Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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 

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 

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 

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 

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 

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 

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 

00:00 Introduction and Welcome00:35 Guest Introduction: Tim from CVA Funds01:06 Discussion on Investment Opportunities in China01:55 Introduction to CVA Funds04:22 Challenges and Opportunities in China's Market05:39 Understanding the Dynamics of China's Banking Sector06:30 Demographic Challenges in China09:08 The Housing Crisis in China12:52 The Rise of Domestic Brands in China16:55 Exploring the E-commerce Landscape in China22:26 The Future of E-commerce in China25:11 Closing Remarks33:43 Understanding Alibaba Singles Day and Shift in Consumer Tastes34:26 The Rise of Pinduoduo and the Power of Gamification36:03 The Success of Pinduoduo in the Western Market38:16 The Story of Luckin Coffee: From Fraud Accusations to Success43:32 The Rise of Electric Vehicles in China48:27 The Power of Chinese Brands and the Future of E-commerce49:23 Investing in China: The Case of Baidu and Tencent56:00 The Rise of China Online and the Power of Digital Content01:03:10 Investing in China: Understanding the Risks and Rewards 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 

Founder of Groq, Jonathan Ross, discusses the Genesis of Grok, AI chip technology, business model, CPU vs. GPU vs. TPU vs. LPU, AI's future impact, AI in games, limitations of human knowledge, winners and losers in AI, Google's role, AI's impact on the semiconductor industry, open source importance for AI safety.

00:01 Introduction and Background00:59 Skylar's Journey in the Bond Market02:18 Post 2008 Crisis and the Rise of Cryptocurrency03:10 The Impact of Banks and Insurance Companies on the Market04:10 The Aftermath of the Crisis and the Rise of Global Macro05:08 The Shift from Sell Side to Buy Side05:39 The Role of Regan Capital in the Market08:56 The Current State of the Housing Market09:35 The Impact of Rates on the Housing Market15:45 The State of the Banking Sector16:21 The Impact of Rates on Banks and Private Equity24:27 The Future of the Housing Market25:56 The Impact of Prepayments on the Mortgage Market28:47 The Role of Private Credit Lenders32:35 The Future of Banks and Community Banks35:07 Understanding Equity Bailouts and Active Management35:21 Banking Sector: Investment Opportunities and Risks36:36 The Role of Tech Companies in Banking36:57 The Impact of Federal Reserve Balance Sheet on Banks37:28 The Future of Banking: Predictions and Strategies37:46 Understanding the Deleveraging Process37:59 The State of Bank Credit Growth38:29 The Dynamics of Lending and Borrowing in Banks39:42 The Role of Private Equity in Banking40:07 The Impact of Fed Pivot on Banks40:41 Understanding the Loan-to-Deposit Ratio in Banks40:55 The Importance of Call Reports in Banking43:58 The Future of Fixed Income Market44:49 The Role of Credit in Business Cycle55:59 The Future of Private Credit59:27 The Impact of Borrower Age on Prepayment Rates01:02:15 The State of the Equity Market01:04:47 The Role of Active Managers in Equity Market 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