
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)
| Publishes | Weekly | Episodes | 111 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

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
(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
(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
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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.
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Apple Podcasts | #125 |
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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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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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