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PODCAST

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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)

business investing

All Episodes

00:39:36

Lumida: Quarterly 13F Hedge Fund Analysis Review

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/05/17

(00:32) Market Overview and Recent Trends(01:35) Hedge Fund Strategies and 13F Filings(03:40) Deep Dive into Specific Funds and Positions(07:23) Healthcare and Insurance Sector Insights(18:14) Tech Stocks and Valuation Analysis(20:05) Hot Stocks and Smaller Managers(20:38) Druckenmiller's Investment Moves(23:45) Market Trends and Economic Indicators(28:22) Value Investing with Bill Miller(31:22) New Investment Picks and StrategiesConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida

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01:24:05

China Detente & Stablecoins as SoftPower

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/05/16

(00:30) Introduction to Austin Campbell(01:44) An In-Depth Exploration of Stablecoins(04:18) Stablecoins: Legislation, Regulation, and Market Impact(08:53) Banking and Payments Innovation: Identifying the Winners and Losers(16:51) Enhancing Financial Compliance and Combating Financial Crime(29:01) The Evolving Landscape of Lending and Financial Markets(39:55) Stablecoins as a Tool for US Government Funding(41:35) The Role of Stablecoins in Global Dollarization(42:36) Human Rights, Financial Freedom,

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01:03:56

Buffett & Revenge of the Datacenters

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/05/07

(01:14) Upcoming Event in New York with Oliver Wright.(02:35) Buffett's Departure and Market Impact(05:04) Market Analysis(12:45) Investment Ideas and Strategies(26:12) Buffett's Favorite Stocks: Insurance and More(34:21) Market Share and Demographics(34:50) Investing in Quality Compounders(35:55) Analyzing Restaurant Stocks(37:57) Small Cap Value Opportunities(38:54) Breaking Bad and El Pollo Loco(44:41) International Small Cap Investments(50:43) Trade Deficits and TariffsConnect with Us

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00:36:16

Lumida News Roundup

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/04/30

(00:40) Market Overview and Economic Data(03:36) Global Market Trends and Sentiments(06:47) AI Tools and News Headlines(08:38) Impact of Tariffs on Global Trade(11:54) US Consumer Spending and Home Sales(19:48) Current Market Conditions and Admin Intervention(20:36) Financial Times and Steve Moran's Background(22:09) Huawei's AI Chip and US-China Trade Tensions(23:11) 24/7 Trading Debate and Market Routines(25:01) Impact of Tariffs on Consumer Goods(26:09) Starbucks vs. Seven Brew and Market

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00:48:38

Livestream & Analysis of Bessent Speech

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/04/23

(01:42) Secretary Bessent's Speech(13:49) Analysis and Market Reactions(16:04) World Bank and IMF Reforms(30:44) Market Overview and Current Trends(31:22) European and Global Market Insights(32:19) US-China Trade Relations and Tariff Updates(33:48) Market Reactions and Trading Strategies(35:22) Sector Performance and Stock Highlights(41:57) Gold and Bitcoin Market Analysis(43:17) High-Yield Bonds and Equity Market DynamicsConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch

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00:56:40

Eurasia Group on Geopolitics and New Trade Order

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/04/18

(00:29) Guest Introduction: Rob Kahn, Eurasia Group(03:15) US Tariff Policies: Global Implications(06:13) Tariff Negotiations (08:33) Economic Theories and Market Responses(27:13) Regional and Global Trade Impacts(31:51) US-Mexico Trade Relations(33:07) Challenges in US Manufacturing(35:47) Economic Impact of Tariffs(38:31) Market Outlook(41:23) Global Trade and Economic Integration(45:10) Political and Economic Risks in Trade(46:21) Financial Market Impacts of Trade Policies(49:49) Digital Assets

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01:59:16

This Isn't Right

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/04/07

(01:52) Impact of Trade Policies(06:54) Global Trade and Economic Theories(12:25) Market Reactions and Investor Behavior(14:23) Bear Market Psychology(18:12) Trade War Consequences(29:21) Economic Fundamentals and Predictions(34:13) Navigating Market Uncertainty(01:00:38) Understanding Bear Market Psychology(01:00:51) The Role of Analysts and Confidence(01:01:32) Instincts and Short Positions(01:03:36) Economic Dynamics and Trade Deficits(01:06:11) Navigating Market Tactics(01:07:23) Investment

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01:26:14

HF Manager Skyler Weinand on Tariffs & The Housing...

