanent Capital07:39 Tax Efficiency and the Power of Brands in Investing10:27 The Strategic Advantage of Non-Callable Carry Trade16:41 The Significance of High Return on Equity and Cash Flow26:38 Exploring Opportunities in Banking and Private Credit41:02 Concluding Thoughts and Future Directions54:26 Exploring the Future of Big Tech and Market Leaders54:55 The Unprecedented Rise of Uranium and Its Market Dynamics55:47 Dissecting the Performance and Strategies of Tech Giants56:46 The Evolution of AI and Its Impact on Big Tech01:07:03 Navigating the Complex Landscape of Venture Capital01:24:34 Insightful Reflections and Future Predictions in Tech and 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 

The podcast discusses anticipating market opportunities, economic expansion, investment themes, market volatility, strategic investment approaches, tactical opportunities, and market rotation. It explores sectors like semiconductors, home builders, energy, biotech, small caps, and travel and leisure. Insights are shared on market dip, valuation adjustments, upcoming FOMC meeting, market trends, ETF performance, tech earnings impact, and the vulnerability of the biotech industry to higher rates.

00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:28 Casual Banter and Weekend Stories01:55 Breaking Down Meta's Latest AI Developments13:13 The Future of AI, Energy, and Society13:43 Exploring the Energy Demands of AI14:32 Nuclear Energy: The Future of Powering AI?21:40 The Global Energy Landscape and AI's Impact23:30 Exploring Energy Challenges and Solutions23:54 The Complex Journey of Building Data Centers26:58 The Future of AI and Its Impact on Productivity28:18 Productivity Gains and the Role of AI31:42 Navigating the Future of Work with AI36:58 The Debate on Tesla's Market Challenges41:06 Personal Perspectives on Electric Vehicles45:33 Reflecting on Innovation and Market Dynamics 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 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Meet Rohit Mittal: A Global Citizen with a Fintech Vision01:46 Venture Investing Demystified: Insights and Realities04:05 The Highs and Lows of Startup Valuations: A Candid Discussion12:30 Navigating the Complex World of Venture Capital19:50 The Y Combinator Experience: Accelerating Success28:43 The Entrepreneurial Journey: From Visa Challenges to Acquisition37:51 Navigating M&A: Insights and Strategies38:57 The Critical Role of Trust in Acquisitions39:39 Post-Acquisition Realities and Challenges41:08 Cultural Differences in the Tech Ecosystem47:46 Entrepreneurship Ecosystems: India vs. The U.S.01:00:34 Investing in Friendships and the Power of Networks01:13:41 Future Focus: Building and Acquiring Companies 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 Welcome to Non Consensus Investing00:26 Casual Conversation: Weather, Tax Day, and Jackie Robinson02:24 Diving into Bitcoin Halving and Its Market Implications05:28 Exploring the Dynamics of Bitcoin Miners09:09 Geopolitical Tensions and Market Reactions16:58 Apple vs. Samsung: The Battle for Smartphone Supremacy20:37 China's Economic Indicators and Global Influence21:56 China's Semiconductor Scene and Market Dynamics22:33 Apple vs. Samsung: Analyzing Market Misconceptions22:57 The Psychology Behind Analysts' Predictions24:05 Exploring the Impact of Consumer Preferences on Tech Giants28:14 The Evolution of Entertainment: Virtual Reality and Sports30:34 Investment Insights: Buffett's Mistakes and Market Trends33:45 Revolutionizing Sleep: Insights and Hacks 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 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 U.S. Consumer's Financial Health05:02 Exploring the Impact of Pandemic Mortgage Refinancing05:44 Delinquencies on the Rise: Analyzing the Causes12:36 The Role of Subprime Borrowers and Underwriting in Credit Trends19:23 The Unseen Impact of Student Loan Debt Resumption21:22 Deconstructing the Biden Administration's Student Loan Relief Proposal25:05 Unsecured Personal Loans: A Risky Business?35:53 Credit Card Companies and the Rising Tide of Delinquencies38:04 Exploring the Limits of Growth and Economic Cycles39:30 The Uncharted Territory of Buy Now, Pay Later Services43:34 Auto Insurance: Inflation and Tesla's Unique Challenges50:22 The Impact of Global Competition on Manufacturing and EVs55:43 Capital One's Acquisition of Discover: A Strategic Move?57:50 The Future of Credit Card Networks and Interchange Fees01:08:30 Closing Thoughts and Future Directions 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 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 A Casual Chat About Hats and Collectibles01:29 Diving Into the World of Watches and Collectibles03:28 Exploring the AI and Data Center Investment Landscape09:15 The Future of Automated Driving and Its Impact17:30 Investment Insights: From Amazon's Strategy to CoreWeave's IPO20:39 OpenAI's Potential and Investment Risks21:13 The Intricacies of Investing in CoreWeave22:17 The Psychology of Investing: Going Against the Grain23:02 Macro Trends: Energy as the New Bonds27:13 Strategic Investment Decisions and Client Management36:07 The Importance of Diligence in Alternative Investments39:46 Wrapping Up: Insights and Next Steps 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 

Guest Alex Kruger discusses recession predictions, economic cycles, Fed's strategies, immigration impact, market volatility, Bitcoin's role, Solana's rise, Ethereum's position, Crypto trading psychology, and AI integration. Insights into market dynamics, Fed interventions, crypto trends, and strategies for navigating risks in investing.

00:00 Welcome to Non-Consensus Investing00:39 Introducing RightSide Capital's Unique Investment Approach01:11 The Power of Ultra Diversification and Pre-VC Stage Focus02:26 Unpacking RightSide's Investment Criteria and Process06:55 The Entrepreneur's Perspective: Why Choose RightSide Capital?17:21 Exploring the Accelerator Dynamic and Deal Sourcing26:58 The Impact of QSBS and Tax Benefits on Investment Strategy35:05 The Future of Startups: AI Transformation and Operational Efficiency36:52 Exploring the AI Landscape and Its Impact on Startups38:03 The AI Investment Frenzy: A Critical Analysis39:57 AI's Disruption in the SaaS Industry and Venture Capital Perspectives42:55 The Challenges of AI Adoption in Large Corporations vs. Startups46:48 Venture Capital's Current State and the Future of Investing01:03:22 The Evolution and Challenges of Accelerators and Incubators 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 Welcome to Non-Consensus Investing00:29 Deep Dive into NVIDIA GTC Conference Highlights01:01 Exploring the Future of AI and Semiconductors01:23 NVIDIA's Vision: A New Industrial Revolution02:25 The Power of GPUs and the Semiconductor CapEx Receiver Thesis03:32 NVIDIA vs. Cloud AI Companies: A Battle of Visions04:42 Introducing the Hopper GPU: A Leap in Computing Power06:21 Moore's Law on Steroids: NVIDIA's Exponential Growth09:40 NVIDIA AI Foundry: Revolutionizing Industry with AI12:07 Understanding NIMS: NVIDIA's Secret Sauce12:46 Revolutionizing Drug Discovery with NVIDIA BioNemo NIMS14:18 Accelerated Computing: The Impact of Digital Twins14:51 Revolutionizing Manufacturing with Digital Twins15:05 The Future of AI-Enabled Digitalization15:19 Exploring the Power of Enterprise Apple Vision Pro15:57 Scaling AI for the Next Generation16:54 The Evolution of AI Hardware and Software18:43 Generative AI: A New Industry Emerges21:43 The Impact of AI Across Industries22:37 Introducing NVIDIA's Project Groot for Robotics25:24 The Future of AI: Hardware vs. Software30:33 Investment Opportunities in the AI Boom 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