NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice
Listen now
Description
In this bonus episode, Angelo Robles of Family Office sits down with Ram Ahluwalia, CEO and co-founder of Lumida, for a deep dive into global economic shifts, investment opportunities, and future trends. They discuss topics ranging from the comparative flashes between the U.S. and BRICS nations (Brazil, Russia, India, China, and South Africa) to the substantial influence of the digital revolution on traditional banking. Ram offers insight into current investment opportunities such as distressed commercial real estate and biotech with a long-short hedge fund strategy. The duo explores how artificial intelligence (AI) is rewriting the rule book for future investment scenarios, showcasing companies like Google and Microsoft weaved into the discourse. Towards the end, Ram provides his viewpoint on the rise of semiconductors in the tech world and what it means for the top 10 market cap names. Listen in for more thought-provoking insights in areas such as immigration policy, embracing digital assets, flushing out the entrepreneurial spirit, and more. A must-watch for investors seeking a fresh perspective on shifting market dynamics!
More Episodes
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...
Published 05/23/24