{"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":151,"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":"2026-07-09T02:18:12.090061+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078"},"episode":{"title":"Tech Earnings","slug":"tech-earnings","published_at":"2026-04-29T19:04:53+00:00","page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/tech-earnings","show_page_url":"https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078","url":"https://non-consensus-investing.simplecast.com/episodes/tech-earnings-wXHbtdX2","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/e141c21a-11b8-4cf4-8d80-55a3dfbe46ab/group-item/ab2c628c-ca59-4ec2-a119-32fafb53756d/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf","summary":"In this episode of FSD, Lumida Wealth Management explores the shifting landscape of tech earnings and the transition of AI from a \"cyclical\" to a \"secular\" growth story. We dive into the massive 19% earnings growth expectations for the developed market and what the \"Pentagon pivot\" means for data center compute demand. The episode also breaks down the strategic \"divorce\" between Microsoft and OpenAI, explaining why Microsoft’s corporate development team may have secured one of the best deals in tech history. From semiconductor momentum to non-consensus plays in China, we discuss how to position your portfolio for a constructive mid-year rally.","meta_description":"In this episode of FSD, Lumida Wealth Management explores the shifting landscape of tech earnings and the transition of AI from a \"cyclical\" to a \"secular…","key_points":[],"chapters":[],"topics":[],"duration_seconds":667,"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/tech-earnings/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/tech-earnings.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}