Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
173 episodes — Page 1 of 4
FSD: My Visit to Anthropic & The State of VC
Aug 19, 202610 min
FSD: The Sports Team Tax Shield
Aug 18, 202652 min
FSD: Who Cut the Watermelon
Aug 17, 202632 min
FSD: Winners Keep Winning
Aug 14, 202623 min
FSD: Relationships Matter & Momentum
Aug 13, 202618 min
FSD: Lender of Last Resort
Aug 12, 202623 min
FSD: Travis Kalanick
Aug 8, 202611 min
FSD: The Kids Will Be All Right
Aug 7, 202619 min
FSD: Gestalt Shift
Aug 6, 202613 min
FSD: We’re So Back
Aug 5, 202622 min
Non-Consensus Investing: Ladies, Leverage and Leopold
Aug 5, 20261h 37m
FSD: Citadel vs Leopold
Aug 4, 202625 min
FSD: Apple and China’s Moonshot
Aug 3, 202629 min
FSD: Ladies Liquor and Leopold
Jul 31, 20267 min
FSD: Microsoft Earnings & Next Phase of AI
Jul 30, 202635 min
FSD: Major Chord & Minor Chord
Jul 29, 20268 min
FSD: Nvidia is Lender of Last Resort
Jul 28, 202638 min
FSD: Quality Compounders Are Back
Jul 21, 202623 min
FSD Relentless Offense
Jul 16, 202612 min
FSD Bank Earnings, Microsoft vs OpenAI
Jul 14, 202615 min
FSD: Peptides and Personalized Medicine
Jul 10, 202642 min
FSD: Peptides & Harlaan
Jul 9, 202620 min
FSD: The War of Thug
Jul 8, 202620 min
FSD: The Return of Quality
Jul 7, 20268 min
The American Bicentennial and Leadership Lessons from World War II
Jul 4, 202635 min
FSD: The Compliance Gene
Jul 1, 202618 min
FSD: Jane Street
Jul 1, 202615 min
FSD: Not In My Backyard
Jun 27, 202623 min
FSD: The Great Rotation
Jun 27, 202616 min
FSD: The Show Goes On!
Jun 25, 202613 min
FSD: Inflation is a Choice
Jun 18, 202616 min
FSD: Building the Next Silicon Valley
Jun 17, 202629 min
FSD: Let’s Make a Deal
Jun 16, 202634 min
FSD: How to Raise Venture Money
Jun 4, 202623 min
FSD: Google and SpaceX IPOs
Jun 3, 202648 min
How AI Will Transform Investing
Jun 3, 20261h 9m
FSD: Summer of ‘69
Jun 2, 202619 min
FSD: Semis, Semis, Semis Oh My
May 7, 202653 min
FSD: Best Buy is Raising My Kids
May 4, 202635 min
FSD: Standardization + Momentum
May 2, 202624 min
FSD: Animal Spirits & Quality
Apr 30, 202636 min
FSD: Big Tech Earnings
Apr 30, 202622 min
OpenAI Misses Revenue Target
Apr 29, 202613 min
Tech Earnings
Apr 29, 202611 min
FSD: Cannabis, United, Accenture, Cursor
Apr 23, 202624 min
SpaceX and Blue Fin Tuna
Apr 22, 202616 min
Claude Reverse Uno
Apr 21, 202622 min
FSD: The Non-Consensus Rally
Apr 15, 202621 min
FSD: Iran Negotiations, Positioning
Apr 10, 202619 min
FSD: OpenAI, Claude, Iran
Apr 6, 202624 min