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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
Market Regulations
Cryptocurrency
Inflation
SEC
Macro Environment
Meta
Fintech
Data Centers
NVIDIA
Politics
Banana Zone
Solana
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)

PublishesDailyEpisodes124Founded2 years ago
Number of ListenersCategories
EntrepreneurshipInvestingBusiness

Listen to this Podcast

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

Latest Episodes

00:00 Market Thoughts and the Sense of Humor in Investing

01:30 OpenAI’s Acquisition of TBN: A War for Attention

03:17 The Rise of Claude and OpenAI’s IPO Path

04:44 Data Centers, Redemptions, and Market Weakness

07:30 Geopolitical Tensions: Iran... more

00:00 - Spring Updates and Market Volatility

00:56 - The Iran Negotiation Reality Check

02:32 - Shifting Goalposts and the Trump Oil Vision

03:39 - Inflation’s Return: From Airfare to Agriculture

04:44 - Defensive Positioning and Finding US Value... more

00:00 - The Psychology of Hope and "All That Glitters"

02:40 - The Tesla Trajectory and Sentiment Gauges

04:04 - Cultural Perspectives on Hope: US vs. Europe

04:52 - Trading Reality vs. Expectations: The Two-Day Rule

06:44 - The Great De-grossing... more

00:00 - BlackRock’s Late Neutral Call & Market Reality

01:14 - Market Volatility, Oil Shortages, and Finding Value

02:17 - Geopolitical Impacts: Trump, Iran, and the Strait of Hormuz

03:35 - Microsoft vs. Meta: Pricing Power in an Inflationary Wor... more

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Recent Guests

Angela Robles
Guest on the Lumida Non-Consensus Investing Podcast
Episode: BlackRock
Angelo Robles
Founder of Family Office Association (former founder, Family Office Association; family-office community leader)
Family Office Association
Episode: Abundance or Armageddon? AI, Iran, and the Stakes of Getting It Wrong
Alex Wilson
Serial entrepreneur, founder of Cyclops and former founder of The Giving Block
Cyclops, The Giving Block
Episode: Life and Death in the Payments Sector
Michael Preck
A long-time guest and AI market thinker, former Goldman Sachs internet coverage analyst, AI blogger
Independent analyst/blogger
Episode: Is AI a Bubble?
Ram Ahluwalia
CIO Lumida Wealth
Lumida Wealth
Episode: Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe
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

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.

Apple Podcasts
#38
Indonesia/Business/Investing
Apple Podcasts
#107
Israel/Business/Investing
Apple Podcasts
#140
Indonesia/Business
Apple Podcasts
#229
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Life and Death in the Payments Sector
Q: What drew you to build Cyclops after selling The Giving Block?
Cyclops is a natural evolution from our experience at Shift4, focusing on crypto and stablecoin infrastructure tailored to payments companies. We saw how difficult it was to assemble robust, compliant solutions, so Cyclops aims to provide out‑of‑the‑box, scalable tools—often no‑code—that help payments companies go from zero to crypto‑enabled workflows quickly.
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.

Audience Metrics

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

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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
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3. Value Hive Podcast
4. Unchained
5. On The Tape with Danny Moses

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this podcast launched 2 years ago and published 124 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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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Angela Robles
2. Angelo Robles
3. Alex Wilson
4. Michael Preck
5. Ram Ahluwalia
6. Danny Goler
7. Andrew Keys
8. Avic Roy

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