Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Ram Ahluwalia
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Mar 23, 2024 • 1h 22min

NCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity

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 the Value?02:27 The Paradigm Shift in AI: From GPUs to CPUs09:22 Exploring the Dotcom Era vs. AI Innovation Today13:14 The Future of AI: From Personal Assistants to Sovereign Use Cases19:21 AI and Crypto: A New Frontier for Innovation23:42 The Role of Open Source in AI and Crypto's Intersection27:17 AI's Potential Risks vs. Benefits: A Balanced Perspective38:53 Embracing Innovation: The Path Forward for AI and Crypto43:31 Exploring the Future of Token Launches and NFTs43:56 Navigating Legal Challenges in Crypto with Innovation44:46 The Potential of NFTs in Crypto Ecosystems45:49 Understanding the Ripple Case and Its Implications49:13 The Role of AI in Future Financial Transactions52:45 Debating AI's Sentience and Its Impact on Society59:30 AI and Blockchain: A New Era of Digital Identity and Accountability01:07:18 Envisioning a World of AI Abundance and Its Societal Impacts01:20:11 Concluding Thoughts on Participating in the AI Revolution 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 
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Mar 21, 2024 • 59min

NCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast

00:00 Welcome to Non Consensus Investing00:31 Bitcoin's Historic High: A New Era for Crypto02:01 Investor Perspectives: Navigating the Crypto Rally04:22 Ethereum's Evolution: Upgrades and ETF Speculations07:07 The Impact of ETFs on Crypto Markets17:56 Exploring the Role of Digital Assets in Diversification20:04 The Future of Ethereum: Eigenlayer and Market Dynamics30:53 Tactical Considerations in the Current Crypto Market33:01 Navigating the Investment Landscape: Stocks, Crypto, and Beyond33:21 The Crypto Craze: Bitcoin, Ethereum, and Meme Coins33:41 Confessions of a Crypto Trader: The Pepe Token Saga34:18 The Evolution of Ethereum and Bitcoin's Interplay35:24 Deciphering Market Dynamics: Exchanges, ETFs, and Capital Flows39:33 Strategies for Navigating Volatile Markets43:04 The ETF Debate: Bridging Traditional Finance and Crypto47:23 Solana's Role and Future in the Crypto Ecosystem55:18 Final Thoughts: The Rapid Pace of Crypto Adoption 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 
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Mar 19, 2024 • 1h 56min

NCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad

00:00 Welcome to Non-Consensus Investing00:28 Spotlight on David Nikzad: From Club Promoter to Venture Capitalist02:54 Surfing the Waves of Investment: A Unique Perspective09:31 Exploring the Crypto Bull Run and Its Future16:46 The Evolution of Digital Assets and Banking19:31 The Global Crypto Landscape: Insights from the UAE29:33 AI and the Future: Insights and Predictions34:56 Exploring the Unique Charm of Dubai35:23 The Allure of UAE's Service Culture and Family Life36:31 Dubai's Rapid Transformation: From Desert to Global Hub36:49 Seeking Refuge in Dubai: A Commentary on US Politics and Safety41:02 The Global Influence of Y Combinator and the Future of Innovation49:03 The Evolution of AI: Hype, Hope, and the Future54:00 Psychedelics and Modern Medicine: A New Frontier01:02:02 Personal Journeys with Psychedelics: Healing and Transformation01:12:04 Exploring the Psychedelic Experience01:12:23 The Rise of Ecotourism and Psychedelic Therapy01:13:23 The Complex World of Business and Investment01:15:06 Navigating the Legal and Ethical Landscape of Crypto01:21:48 The Power of Empathy and Psychedelics01:25:44 Addressing Social Issues and Inequality01:37:59 The Journey from Club Promoter to Venture Capitalist01:52:18 Reflections on Authenticity and Self-Awareness 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 
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Mar 5, 2024 • 1h 9min

NCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt

00:00 Introduction to Non-Consensus Investing00:29 Guest Introduction: Dan Nystedt01:25 Discussion on Semiconductors04:51 Insights on Foundry Wars08:02 Impact of Geopolitics on Semiconductor Industry08:43 Exploring the Role of Hyperscalers in Semiconductor Industry12:21 Understanding the Semiconductor Supply Chain14:25 Future of Semiconductor Industry36:06 The Race to Speed Up AI Computing37:27 The Power of Photonics in Data Centers38:58 The Role of TSMC in the Semiconductor Industry40:07 The Impact of Marvell in Data Center Growth44:36 The Strategic Moves of Mark Zuckerberg in AI48:52 The Rise of Quantum Computing49:48 The Influence of Cadence and Synopsys in Chip Design56:45 The Impact of EV Production on the Semiconductor Industry01:00:57 The Potential of the Japanese Semiconductor Sector01:06:07 The Role of Supermicro in the Data Center Industry01:08:32 Conclusion: The Future of the Semiconductor Industry 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 
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Feb 27, 2024 • 1h 3min

NCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas

00:00 Introduction and Welcome02:54 The Super Bowl Experience03:42 Overcoming Challenges and Setbacks05:19 The Power of Visualization07:39 The Impact of Formative Experiences12:38 The Path to the NFL20:59 Overcoming Obstacles and Perseverance24:33 The Power of Mindset and Self-Belief25:42 The Final Stretch to the NFL37:20 The Struggle of Being an Underdog38:19 The Unexpected Turn of Events39:13 Developing the Inner Game of Athletes43:04 The Importance of Self-Love and Positive Affirmations46:04 The Power of Acceptance in Overcoming Challenges48:42 The Impact of Parental Validation on Athletes51:02 The Importance of Investing in the Future52:48 The Power of Self-Belief and Acceptance in Achieving Success53:58 The Role of Coaching in Personal and Professional Development01:00:45 The Importance of Living in the Moment01:02:29 Conclusion: The Road Less Traveled 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 
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Feb 17, 2024 • 1h 26min

