Episodes

  • (00:00) Introduction to Non Consensus Investing
    (00:33) Meet Our Special Guest: Jeff Park from Bitwise
    (02:11) Diving into Harvard Management Company
    (05:46) Challenges and Changes at Harvard
    (09:28) The Multi-Manager Model and Its Implications
    (14:14) China's Economic Moves and Global Impact
    (19:24) The Power of Memes in Financial Markets
    (22:11) Understanding Liquidity and Market Dynamics
    (29:12) Analyzing Credit Spreads and Liquidity Transformation
    (30:09) Bitcoin: To HODL or Trade?
    (31:32) The Superhuman Macro Investors
    (33:39) Trend Following in Bitcoin Trading
    (40:31) Election Impact on Digital Assets
    (45:18) Best Practices for Investors and Traders
    (49:04) Concluding Thoughts and Future Outlook

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  • (00:00) Introduction
    (00:31) Guest Introduction: Michael Parekh
    (01:32) OpenAI: Current State and Challenges
    (06:05) AI Industry Insights and Comparisons
    (10:11) Investor Perspectives on OpenAI
    (11:43) AI Investment Landscape
    (28:15) Meta's AI and AR Innovations
    (40:28) The Commodification of Memory and Interlinks
    (40:46) Power and Nuclear: The Next Big Thing
    (45:16) The AI Boom and Its Impact on Utilities
    (48:17) The Future of SaaS in an AI-Driven World
    (50:50) The Role of AI in Enterprise and Productivity
    (01:00:36) Regulatory Challenges and Market Dynamics
    (01:04:19) The Telecom Bubble and Lessons for Today
    (01:14:38) The Rise of Agentic AI

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  • 00:00 Introduction to Non Consensus Investing

    00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited

    01:16 Discussing the Fed's 50 Bps Rate Cut

    02:26 Market Reactions and Economic Indicators

    06:55 Analyzing Employment and Consumer Health

    24:05 Debating Productivity and Economic Growth

    33:57 AI Apps and Economic Projections

    34:19 Fed's Rate Cut Deliberations

    35:34 Market Reactions and Fed Policy

    38:41 Political Dynamics and Fiscal Policy

    42:42 Investment Opportunities and Market Trends

    45:43 Gold, Commodities, and Digital Assets

    46:37 Growth vs. Value Stocks

    50:37 Investor Sentiment and Market Positioning

    01:00:59 Concluding Thoughts and Future Outlook

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  • Timestamps:

    (00:00) Intro

    (03:09) Working with George Soros

    (03:58) Risk Management Insights

    (06:18) Concept of Reflexivity

    (13:32) The Buffett Bet & Protege Partners

    (17:12) Hedge Fund Industry Insights

    (26:11) Endowment Style Investing

    (32:05) China's Economic Challenges

    (38:04) Investment Opportunities in China

    (44:00) Commercial Real Estate Crisis in the US

    (58:59) The Impact of AI on Investing

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  • Timestamps:

    (00:00) Introduction

    (01:07) Guest Introduction: Mark Mahaney

    (02:14) Mark Mahaney's Investment Framework

    (03:55) The Importance of Revenue Growth

    (05:28) Identifying High-Quality Companies

    (08:01) Challenges and Opportunities in Tech Investments

    (10:33) Evaluating Profitability and Business Models

    (14:10) Amazon's Market Dynamics

    (19:05) Netflix's Growth Strategies

    (25:42) Meta's Market Position

    (26:27) Amazon's Growth and AWS Competition

    (27:33) Meta's Valuation and Overhangs

    (31:00) Uber's Future with Driverless Cars

    (35:04) Google's Challenges and Opportunities

    (41:14) Investment Opportunities and Market Concerns

    (45:06) DoorDash's Market Position

    (47:31) Staying Grounded in Investment Decisions

    (51:44) Conclusion and Final Thoughts

    Media Disclosures from Evercore

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  • 01:02 Market Insights: Jackson Hole and Rate Cuts