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/04/04

(00:00) - Introduction to Non-Consensus Investing(01:41) - Tariffs and Their Impact(04:17) - Economic Consequences of Tariffs(06:58) - Market Reactions and Predictions(08:15) - Inflation and Consumer Sentiment(12:41) - Recession Indicators and Predictions(21:40) - Investment Strategies in a Volatile Market(44:15) - Global Trade Pressures and Market Implications(45:42) - Advanced Robotics and Manufacturing Challenges(48:38) - Housing and Mortgage Market Dynamics(56:31) - Corporate Credit and CLO

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01:05:17

WOYM: Is the correction over?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/03/25

(01:03) – Economic Indicators & Sentiment(02:12) – Investment Strategies & Stock Picks(02:52) – Animal Spirits in Markets(04:18) – Valuations & Sector Trends(08:37) – Consumer Spending & Finance(20:22) – Commercial Real Estate & Speculation(25:59) – Global Trade & Geopolitics(28:18) – Market Trends & Opportunities(35:18) – Data Centers: Challenges & Prospects(36:55) – Tariffs, Politics & Markets(38:09) – Gold as a Safe Haven(40:44) – Stablecoins & Treasury Markets(41:42) – CVS & Insurance

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00:41:27

Did the Bubble Burst?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/02/25

(00:42) Current Market Overview and Key Themes(02:25) Personal Anecdotes and Life Lessons(04:55) Upcoming Market Events and Predictions(09:11) Analyzing Market Bubbles and Trends(12:14) Investment Strategies and Sector Analysis(18:47) Technology and Tools for Investing(21:14) Understanding Martingale Strategy(22:42) Airlines and Market Trends(24:31) Opportunities in Technology and Industrials(26:17) Market Sentiment and Investment Strategies(33:58) Digital Assets and Market Indicators(40:33)

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00:57:30

Hedge Fund Positioning: 13F Review

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/02/19

Download the 13F document here - bit.ly/41gM9LF(01:12) Hedge Fund Position Analysis(02:07) Team Expansion and Future Strategy(02:46) Key Holdings and Market Trends(04:23) Extracting Value from 13F Filings(07:20) Insights from Druckenmiller’s Portfolio(19:25) Airlines & Travel Sector Outlook(24:32) Altimeter’s Tech Investments(30:27) Risks of Share-Based Compensation(30:37) Point 72’s Investment Approach(32:12) Ozempic’s Impact on Consumer Staples(34:24) The Quality Stock Bubble(35:15) Point 72’s

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00:58:59

DeepSeek Nvidia and "Peak Sentiment"

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/01/28

(00:45) Weekend Recap and Personal Stories(01:44) Deep Seek and Its Implications(07:10) Peak Sentiment Explained(10:15) Market Reactions and Sector Analysis(17:39) International Markets and Trade Dynamics(24:16) Technological Advancements and Future Proposals(28:55) Market Performance Overview(29:06) Meta's Overbought Status(29:43) Animal Spirits in the Market(30:30) Economic Indicators and Corporate Earnings(32:26) Trade Deficit and Tariff Policies(34:36) Investment Strategies and Market

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00:53:15

Blackstone's Outlook and the Case Against Bonds

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/01/14

(01:44) Market Overview(03:04) Retail Sector Insights(04:40) Investment Strategies(19:23) Economic Trends(21:27) China’s Stimulus(26:28) Global Trade Policies(28:57) Defense Stocks and Tariffs(30:34) Manufacturing's Future(31:18) Strategic Investments(37:10) MAG7 Analysis(42:36) Sector Rotation(50:42) ConclusionConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter

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01:56:53

Are Nvidia and Tesla on a collision course?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/01/13

