Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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 

00:31 Current Market Overview00:38 Discussion on Interest Rates and Market Impact02:22 Insights on the Economy and Market Trends04:11 Impact of Interest Rates on Tech Stocks04:35 The Nexus Between Macro and Crypto04:54 The Potential of Bitcoin ETF06:14 The Future of Bitcoin and Crypto Market14:30 The State of Tech Stocks and Market Divergence22:18 The Ethereum Ecosystem and DeFi29:20 The Rise of Solana and its Use Case30:38 The Importance of Decentralization in Crypto31:19 The Role of Solana in High Transaction Speeds31:41 The Impact of Digital Assets on Traditional Financial Systems33:18 The Potential Threat of Visa to Cryptocurrencies33:50 The Role of Visa in the Crypto Space34:30 The Future of Digital Assets and Traditional Banking35:13 The Influence of Macro Factors on Crypto35:39 The Impact of Treasury Announcements on Crypto38:14 The Role of the Fed in Interest Rates40:21 The Impact of Market Forces on the Economy55:00 The Future of Value Stocks in a High Interest Rate Environment 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 

00:27 Meet the Hosts and Guests01:03 Inside the Courtroom: The SBF Trial01:46 The Press Perspective: Covering the Trial02:40 The Public's View: Overflow Room Experiences08:04 Witness Testimonies: Emotional Angles08:33 The Verdict: Reactions and Reflections32:43 Post-Trial Analysis: Media and Objectivity40:12 Looking Forward: Sentencing and Beyond43:59 Conclusion: Final Thoughts and Farewell 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 

0:00 - Introduction1:00 – Kyle’s background & Studying finance at NYU4:20 - Starting MultiCoin fund in 20176:01 - Kyle's journey to discovering Ethereum15:01 – Discovering Solana18:05 – Idea generation and research routines21:00 – Multicoin’s CIO Process27:35 - Qualities Kyle looks for in founders37:40 – Managing volatility & future of Solana46:00 - Differentiation between Solana and Ethereum50:27 – SBF Effect52:12 – Potential of Render Network and GPU compute58:45 - Kyle's thesis on L1 vs L2 value capture1:05:20 - Conclusion 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 

0:00 - Introduction1:20 - Is the U.S. in decline? Factors that contribute to national strength.5:00 - Challenges with political cohesion and debt levels in the U.S.8:00 - The importance of the rule of law and military strength.12:00 - Assimilating immigrants into American culture.15:00 - The value of tolerance and free speech on college campuses.20:00 - Entrepreneurial culture in the U.S. versus other countries.25:00 - Banking as an attractive investment sector. Opportunities in Puerto Rico.32:00 - Distressed commercial real estate opportunities.38:00 - Investment themes - nuclear renaissance, biotech, semiconductors/AI.46:00 - Bitcoin and digital asset outlook.55:00 - Importance of risk-adjusted returns in investing.1:05:00 - Slowing down AI development is seen as unethical by some.1:10:00 - Public market opportunities related to AI advancement.1:20:00 - Predicting the top 10 global companies in 5-10 years. 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 

0:00 - Introduction1:02 - Crypto's impact on hardware pricing2:38 - Cloud vertical integration and power dynamics5:09 - Nvidia's competitive advantage8:01 - Broadcom's earnings from Google TPU orders11:29 - Vertical integration dynamics12:16 - ARM IPO and pricing19:25 - Capital cycles and AI investment22:30 - Chips Act and subsidies27:01 - AI "head fakes"30:10 - Geopolitics and supply chains35:10 - CHIPS Act allocation42:34 - Intel's government backing45:09 - Broadcom and VMware51:21 - Dylan's "secret sauce" research54:31 - Open source technology dynamics56:57 - Geopolitical winners and losers59:06 - OpenAI's suboptimal choices 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 Introduction and Welcome01:22 Bitcoin ETF Debate01:45 Guest Insights on Bitcoin Metrics03:31 Discussion on Bitcoin ETF Rejection Report05:56 Bitcoin's Impact on Wall Street07:37 Bitcoin ETF and Market Expansion09:29 Bitcoin ETF and Trading Behavior21:23 Bitcoin ETF and Miner Selling24:07 Bitcoin ETF and Volatility26:46 Bitcoin ETF and Macro Factors31:39 Discussing Market Expectations and Economic Factors32:12 Reflecting on Previous Market Cycles and Black Swan Events32:50 Exploring the Impact of Bitcoin ETF and MSTR33:39 Analyzing the Role of MSTR and Potential Market Shifts34:24 Considering the Influence of Macro Factors and Geopolitical Risks37:26 Debating the Potential Impact of Regulatory Changes40:51 Discussing the Role of Asset Managers and ETF Issuers51:54 Examining the Influence of Retail Interest and Meme Coins59:21 Concluding Thoughts and Future Market Predictions 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 

0:00 - Introduction2:54 - Discussion of SEC legal matter6:54 - Regulation by enforcement in digital assets12:54 - Did Gensler make a "left turn"? Speculation on political influences15:34 - Overall arc of market execution over the years22:44 - Misconception around market-making23:04 - Explaining market making and "infinite liquidity"28:44 - Flash Boys book and misconceptions about HFT31:24 - How retail brokers route orders and assess execution quality35:54 - Payment for order flow40:44 - Market making during volatile events42:54 - Investment thesis behind Virtu's stake in IEX exchange45:54 - Prospects for a Bitcoin ETF approval under Gensler49:54 - Impact of AI/machine learning on trading52:44 - Doug's journey from lawyer to Virtu CEO58:54 - Growth trajectory and key milestones for Virtu1:11:54 - Doug's approach to hiring and leadership1:16:54 - Owning the Florida Panthers hockey team1:20:54 - Doug's perspective on Virtu stock valuation 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