    02:07 Earnings and Employment Analysis

    03:16 Adjustment Cuts vs. Full Rate Cut Cycles

    05:51 Market Trends: Value vs. Growth

    07:15 Sector Highlights: Real Estate and Financials

    08:18 Small Caps and High Debt Companies

    13:29 AI and Productivity Boom

    16:14 Banking Sector Opportunities

    17:31 Bank Investments and Sweetheart Deals

    18:06 Consumer Trends and Retail Shifts

    20:03 Home Builders and Mortgage Rates

    22:25 Automotive Sector Insights

    22:54 Retail Giants: Walmart and Target

    23:46 AI Tools for Investment Analysis

    27:05 Q&A and Market Outlook

    30:29 Final Thoughts and Investment Wisdom

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  • 00:00 Introduction to Non Consensus Investing

    00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast

    00:56 Early Bitcoin Days and Missed Opportunities

    02:42 Michael's Journey: From PR to Venture Capital

    04:47 The Dot-Com Boom and Transition to Crypto

    10:05 Understanding Bitcoin Cycles and Investment Strategies

    15:19 Technical Aspects of Bitcoin and Market Dynamics

    17:41 Current Market Trends and Future Predictions

    23:09 Challenges and Opportunities in Bitcoin Investing

    24:49 Technical Difficulties and Market Analysis

    33:56 Bitcoin Halving Cycles and Market Trends

    34:43 Future Predictions and Macro Factors

    35:53 Bitcoin's Parabolic Trends and Key Days

    36:54 Bitcoin Winter and Market Cycles

    38:04 Impact of New Products and ETFs

    38:50 Bitcoin as a Veblen Asset

    42:48 Strategic and Tactical Bitcoin Investments

    49:51 Global Adoption and Inflation

    54:34 Puerto Rico's Crypto Community

    01:04:03 Future Outlook for Bitcoin, ETH, and Solana

    01:05:46 Conclusion and Book Promotion

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  • 00:00 Introduction to Non-Consensus Investing

    00:33 Meet Meb Faber: A Decade of Tracking and Insights

    00:59 Exploring Alpha Cloning and Hedge Funds

    02:41 The Golden Age of Hedge Funds and Market Trends

    03:58 Buffett's Strategy and the Power of 13F Filings

    13:07 The Evolution of Shareholder Yield

    16:09 The Role of Buybacks and Stock-Based Compensation

    19:59 Market Neutral Strategies and Hedge Fund Insights

    25:33 The Impact of Passive Investing on Active Management

    30:02 Gold's Highs and Market Predictions

    30:44 Diversifying Investments for Mental Health

    32:36 Exploring Foreign Markets

    40:28 The Impact of Retail Investing and Social Media

    44:43 Lessons from Successful Long-Term Investments

    51:04 The Role of Trend Strategies in Portfolios

    56:09 Concluding Thoughts and Resources

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  • 00:00 Introduction to Non Consensus Investing

    00:31 Understanding 13F Filings

    01:12 Hedge Fund Strategies and Stock Picks

    02:00 Market Trends and Economic Indicators

    02:57 Deep Dive into Hedge Fund Holdings

    04:37 Analyzing Specific Stocks and Sectors

    08:47 Insights on Individual Hedge Fund Managers

    12:47 Value Investing and Contrarian Strategies

    17:15 Exploring Smaller and Overlooked Stocks

    28:53 Evaluating Return on Equity and Buybacks

    29:18 Acadian Capital's Investment Strategy

    29:41 Tidewater and Energy Services Analysis

    30:49 Planet Fitness and Changing Consumer Behavior

    31:53 Exploring SaaS and Elastic

    32:32 CVS and the Healthcare Sector

    34:28 Qualcomm and the AIPC Trend

    37:02 Brazil's Economic Potential

    38:51 Disney's Performance and Future Prospects

    45:11 Michael Burry's Unexpected Biotech Move

    46:18 Final Thoughts and Market Outlook

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  • 00:00 Introduction to Non Consensus Investing

