(00:31) Meet Andrew Keys, co-founder of The Ether Machine(03:17) How the Ethereum Virtual Machine was created(07:20) Breaking down Ethereum vs Bitcoin(08:45) How money and markets work in crypto(13:37) The challenges of taking companies public(24:34) How Ethereum and consensus have evolved(31:50) Why Ethereum succeeded with blockchain services(33:23) Ethereum versions and why liquidity matters(35:29) The emotional ups and downs of holding Ethereum(37:37) Tokenization and what it means for assets(38:17) The Genius Act and what it means(39:33) Stablecoins and the future of banking(42:28) Why Ethereum holds a leading position(44:23) Tokenization and new regulatory rules(50:12) DAOs and the future of finance(59:19) Closing thoughts and key takeaways Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:43) Meet Avic Roy, Policy Analyst and Healthcare Expert(05:50) The Impact of AI on Healthcare Costs(13:24) Obamacare Successes and Failures(21:08) The Future of Healthcare Policy(33:06) Hospital Oligopolies and Regulatory Challenges(33:51) FTC and DOJ Jurisdiction Issues(34:50) Monopolies in Big Tech(35:06) Antitrust and FTC Powers(38:52) Biotech Investing Insights(42:01) Impact of Monetary Policy on Biotech(46:02) Pharma Sector Analysis(49:25) Digital Assets and Bitcoin(56:58) US Dollar and Federal Debt Concerns Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:28) Ben’s background & move from KKR to ParaFi(04:44) Stablecoins as a financial, legal, and geopolitical breakthrough(10:12) Impact on banking and deposits(19:26) Stablecoins vs. payment infrastructure(23:29) Winners & losers in the stablecoin era(33:34) Moats & defensibility in crypto(33:57) Tech disruption in traditional payments(35:25) ParaFi’s crypto investment focus(36:18) Tokenization of real-world assets (RWAs)(37:18) On-chain capital & private credit(39:14) Why regulation is now a tailwind for digital assets(47:32) Why AI agents need stablecoins and blockchain rails(54:01) What’s going on with digital asset treasury companies Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:43) – Discussion on Stablecoins and FinTech (01:57) – Economic Perspectives and Capitalism (04:13) – Earnings Reports and Market Trends (09:09) – Blockchain, Tokenization, and Financial Infrastructure Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(02:11) The Stablecoin Bill: Potential Winners and Losers(05:06) The Banking System and Technological Innovation(10:28) Community and Regional Banks: Challenges and Opportunities(14:41) Non-Banks and the Future of Payments(18:24) Banking Hierarchy and Fintech Licensing Models(18:41) Trust Companies and Capital Requirements(19:48) Regulatory Challenges Facing Fintech Companies(20:23) “Choke Point 2.0” and Emerging Regulatory Pressures(21:13) Litigation Involving the Federal Reserve(22:06) The Fed’s Payment System and Potential Insider Influence(24:50) Issues in Bank Regulation and Supervision(33:10) Operation Choke Point and Allegations of Regulatory Overreach(34:13) Bitcoin, Gold, and the Case for Financial Discipline Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(06:33) Insights on Public Markets and Finance(11:59) Investment Opportunities in Alberta’s Oil and Gas Sector(17:21) Economic Outlook and Market Dynamics(26:53) In-Depth Analysis of Semiconductor Stocks(28:18) Exploration of Energy Stocks(31:11) Insights into the Insurance Sector(32:43) Opportunities within Consumer Finance(33:25) Trends among Home Builders and the Housing Market(35:02) Global Banking Sector Overview(42:33) Artificial Intelligence in Investing Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(05:00) Geopolitical Risks and Market Sentiments(07:08) AI Trade and Sector Analysis(15:17) Stablecoins and On-Chain Finance(21:07) Norwegian Cruise Lines Deep Dive(39:52) Investment Opportunities and Market Trends Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(01:22) Insights from JD Rockefeller's Letters(05:30) Reflections on American Competitiveness(07:42) Iran–Israel