Podcast

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Author: Justin Guilder
Feed episode count: 180
Official site: https://non-consensus-investing.simplecast.com
RSS: https://feeds.simplecast.com/Uf4DOpaf
JSON: /v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078
Markdown: /podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078.md

Summary

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)

Episodes

Sep 9, 2026 · not_requested

FSD: Thoughts on AGI

Duration seconds: 901
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-thoughts-on-agi-5HpqzqtR

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Sep 7, 2026 · not_requested

FSD: Are Semis Back?

Duration seconds: 1815
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-are-semis-back-xe67E0jF

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Sep 4, 2026 · not_requested

FSD: Legacy Brands in Decline

Duration seconds: 1333
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-legacy-brands-in-decline-MZyoFRU9

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Sep 3, 2026 · not_requested

Anthropic Is Targeting a $30 Trillion Market

Duration seconds: 2729
Source: https://non-consensus-investing.simplecast.com/episodes/anthropic-is-targeting-a-30-trillion-market-RnaFmfB4

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Sep 2, 2026 · not_requested

FSD: Public vs Private Markets

Duration seconds: 841
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-public-vs-private-markets-f5pKb0IT

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Aug 28, 2026 · not_requested

FSD: The Next Phase of the AI

Duration seconds: 1551
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-next-phase-of-the-ai-apsTx5F6

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Aug 27, 2026 · not_requested

FSD: Nvidia

Duration seconds: 2091
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-nvidia-jZG9piB5

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Aug 19, 2026 · not_requested

FSD: My Visit to Anthropic & The State of VC

Duration seconds: 655
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-my-visit-to-anthropic-the-state-of-vc-jqu5AbM_

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Aug 18, 2026 · not_requested

FSD: The Sports Team Tax Shield

Duration seconds: 3170
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-sports-team-tax-shield-0CIL_E_Y

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Aug 17, 2026 · not_requested

FSD: Who Cut the Watermelon

Duration seconds: 1927
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-who-cut-the-watermelon-YNW8Y0bd

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Aug 14, 2026 · not_requested

FSD: Winners Keep Winning

Duration seconds: 1436
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-winners-keep-winning-nGyBY7Yj

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Aug 13, 2026 · not_requested

FSD: Relationships Matter & Momentum

Duration seconds: 1136
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-relationships-matter-momentum-UXfyn2MS

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Aug 12, 2026 · not_requested

FSD: Lender of Last Resort

Duration seconds: 1399
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-lender-of-last-resort-1kqhvyyN

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Aug 8, 2026 · not_requested

FSD: Travis Kalanick

Duration seconds: 691
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-travis-kalanick-Tca_p2Sm

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Aug 7, 2026 · not_requested

FSD: The Kids Will Be All Right

Duration seconds: 1163
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-kids-will-be-all-right-GYFPTz9L

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Aug 6, 2026 · not_requested

FSD: Gestalt Shift

Duration seconds: 811
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-gestalt-shift-Zf38C7gB

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Aug 5, 2026 · not_requested

FSD: We’re So Back

Duration seconds: 1364
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-were-so-back-_srkP6df

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Aug 5, 2026 · not_requested

Non-Consensus Investing: Ladies, Leverage and Leopold

Duration seconds: 5874
Source: https://non-consensus-investing.simplecast.com/episodes/non-consensus-investing-ladies-leverage-and-leopold-ZHr1uAmV

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Aug 4, 2026 · not_requested

FSD: Citadel vs Leopold

Duration seconds: 1508
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-citadel-vs-leopold-6l4Y_nuX

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Aug 3, 2026 · not_requested

FSD: Apple and China’s Moonshot

Duration seconds: 1764
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-apple-and-chinas-moonshot-LHtFRpZ7

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Jul 31, 2026 · not_requested

FSD: Ladies Liquor and Leopold

Duration seconds: 462
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-ladies-liquor-and-leopold-_BZW2aEU

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Jul 30, 2026 · not_requested

FSD: Microsoft Earnings & Next Phase of AI

Duration seconds: 2111
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-microsoft-earnings-next-phase-of-ai-Fj_3flhN

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Jul 29, 2026 · not_requested

FSD: Major Chord & Minor Chord

Duration seconds: 483
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-major-chord-minor-chord-ZL8EksHc

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Jul 28, 2026 · not_requested

FSD: Nvidia is Lender of Last Resort

Duration seconds: 2282
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-nvidia-is-lender-of-last-resort-8UqILG73

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Jul 21, 2026 · not_requested

FSD: Quality Compounders Are Back

Duration seconds: 1390
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-quality-compounders-are-back-xN3IjP7I

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Jul 16, 2026 · not_requested

FSD Relentless Offense

Duration seconds: 738
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-relentless-offense-ym_TYJDH

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Jul 14, 2026 · not_requested

FSD Bank Earnings, Microsoft vs OpenAI

Duration seconds: 902
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-bank-earnings-microsoft-vs-openai-5UD6dwiM

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Jul 10, 2026 · not_requested

FSD: Peptides and Personalized Medicine

Duration seconds: 2547
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-peptides-and-personalized-medicine-eZmThB1p

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Jul 8, 2026 · not_requested

FSD: The War of Thug

Duration seconds: 1220
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-war-of-thug-K_d7BGzI

