by Ram Ahluwalia
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)
Language
🇺🇲
Publishing Since
11/10/2023
Email Addresses
1 available
Phone Numbers
0 available
April 18, 2025
In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO at Lumida Wealth, speaks with Rob Kahn, Managing Director and Chief Economist at Eurasia Group. They discuss the complexities of global markets influenced by geopolitical events, such as the US-China trade war, tariff impacts, and potential economic outcomes including recession risks. Rob provides insights into the interplay between politics, economics, and markets, emphasizing the unprecedented nature of current US tariff levels and their broader consequences. The conversation also touches on regional economic responses, trust in trade relationships, and possible shifts in global economic policies. As they explore the longer-term scenarios, the discussion highlights the critical need to stay informed and adaptable in the ever-evolving landscape of global investing.
April 7, 2025
In this episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, discusses the significant fluctuations in the market spurred by current U.S. trade policies. Amid widespread panic and overvaluation, Alia dissects the impacts of tariffs, particularly on major corporations like Nike and the broader economy. He highlights the paradox of oversold conditions against overpriced valuations, emphasizing the need for policy adjustments to restore market stability. He also touches on historical context, strategic considerations for investors, and the broader socio-economic implications of the current trade environment. As a dynamic market leader, he offers insights into potential opportunities and pitfalls, stressing the importance of informed decision-making in uncertain times.
April 4, 2025
In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO of Lumida Wealth, speaks with Skyler, Weinand, a seasoned hedge fund manager, to discuss a range of current economic topics. The conversation starts with an in-depth analysis of recent tariff policies announced by the administration and their potential impacts on markets and various sectors, including housing and mortgages. They delve into the mechanics of CLO (Collateralized Loan Obligation) markets, examining the dislocation and risks involved. The discussion also covers the health of the economy, credit markets, and how regional banks might be affected. Throughout the episode, Skyler provides expert insights on navigating these turbulent times, emphasizing the importance of understanding underlying economic indicators and making informed investment decisions.
BG2Pod
Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Castle Island Ventures
The Idea Farm
Colossus | Investing & Business Podcasts
Bloomberg
Andrew Walker
Blockworks
Colossus | Investing & Business Podcasts
Oaktree Capital Management
Bloomberg
Bankless
All-In Podcast, LLC
Blockworks
Laura Shin
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at [email protected] for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.