Podcast Episodes
Back to SearchWOYM: Momentum Correction, Semis, TSMC, LPLA
00:00 Introduction to Non Consensus Investing
00:28 Market Speculation and Trends
01:35 Negative Momentum Rally Explained
03:58 Sector Analysis: Semicon…
2 years, 1 month ago
Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities
Episode 33
00:00 Introduction to Non Consensus Investing
00:32 Market Overview and Recent Activities
00:50 Deep Dive into Lululemon (LULU)
02:00 Investment Strateg…
2 years, 1 month ago
NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC
Episode 32
00:00 Introduction to Non Consensus Investing
00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor
00:57 Nic Carter's Transformation and D…
2 years, 2 months ago
NCI: Market at Crossroads: Trump Bump or Market Slump?
Episode 31
00:00 Introduction to Non Consensus Investing
00:31 Guest Introduction: Mike McGlone
00:45 Market Impact of Trump and Biden
00:51 Commodities and Econom…
2 years, 2 months ago
WOYM: Mr. Market at The Halfway Mark
00:00 Introduction to Non-Consensus Investing
00:27 Market Overview and Key Themes
01:34 Deep Dive into Market Indicators
02:14 Insights on US Dollar an…
2 years, 2 months ago
NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes
Episode 30
00:00 Introduction to Non Consensus Investing
00:31 Meet Paul Mann: Chairman and CEO of ASP
01:42 The Importance of Silicon 28 in Semiconductors
07:11 G…
2 years, 2 months ago
NCI: SoFi: House of Cards OR Future of Finance?
Episode 29
00:00 Introduction to Non Consensus Investing
00:28 Welcoming Giuliano and SoFi Discussion
01:28 Giuliano's Background and CompassPoint
04:52 Deep Dive …
2 years, 2 months ago
NCI: Ethereum ETF: Bananas or Banana Zone?
Episode 28
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia
00:27 Introducing the Experts: A Deep Dive into Ethereum's Future
01:12 Ethereum ETF Specul…
2 years, 3 months ago
NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner
Episode 27
00:00 Introduction to Non Consensus Investing and Guest Introduction
01:45 Deep Dive into AI, Semiconductors, and Social Change
29:50 Exploring the Fut…
2 years, 4 months ago
NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin
Episode 26
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies
00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert…
2 years, 4 months ago