Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

About Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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)

Publisher

Ram Ahluwalia

Category

business · business · business

Language

en

Explicit

No

First episode

10 Nov 2023

Latest episode

29 Oct 2026

Latest episodes

1 of 197 episodes have a transcript.

1. 

   29 Oct 2026

   FSD: Microsoft & Google

   Microsoft and Google both reported, and Ram works through the numbers from the driver's seat, starting with Anthropic: the market kept waiting for a shoe to drop, and he can't find one. His read is that semis are cheap and back, and that the hyperscalers' spending flows straight to the CapEx receivers.

2. 

   28 Oct 2026

   FSD: Anthropic Second Take

   A second, deeper look at Anthropic's numbers. Ram calls the release solid to strong: cash levels are up, in large part from operations, the company has financing from several suppliers including Broadcom, and he sees no sign that it is subsidizing tokens. Its CapEx commitments also leave room to walk away from some of them.

3. 

   27 Oct 2026

   FSD: Anthropic S-1 & The Harness

   On the drive after Anthropic filed its S-1, Ram walks through what stood out to him: the gross margin line is gone, replaced by an expense allocation, customer concentration is lower than he expected, and the CapEx obligations look manageable against the revenue coming in. He contrasts that with OpenAI's position and calls the frontier lab race a power-law game, while dismissing the filing's market-size estimate.

Inside a recent episode

Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott

Published 21 Sept 2024 · Transcript excerpt

[…] I don't think that the Fed is making any decisions based upon political dynamics. I know that I am the lone voice in the in the wasteland of Twitter on this topic to say that the Fed is not, first of all, on the surface, they make it clear and have made it clear repeatedly that they're not a political organization. And I think people get confused. They may be making policy that is inconsistent with the behavior, the typical behavior of central banks given the information that they're receiving, but that can just be bad policy or maybe not even bad policy. It can be a different policy choice, but that doesn't mean that necessarily their policy choice is driven by a political consideration. […]

Who has been a guest on Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Names identified in recent episode analyses. Showing up to five guests.

• Bob Dewey
• Danny Goler
• [Guest Name Credentials]
• Eric Jackson
• Andrew Keys

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

259,749

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

4 ratings

Spotify

5.0 / 5

8 ratings

Podcast Authority Score: 87 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

92

Social presence

100

YouTube

86

Engagement

68

Contact Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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