In this episode of Non-Consensus Investing, Ram Ahluwalia, Chief Investment Officer at Lumida Wealth, provides insights into managing wealth with alternative investments. Ram discusses recent travels, market sentiments, and the importance of recognizing the current Goldilocks economic setup. He emphasizes the growth potential in public equities, artificial intelligence, and energy infrastructure while cautioning against overly pessimistic views on the economy.

In this episode of Non-Consensus Investing, host Ram Ahluwalia from Lumida Wealth sits down with Eric Jackson from EMJ Capital to delve into the transformative power of social media in modern investing. The discussion covers Eric's unique approach to social media activism, including his persistent campaign outside Drake's house and his strategic maneuvers within the boards of Opendoor and Better Mortgage

In this episode of Lumida Non-Consensus Investing, Ram Ahluwalia, host and Chief Investment Officer, breaks down what bank earnings reveal about the real economy, explores the future of stablecoins and tokenized deposits, and shares insights from his recent trip to Puerto Rico’s thriving innovation scene. It’s a data-driven look at where markets, technology, and financial systems are headed next.

In this episode of Non-Consensus Investing, host and CIO Ram Ahluwalia from Lumida Wealth interviews Andrew Keys, an Ethereum pioneer and the chairman of the Ethereum Machine. Andrew Keys shares how he went from buying ETH at $1 to building “The Ethereum Machine” — a way to make your Ether earn, not just sit there, and what he’s learned through the ups and downs.

In this episode of Non-Consensus Investing, host Ram Ahluwalia from Lumida Wealth speaks with policy analyst Avik Roy about the challenges and strategies in alternative investments, with a particular focus on healthcare, biotech, and digital assets. Avic offers insights into the challenges faced by the healthcare sector, the impact of regulation, and innovative investment strategies. They discuss the intricacies of biotech investing, the influence of fiscal and monetary policies, and the long-term implications for Bitcoin as a hedge against inflation. Avic also draws comparisons with healthcare systems like Switzerland's to argue for more efficient healthcare reform in the U.S.

In this episode of Non-Consensus Investing, Ram Ahluwalia of Lumida Wealth hosts Ben Forman from ParaFi to discuss the burgeoning world of stablecoins and digital assets. The conversation explores the transformative potential of stablecoins in capital markets, delves into Ben's journey from traditional assets to digital ones, and examines the implications of the recently passed Genius Act. They also cover the impact on financial institutions, payment rails, and the convergence of traditional finance with blockchain technology.

In this episode of Non-Consensus Investing, Ram Ahluwalia, Chief Investment Officer at Lumida Wealth, offers a comprehensive analysis of the evolving financial ecosystem, focusing on the growing relevance of stablecoins and the convergence of digital assets, financial technology, and traditional banking. He explores the potential emergence of a select group of infrastructure banks poised to succeed in this new paradigm, while examining the accelerating trends in tokenization and regulatory transformation.

In this episode of 'Non-Consensus Investing,' Ram Ahluwalia, CIO at Lumida Wealth, engages in a detailed discussion with Caitlin Long, founder and CEO of Custodia Bank. They delve into the intricacies of the stablecoin bill, its implications for banks and non-banks, and the broader competitive landscape. Caitlyn shares her experiences with regulatory challenges, including her lawsuit against the Federal Reserve, and the impact of regulatory decisions on innovation in the banking sector. They also explore the potential future of banking technology amidst growing crypto adoption and the regulatory environment.

In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, delves into a comprehensive discussion on alternative investments and market trends. Rahm shares his recent personal experiences, including family outings and fitness plans, before diving into a richer analysis of the current market landscape. Topics include recent advancements and opportunities in AI, insights on public markets, tax cuts, digital assets, and potential growth areas such as small-cap stocks, banks, and energy.

In this episode of Non-Consensus Investing, host Ram Ahluwalia, the CIO at Lumida Wealth, delves into the recent market highs and shares insights on various investment topics. Alia discusses the current state of stable coins, recaps highlights from a recent conference, and provides a sectoral review. He also does a deep dive into Norwegian Cruise Lines, analyzing its financial health and business strategy. Alia ties in philosophical reflections from Ralph Waldo Emerson, considers geopolitical risks, and evaluates the impact of AI and social media on investing. The episode wraps up with interactive Q&A, touching on various stocks and sectors, and previews innovative projects at Lumida Wealth incorporating AI technology.

In this episode, the host discusses various timely topics including the Iran-Israel conflict, insights from the Lumida Ledger newsletter, and a bullish market outlook. The conversation highlights increasing earnings estimates, decreasing inflation, and promising sectors like technology, consumer discretionary, financials, and healthcare. Key points include the geopolitical tension between Iran and Israel and how it impacts global markets. Additionally, the host shares valuable lessons from the book 'Letters from J.D. Rockefeller to His Son', emphasizing the intrinsic rewards of hard work and dedication. The episode concludes with a discussion on stablecoins, the competitive spirit of Americans, and potential market opportunities in financials, consumer discretionary, and digital assets.

