Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Ram Ahluwalia
  • 5.0 (3)
  • INVESTING
  • UPDATED WEEKLY

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)

  1. JAN 20

    Economic Populism and the Rise of International Stocks

    (03:23) Trump's economic policies are actually left of Bernie Sanders (07:07) International markets outperforming the S&P 500 by 4x (16:23) Why bank earnings matter more than Fed officials for reading the economy (21:49) How dismantling Sally Mae created the student debt crisis (24:27) The software paradox - rising revenue meets falling stock prices (29:31) Adobe growing 10% annually but trading like a dying company (30:17) The data that debunks the AI killing SaaS narrative (35:50) Palantir and Robinhood losing market leadership (39:30) Gold replaces US Treasuries as the global safe haven trade (39:54) Defense tech opportunity with Pentagon budget jumping to $1.5T (50:45) Following baby boomer spending trends in travel, healthcare, and leisure Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    52 min

  2. JAN 9

    The Code of Reality

    [00:34] Introducing Danny Goler and His Unique Thesis [01:10] Exploring Psychedelics and Reality [03:35] Danny's Journey and Scientific Curiosity [07:25] The Experiment and Its Implications [12:08] Synchronicities and Public Perception [14:48] The Code of Reality and Its Observations [27:09] Scientific Method and Shared Experiences [44:16] Discovery of DMT in Rats [45:49] The Hard Problem of Consciousness [46:32] Significance of DMT in Humans [48:39] Physicists' Open-Mindedness [51:53] David Deutsch and Quantum Computation [53:23] Parallel Universes and Quantum Computing [01:02:16] Holographic Principle and Reality [01:10:27] Ethics and Morality in DMT Experiences [01:21:45] Human Collaboration and Future Potential [01:31:39] The Power of Personal Vibration [01:32:47] Unusual Experiences and Trip Reports [01:34:15] Revelations and Spiritual Insights [01:34:58] The Concept of Simulated Reality [01:37:23] Jesus Christ and Spiritual Hierarchies [01:49:30] Reincarnation and Life's Iterative Process [01:53:17] UAPs and Government Disclosure [02:05:18] Final Thoughts and Concluding Messages Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    2h 11m

  3. JAN 2

    Is Goldilocks Priced In?

    (00:03) Mean Reversion as a Core Market Theme (01:37) Investor Cash Levels at Extreme Lows (02:33) Risk from Overextended Growth Expectations (03:45) Institutional Risk Positioning Rebuild (05:18) Extreme Bullish Sentiment Warning (06:41) Sentiment-Driven Market Corrections (12:48) Volatility Suppression and Complacency Risk (15:11) Growth-to-Value Rotation Continues (19:11) Key Macro and AI-Driven Market Catalysts (20:21) IPO Supply Risk to Market Performance Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    23 min

  4. 12/22/2025

    OpenAI & Google's Revenge

    (02:03) AI Demand Meets the Reality of Chip Economics (08:03) The Funding Problem Nobody Wants to Talk About (17:54) Why Defense Tech Attracts Private Capital First (22:50) What the Macro Backdrop Means for Investors (32:08) When Valuations Create Real Opportunity (32:35) Utilities The Trade Most Portfolios Underweight (33:46) Why Portfolio Theory Still Matters in Volatile Markets (35:01) Buffett’s Low-Risk Playbook in Action (36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade (40:08) Where Consumer Pressure Is Showing Up (42:02) Healthcare Demand That Holds Through Cycles (44:21) Why Going Against Consensus Still Works (46:36) Coupang A Quality Business Left Behind (51:50) What Digital Assets Reveal About Risk Appetite (55:55) What to Watch Next Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    1 hr

  5. 11/24/2025

    Fear is the Mind Killer

    (03:21) Lumida Copilot AI App Launch (04:32) The Revenge of Warren Buffett Theme (05:28) Economic Outlook and Earnings Strength (09:41) Why Fed Rate Cuts Are Just Theater (14:33) Valuation Reset and Market Corrections (22:40) Quality vs Momentum Investment Styles (29:48) The Power of Operating Leverage (30:16) S&P Global Bull and Bear Case (31:06) ICE: High-Quality Dislocated Asset (33:05) Consumer Discretionary and Market Psychology (35:16) Software Stocks Getting Cheap from AI Fear (47:35) Communication Sector Opportunities (52:51) What We're Building and Future Events Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    56 min

  6. 10/25/2025

    What If This is Goldilocks?

    (00:38) How Investors Are Feeling Right Now (04:50) What Bank Earnings Tell Us About the Economy (07:07) Smart Moves in Today’s Market (10:18) What’s Happening in Energy (13:01) Why Small Caps Are Back in Focus (18:52) Policy Shifts to Watch Next (29:35) Inside Figma’s Valuation and VC Returns (31:55) The Rise of Defense Stocks (33:23) The Natural Gas Comeback (36:21) Using AI to Sharpen Investment Strategies (42:37) How AI Is Reshaping Software Companies (47:10) Hidden Opportunities in Financials and Insurance (52:27) Wrap-Up Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    48 min

  7. 10/17/2025

    Eric Jackson: How Social Media Transformed Investing

    (02:56) How Retail Investors and Social Media Are Changing the Game (04:20) Eric’s Experience with @Carvana and AI Models (08:01) Challenges and Strategies in Running a Hedge Fund (12:10) How Social Media Shapes Modern Investing (24:08) Opendoor: A Look at Activist Investing (33:30) Why Transparency in Management Calls Is Important (34:27) The Push for Leadership Changes at Opendoor (36:01) How Social Media Impacts Corporate Governance (38:00) The Opportunity in Mortgage Refinancing (39:08) Vishal Garg’s Leadership and AI Innovations (39:45) Challenges and Public Perception of $BETR (40:44) The Future of Better.com’s AI and Growth Potential (47:37) Eric Jackson’s Personal Story and Activism (50:58) The Drake Campaign and Its Social Media Strategy (57:15) What’s Next for Digital Assets and Treasury Companies (01:01:38) Final Thoughts and Opportunities Ahead Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    1h 4m

  8. 10/16/2025

    Bank Earnings: The Cheat Code to Understanding the Economy

    (02:54) Market Sentiment and Economic Fundamentals (06:40) Deep Dive into Bank Earnings (12:19) The Future of Stablecoins and Tokenized Deposits (15:38) How Banking and Fintech Are Evolving (18:17) What Is a Goldilocks Economy? (18:29) All About Data Centers (19:57) Highlights from Bank Earnings (20:42) A Look at Financial Stocks (23:58) Opportunities in the Insurance Sector (28:12) Insights on the Energy Sector (30:05) Final Thoughts Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF   Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth

    33 min
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5
out of 5
3 Ratings

About

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)

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