All Episodes

FSD: Nvidia is Lender of Last Resort

FSD: Quality Compounders Are Back

FSD Relentless Offense

FSD Bank Earnings, Microsoft vs OpenAI

FSD: Peptides and Personalized Medicine

FSD: Peptides & Harlaan

FSD: The War of Thug

FSD: The Return of Quality

The American Bicentennial and Leadership Lessons from World War II

FSD: The Compliance Gene

FSD: Jane Street

FSD: Not In My Backyard

FSD: The Great Rotation

FSD: The Show Goes On!

FSD: Inflation is a Choice

FSD: Building the Next Silicon Valley

FSD: Let’s Make a Deal

FSD: How to Raise Venture Money

FSD: Google and SpaceX IPOs

How AI Will Transform Investing

FSD: Summer of ‘69

FSD: Semis, Semis, Semis Oh My

FSD: Best Buy is Raising My Kids

FSD: Standardization + Momentum

FSD: Animal Spirits & Quality

FSD: Big Tech Earnings

OpenAI Misses Revenue Target

Tech Earnings

FSD: Cannabis, United, Accenture, Cursor

SpaceX and Blue Fin Tuna

Claude Reverse Uno

FSD: The Non-Consensus Rally

FSD: Iran Negotiations, Positioning

FSD: OpenAI, Claude, Iran

FSD: Unfinished Business?

FSD: Hope Springs Eternal

BlackRock

SpaceX IPO, TerraFab, Iran, Inflation

Abundance or Armageddon? AI, Iran, and the Stakes of Getting It Wrong

Iran cease fire?

The Taco Two Step?

Kharg Island, Inflation, Gold Oh My

Val Kilmer

Break It, then Fix It?-0

Find the Barbell

Inflation ahead?

Game Theory of AI, Credit Cycle and Mom

Life and Death in the Payments Sector

Is AI a Bubble?

Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe

FSD: Recognition Moment

Great Power Politics & International Stocks

Economic Populism and the Rise of International Stocks

The Code of Reality

Is Goldilocks Priced In?

OpenAI & Google's Revenge

Fear is the Mind Killer

What If This is Goldilocks?

Eric Jackson: How Social Media Transformed Investing

Bank Earnings: The Cheat Code to Understanding the Economy

From buying ETH at $1 to building a $3B Ethereum machine.

Healthcare Stocks: Value Trap or Generational Buy?

Stablecoins: The Future of Visa and Payments

Stablecoins, Earnings Season, EVs, Trade Deals

Banking Bitcoin: Caitlin Long vs. The System

Community & Capital; Stablecoins; Landman

Don't Call It a Comeback

WOYM: Iran vs. Israel; Father's Day; Datacenter

Circle IPO; Trump vs. Musk fued; Macro & Markets

Unveiling AI Trends in Venture

Mary Meeker on AI Trends

Nvidia Breakdown & AI Trends

Buffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval

Lumida: Quarterly 13F Hedge Fund Analysis Review

China Detente & Stablecoins as SoftPower

Buffett & Revenge of the Datacenters

Lumida News Roundup

Livestream & Analysis of Bessent Speech

Eurasia Group on Geopolitics and New Trade Order

This Isn't Right

HF Manager Skyler Weinand on Tariffs & The Housing Market

WOYM: Is the correction over?

Did the Bubble Burst?

Hedge Fund Positioning: 13F Review

DeepSeek Nvidia and "Peak Sentiment"

Blackstone's Outlook and the Case Against Bonds

Are Nvidia and Tesla on a collision course?

WOYM: Podcasts are Bad for Your Health

Buy from Pessimists, Sell to Optimists

Lumida 2025 Stock Picks and Year In Review

WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits

WOYM: UFOs over NJ, The Prime Directive

The Circus and Animal Spirits; Autonomous Driving; Nvidia + China

Founder Mode & The Mortgage Market

WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales

Music Producer to Bitcoin: Chat with Lumida Client Kevin Churko

Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning

Crypto Market Heat: Is It Time to Take Profits?

Hedge Fund Positioning: 13F Analysis of Druckenmiller, Point 72, and more...

