Bank Earnings: The Cheat Code to Understanding the Economy

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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Ram Ahluwalia

100 episodes

2 weeks ago

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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Bank Earnings: The Cheat Code to Understanding the Economy

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

32 minutes 33 seconds

3 weeks ago

Bank Earnings: The Cheat Code to Understanding the Economy

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.