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Jul 7, 2026 · not_requested

FSD: The Return of Quality

Duration seconds: 482
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-return-of-quality-ZboWQPLa

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Jul 4, 2026 · not_requested

The American Bicentennial and Leadership Lessons from World War II

Duration seconds: 2140
Source: https://non-consensus-investing.simplecast.com/episodes/the-american-bicentennial-and-leadership-lessons-from-world-war-ii-U9L7329C

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Jul 1, 2026 · not_requested

FSD: The Compliance Gene

Duration seconds: 1101
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-compliance-gene-xzxJEnBa

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Jul 1, 2026 · not_requested

FSD: Jane Street

Duration seconds: 933
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-jane-street-uRt5MJwD

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Jun 27, 2026 · not_requested

FSD: Not In My Backyard

Duration seconds: 1431
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-not-in-my-backyard-1lIVSCC4

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Jun 27, 2026 · not_requested

FSD: The Great Rotation

Duration seconds: 986
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-great-rotation-zsVs4ZUq

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Jun 25, 2026 · not_requested

FSD: The Show Goes On!

Duration seconds: 837
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-show-goes-on-KJbfJ3Pl

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Jun 18, 2026 · not_requested

FSD: Inflation is a Choice

Duration seconds: 991
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-inflation-is-a-choice-Dp_rCqTA

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Jun 17, 2026 · not_requested

FSD: Building the Next Silicon Valley

Duration seconds: 1762
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-building-the-next-silicon-valley-OF1w3XZo

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Jun 16, 2026 · not_requested

FSD: Let’s Make a Deal

Duration seconds: 2058
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-lets-make-a-deal-Pg8Q5Xxb

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Jun 4, 2026 · not_requested

FSD: How to Raise Venture Money

Duration seconds: 1433
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-how-to-raise-venture-money-XjklfEUb

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Jun 3, 2026 · not_requested

FSD: Google and SpaceX IPOs

Duration seconds: 2922
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-google-and-spacex-ipos-SBy1i5tK

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Jun 3, 2026 · not_requested

How AI Will Transform Investing

Duration seconds: 4162
Source: https://non-consensus-investing.simplecast.com/episodes/how-ai-will-transform-investing-tTVMO4xJ

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Jun 2, 2026 · not_requested

FSD: Summer of ‘69

Duration seconds: 1154
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-summer-of-69-1jZFhSIj

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May 7, 2026 · not_requested

FSD: Semis, Semis, Semis Oh My

Duration seconds: 3209
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-semis-semis-semis-oh-my-ITODpJrf

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May 4, 2026 · not_requested

FSD: Best Buy is Raising My Kids

Duration seconds: 2146
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-best-buy-is-raising-my-kids-oOFAKTX9

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May 2, 2026 · not_requested

FSD: Standardization + Momentum

Duration seconds: 1453
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-standardization-momentum-_0Gj9umi

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Apr 30, 2026 · not_requested

FSD: Animal Spirits & Quality

Duration seconds: 2166
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-animal-spirits-quality-rs7saC1E

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Apr 30, 2026 · not_requested

FSD: Big Tech Earnings

Duration seconds: 1355
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-big-tech-earnings-m6gBuPr9

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Apr 29, 2026 · not_requested

OpenAI Misses Revenue Target

Duration seconds: 822
Source: https://non-consensus-investing.simplecast.com/episodes/openai-misses-revenue-target-keGxx3U2

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Apr 29, 2026 · not_requested

Tech Earnings

Duration seconds: 667
Source: https://non-consensus-investing.simplecast.com/episodes/tech-earnings-wXHbtdX2

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Apr 23, 2026 · not_requested

FSD: Cannabis, United, Accenture, Cursor

Duration seconds: 1458
Source: https://non-consensus-investing.simplecast.com/episodes/cannabis-united-accenture-cursor-A1z6orPr

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Apr 22, 2026 · not_requested

SpaceX and Blue Fin Tuna

Duration seconds: 991
Source: https://non-consensus-investing.simplecast.com/episodes/spacex-and-blue-fin-tuna-mzB03UH_

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Apr 21, 2026 · not_requested

Claude Reverse Uno

Duration seconds: 1361
Source: https://non-consensus-investing.simplecast.com/episodes/claude-reverse-uno-L9eCMk5m

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Apr 15, 2026 · not_requested

FSD: The Non-Consensus Rally

Duration seconds: 1280
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-the-non-consensus-rally-wcwJXLxf

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Apr 10, 2026 · not_requested

FSD: Iran Negotiations, Positioning

Duration seconds: 1179
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-iran-negotiations-positioning-fa2ek16N

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Apr 6, 2026 · not_requested

FSD: OpenAI, Claude, Iran

Duration seconds: 1442
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-openai-claude-iran-GKX9_yTZ

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Apr 1, 2026 · not_requested

FSD: Unfinished Business?

Duration seconds: 1102
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-unfinished-business-TMny_Hdx

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Mar 31, 2026 · not_requested

FSD: Hope Springs Eternal

Duration seconds: 2500
Source: https://non-consensus-investing.simplecast.com/episodes/fsd-hope-springs-eternal-jBlr6ur6

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