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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

02:10:55

The Code of Reality

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2026/01/09

[00:34] Introducing Danny Goler and His Unique Thesis[01:10] Exploring Psychedelics and Reality[03:35] Danny's Journey and Scientific Curiosity[07:25] The Experiment and Its Implications[12:08] Synchronicities and Public Perception[14:48] The Code of Reality and Its Observations[27:09] Scientific Method and Shared Experiences[44:16] Discovery of DMT in Rats[45:49] The Hard Problem of Consciousness[46:32] Significance of DMT in Humans[48:39] Physicists' Open-Mindedness[51:53] David Deutsch and

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00:23:14

Is Goldilocks Priced In?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2026/01/02

(00:03) Mean Reversion as a Core Market Theme(01:37) Investor Cash Levels at Extreme Lows(02:33) Risk from Overextended Growth Expectations(03:45) Institutional Risk Positioning Rebuild(05:18) Extreme Bullish Sentiment Warning(06:41) Sentiment-Driven Market Corrections(12:48) Volatility Suppression and Complacency Risk(15:11) Growth-to-Value Rotation Continues(19:11) Key Macro and AI-Driven Market Catalysts(20:21) IPO Supply Risk to Market PerformanceConnect with Us Online:Lumida NewsLumida

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01:00:08

OpenAI & Google's Revenge

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/12/22

(02:03) AI Demand Meets the Reality of Chip Economics(08:03) The Funding Problem Nobody Wants to Talk About(17:54) Why Defense Tech Attracts Private Capital First(22:50) What the Macro Backdrop Means for Investors(32:08) When Valuations Create Real Opportunity(32:35) Utilities The Trade Most Portfolios Underweight(33:46) Why Portfolio Theory Still Matters in Volatile Markets(35:01) Buffett’s Low-Risk Playbook in Action(36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade(40:08) Where

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00:56:06

Non Consensus Investing: Fear is the Mind Killer

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/11/24

(03:21) Lumida Copilot AI App Launch(04:32) The Revenge of Warren Buffett Theme(05:28) Economic Outlook and Earnings Strength(09:41) Why Fed Rate Cuts Are Just Theater(14:33) Valuation Reset and Market Corrections(22:40) Quality vs Momentum Investment Styles(29:48) The Power of Operating Leverage(30:16) S&P Global Bull and Bear Case(31:06) ICE: High-Quality Dislocated Asset(33:05) Consumer Discretionary and Market Psychology(35:16) Software Stocks Getting Cheap from AI Fear(47:35) Communication

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00:48:16

What If This is Goldilocks?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/10/25

(00:38) How Investors Are Feeling Right Now(04:50) What Bank Earnings Tell Us About the Economy(07:07) Smart Moves in Today’s Market(10:18) What’s Happening in Energy(13:01) Why Small Caps Are Back in Focus(18:52) Policy Shifts to Watch Next(29:35) Inside Figma’s Valuation and VC Returns(31:55) The Rise of Defense Stocks(33:23) The Natural Gas Comeback(36:21) Using AI to Sharpen Investment Strategies(42:37) How AI Is Reshaping Software Companies(47:10) Hidden Opportunities in Financials and

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01:03:41

Eric Jackson: How Social Media Transformed Investing

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/10/17

(02:56) How Retail Investors and Social Media Are Changing the Game(04:20) Eric’s Experience with @Carvana and AI Models(08:01) Challenges and Strategies in Running a Hedge Fund(12:10) How Social Media Shapes Modern Investing(24:08) Opendoor: A Look at Activist Investing(33:30) Why Transparency in Management Calls Is Important(34:27) The Push for Leadership Changes at Opendoor(36:01) How Social Media Impacts Corporate Governance(38:00) The Opportunity in Mortgage Refinancing(39:08) Vishal Garg’s

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00:32:33

Bank Earnings: The Cheat Code to Understanding the...

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/10/16

(02:54) Market Sentiment and Economic Fundamentals(06:40) Deep Dive into Bank Earnings(12:19) The Future of Stablecoins and Tokenized Deposits(15:38) How Banking and Fintech Are Evolving(18:17) What Is a Goldilocks Economy?(18:29) All About Data Centers(19:57) Highlights from Bank Earnings(20:42) A Look at Financial Stocks(23:58) Opportunities in the Insurance Sector(28:12) Insights on the Energy Sector(30:05) Final ThoughtsConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch

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01:00:51

From buying ETH at $1 to building a $3B Ethereum...

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/09/24

(00:31) Meet Andrew Keys, co-founder of The Ether Machine(03:17) How the Ethereum Virtual Machine was created(07:20) Breaking down Ethereum vs Bitcoin(08:45) How money and markets work in crypto(13:37) The challenges of taking companies public(24:34) How Ethereum and consensus have evolved(31:50) Why Ethereum succeeded with blockchain services(33:23) Ethereum versions and why liquidity matters(35:29) The emotional ups and downs of holding Ethereum(37:37) Tokenization and what it means for

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01:03:49

Healthcare Stocks: Value Trap or Generational Buy?

