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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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)
Healthcare Stocks: Value Trap or Generational Buy?
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
1 hour 3 minutes 49 seconds
2 months ago
Healthcare Stocks: Value Trap or Generational Buy?
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.
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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)