Conflict Analysis(14:13) Sector-Specific Market Insights(18:21) The Promise of Stablecoins(20:23) AI and Shifts in the Search Market(21:25) Earnings Estimates and Market Trends Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:26) Market Overview and New Developments(01:05) Stablecoins and the Circle IPO(10:14) Consumer Finance and Emerging Trends(24:08) Sector Analysis and What Lies Ahead(27:03) TSM Valuation and Market Movement(27:54) Netflix, Industrials, and Other Sectors(30:13) Elon Musk and Trump Feud(37:09) Canada’s Shifting Economic Landscape(40:36) US Debt and Productivity Growth Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:28) Meet Sheel Mohnot(00:54) A breakdown of the Chamath DPII dispute(03:08) Venture Capital and AI(09:14) Evolution of Venture Capital(16:08) AI’s Impact on Startup Growth(21:09) Walmart Financing Strategy(21:42) AR Automation in Enterprise(23:11) AI in FinTech for Fraud and Compliance(27:36) AI Startup Valuation Trends(36:01) AngelList Evolution(39:56) Future of FinTech Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the intricacies of alternative investments and shares valuable insights for investors. He offers a review of Mary Meeker's comprehensive slide deck on AI, highlighting significant trends and growth predictions in the sector. Additionally, Ram reflects on the consumer market, mentioning his observations from attending the packed screenings of Mission Impossible and the increasing consumer confidence. He discusses investment opportunities in various sectors including consumer discretionary, financials, cruise lines, and healthcare, emphasizing the importance of staying ahead of market rotations. The episode wraps up with a look at upcoming interviews and the ongoing dynamic nature of investing. Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(02:00) In-Depth Analysis of NVIDIA Earnings(03:26) Sovereign AI and Geopolitical Implications(08:45) Challenges and Opportunities in AI Data Centers(13:17) The Role of China in the AI Race(31:25) Middle East AI Ambitions and Data Centers(37:38) Competitive Landscape: Broadcom, AMD, and Emerging Rivals(45:13) Jony Ive and OpenAI’s Exploration of a New Form Factor(51:47) Outlook on Apple’s Future Collaborations with OpenAI(53:35) Apple’s Capital Allocation Strategy and Long-Term Vision(58:35) Google's AI Innovations and Product Day(01:05:18) The Emergence and Impact of Agentic AI(01:12:44) Generational Perspectives on AI Utilization(01:14:55) The Future of AI-Powered Web Browsers(01:24:07) Redefining Human Interaction in the AI Era Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(01:26) Warren Buffett's Retirement Impact(04:43) Berkshire Hathaway's Valuation and Holdings(14:08) The Importance of Capital Allocation(32:16) Global Investment Themes and Strategies(35:29) Political and Geopolitical Insights(38:01) Introduction to Trump's Appeal(40:14) Tariffs and Trade Policies(44:22) China as a Competitor(48:07) US Political Landscape(01:03:51) AI and Technological Advancements(01:17:12) Renewable Energy and Old Energy Dynamics(01:17:53) Investing in Humanoids and Robotics(01:18:36) The Impact of AI on Human Jobs(01:21:44) The Future of Critical Thinking(01:33:54) Investing in the MAG 7(01:37:32) The Role of AI in Investing Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:32) Market Overview and Recent Trends(01:35) Hedge Fund Strategies and 13F Filings(03:40) Deep Dive into Specific Funds and Positions(07:23) Healthcare and Insurance Sector Insights(18:14) Tech Stocks and Valuation Analysis(20:05) Hot Stocks and Smaller Managers(20:38) Druckenmiller's Investment Moves(23:45) Market Trends and Economic Indicators(28:22) Value Investing with Bill Miller(31:22) New Investment Picks and Strategies Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:30) Introduction to Austin Campbell(01:44) An In-Depth Exploration of Stablecoins(04:18) Stablecoins: Legislation, Regulation, and Market Impact(08:53) Banking and Payments Innovation: