Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Ram Ahluwalia
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Dec 10, 2023 • 49min

NCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & Ishan

Timestamps: 00:00 Introduction and Overview00:27 Unveiling the Panelists00:57 Discussion on Digital Assets and Market Trends02:46 Insights from the Permissionless Conference03:10 The Future of NFTs and Digital Assets06:46 The Role of Institutions in Crypto07:15 The Impact of Regulatory Constraints07:42 Market Sentiment and Future Predictions15:39 The Convergence of Blockchain Technologies18:20 The Influence of Crypto on Global Wealth20:00 The Future of Blockchain Applications23:20 The Impact of Billionaires on the Crypto Space23:40 The Dichotomy of Revolutionaries and Fundamental Investors in Crypto24:11 The Role of Banks in the Crypto Space24:58 The Difference in Values Between Early and Late Crypto Adopters25:37 The Future of Crypto: A Clash of Old and New Investors26:08 The Shift from Traditional Finance to Crypto27:37 The Rise of Wallet as a Service29:03 The Future of Wallets and Onboarding Users36:33 The Evolution of L2s and L3s in the Crypto Space45:11 The Role of Institutions in the Crypto Space46:27 The Future of On-Chain Trading47:32 The Intersection of Crypto, Economics, and Mathematics 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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Dec 9, 2023 • 1h 31min

NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors

Timestamps:00:00 Introduction and Guest Introduction00:29 Getting to Know the Guest: Frank Rotman04:16 Frank's Journey and Lessons from Capital One10:50 Building Trust and Relationships in Business15:11 Understanding the Role of a Venture Capitalist19:38 The Art of Delivering Bad News to Founders24:22 The Importance of Founder-Market Fit29:30 The Role of a Chief Investment Officer in Venture Capital32:53 The Process of Making Investment Decisions38:28 Understanding the Venture Capital Investment Process45:14 The Investment Decision Process46:01 The Role of Team Dynamics in Investment Decisions46:32 The Organic Nature of Investment Decisions47:03 The Superpowers of Investment Team Members48:00 The Challenge of Disagreements in Investment Decisions48:54 The Importance of Passion in Investment Decisions50:22 The Investment Funnel Statistics01:06:28 The Role of Social Media in Investment Decisions01:10:07 The Outlook for Venture Capital01:23:24 The Role of AI and Digital Assets in Investment Decisions01:28:29 Concluding Remarks   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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Dec 1, 2023 • 57min

NCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma Ventures

Time Stamps: (0:00) - Introducing Marc Weill(1:45) - How Marc views the world today(4:20) - Productivity & 3D Printing(6:45) - Is this the time to be more cautious on risk?(8:25) - Did 0% rates lead to misallocated capital?(11:29) - Marc’s take on Barbell investing(15:11) - Non-consensus ideas, processing, investments and human nature(23:58) - Risks and advantages of autocracy and free markets.(29:30) - On Banks: Operations, Regulations and Jamie Dimon(33:40) - Big banks are too big to fail and operate, a case for tech giants to enter.(37:07) - Marc’s insights on health and longevity 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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Nov 24, 2023 • 53min

NCI: How the top 1% invests in AI, Digital Assets and Real Estate

This episode covers a wide range of investing topics from AI and digital assets to commercial real estate and longevity. Ram talks about frameworks for understanding AI, risks and opportunities, and non-consensus ways to invest in the theme. He talks about the recent performance of digital assets as well as opportunities at the intersection of crypto and traditional finance. Ram dives deep into the Commercial real estate dislocations as an area of opportunity. The episode finishes with a focus on healthspan, diet & lifestyle recommendations and a summary of Lumida's modern approach to wealth management. Time stamps:0:00 - Introduction3:00 - Discussion on AI as a new "form factor" and transformation of industries7:00 - AI's impact on decision making and privacy11:00 - Investing in AI through cybersecurity, data providers, specialty models15:00 - Crypto as best performing asset class recently19:00 - Opportunities in buying a bank to bridge crypto and traditional finance23:00 - Focus on healthspan over lifespan27:00 - Supplementing NAD for longevity31:00 - Commercial real estate dislocation opportunity35:00 - Strategies for investing in commercial real estate39:00 - Measuring and mitigating cardiovascular disease risk43:00 - Diet, exercise, sleep recommendations47:00 - Achieving adherence to health recommendations51:00 - Lumida's modern approach to wealth management 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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Nov 10, 2023 • 32sec

EP0-Trailer

Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida 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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