Ram Ahluwalia hosts a special edition of the Non Consensus Investing podcast, featuring professional money managers Quinn Thompson, Dimitrios, and Nick Rygiel. They discuss Ethereum's recent market movements, the potential impact of a speculative SEC approval of an Ethereum spot ETF, and broader topics in the crypto market including regulatory changes, investment strategies, and market dynamics. Discussions include macroeconomic perspectives, the role of regulatory decisions in shaping the...

This episode of Non Consensus Investing podcast, hosted by Ram Ahluwalia of Lumida Wealth, features insights from retired Goldman Sachs partner Michael Parekh on the future of AI, its implications on society, investment, and the competitive tech landscape. The conversation spans AI's role in geopolitics, its influence on search engines, and the transformative effect on various industries, highlighting the race among tech giants like OpenAI, Google, and Meta. Special focus is given to the...

In this episode, we delve into the semiconductor and AI industries with Doug O'Laughlin, a renowned expert and the mastermind behind the Fabricated Knowledge newsletter. He shares his profound insights with Non-Consensus Investing host Ram Ahluwalia, providing a unique perspective on the industry. The discussions cover the challenges and opportunities in the semiconductor space post-Moore's Law, the strategic investment approaches towards picks and shovels plays, and the anticipated trends...

This bonus episode led by Angelo Robles of Family Office TV, with insights from Ram Ahluwalia host of Non-Consensus Investing and CIO of Lumida Wealth, explores the intricacies of modern investment strategies, emphasizing the creation of family empires akin to Warren Buffett's, the significance of private company investments, and the evolving landscape of AI technology. Highlighting the impact of companies like NVIDIA, Meta, Microsoft, Apple, and Tesla, the conversation spans the importance...

In this bonus What’s on Your Mind episode of Non Consensus Investing, hosted by Ram Ahluwalia, CIO of Lumida Wealth, the discussion centers around the current economic landscape, highlighting an ongoing economic expansion and a bullish market despite persistent inflation. The episode delves into the reasons behind market volatility and how it presents investment opportunities, particularly in sectors like semiconductors, energy, and housing, due to economic indicators exceeding expectations....

In this bonus episode of the Non-Consensus Investing Podcast, host Ram Ahluwalia, CIO at Lumida Wealth, is joined by Justin Guildar, COO at Lumida Wealth. They explore AI's role in shaping the future of business and society, as well as the evolving landscape of the auto industry. Insights into Meta's new AI breakthrough, the impact of AI on energy demands, the strategic significance of open-source AI, and the challenges facing the auto industry, particularly Tesla, are discussed. The...

In this episode of the Non-Consensus Investing, we have host Ram Ahluwalia CIO of Lumida Wealth, joined by exited founder Rohit Mittal, who have a conversation regarding various facets of entrepreneurship and investment, from the challenges and strategies of managing wealth in alternative investments to the role of immigration in bolstering economies. It underscores the importance of personal relationships over traditional metrics in venture investing, revealing insights into the processes of...

In this bonus WOYM episode of Non Consensus Investing, hosts Ram Ahluwalia and Justin discuss various investment-related topics, including Bitcoin halving, the dynamics and competition among Bitcoin miners, and the significance of special bitcoins like the Genesis block. They touch upon geopolitical events, their impact on the stock market, and discuss Apple's market position versus Samsung, attributing Apple's recent downturn to weak sales in China and consumers holding onto their phones...

In this episode of Non Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, delves into alternative investment strategies and managing significant wealth with guest Will Black, a consumer credit expert and founder of Black Analytics. They discuss the current state of the U.S. consumer, trends in delinquency rates and auto insurance premiums, and the implications for personal finance and alternative investments. The conversation explores the paradoxical nature of deteriorating credit...

In this Bonus What’s on your mind episode episode of Non Consensus Investing, host and CIO Ram Ahluwalia delves into the world of alternative investments and managing wealth for high net worth clients. He reveals the strategies behind investing in sectors like AI and data centers, discussing major investments by Microsoft and Amazon in this technology. Ram also touches on the value of collectibles such as watches and shoes, and shares a light-hearted story about his brief rap career and...

This episode combines insights from experts in alternative investment strategies and psychology to offer listeners an in-depth understanding of making informed decisions in the volatile investment world. Ram Ahluwalia of Lumida Wealth and Alex Kruger of Asgard Markets explore non-consensus investing, focusing on cryptocurrency, AI technologies, and the dynamics of the current economic landscape, highlighting the importance of liquidity, understanding market consensus, and adapting to market...

This episode of Non-Consensus Investing features a comprehensive discussion with Ram Ahluwalia and special guest Dave Lambert on the evolution of venture capital through the lens of RightSide Capital's data-driven approach to pre-VC stage investing. They explore the benefits of quantitative methods for uncovering lucrative opportunities in sectors often ignored by traditional VC firms, emphasizing diversification, favorable valuations, and strategic tax benefits. The conversation also...