Buffett, Harvard, Tesla and the Nuclear Renaissance

Election Volatility, US Dollar & Rates, International

What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park

WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI

Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott

Lessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School.

Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI

WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer

Fed vs Bitcoin: Who will win?

Mag 7 vs. 493: Market Showdown

Lumida Whale Watch: Hedge Fund Bets Revealed

WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)

WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor

WOYM: Momentum Correction, Semis, TSMC, LPLA

Quick Thoughts on the Market, Small Caps, Lululemon, Brazil, Equities

NCI: Coreweave & AI, Operation Chokepoint 2.0, Digital Assets with Nic Carter - Partner,Castle Island VC

NCI: Market at Crossroads: Trump Bump or Market Slump?

WOYM: Mr. Market at The Halfway Mark

NCI: How to bet on Uranium & Nuclear Renaissance w/ Paul Mann, CEO ASP Isotopes

NCI: SoFi: House of Cards OR Future of Finance?

NCI: Ethereum ETF: Bananas or Banana Zone?

NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner

NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin

Family Office TV: Building a Family Empire Like Warren Buffett w/ Angelo Robles

WOYM: A Market Opportunity is emerging in 4 Weeks - Are You Ready?

WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters

NCI: What’s Broken in Fintech & VC? w/ Rohit Mittal

WOYM: Apple vs. Samsung; Bitcoin halving, Iran / Israel; Sleep Hacks

NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black

WOYM: Microsoft Stargate, Amazon Capex, CoreWeave, Macro

NCI: Printing money in global markets w/ Alex Kruger

NCI: Non-Consensus VC - Learning from 1800+ Deals w/ Dave Lambert

WOYM: Nvidia 2024 GTC De-Brief & Highlights Reel

NCI: Cyber Wars 2024: Sovereign AI, Crypto & Cybersecurity

NCI: Bitcoin's Historic High and the Future of Digital Assets w/ Andrew Keys, Sebastian Purcell and Ash Bennington of Real Vision podcast

NCI: Investing as Surfing: YC, AI & Crypto w/ David Nikzad

NCI: Finding Alpha in the 2024 AI Chip Wars w/ Dan Nystedt

NCI: How to Grow Human Capital with Superbowl Athlete Chris Thomas

NCI: Hollywood: Behind the Scenes from the Producer of the Founder

NCI: The Great Demographic Reversal: Ageing societies, inflation & investment trends with authors Charles Goodhart and Manoj Pradhan

NCI: Ryan Selkis on Crypto: Vivek, Crypto Trends, PAC, ETF Wars, DAOs, Theses

NCI: FinTech Venture in 2024 & AI Trends with Frank Rotman, QED, Marc W. Two Sigma, & Simon Taylor, 11FS

NCI: What are the Big Consumer Trends to Stay on Top Of with Biota Macdonald, Mintel

NCI: Awakening the Dragon: China Consumer trends & the next big bets with Timothy Chen, MSA Novo

NCI: AI Chip Wars: LPUs, TPUs & GPUs w/ Jonathan Ross, Founder Groq

NCI: Beyond 2023: Bonds, rates and real estate w/ Skyler Weinand, Founder Regan Capital

NCI: Crypto meets Macro: BTC, ETH, ETF, Decentralization w/ Jim Bianco and Ash Bennington

WOYM: SBF and FTX Trial: Insights and Analysis

NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital

NCI: US vs China: AI, Biotech, Nuclear, Tokenization & CRE w/ Angelo Robles, Founder @familyoffice

NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors

NCI: Bitcoin ETF: Sell The News, Buy The Dip, Or On To New Highs?

NCI: Inside High-Frequency Trading: Myths, Market Making, Digital Assets & leadership w/ Doug Cifu, CEO Virtu Financial

NCI: Permissionless Insights: Crypto Billionaires, Wallets as a service & Crypto ETFs with Tom, Felipe & Ishan

NCI: Venture investing masterclass & future of fintech with Frank Rotman CIO, QED Investors

NCI: Big Banks, AI & Anti Aging with Marc Weill, Venture Partner @Two Sigma Ventures

NCI: How the top 1% invests in AI, Digital Assets and Real Estate

EP0-Trailer