Podcast Episodes
Back to SearchLumida Whale Watch: Hedge Fund Bets Revealed
Episode 35
00:00 Introduction to Non Consensus Investing
00:31 Understanding 13F Filings
01:12 Hedge Fund Strategies and Stock Picks
02:00 Market Trends and Econom…
1 year, 7 months ago
WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)
Episode 34
00:00 Introduction to Non Consensus Investing
00:42 Welcoming the Guest: Michael's Background
01:39 Tesla Earnings and Elon Musk's Vision
03:51 Humanoid…
1 year, 8 months ago
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
00:00 Introduction to Non Consensus Investing
00:40 Meet the New Team Member: Stein
02:53 Market Recap and Key Topics
03:24 Insights from the Lumida Led…
1 year, 8 months ago
WOYM: 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…
1 year, 8 months 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…
1 year, 8 months 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…
1 year, 9 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…
1 year, 9 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…
1 year, 9 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…
1 year, 9 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 …
1 year, 9 months ago