

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Ram Ahluwalia
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)
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)
Episodes
Mentioned books

Apr 19, 2024 • 1h 18min
NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal
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

Apr 17, 2024 • 42min
WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks
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

Apr 10, 2024 • 1h 10min
NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black
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

Apr 5, 2024 • 41min
WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro
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

Apr 1, 2024 • 1h 13min
NCI: Printing money in global markets w/ Alex Kruger
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.

Mar 29, 2024 • 1h 10min
NCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert
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

Mar 27, 2024 • 32min
WOYM: Nvidia 2024 GTC De-Brief & Highlights Reel
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

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

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

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


