Podcast Episodes

Healthcare Stocks: Value Trap or Generational Buy?

Episode 89

(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert
(05:50) The Impact of AI on Healthcare Costs
(13:24) Obamacare Successes and Failures
(21:08…

8 months ago

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Stablecoins: The Future of Visa and Payments

Episode 88

(00:28) Ben’s background & move from KKR to ParaFi
(04:44) Stablecoins as a financial, legal, and geopolitical breakthrough
(10:12) Impact on banking a…

8 months, 1 week ago

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Stablecoins, Earnings Season, EVs, Trade Deals

Episode 86

(00:43) – Discussion on Stablecoins and FinTech 
(01:57) – Economic Perspectives and Capitalism 
(04:13) – Earnings Reports and Market Trends 
(09:09) –…

8 months, 2 weeks ago

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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:…

9 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…

9 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 …

9 months, 2 weeks 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…

9 months, 4 weeks 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…

10 months, 1 week 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’…

10 months, 1 week 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…

10 months, 1 week ago

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