Podcast Episodes

DeepSeek Nvidia and "Peak Sentiment"

Episode 63

(00:45) Weekend Recap and Personal Stories
(01:44) Deep Seek and Its Implications
(07:10) Peak Sentiment Explained
(10:15) Market Reactions and Sector A…

1 year, 7 months ago

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Blackstone's Outlook and the Case Against Bonds

Episode 62

(01:44) Market Overview
(03:04) Retail Sector Insights
(04:40) Investment Strategies
(19:23) Economic Trends
(21:27) China’s Stimulus
(26:28) Global Trade…

1 year, 8 months ago

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Are Nvidia and Tesla on a collision course?

Episode 61

(01:59) Discussion on current AI trends and emerging key topics.
(03:16) Highlights from Jensen's CES conference and its industry implications.
(05:32)…

1 year, 8 months ago

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Are Nvidia and Tesla on a collision course?

Episode 60

(01:59) Discussion on current AI trends and emerging key topics.
(03:16) Highlights from Jensen's CES conference and its industry implications.
(05:32)…

1 year, 8 months ago

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WOYM: Podcasts are Bad for Your Health

Episode 59

00:24 Current Market Overview and Key Topics

01:11 The Debate on Podcasts and Investment Strategies

03:04 Economic Indicators and Market Sentiment

07:10…

1 year, 8 months ago

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WOYM: Podcasts are Bad for Your Health

Episode 58

00:24 Current Market Overview and Key Topics

01:11 The Debate on Podcasts and Investment Strategies

03:04 Economic Indicators and Market Sentiment

07:10…

1 year, 8 months ago

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Buy from Pessimists, Sell to Optimists

Episode 57

00:44 Chamath's Tweet Analysis

03:06 Understanding Stock Prices and Market Behavior

12:22 Factor Investing Explained

17:37 Twitter Momentum and Market T…

1 year, 8 months ago

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Lumida 2025 Stock Picks and Year In Review

Episode 56

00:24 Holiday Greetings and Personal Updates

00:47 Review of Last Year's Stock Picks

01:27 Performance Highlights and Key Learnings

01:55 Non Consensus …

1 year, 8 months ago

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WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits

Episode 55

(00:26) Market Highlights and FOMC Reaction

(02:39) Detailed Market Analysis and Predictions

(04:44) Impact of Interest Rates on Different Sectors

(07:4…

1 year, 8 months ago

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WOYM: UFOs over NJ, The Prime Directive

Episode 54

00:33 Special Guest: David Seaman

00:48 Theories on Unidentified Flying Objects

01:58 Analyzing the ABC News Clip

02:59 Debunking the Black Friday Drone…

1 year, 9 months ago

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