NCI: Hollywood: Behind the Scenes from the Producer of the Founder

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 Making12:31 The Economics of Movie Making27:53 The Challenges and Rewards of FilmMaking33:42 Breaking into Hollywood33:52 Childhood Memories and Love for Movies34:33 Journey to Becoming an Actor35:09 Turning Point: From Acting to Studying Theater36:13 Moving to LA: The Struggle and Breakthrough37:27 The Power of Connections and Lucky Breaks39:43 The Journey of Jeremy Renner and The Combine41:21 The Art of Story Selection41:57 The Power of Revealing Emotions in Storytelling43:28 The Role of Emotion and Spirituality in Filmmaking45:28 The Struggles and Triumphs in the Film Industry01:00:22 The Future of the Film Industry with AI and Crypto01:09:40 The Role of AI in Art and Controversy01:11:08 The Impact of Technology on Art and Creativity01:14:20 The Importance of Mental Health and Self-Improvement01:16:31 The Power of Storytelling in Business and Life01:17:23 The Challenges and Rewards of Entrepreneurship01:18:41 The Role of Parenting in Shaping Future Entrepreneurs01:34:17 The Importance of Intellectual Property in Creative Industries01:35:23 Closing Remarks 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 
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Jan 28, 2024 • 1h 5min

NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan

00:00 Introduction to Non Consensus Investing00:27 Discussion with the Author of The Great Demographic Reversal01:08 Understanding the Impact of Demographic Changes01:44 Deep Dive into the Demographic Shifts of the Past 30 Years03:14 The Impact of China's Population Decline06:39 The Future of Inflation and Interest Rates08:18 The Role of Central Banks in Managing Inflation09:30 The Implications of Rising Debt14:52 The Potential of AI and Robotics to Boost Productivity21:31 The Challenges of Replacing China's Economic Growth28:12 The Role of Central Banks in Managing Demographic Changes32:20 The Future of Public Debt Financing34:46 The Unsustainable Projection of Debt and Deficits36:28 The Inevitable Cut in Benefits37:38 The Impact of Emerging Markets38:15 The Threat of Inflation39:47 The Revival of Quantitative Easing40:56 The Exponential Increase in Debt and Deficits41:37 The Pressure of Demography42:25 The Role of Central Banks45:55 The Impact of Inequality on Investment56:28 The Future of Population Growth01:02:44 The Importance of Migration and Africa's Role01:03:35 The Critical Role of Policy 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 
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Jan 26, 2024 • 51min

NCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses

00:00 Introduction to Non Consensus Investing00:29 Interview with Ryan Selkis, CEO of Masari00:56 Discussion on Vivek and Crypto Politics02:43 Insights on Crypto Regulations and Policies04:01 Understanding the Dynamics of Crypto Market10:33 Exploring the Future of Ethereum15:10 The Intersection of Traditional Finance and Crypto20:28 The Potential of Tokenization in Crypto27:12 The Role of Policy Makers in Crypto Legislation27:34 The Best Case Scenario for Crypto Legislation28:01 The Impact of SEC Overreach on Crypto29:06 The Perception of Crypto in Traditional Finance29:46 The Role of the SEC in Crypto Regulation31:13 The Influence of Politics on Crypto33:49 The Importance of Activism in Crypto36:38 The Role of Policy in Crypto40:14 The Importance of Decentralization in Crypto45:49 The Impact of Liquidity on Crypto49:11 The Future of Crypto Investing50:57 Conclusion: The Road Less Traveled in Crypto 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 
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Jan 24, 2024 • 1h 12min

NCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS

00:00 Introduction and Welcome00:32 Discussion on Fintech Trends00:47 Guest Introduction and Background01:23 Outlook for Fintech05:00 Fintech in the International Market07:32 Fintech in the U.S. Market10:52 Tokenization in Fintech13:51 Blockchain and Trust Issues27:53 Fintech and AI30:15 Fintech in the Future38:34 The Competitive Landscape in Payment Space40:02 Differentiation in the Payment Industry41:57 The Shift in Business Building43:29 The Business Cycle and Cost Optimization44:49 The Shift in Consumer Fintech Bank Valuation46:24 The Profitability of UK Digital Banks48:00 The Future of Private Credit in Fintech52:37 The Complexity Curve in Fintech57:25 The Future of Fintech and Crypto59:09 The Role of Superfans in the Creator Economy01:07:47 The Future of AI in Fintech 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 
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Jan 22, 2024 • 1h 17min

NCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel

00:00 Introduction and Welcome00:28 Guest Introduction and Background00:42 Discussion on Consumer Trends and Investment Success03:13 Exploring Generational Observations04:08 Impact of Parenthood Trends on Investments05:40 The Great Wealth Transfer and Crypto Ownership07:08 Exploring Spending Trends and Luxury14:51 The Role of Social Media in Consumer Trends25:10 The Paradox of Younger Generations and Fast Fashion29:18 Innovative Marketing Strategies in Financial Services31:51 The Power of TikTok in Market Research37:07 The Role of Artificial Intelligence in Personalization and Marketing38:01 The Power of Generative AI in Understanding Customer Behavior39:26 The Future of Marketing: Hyper-Personalization and Contextual Marketing41:23 The Paradox of Data Privacy and Sharing in the Digital Age44:23 The Rise of Subscription Models in Financial Services49:32 Exploring the Shift in Consumer Trends and Values52:23 The Impact of Institutional Trust on Consumer Behavior01:02:03 The Role of Brands in Filling the Void Left by Institutions01:04:39 The Shift in Sports Fandom and Branding 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 

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