Buffett & Revenge of the Datacenters

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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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Buffett & Revenge of the Datacenters

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

1 hour 3 minutes 56 seconds

6 months ago

Buffett & Revenge of the Datacenters

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.