(01:59) Discussion on current AI trends and emerging key topics.(03:16) Highlights from Jensen's CES conference and its industry implications.(05:32) Examination of NVIDIA's dominance in AI hardware and software.(09:22) Analysis of the Tesla-NVIDIA relationship as competitors and collaborators.(14:05) Market reactions and technical analysis of recent industry developments.(22:07) Tesla's strategic market positioning and associated challenges.(30:19) Exploration of Elon Musk's broader ambitions

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01:56:53

Are Nvidia and Tesla on a collision course?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/01/10

(01:59) Discussion on current AI trends and emerging key topics.(03:16) Highlights from Jensen's CES conference and its industry implications.(05:32) Examination of NVIDIA's dominance in AI hardware and software.(09:22) Analysis of the Tesla-NVIDIA relationship as competitors and collaborators.(14:05) Market reactions and technical analysis of recent industry developments.(22:07) Tesla's strategic market positioning and associated challenges.(30:19) Exploration of Elon Musk's broader ambitions

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00:33:07

WOYM: Podcasts are Bad for Your Health

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/01/07

00:24 Current Market Overview and Key Topics01:11 The Debate on Podcasts and Investment Strategies03:04 Economic Indicators and Market Sentiment07:10 Sector Analysis and Investment Opportunities09:37 Insights on Healthcare and Technology Sectors10:59 Lumida Ledger Highlights and Stock Picks15:07 Market Rotation and AI Trends16:51 Momentum and Growth Factors18:03 AI Showdown: OpenAI vs Google20:31 The Role of Social Media in Investing21:24 Quantum Computing and Investment Strategies25:43 Private

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00:51:01

Buy from Pessimists, Sell to Optimists

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2024/12/31

00:44 Chamath's Tweet Analysis03:06 Understanding Stock Prices and Market Behavior12:22 Factor Investing Explained17:37 Twitter Momentum and Market Trends26:00 Short-Term Momentum and Market Trends26:14 Analyzing Kava and Restaurant Stocks26:47 Momentum Factor and Market Neutrality28:08 Shorted Stocks and Retail Investors30:27 Value Factor and Growth Investing34:46 Earnings Yield and Investment Strategies39:46 Uber's Market Position and Future Outlook44:42 Defense Spending and Market

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00:45:37

Lumida 2025 Stock Picks and Year In Review

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2024/12/25

00:24 Holiday Greetings and Personal Updates00:47 Review of Last Year's Stock Picks01:27 Performance Highlights and Key Learnings01:55 Non Consensus Investing Strategy07:50 Top Stock Picks for the Upcoming Year10:28 High-Risk, High-Reward Opportunities11:46 Healthcare Sector Insights14:18 Exploring Bumble and Other Non Consensus Ideas17:24 Insurance and Financial Sector Picks23:24 Navigating Policy Risks in High ROE Businesses23:54 Analyzing First Solar's Market Position and Challenges24:37

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00:34:14

WOYM: FOMC Reaction; Growth vs Value check-in; Animal...

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2024/12/20

(00:26) Market Highlights and FOMC Reaction(02:39) Detailed Market Analysis and Predictions(04:44) Impact of Interest Rates on Different Sectors(07:42) Emerging Markets and Currency Dynamics(14:42) Animal Spirits and Market Psychology(17:20) Growth vs. Value: Analyzing Market Trends(18:19) Software and Value Stocks: Current Market Movements(18:51) Sector Performance: Winners and Losers(19:48) Animal Spirits and Speculative Baskets(21:53) Regional Banks and Insurance: Investment Opportunities(23:57)

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01:23:12

WOYM: UFOs over NJ, The Prime Directive

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2024/12/16

00:33 Special Guest: David Seaman00:48 Theories on Unidentified Flying Objects01:58 Analyzing the ABC News Clip02:59 Debunking the Black Friday Drone Theory05:31 Military Equipment and Government Testing07:54 Personal Experiences and Amateur Footage12:21 Government Response and Public Reactions19:50 Historical Accounts and Theories45:05 Mass Sightings and the Phoenix Lights48:04 David Grush and UFO Whistleblowing49:00 The Gang of Eight and Government Disclosure51:58 Challenges of UFO Disclosure55:45

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