Identifying the Winners and Losers(16:51) Enhancing Financial Compliance and Combating Financial Crime(29:01) The Evolving Landscape of Lending and Financial Markets(39:55) Stablecoins as a Tool for US Government Funding(41:35) The Role of Stablecoins in Global Dollarization(42:36) Human Rights, Financial Freedom, and Digital Currencies(45:21) The US Treasury's Perspective on Stablecoins and Market Dynamics(47:55) Bitcoin’s Role in the Emerging Financial Ecosystem(52:14) China's Economic Fragility and the Global Ripple Effects(01:03:24) Global Demographic Trends and Economic Challenges(01:09:57) Artificial Intelligence and the Future of Global Productivity(01:16:08) Ray Dalio’s Insights into Economic Shifts and Global Risks(01:20:57) The Role of Stablecoins in Corporate Finance and Banking Sectors(01:22:47) Conclusion Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(01:14) Upcoming Event in New York with Oliver Wright.(02:35) Buffett's Departure and Market Impact(05:04) Market Analysis(12:45) Investment Ideas and Strategies(26:12) Buffett's Favorite Stocks: Insurance and More(34:21) Market Share and Demographics(34:50) Investing in Quality Compounders(35:55) Analyzing Restaurant Stocks(37:57) Small Cap Value Opportunities(38:54) Breaking Bad and El Pollo Loco(44:41) International Small Cap Investments(50:43) Trade Deficits and Tariffs Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:40) Market Overview and Economic Data(03:36) Global Market Trends and Sentiments(06:47) AI Tools and News Headlines(08:38) Impact of Tariffs on Global Trade(11:54) US Consumer Spending and Home Sales(19:48) Current Market Conditions and Admin Intervention(20:36) Financial Times and Steve Moran's Background(22:09) Huawei's AI Chip and US-China Trade Tensions(23:11) 24/7 Trading Debate and Market Routines(25:01) Impact of Tariffs on Consumer Goods(26:09) Starbucks vs. Seven Brew and Market Risks(29:18) Trending Tweets and Economic Insights Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(01:42) Secretary Bessent's Speech(13:49) Analysis and Market Reactions(16:04) World Bank and IMF Reforms(30:44) Market Overview and Current Trends(31:22) European and Global Market Insights(32:19) US-China Trade Relations and Tariff Updates(33:48) Market Reactions and Trading Strategies(35:22) Sector Performance and Stock Highlights(41:57) Gold and Bitcoin Market Analysis(43:17) High-Yield Bonds and Equity Market Dynamics Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(00:29) Guest Introduction: Rob Kahn, Eurasia Group(03:15) US Tariff Policies: Global Implications(06:13) Tariff Negotiations (08:33) Economic Theories and Market Responses(27:13) Regional and Global Trade Impacts(31:51) US-Mexico Trade Relations(33:07) Challenges in US Manufacturing(35:47) Economic Impact of Tariffs(38:31) Market Outlook(41:23) Global Trade and Economic Integration(45:10) Political and Economic Risks in Trade(46:21) Financial Market Impacts of Trade Policies(49:49) Digital Assets in Trade Agreements(52:30) Treasury Markets and Recession Risks Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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
(01:52) Impact of Trade Policies(06:54) Global Trade and Economic Theories(12:25) Market Reactions and Investor Behavior(14:23) Bear Market Psychology(18:12) Trade War Consequences(29:21) Economic Fundamentals and Predictions(34:13) Navigating Market Uncertainty(01:00:38) Understanding Bear Market Psychology(01:00:51) The Role of Analysts and Confidence(01:01:32) Instincts and Short Positions(01:03:36) Economic Dynamics and Trade Deficits(01:06:11) Navigating Market Tactics(01:07:23) Investment Strategies in Uncertain Times(01:12:38) Global Trade and Manufacturing Challenges(01:14:35) Innovative Solutions in Energy and Bitcoin(01:25:38) Middle Class and Economic Realities(01:55:26) The Paradox of Current Market Conditions Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida 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