Podcast Episodes
Back to SearchLumida 2025 Stock Picks and Year In Review
Episode 56
00:24 Holiday Greetings and Personal Updates
00:47 Review of Last Year's Stock Picks
01:27 Performance Highlights and Key Learnings
01:55 Non Consensus …
1 year, 3 months ago
WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits
Episode 55
(00:26) Market Highlights and FOMC Reaction
(02:39) Detailed Market Analysis and Predictions
(04:44) Impact of Interest Rates on Different Sectors
(07:4…
1 year, 3 months ago
WOYM: UFOs over NJ, The Prime Directive
Episode 54
00:33 Special Guest: David Seaman
00:48 Theories on Unidentified Flying Objects
01:58 Analyzing the ABC News Clip
02:59 Debunking the Black Friday Drone…
1 year, 4 months ago
The Circus and Animal Spirits; Autonomous Driving; Nvidia + China
Episode 53
00:52 Market Predictions for Next Year
01:19 A Funny Story from the Circus
02:33 Animal Spirits and Market Sentiment
03:46 Twitter Momentum Stocks
04:59 …
1 year, 4 months ago
Founder Mode & The Mortgage Market
Episode 52
00:25 Meet Vishal Garg: Founder and CEO of Better
01:06 The Zoom Viral Moment: Reflecting on Layoffs
06:59 Negotiating with SoftBank: Insights and Expe…
1 year, 4 months ago
WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales
Episode 51
00:24 Thanksgiving Reflections and Family Time
00:48 Superman and Modern Heroism
02:08 Comparing Heroes: Superman vs. Modern TV Shows
03:15 The Appeal o…
1 year, 4 months ago
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko
Episode 50
00:26 Special Thanksgiving Podcast with Kevin Churko
00:50 Kevin's Journey in the Music Business
03:07 Bitcoin and Vintage Gear
09:30 Challenges in the …
1 year, 4 months ago
Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning
Episode 49
00:25 Personal Anecdotes and Thanksgiving Plans
01:01 Tax Strategies for the Wealthy
01:57 Upcoming Podcast with Vishal Garg
03:21 Bloomberg Article on …
1 year, 4 months ago
Crypto Market Heat: Is It Time to Take Profits?
Episode 48
00:26 Crypto Macro Panel Introduction
01:11 Top Concerns in the Crypto Space
03:27 Is the Crypto Market Too Hot?
11:01 Impact of Tariffs on the Digital …
1 year, 4 months ago
Hedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...
Episode 46
01:02 Deep Dive into Hedge Fund Strategies
06:13 Analyzing Stanley Druckenmiller's Portfolio
09:39 Exploring Financial Sector Investments
13:26 The Druc…
1 year, 5 months ago