{"podcast":{"title":"Lumida Wealth : Non-Consensus Invest Beyond the Ordinary","slug":"lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","podcast_index_feed_id":6695078,"rss_url":"https://feeds.simplecast.com/Uf4DOpaf","website_url":"https://non-consensus-investing.simplecast.com","image_url":"https://image.simplecastcdn.com/images/d685d316-5f8f-423b-b62c-820daec733ad/f31b2f30-b484-49d5-9aec-28ef36b992e8/3000x3000/invest-beyond-the-ordinary-2.jpg?aid=rss_feed","author":"Justin Guilder","episode_count":180,"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)","last_synced_at":"2026-09-10T02:21:48.844061+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078"},"episode":{"title":"FSD: Public vs Private Markets","slug":"fsd-public-vs-private-markets","published_at":"2026-09-02T14:42:23+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-public-vs-private-markets","show_page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","url":"https://non-consensus-investing.simplecast.com/episodes/fsd-public-vs-private-markets-f5pKb0IT","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/736e7ba0-09bc-43ba-b7d6-6ad5819fcaa4/group-item/ef3624ae-badc-4752-91c2-5c50db850c30/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf","summary":"In this episode of the FSD podcast, the host opens with personal reflections on a weekend digital detox camping trip in upstate New York. The conversation quickly pivots to macro markets, tech earnings, and key trends across public and private sectors. Key topics include Dell and Nvidia earnings reinforcing strong AI compute and inference demand, the upcoming Anthropic S-1 filing, power constraints for data centers, and buying opportunity resets in semiconductors. The host also explores longevity/healthcare themes, fallen angels in healthcare rollups, public versus private market valuation discrepancies, geopolitical impacts on oil, and a grounded analysis of space economy investments.","meta_description":"In this episode of the FSD podcast, the host opens with personal reflections on a weekend digital detox camping trip in upstate New York. The conversation…","key_points":[],"chapters":[],"topics":[],"duration_seconds":841,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/fsd-public-vs-private-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/fsd-public-vs-private-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}