Podcast Episodes
Back to SearchWOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
Episode 42
(00:00) Introduction
(00:31) Guest Introduction: Michael Parekh
(01:32) OpenAI: Current State and Challenges
(06:05) AI Industry Insights and Comparison…
1 year, 11 months ago
Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott
Episode 41
00:00 Introduction to Non Consensus Investing
00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited
01:16 Discussing the Fed's 50 Bps Rate Cut
0…
1 year, 11 months ago
Lessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School.
Episode 40
Timestamps:
(00:00) Intro
(03:09) Working with George Soros
(03:58) Risk Management Insights
(06:18) Concept of Reflexivity
(13:32) The Buffett Bet & Prot…
2 years ago
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Episode 39
Timestamps:
(00:00) Introduction
(01:07) Guest Introduction: Mark Mahaney
(02:14) Mark Mahaney's Investment Framework
(03:55) The Importance of Revenue G…
2 years ago
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
Episode 38
01:02 Market Insights: Jackson Hole and Rate Cuts
02:07 Earnings and Employment Analysis
03:16 Adjustment Cuts vs. Full Rate Cut Cycles
05:51 Market Tre…
2 years ago
Fed vs Bitcoin: Who will win?
Episode 37
00:00 Introduction to Non Consensus Investing
00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast
00:56 Early Bitcoin Days and Missed …
2 years ago
Mag 7 vs. 493: Market Showdown
Episode 36
00:00 Introduction to Non-Consensus Investing
00:33 Meet Meb Faber: A Decade of Tracking and Insights
00:59 Exploring Alpha Cloning and Hedge Funds
02:4…
2 years ago
Lumida Whale Watch: Hedge Fund Bets Revealed
Episode 35
00:00 Introduction to Non Consensus Investing
00:31 Understanding 13F Filings
01:12 Hedge Fund Strategies and Stock Picks
02:00 Market Trends and Econom…
2 years, 1 month ago
WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)
Episode 34
00:00 Introduction to Non Consensus Investing
00:42 Welcoming the Guest: Michael's Background
01:39 Tesla Earnings and Elon Musk's Vision
03:51 Humanoid…
2 years, 1 month ago
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
00:00 Introduction to Non Consensus Investing
00:40 Meet the New Team Member: Stein
02:53 Market Recap and Key Topics
03:24 Insights from the Lumida Led…
2 years, 1 month ago