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/08/15

(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert(05:50) The Impact of AI on Healthcare Costs(13:24) Obamacare Successes and Failures(21:08) The Future of Healthcare Policy(33:06) Hospital Oligopolies and Regulatory Challenges(33:51) FTC and DOJ Jurisdiction Issues(34:50) Monopolies in Big Tech(35:06) Antitrust and FTC Powers(38:52) Biotech Investing Insights(42:01) Impact of Monetary Policy on Biotech(46:02) Pharma Sector Analysis(49:25) Digital Assets and Bitcoin(56:58) US Dollar and

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01:00:47

Stablecoins: The Future of Visa and Payments

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/08/07

(00:28) Ben’s background & move from KKR to ParaFi(04:44) Stablecoins as a financial, legal, and geopolitical breakthrough(10:12) Impact on banking and deposits(19:26) Stablecoins vs. payment infrastructure(23:29) Winners & losers in the stablecoin era(33:34) Moats & defensibility in crypto(33:57) Tech disruption in traditional payments(35:25) ParaFi’s crypto investment focus(36:18) Tokenization of real-world assets (RWAs)(37:18) On-chain capital & private credit(39:14) Why regulation is now a

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00:16:50

Stablecoins, Earnings Season, EVs, Trade Deals

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/07/28

(00:43) – Discussion on Stablecoins and FinTech (01:57) – Economic Perspectives and Capitalism (04:13) – Earnings Reports and Market Trends (09:09) – Blockchain, Tokenization, and Financial InfrastructureConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch 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:

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00:36:16

Banking Bitcoin: Caitlin Long vs. The System

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/07/11

(02:11) The Stablecoin Bill: Potential Winners and Losers(05:06) The Banking System and Technological Innovation(10:28) Community and Regional Banks: Challenges and Opportunities(14:41) Non-Banks and the Future of Payments(18:24) Banking Hierarchy and Fintech Licensing Models(18:41) Trust Companies and Capital Requirements(19:48) Regulatory Challenges Facing Fintech Companies(20:23) “Choke Point 2.0” and Emerging Regulatory Pressures(21:13) Litigation Involving the Federal Reserve(22:06) The Fed’s

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00:50:47

Community & Capital; Stablecoins; Landman

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/07/09

(06:33) Insights on Public Markets and Finance(11:59) Investment Opportunities in Alberta’s Oil and Gas Sector(17:21) Economic Outlook and Market Dynamics(26:53) In-Depth Analysis of Semiconductor Stocks(28:18) Exploration of Energy Stocks(31:11) Insights into the Insurance Sector(32:43) Opportunities within Consumer Finance(33:25) Trends among Home Builders and the Housing Market(35:02) Global Banking Sector Overview(42:33) Artificial Intelligence in InvestingConnect with Us Online:Lumida

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00:51:32

Don't Call It a Comeback

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/06/28

(05:00) Geopolitical Risks and Market Sentiments(07:08) AI Trade and Sector Analysis(15:17) Stablecoins and On-Chain Finance(21:07) Norwegian Cruise Lines Deep Dive(39:52) Investment Opportunities and Market TrendsConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch 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📸

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00:29:47

WOYM: Iran vs. Israel; Father's Day; Datacenter

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/06/17

(01:22) Insights from JD Rockefeller's Letters(05:30) Reflections on American Competitiveness(07:42) Iran–Israel Conflict Analysis(14:13) Sector-Specific Market Insights(18:21) The Promise of Stablecoins(20:23) AI and Shifts in the Search Market(21:25) Earnings Estimates and Market TrendsConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on

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00:48:50

Circle IPO; Trump vs. Musk fued; Macro & Markets

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/06/07

(00:26) Market Overview and New Developments(01:05) Stablecoins and the Circle IPO(10:14) Consumer Finance and Emerging Trends(24:08) Sector Analysis and What Lies Ahead(27:03) TSM Valuation and Market Movement(27:54) Netflix, Industrials, and Other Sectors(30:13) Elon Musk and Trump Feud(37:09) Canada’s Shifting Economic Landscape(40:36) US Debt and Productivity GrowthConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch the video on Youtube:

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00:41:27

VC is Too Big to Win

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/06/05

(00:28) Meet Sheel Mohnot(00:54) A breakdown of the Chamath DPII dispute(03:08) Venture Capital and AI(09:14) Evolution of Venture Capital(16:08) AI’s Impact on Startup Growth(21:09) Walmart Financing Strategy(21:42) AR Automation in Enterprise(23:11) AI in FinTech for Fraud and Compliance(27:36) AI Startup Valuation Trends(36:01) AngelList Evolution(39:56) Future of FinTechConnect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETFWatch the video on Youtube:

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00:42:47

Mary Meeker on AI Trends

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/06/04

In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the intricacies of alternative investments and shares valuable insights for investors. He offers a review of Mary Meeker's comprehensive slide deck on AI, highlighting significant trends and growth predictions in the sector. Additionally, Ram reflects on the consumer market, mentioning his observations from attending the packed screenings of Mission Impossible and the increasing consumer confidence. He

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01:35:08

Nvidia Breakdown & AI Trends

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/05/30

(02:00) In-Depth Analysis of NVIDIA Earnings(03:26) Sovereign AI and Geopolitical Implications(08:45) Challenges and Opportunities in AI Data Centers(13:17) The Role of China in the AI Race(31:25) Middle East AI Ambitions and Data Centers(37:38) Competitive Landscape: Broadcom, AMD, and Emerging Rivals(45:13) Jony Ive and OpenAI’s Exploration of a New Form Factor(51:47) Outlook on Apple’s Future Collaborations with OpenAI(53:35) Apple’s Capital Allocation Strategy and Long-Term Vision(58:35)

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01:52:02

Buffett Bows Out, Trump Deals In Tariffs, Trade Wars,...

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary ·

2025/05/24

(01:26) Warren Buffett's Retirement Impact(04:43) Berkshire Hathaway's Valuation and Holdings(14:08) The Importance of Capital Allocation(32:16) Global Investment Themes and Strategies(35:29) Political and Geopolitical Insights(38:01) Introduction to Trump's Appeal(40:14) Tariffs and Trade Policies(44:22) China as a Competitor(48:07) US Political Landscape(01:03:51) AI and Technological Advancements(01:17:12) Renewable Energy and Old Energy Dynamics(01:17:53) Investing in Humanoids and

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105 results

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