41 min
WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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- Investing
In this Bonus What’s on your mind episode episode of Non Consensus Investing, host and CIO Ram Ahluwalia delves into the world of alternative investments and managing wealth for high net worth clients. He reveals the strategies behind investing in sectors like AI and data centers, discussing major investments by Microsoft and Amazon in this technology. Ram also touches on the value of collectibles such as watches and shoes, and shares a light-hearted story about his brief rap career and musings on the acoustic benefits of singing in the shower. The episode navigates through the importance of investing in undervalued sectors like energy and utilities as diversifiers in today's market, the intricacies of alternative investments, and the critical approach needed for diligence and risk assessment in private wealth management. Featuring a candid and informative conversation, the podcast provides insights into strategic investing, assessing growth opportunities, and the significance of diversification and diligence in achieving long-term wealth management goals.
In this Bonus What’s on your mind episode episode of Non Consensus Investing, host and CIO Ram Ahluwalia delves into the world of alternative investments and managing wealth for high net worth clients. He reveals the strategies behind investing in sectors like AI and data centers, discussing major investments by Microsoft and Amazon in this technology. Ram also touches on the value of collectibles such as watches and shoes, and shares a light-hearted story about his brief rap career and musings on the acoustic benefits of singing in the shower. The episode navigates through the importance of investing in undervalued sectors like energy and utilities as diversifiers in today's market, the intricacies of alternative investments, and the critical approach needed for diligence and risk assessment in private wealth management. Featuring a candid and informative conversation, the podcast provides insights into strategic investing, assessing growth opportunities, and the significance of diversification and diligence in achieving long-term wealth management goals.
41 min