In this episode of Non-Consensus Investing, host Ram Ahluwalia, Chief Investment Officer at Lumida Wealth, discusses the latest market dynamics including the Circle IPO, the Trump vs. Musk feud, and the broader implications of stablecoins on financial services. Ahluwalia explores the potential of stablecoins to transform traditional banking, the emerging competition in this space, and the strategies necessary for attracting liquidity through higher yields. He also delves into the trends in consumer discretionary spending, IPO activity, and investment opportunities in sectors like private credit and energy. The episode concludes with a critical look at U.S. productivity growth and the role of technology and deregulation in driving future economic expansion. Ahluwalia offers a wealth of insights on navigating current market conditions and capitalizing on non-traditional investment opportunities

In this episode of Non-Consensus Investing, host Ram Ahluwalia talks with VC Sheel Mohnot, the founder of Better Tomorrow Ventures, about his journey from entrepreneur to investor. They discuss the evolving venture capital landscape, the impact of AI on startups, and recent online controversies. The conversation also covers the future of computer science education, current venture trends, the evolution of venture funds, and the role of community and crowdfunding in modern investing. Shield provides insights on specific AI-driven startups and the challenges of valuation and growth in the current market environment.

(08:29) An In-Depth Look at Mary Meeker’s AI Slide Deck (22:38) The Impact of AI on the IT Job Market (22:57) Expanding Use Cases for AI Developers (23:27) Enterprise AI Adoption and Broader Economic Shifts (25:25) AI’s Role in Shaping Education and Entrepreneurial Growth (27:02) Personal Reflections on Education, Success, and Growth (30:06) The Rapid Pace of AI Advancement and Industry Disruption (34:53) AI in Healthcare: Emerging Opportunities and Critical Challenges (36:03) Human Advantage in an AI-Driven World (39:55) Refined Investment Strategies and Evolving Market Insights

In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO of Lumida Wealth, welcomes back guest Michael Parekh, a polymath and AI expert. They dive into several key topics, including Nvidia's latest earnings report, the future of AI infrastructure, and geopolitical dynamics affecting the tech sector. The discussion extends to innovations in AI, such as Google's new AI products and Google's Agentic AI development, the impact of AI on personal and professional life, and the unique ways different generations are engaging with AI. The episode concludes with a philosophical reflection on the importance of global cooperation and harmony for technological progress.

In this episode of Non-Consensus Investing, Ram Ahluwalia, the CIO at Lumida Wealth, dives deep into the world of alternative investments, discussing the impact of Warren Buffett's retirement, investment strategies in the current market, and emerging themes like AI and geopolitical factors. Ram and Angelo explore the competitive landscape between the US and China, the role of AI in future investments, and how AI technologies can transform investment processes. The conversation also touches on broader societal issues like political leadership, economic policies, and demographic shifts, offering a comprehensive view of the ever-evolving financial landscape.

In this episode of 'Non-Consensus Investing,' Ram Ahluwalia, CIO at Lumida Wealth, discusses the unique strategies employed by top hedge funds, recent market trends, and the dynamic shifts in investment positions. Ram highlights the significance of analyzing hedge fund 13F filings, shares insights on the current rally in the markets, and delves into specific stock picks and themes. He also explores the concept of 'lockout rallies,' the role of momentum in investments, and the impact of macroeconomic factors on portfolio decisions. The episode provides an in-depth look at various investment opportunities, including healthcare and tech sectors, emphasizing the importance of value and momentum investing strategies.

In this episode of Non-Consensus Investing, host Ram Ahluwalia sits down with Austin Campbell, a professor at NYU Stern, former JP Morgan executive, and stablecoin expert. They delve into the intricacies of stablecoins, discussing recent legislative developments, their potential impact on the US financial markets, and the landscape of winners and losers among banks and payment processors. The conversation also explores the implications for global trade, particularly vis-a-vis China, and the broad human rights advancements linked to the adoption of stablecoins. In addition, they touch on AI's role in the financial sector and the potential for the US to maintain its economic edge through stablecoin adoption. The episode wraps up with reflections on the demographic challenges facing China and the future of financial asset management.

Ram Ahluwalia, CIO at Lumida Wealth, hosts this episode of Non-Consensus Investing, where he delves deep into alternative investments and market strategies. Ram discusses Warren Buffett's recent departure from Berkshire Hathaway and its implications, highlights on bifurcated markets, and the impact of coming due five-year money. He also sheds light on undervalued small cap opportunities and offers investment insights using real-time AI tools.

In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, discusses the latest market updates and economic data with Team Lumida. The conversation covers recent news headlines, including poor economic data from the ADP labor report and inflation report, which have driven market declines. They examine macroeconomic trends, such as weak GDP figures impacted by tariffs and disinflation, and discuss the potential implications for Federal Reserve rate cuts. The podcast also explores the effect of tariffs on different sectors and the market performance of various global indices. Additionally, they highlight significant corporate earnings results and their impacts, and touch on the latest headlines from major financial news outlets. The episode offers insights into investing strategies and the importance of staying informed about current economic conditions.