EPISODE · Dec 22, 2025 · 1H
OpenAI & Google's Revenge
from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder
(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 Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
What this episode covers
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.
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OpenAI & Google's Revenge
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