Podcast Episodes

Nvidia Breakdown & AI Trends

Episode 77

(02:00) In-Depth Analysis of NVIDIA Earnings

(03:26) Sovereign AI and Geopolitical Implications

(08:45) Challenges and Opportunities in AI Data Centers…

10 months, 2 weeks ago

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Buffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval

Episode 76

(01:26) Warren Buffett's Retirement Impact

(04:43) Berkshire Hathaway's Valuation and Holdings

(14:08) The Importance of Capital Allocation

(32:16) Glob…

10 months, 3 weeks ago

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Lumida: Quarterly 13F Hedge Fund Analysis Review

Episode 75

(00:32) Market Overview and Recent Trends

(01:35) Hedge Fund Strategies and 13F Filings

(03:40) Deep Dive into Specific Funds and Positions

(07:23) Heal…

10 months, 4 weeks ago

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China Detente & Stablecoins as SoftPower

Episode 74

(00:30) Introduction to Austin Campbell
(01:44) An In-Depth Exploration of Stablecoins
(04:18) Stablecoins: Legislation, Regulation, and Market Impact
(…

10 months, 4 weeks ago

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Buffett & Revenge of the Datacenters

Episode 73

(01:14) Upcoming Event in New York with Oliver Wright.
(02:35) Buffett's Departure and Market Impact
(05:04) Market Analysis
(12:45) Investment Ideas an…

11 months, 1 week ago

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Lumida News Roundup

Episode 72

(00:40) Market Overview and Economic Data

(03:36) Global Market Trends and Sentiments

(06:47) AI Tools and News Headlines

(08:38) Impact of Tariffs on G…

11 months, 2 weeks ago

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Livestream & Analysis of Bessent Speech

Episode 71

(01:42) Secretary Bessent's Speech

(13:49) Analysis and Market Reactions

(16:04) World Bank and IMF Reforms

(30:44) Market Overview and Current Trends

(3…

11 months, 3 weeks ago

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Eurasia Group on Geopolitics and New Trade Order

Episode 70

(00:29) Guest Introduction: Rob Kahn, Eurasia Group

(03:15) US Tariff Policies: Global Implications

(06:13) Tariff Negotiations 

(08:33) Economic Theori…

11 months, 4 weeks ago

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This Isn't Right

Episode 68

(01:52) Impact of Trade Policies
(06:54) Global Trade and Economic Theories
(12:25) Market Reactions and Investor Behavior
(14:23) Bear Market Psycholog…

1 year ago

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HF Manager Skyler Weinand on Tariffs & The Housing Market

Episode 67

(00:00) - Introduction to Non-Consensus Investing

(01:41) - Tariffs and Their Impact

(04:17) - Economic Consequences of Tariffs

(06:58) - Market Reactio…

1 year ago

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