Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Autor: Ram Ahluwalia

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)

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1. FSD: OpenAI Valuation & Coatue, Momentum Factor – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
2. FSD: AI Workers and CoreWeave – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
3. FSD: Tesla Roadster & Agent Orchestration – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
4. FSD: Midterms Experience Market Fit – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
5. FSD: Experience As a Service – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
6. FSD: Money 20/20 Highlights – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
7. Non-Consensus Investing: AI is crowded. Defense is next – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
8. FSD: What is the Moat? – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
9. Non-Consensus Investing: The AI Roll-Up of Main Street – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
10. FSD_FSD- Agents, Rates, and David Grusch – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
11. FSD: Agents vs Computers – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
12. FSD: The Erebor Arbitrage / Canada – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
13. FSD: Anthropic Wants to ‘Slow it Down’ – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
14. FSD: Bessent vs The Bond Market – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
15. FSD: Thoughts on AGI – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
16. FSD: Are Semis Back? – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
17. FSD: Legacy Brands in Decline – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
18. Anthropic Is Targeting a $30 Trillion Market – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
19. FSD: Public vs Private Markets – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
20. FSD: The Next Phase of the AI – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
21. FSD: Nvidia – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
22. FSD: My Visit to Anthropic & The State of VC – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
23. FSD: The Sports Team Tax Shield – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
24. FSD: Who Cut the Watermelon – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
25. FSD: Winners Keep Winning – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
26. FSD: Relationships Matter & Momentum – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
27. FSD: Lender of Last Resort – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
28. FSD: Travis Kalanick – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
29. FSD: The Kids Will Be All Right – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
30. FSD: Gestalt Shift – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary