Podcast Episodes

Banking Bitcoin: Caitlin Long vs. The System

Episode 85

(02:11) The Stablecoin Bill: Potential Winners and Losers
(05:06) The Banking System and Technological Innovation
(10:28) Community and Regional Banks:…

1 year, 2 months ago

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Community & Capital; Stablecoins; Landman

Episode 84

(06:33) Insights on Public Markets and Finance

(11:59) Investment Opportunities in Alberta’s Oil and Gas Sector

(17:21) Economic Outlook and Market Dyn…

1 year, 2 months ago

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Don't Call It a Comeback

Episode 83

(05:00) Geopolitical Risks and Market Sentiments

(07:08) AI Trade and Sector Analysis

(15:17) Stablecoins and On-Chain Finance

(21:07) Norwegian Cruise …

1 year, 2 months ago

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WOYM: Iran vs. Israel; Father's Day; Datacenter

Episode 82

(01:22) Insights from JD Rockefeller's Letters
(05:30) Reflections on American Competitiveness
(07:42) Iran–Israel Conflict Analysis
(14:13) Sector-Spec…

1 year, 2 months ago

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Circle IPO; Trump vs. Musk fued; Macro & Markets

Episode 81

(00:26) Market Overview and New Developments
(01:05) Stablecoins and the Circle IPO
(10:14) Consumer Finance and Emerging Trends
(24:08) Sector Analysis…

1 year, 3 months ago

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Unveiling AI Trends in Venture

Episode 80

(00:28) Meet Sheel Mohnot
(00:54) A breakdown of the Chamath DPII dispute
(03:08) Venture Capital and AI
(09:14) Evolution of Venture Capital
(16:08) AI’…

1 year, 3 months ago

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Mary Meeker on AI Trends

Episode 79

In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the intricacies of alternative investments and shares valu…

1 year, 3 months ago

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Nvidia Breakdown & AI Trends

Episode 77

(02:00) In-Depth Analysis of NVIDIA Earnings

(03:26) Sovereign AI and Geopolitical Implications

(08:45) Challenges and Opportunities in AI Data Centers…

1 year, 3 months ago

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Buffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval

Episode 76

(01:26) Warren Buffett's Retirement Impact

(04:43) Berkshire Hathaway's Valuation and Holdings

(14:08) The Importance of Capital Allocation

(32:16) Glob…

1 year, 3 months ago

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Lumida: Quarterly 13F Hedge Fund Analysis Review

Episode 75

(00:32) Market Overview and Recent Trends

(01:35) Hedge Fund Strategies and 13F Filings

(03:40) Deep Dive into Specific Funds and Positions

(07:23) Heal…

1 year, 3 months ago

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