Don't Call It a Comeback

In this episode of Non-Consensus Investing, host Ram Ahluwalia, the CIO at Lumida Wealth, delves into the recent market highs and shares insights on various investment topics. Alia discusses the current state of stable coins, recaps highlights from a recent conference, and provides a sectoral review. He also does a deep dive into Norwegian Cruise Lines, analyzing its financial health and business strategy. Alia ties in philosophical reflections from Ralph Waldo Emerson, considers geopolitical risks, and evaluates the impact of AI and social media on investing. The episode wraps up with interactive Q&A, touching on various stocks and sectors, and previews innovative projects at Lumida Wealth incorporating AI technology.

Episode 83 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "Don't Call It a Comeback" was published on June 28, 2025 and runs 51 minutes.

June 28, 2025 ·51m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

In this episode of Non-Consensus Investing, host Ram Ahluwalia, the CIO at Lumida Wealth, delves into the recent market highs and shares insights on various investment topics. Alia discusses the current state of stable coins, recaps highlights from a recent conference, and provides a sectoral review. He also does a deep dive into Norwegian Cruise Lines, analyzing its financial health and business strategy. Alia ties in philosophical reflections from Ralph Waldo Emerson, considers geopolitical risks, and evaluates the impact of AI and social media on investing. The episode wraps up with interactive Q&A, touching on various stocks and sectors, and previews innovative projects at Lumida Wealth incorporating AI technology.