OpenAI & Google's Revenge
In this episode of Non-Consensus Investing, hosted by Ram Ahluwalia, CIO at Lumida Wealth, listeners are guided through a comprehensive analysis of the current investment landscape. From discussing the rising influence of AI and semiconductors, to revealing the potential of defense tech and consumer finance, Ram provides a deep dive into the themes driving today's markets. The episode also explores the impact of macroeconomic factors, the importance of maintaining a diversified portfolio, and the evolving role of private markets. Additionally, Rhm shares observations on high beta stock performance, value investing, and his outlook on upcoming market trends. With a focus on practical insights and strategic thinking, this episode offers valuable guidance for investors looking to navigate the complexities of alternative investments.
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Show Notes
(02:03) AI Demand Meets the Reality of Chip Economics
(08:03) The Funding Problem Nobody Wants to Talk About
(17:54) Why Defense Tech Attracts Private Capital First
(22:50) What the Macro Backdrop Means for Investors
(32:08) When Valuations Create Real Opportunity
(32:35) Utilities The Trade Most Portfolios Underweight
(33:46) Why Portfolio Theory Still Matters in Volatile Markets
(35:01) Buffett’s Low-Risk Playbook in Action
(36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade
(40:08) Where Consumer Pressure Is Showing Up
(42:02) Healthcare Demand That Holds Through Cycles
(44:21) Why Going Against Consensus Still Works
(46:36) Coupang A Quality Business Left Behind
(51:50) What Digital Assets Reveal About Risk Appetite
(55:55) What to Watch Next
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