Discover the Ideas That Move Markets
Before The Crowd
Designed for investors who want to stay ahead of the news, not react to it.
Where money managers debate trades with capital on the line.
Hosted by Ram Ahluwalia, a money manager interviewing other money managers.
The conversations cut through noise to focus on real capital allocation, risk, and decision-making, spanning cross-asset classes from micro ideas to macro forces.
We focus on what comes next.
Most podcasts talk about what's in the rear-view mirror.
Lumida studies the road ahead before the turn is obvious.
as seen in:
Stay on Top of The Big Trends
Is the AI CapEx spend sustainable, or are we in an AI bubble?
Is the US consumer strong or on the verge of recession?
How are aging demographics reshaping the economy?
Lumida Non-Consensus Investing was created to stay ahead of the curve.
We bring on long-term thinkers who surface investable ideas early before they’re obvious, crowded, or fully priced in.
Lumida Non-Consensus Investing lets you follow the smart money.
Learn New ideas early.
Identify Big Shifts.
Cut through the noise.
See what trades the best hedge fund managers are making.
Highlights Reel
What’s more, each week we take a look at what’s happening in macro so you can stay on the right side of the trend.
Each quarter, we break down what top hedge fund managers are buying and selling.
See where smart money is rotating, what’s getting crowded, and the ideas worth putting on your watchlist.
We break down trends and show the audience how to use them to make better investment decisions.
Built for People Who Want to Become Better Investors
Lumida Non-Consensus Investing Podcast is built for anyone - whether you’re new to markets or deeply experienced.
It’s for people who want to:
✓ Stay on top of the big trends
✓ Are curious about how AI is re-shaping the world
✓ Looking for original investment ideas
If you’re the kind of person who constantly asks, “What’s next?” — you’ll feel at home here.
Disclaimer: The Non-Consensus Investing Podcast is provided for informational and educational purposes only. The views expressed by hosts and guests are their own and do not constitute financial, investment or legal advice. Nothing discussed should be construed as a recommendation to buy, sell, or hold any security or investment strategy. Listeners should conduct their own research and consult with a qualified financial professional before making any investment decisions.