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Artwork for Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Ram Ahluwalia
Ethereum
Bitcoin
ETF
Semiconductors
Nuclear Energy
Cryptocurrency
Market Regulations
Inflation
SEC
Macro Environment
Meta
Fintech
Data Centers
NVIDIA
Solana
Politics
Banana Zone
Uranium
Venture Capital
Llama 3

Thought provoking conversations with world class leaders in business and investing. Where are the overlooked opportunities? How are hard decisions made? What makes a great investor? Host: Ram Ahluwalia, CEO Lumida Wealth Frequency: Weekly Run time : 60 mins per episode Previous Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)

PublishesWeeklyEpisodes111Founded2 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Latest Episodes

00:00:00 – Intro: Family, Travel, and Game Theory

00:00:55 – The AI CapEx Arms Race: Disruption or Survival

00:02:01 – Tech Risk vs. Consumer Staples: The Discount Rate Problem

00:02:49 – Private Credit Incentives: A Race to the Bottom

00:04:45 –... more

(01:45) Alex Wilson Background

(02:46) Payments Sector Reset

(04:28) Shift4 Business Model

(06:56) Shift4 vs Stripe

(11:35) Legacy Processors Outlook

(14:36) Crypto and Stablecoins

(16:26) Defensible Payments Niches

(17:48) Stablecoin A... more

YouTube

(01:55) Anthropic Trillion Talk

(03:12) Mainframe AI Mindset

(04:38) Value Based Pricing

(07:56) Local Agents Shift

(11:23) Rent Seeking Economics

(15:14) Diffusion Reality Check

(17:10) RPO Debt Spiral

(20:02) Hyperscaler Capex Trap

... more

YouTube

(01:49) Yen Carry Trade Debate

(07:18) Sanctions And Iran Pressure

(10:45) Dollar Power And Alternatives

(15:26) Stablecoins And Genius Act

(21:32) Why Treasuries Are A Bubble

(24:49) Gold Allocation And Momentum

(30:26) Physical Gold And... more

YouTube

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Recent Guests

Danny Goler
Known for exploring the Code of Reality through psychedelic experiences and laser theory.
Episode: The Code of Reality
Andrew Keys
Chairman of the Ethereum Machine
Ethereum Machine
Episode: From buying ETH at $1 to building a $3B Ethereum machine.
Avic Roy
Policy Analyst, Co-Founder of the Foundation for Research on Equal Opportunity
Foundation for Research on Equal Opportunity
Episode: Healthcare Stocks: Value Trap or Generational Buy?
Caitlin Long
Founder and CEO of Custodia Bank, a prominent advocate for responsible cryptocurrency innovation
Custodia Bank
Episode: Banking Bitcoin: Caitlin Long vs. The System
Michael Preck
Polymath and founder of Goldman Sachs Internet Research Group
Episode: Nvidia Breakdown & AI Trends
Austin Campbell
A professor and entrepreneur with a background in financial markets and stable coins advocacy.
Columbia University (formerly)
Episode: China Detente & Stablecoins as SoftPower
Rob Kahn
Managing Director and Chief Economist at Eurasia Group
Eurasia Group
Episode: Eurasia Group on Geopolitics and New Trade Order
Skyler Weinand
Experienced hedge fund professional with an in-depth understanding of financial markets
Episode: HF Manager Skyler Weinand on Tariffs & The Housing Market
David Seaman
A veteran podcaster and commentator on UFOs, known for his appearances on Joe Rogan's podcast.
Episode: WOYM: UFOs over NJ, The Prime Directive

Host

Ram Ahluwalia
Host and Chief Investment Officer at Lumida Wealth; leads discussions on markets, investing strategies, and macro trends.

Reviews

5.0 out of 5 stars from 10 ratings
  • Excellent

    Great pod. Typically excellent takes on markets. I really appreciate that Ram does not seem emotionally biased towards bull or bear consciousness, but simply reads the important indicators in real time.

    Apple Podcasts
    5
    derekva
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Balanced, data-driven market takes that aren't swayed by emotion.
Strategic, practical investing discussions with clear takeaways.
Thoughtful coverage across macro, tech, and policy themes.
High-quality guests add depth and credibility to insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Banking Bitcoin: Caitlin Long vs. The System
Q: How has the regulatory environment affected your business?
The regulatory environment has created significant challenges, including being targeted and debanked multiple times, highlighting a need for reform in how regulators interact with new financial entities.
Banking Bitcoin: Caitlin Long vs. The System
Q: How do you think the larger banks, like JPMorgan and Citi, are positioned in this new landscape?
They have been keenly watching this market and have groups that have been active in the space for over a decade but must transition away from outdated, closed systems to embrace new technologies.
Banking Bitcoin: Caitlin Long vs. The System
Q: What do you like and dislike about the stablecoin bill?
The stablecoin bill opens opportunities for new players in the financial system, leveling the field between banks and non-banks, but presents challenges in ensuring fair regulation for all.
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko
Q: How do you view the creative process in music and its commercial implications?
Kevin emphasizes that while artists strive for creative expression, they must also consider the commercial viability of their work.
Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko
Q: What are your thoughts on the connection between music production and Bitcoin?
Kevin explains that just like vintage music equipment retains value, Bitcoin is a finite asset that serves as a hedge against inflation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This show features thoughtful, data-driven conversations with leading investors and business executives, often connecting macro trends to practical portfolio implications. Recent episodes cover global risk and opportunity—ranging from international stock opportunities and demographic shifts to the impact of AI, crypto, and fintech on markets—along with nuanced takes on sector dynamics like healthcare, semiconductors, and energy. The host leans into assessable catalysts (policy shifts, tech adoption, earnings trends) and emphasizes long-horizon thinking, risk management, and opportunistic positioning in a rapidly evolving economic landscape. A standout trait is the willingness to challenge conventional wisdom, integrating interdisciplinary i... more

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1. Forward Guidance
2. Odd Lots
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Unchained
5. The a16z Show

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this podcast launched 2 years ago and published 111 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. Danny Goler
2. Andrew Keys
3. Avic Roy
4. Caitlin Long
5. Michael Preck
6. Austin Campbell
7. Rob Kahn
8. Skyler Weinand

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