Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Free Podcast

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Podcast by Ram Ahluwalia

Start for free
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) 

This podcast is free to listen on all podcast players and the Podimo App without a subscription.

All episodes

65 episodes
episode The Circus and Animal Spirits; Autonomous Driving; Nvidia + China artwork
The Circus and Animal Spirits; Autonomous Driving; Nvidia + China

00:52 Market Predictions for Next Year 01:19 A Funny Story from the Circus 02:33 Animal Spirits and Market Sentiment 03:46 Twitter Momentum Stocks 04:59 Healthcare Sector Analysis 12:03 Autonomous Driving Developments 12:15 Equal Weight Index and Market Trends 16:18 Energy Sector Insights 24:07 SpaceX and IPO Market Outlook 26:48 Investment Themes and Strategies 33:15 Healthcare Sector Insights 34:01 Retail and Travel Trends 34:38 Utilities and Industrials Outlook 35:07 China Market Dynamics 38:22 Quantum Computing and Google 42:33 Investment Strategies and Tools 57:13 IPO Market and Future Predictions 01:00:27 Conclusion and Final Thoughts Connect with Us Online: Lumida News [https://lumida.com] Lumida Deals [https://lumidadeals.com] Lumida Wealth [https://lumidawealth.com] Lumida ETF [https://lumidaetf.com]   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth [https://www.youtube.com/@Lumida_Wealth] 🌐 Website: https://www.lumidawealth.com [https://www.lumidawealth.com/] 🐦 Twitter Follow us on https://twitter.com/LumidaWealth [https://twitter.com/LumidaWealth] 🎵 TikTok: https://www.tiktok.com/@lumidawealth [https://www.tiktok.com/@lumidawealth] 📸 Instagram: https://www.instagram.com/lumidawealth [https://www.instagram.com/lumidawealth] 📘 Facebook: https://www.facebook.com/lumidawealth [https://www.facebook.com/lumidawealth]

13. dec. 2024 - 1 h 1 min
episode Founder Mode & The Mortgage Market artwork
Founder Mode & The Mortgage Market

00:25 Meet Vishal Garg: Founder and CEO of Better 01:06 The Zoom Viral Moment: Reflecting on Layoffs 06:59 Negotiating with SoftBank: Insights and Experiences 14:08 From Stuyvesant to Public Company: Vishal's Journey 19:29 The Birth of MyRichUncle: Early Fintech Innovations 21:40 Investing in Distressed Securitizations 26:05 The Mortgage Market: Challenges and Innovations 28:27 Revolutionizing the Mortgage Process 30:03 Challenges in the Mortgage Industry 31:40 Building Better.com 32:12 The Mortgage Market Landscape 39:45 AI and Automation in Mortgages 42:23 Entrepreneurial Insights from the Jungle Book 45:03 The Importance of Customer Focus 47:37 Impact of Mortgage Rates on the Economy 52:37 Balancing Family and Entrepreneurship 53:53 Closing Remarks and Future Outlook Connect with Us Online: Lumida News [https://lumida.com] Lumida Deals [https://lumidadeals.com] Lumida Wealth [https://lumidawealth.com] Lumida ETF [https://lumidaetf.com]   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth [https://www.youtube.com/@Lumida_Wealth] 🌐 Website: https://www.lumidawealth.com [https://www.lumidawealth.com/] 🐦 Twitter Follow us on https://twitter.com/LumidaWealth [https://twitter.com/LumidaWealth] 🎵 TikTok: https://www.tiktok.com/@lumidawealth [https://www.tiktok.com/@lumidawealth] 📸 Instagram: https://www.instagram.com/lumidawealth [https://www.instagram.com/lumidawealth] 📘 Facebook: https://www.facebook.com/lumidawealth [https://www.facebook.com/lumidawealth]

06. dec. 2024 - 54 min
episode WOYM:The Case for Mag 7; Starbucks; Black Friday Retail Sales artwork
WOYM:The Case for Mag 7; Starbucks; Black Friday Retail Sales

00:24 Thanksgiving Reflections and Family Time 00:48 Superman and Modern Heroism 02:08 Comparing Heroes: Superman vs. Modern TV Shows 03:15 The Appeal of Hero Inversions in Modern Media 04:01 Transition to Investment Topics 04:18 Market Insights and Economic Overview 07:53 Sector Analysis: Semiconductors and Technology 10:50 Healthcare Sector Trends and Insights 12:07 International Markets and Emerging Economies 17:28 Retail Sector Performance and Predictions 18:48 Consumer Behavior and Retail Trends 21:23 Cyber Monday Gift Ideas 22:18 Shifting Coffee Preferences and Market Analysis 23:00 Starbucks vs. Microsoft: A Comparative Analysis 23:41 Investment Strategies in the MAG7 26:05 Financials and Regional Banks: A Deep Dive 27:37 FinTech and Animal Spirits 30:02 Defensive Stocks and Market Psychology 31:16 Healthcare Sector Insights 33:40 Active Management and Market Hype 34:43 Global Economic Trends and Japan's Growth 40:22 China's AI Narrative and International Value 41:04 Interview Highlights and Closing Remarks   Connect with Us Online: Lumida News [https://lumida.com] Lumida Deals [https://lumidadeals.com] Lumida Wealth [https://lumidawealth.com] Lumida ETF [https://lumidaetf.com]   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth [https://www.youtube.com/@Lumida_Wealth] 🌐 Website: https://www.lumidawealth.com [https://www.lumidawealth.com/] 🐦 Twitter Follow us on https://twitter.com/LumidaWealth [https://twitter.com/LumidaWealth] 🎵 TikTok: https://www.tiktok.com/@lumidawealth [https://www.tiktok.com/@lumidawealth] 📸 Instagram: https://www.instagram.com/lumidawealth [https://www.instagram.com/lumidawealth] 📘 Facebook: https://www.facebook.com/lumidawealth [https://www.facebook.com/lumidawealth]