This bonus episode of 'Non Consensus Investing', hosted by Ram Ahluwalia from Lumida Wealth, delves into NVIDIA's recent GTC conference, shedding light on the future of AI and semiconductor technology. The discussion covers groundbreaking advancements, including integrating GPUs for parallel processing to power AI, marking a significant shift from traditional CPU-based data centers. Key highlights include NVIDIA's focus on creating modernized, AI-accelerated data centers, the potential of...

This podcast, helmed by Ram Ahluwalia, explores the revolutionary convergence of artificial intelligence (AI) and blockchain technology, featuring insights from Dr. Adel Elmessiry, a renowned AI and machine learning expert. The discussion delves into AI's potential across various sectors, its investment prospects, and the philosophical and societal implications of its evolution, including the potential for AI personhood. Key points include the transition from GPU to CPU in AI tasks, the role...

In this bonus episode of Non-Consensus Investing, we are thrilled to bring you our guest appearance on the Real Vision podcast, where we delve deep into the crypto universe's current dynamism. The episode starts with a discussion on the recent unprecedented crypto rally, highlighted by Bitcoin's surge above the $69,000 mark—a figure that seemed almost unattainable during the bear market lows. Ash Bennington leads an expert panel featuring Ram Ahluwalia, the CEO of Lumida and host of the...

This episode draws from intriguing conversations with David Nikzad, detailing his unique transition from a rave promoter to a pioneering investor in the psychedelics space for mental health treatment. Recorded during a crypto bull run in Dubai, discussions extend beyond personal growth through psychedelics to include deep dives into venture capitalism, the influence of technology on future financial ecosystems, and the introspective journey powered by over a thousand psychedelic experiences....

In this episode of Non-Consensus Investing, host Ram Ahluwalia, CEO of Lumida Wealth, is joined by Dan Nystedt, a financial analyst based in Taipei, an expert who delves into the complexities of the technology and semiconductor industries. This podcast presents a comprehensive analysis of the semiconductor industry with discussions involving influential companies such as TSM, LAM Research, Applied Materials, Apple, Facebook, Intel, AMD, NVIDIA, Samsung, and Micron. In addition to a deep dive...

Former Super Bowl athlete Chris Thomas dives into his life's journey, discussing overcoming a hard childhood to excel in the NFL and later turning his life around by fostering self-love. Sharing a conversation with host Ram Ahluwalia, Thomas talks about the importance of perseverance, mental training, personal acceptance, and building habits of affirmation. He delves into his philosophy of focusing on the internal game and desired outcomes, accepting potential failures. His approach extends...

This engaging episode delves into the intricate and emotional realities of Hollywood. Ram Ahluwalia, Chief Investment Officer at Lumida Wealth, hosts an insightful conversation with Don Handfield, a Hollywood movie producer and actor, discussing the complexities of movie production from script selection to its economics. Mental health in the film industry is also discussed, assessing how individual struggles shape its landscape. Emerging topics like the role of artificial intelligence in film...

In this in-depth conversation, hosts Ram Ahluwalia, with authors Charles Goodhart, and Manoj Pradhan analyze the far-reaching implications of global demographic changes, offering enlightening insights into the future of finance and economics. They contemplate on how emerging demographic trends, particularly the worldwide population decrease, might impact investing, inflation, and interest rates. They contemplate the role of artificial intelligence and robotics in counterbalancing these...

In this episode of Non Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, delves into the future of cryptocurrency and its impact on the economy. He is joined by Ryan Selkis, founder and CEO of Masari, a company that specializes in cryptoasset data. Together, they discuss the strategies for high net worth individuals to invest beyond the ordinary, the potential of tokenization, implications of securities laws on tokenization and the importance of policy in advancing crypto. They...

Join host Ram Ahluwalia of Lumida Wealth, and industry veterans Frank, Mark, and guest Simon for a sweeping exploration of the future of fintech, the impact of crypto, and the promise of AI on this episode of Non-Consensus Investing. Learn about current trends, the prospect of profitable consumer fintech banks, and where high-performing businesses are investing in this rapidly evolving field. Gain key insights into the timing of investments, the underutilized potential of machine learning,...

Join the CIO of Lumida Wealth, Ram Ahluwalia, as he unravels the complexities of alternative investments with Biota MacDonald, a research leader at Mintel. This insights-packed discussion covers diverse topics such as evolving technology trends among different generations, the intersection of e-commerce, AI, and social media, along the new-found popularity of subscription banking. They also discuss the subversive influence of 'gamification', institutional distrust, and the rise in...

In this lively podcast discussion between Ram and Tim, the duo unpacks several pertinent aspects of the transforming Chinese market. The podcast focuses on China's economic landscape, touching upon topics including the current trends in the consumer script and the impact of these trends on the future growth of China's economy. The conversation begins with a look at China's burgeoning e-commerce landscape, comparing the likes of Alibaba, PDD, and BABA with their Western counterparts. The...