Podcast Episodes
Back to SearchNon-Consensus Investing: Ladies, Leverage and Leopold
Episode 156
Michael Parekh, former lead internet analyst at Goldman Sachs, is back for a conversation that opens with one of the strangest stories of the cycle: …
1 month, 1 week ago
FSD: Citadel vs Leopold
Episode 155
In this FSD episode, titled One Comment Worth $500 Billion, Ram Ahluwalia starts with careers and talent: a friend leaving crypto for a pre revenue A…
1 month, 1 week ago
FSD: Apple and China’s Moonshot
Episode 154
In this FSD episode, titled Microsoft Tacked On an Anthropic, Ram drives home through a heavy earnings week and starts with the read-throughs: Apple …
1 month, 1 week ago
FSD: Ladies Liquor and Leopold
Episode 153
In this FSD episode, titled Ladies, Liquor and Leopold, Ram borrows Warren Buffett and Charlie Munger's old warning about ladies, liquor and leverage…
1 month, 2 weeks ago
FSD: Microsoft Earnings & Next Phase of AI
Episode 152
In this FSD episode, titled Revenge of the Cloud Businesses, Ram records on the drive home from a Lumida investor dinner with a Citadel Securities le…
1 month, 2 weeks ago
FSD: Major Chord & Minor Chord
Episode 151
In this FSD episode, titled The Major Chord and the Minor Chord, Ram records on a rainy summer day, slightly under the weather, and finds the market …
1 month, 2 weeks ago
FSD: Nvidia is Lender of Last Resort
Episode 150
In this FSD episode, titled NVIDIA, Lender of Last Resort, Ram records the Monday drive home with a special guest, mini-Ram, fresh from summer camp. …
1 month, 2 weeks ago
FSD: Quality Compounders Are Back
Episode 149
In this FSD episode, the momentum hangover rolls on while a quality rotation quietly takes hold. Semis soaked up so much capital that everything else…
1 month, 3 weeks ago
FSD Relentless Offense
Episode 148
In this FSD episode, the Argentina–England World Cup match becomes a masterclass for startup founders. Argentina, down a goal with twenty minutes to …
2 months ago
FSD Bank Earnings, Microsoft vs OpenAI
Episode 147
In this FSD episode, recorded live on a Monday afternoon, we run through the setup for the week and where the real money is being made.
We start…
2 months ago