03. dec. 2024 - 42 min
episode Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko artwork
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko

00:26 Special Thanksgiving Podcast with Kevin Churko 00:50 Kevin's Journey in the Music Business 03:07 Bitcoin and Vintage Gear 09:30 Challenges in the Music Industry 17:07 Tokenization and Digital Assets 21:36 The Creative Process and Inspirations 35:30 The Dark Side of Creativity 36:11 Cannabis and the Hip Hop Studio 38:22 Substance Use and Music Genres 39:08 The Role of Psychedelics in Modern Music 43:35 Wealth Management in the Music Industry 48:12 Navigating Private Equity Investments 01:04:31 The Renaissance of Psychedelics 01:07:37 Exploring the Psychedelic Trend 01:08:10 DMT: The Businessman's Trip 01:10:36 Extended DMT Studies and Endogenous Production 01:10:58 DMT and Near-Death Experiences 01:14:08 The Audio Experience of DMT 01:16:18 Historical and Cultural Context of Psychedelics 01:18:19 Psychedelics and Mental Health 01:22:37 Lucid Dreaming and Consciousness 01:27:43 Personal DMT Experiences 01:31:06 The Nature of Reality and Existence 01:39:25 Concluding Thoughts and Reflections Connect with Us Online: Lumida News [https://lumida.com] Lumida Deals [https://lumidadeals.com] Lumida Wealth [https://lumidawealth.com] Lumida ETF [https://lumidaetf.com]   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth [https://www.youtube.com/@Lumida_Wealth] 🌐 Website: https://www.lumidawealth.com [https://www.lumidawealth.com/] 🐦 Twitter Follow us on https://twitter.com/LumidaWealth [https://twitter.com/LumidaWealth] 🎵 TikTok: https://www.tiktok.com/@lumidawealth [https://www.tiktok.com/@lumidawealth] 📸 Instagram: https://www.instagram.com/lumidawealth [https://www.instagram.com/lumidawealth] 📘 Facebook: https://www.facebook.com/lumidawealth [https://www.facebook.com/lumidawealth]

28. nov. 2024 - 1 h 42 min
episode Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning artwork
Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning

00:25 Personal Anecdotes and Thanksgiving Plans 01:01 Tax Strategies for the Wealthy 01:57 Upcoming Podcast with Vishal Garg 03:21 Bloomberg Article on AQR's Tax Strategies 09:01 NVIDIA Earnings Analysis 17:10 Recession and Economic Indicators 21:42 Hedge Fund Positioning and Strategies 39:58 Max ETF Analysis and Cyclical Shifts 40:23 Energy Sector Insights 41:27 Mutual Fund Performance and Hedge Fund Moves 41:47 Sector Positioning and Stock Picks 43:07 Consumer Staples and Risk Management 44:07 Financials and Entertainment Stocks 48:55 Hedge Fund VIP List and Stock Analysis 01:05:22 AI Tools for Investment Research 01:10:09 Thanksgiving Reflections and Book Recommendations 01:13:45 Closing Remarks and Future Plans Connect with Us Online: Lumida News [https://lumida.com] Lumida Deals [https://lumidadeals.com] Lumida Wealth [https://lumidawealth.com] Lumida ETF [https://lumidaetf.com]   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth [https://www.youtube.com/@Lumida_Wealth] 🌐 Website: https://www.lumidawealth.com [https://www.lumidawealth.com/] 🐦 Twitter Follow us on https://twitter.com/LumidaWealth [https://twitter.com/LumidaWealth] 🎵 TikTok: https://www.tiktok.com/@lumidawealth [https://www.tiktok.com/@lumidawealth] 📸 Instagram: https://www.instagram.com/lumidawealth [https://www.instagram.com/lumidawealth] 📘 Facebook: https://www.facebook.com/lumidawealth [https://www.facebook.com/lumidawealth]

23. nov. 2024 - 1 h 15 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Available everywhere

Listen to Podimo on your phone, tablet, computer or car!

A universe of audio entertainment

Thousands of audiobooks and exclusive podcasts

No ads

Don't waste time listening to ad breaks when listening to Podimo's content.

Your Offer

Unlimited access to exclusive podcasts
No ads
20 hours of audio books / month
After trial, only 79,00 kr. / month. No obligations.

Other exclusive shows

Popular audiobooks