    00:42 Welcoming the Guest: Michael's Background

    01:39 Tesla Earnings and Elon Musk's Vision

    03:51 Humanoids and Future Prospects

    05:39 Challenges and Competition for Tesla

    07:58 AI and Robotics: The Bigger Picture

    18:48 Conflicts of Interest in Financial Analysis

    21:03 Sovereign AI and Global Implications

    31:07 Google's Earnings and Cloud Business

    46:03 Generative AI and CapEx Dynamics

    47:34 Positioning in Mag7: NVIDIA, Meta, and Google

    49:34 Meta's Open Source Strategy with Llama 3

    53:59 AI's Impact on Business Models and CapEx

    01:00:44 Crypto and Digital Assets in the Political Landscape

    01:02:53 Tech Market Trends and Predictions

    01:11:46 Energy Sector Outlook in a Trump Presidency

    01:20:53 Investment Strategies and Market Sentiment

    01:26:59 Conclusion and Final Thoughts

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  • 00:00 Introduction to Non Consensus Investing

    00:40 Meet the New Team Member: Stein

    02:53 Market Recap and Key Topics

    03:24 Insights from the Lumida Ledger

    05:05 Daily and Weekly Research Process

    06:44 Small Caps and Market Trends

    09:31 Consumer Discretionary Sector Analysis

    20:10 China's Market Impact and the Trump Effect

    22:17 Reversal Factor and Market Dynamics

    24:17 Momentum Factor and Market Trends

    25:10 Analyzing Momentum Stocks and ETFs

    27:37 Tech vs. Energy: A Negative Correlation

    29:23 Small Cap Growth vs. Value

    31:28 Semiconductors and Market Sentiment

    37:41 Sector Analysis and Investment Strategies

    42:25 Crypto and Alternative Investments

    44:40 Final Thoughts and Market Outlook

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  • 00:00 Introduction to Non Consensus Investing

    00:28 Market Speculation and Trends

    01:35 Negative Momentum Rally Explained

    03:58 Sector Analysis: Semiconductors and AI

    08:41 Energy Sector Insights

    10:23 Restaurant Industry Overview

    13:02 Small Caps vs. Semiconductors

    13:47 Deep Dive: Taiwan Semiconductor and ASML

    24:05 TSMC's Market Expansion and AI Demand

    24:55 NVIDIA's Pricing Strategy and Market Impact

    26:00 Semiconductor Valuations and Industry Trends

    28:00 Qualcomm's Position in the Smartphone Market

    29:22 Schwab's Financial Challenges and Market Reaction

    31:25 LPLA's Business Model and Market Opportunities

    37:20 Investment Strategies and Market Analysis

    41:46 Final Thoughts and Investment Insights

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  • 00:00 Introduction to Non Consensus Investing

    00:32 Market Overview and Recent Activities

    00:50 Deep Dive into Lululemon (LULU)

    02:00 Investment Strategies and Opportunity Cost

    05:39 Small Caps and Market Reactions

    07:44 Momentum and Negative Momentum Rallies

    08:37 MAG7 and Market Trends

    11:06 Sector Analysis and Broader Market Impacts

    19:25 Investment Opportunities in Brazil

    25:25 Identifying High-Quality Assets in Dislocations

    26:10 Analyzing CVS and Its Turnaround Potential

    28:57 Exploring Small Cap Opportunities

    29:03 In-Depth Look at Innova and Other Small Caps

    30:04 Advanced Materials and Speculative Bets

    30:39 American Public Education and Small Cap Picks

    31:58 Investment Strategies and Market Analysis

    37:36 Thematic Baskets and Short Interest Rally

    39:39 Speculation in Tesla and Palantir

    41:00 Concluding Thoughts and Market Outlook

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  • 00:00 Introduction to Non Consensus Investing

    00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor

    00:57 Nic Carter's Transformation and Digital Asset Journey

    01:22 The Intimidation Video: Nic Carter's Boxing Journey

    02:51 Training Regimen and Discipline in Combat Sports

    10:16 From Philosophy to Bitcoin: Nic's Career Path

    19:12 Investing in CoreWeave: A High-Stakes Bet

    25:53 The Rise of CoreWeave and AI's Impact

    35:33 Investing in AI: Strategies and Concerns

    40:04 AI and the Post-Truth Era

    42:12 AI's Role in Verifying Information

    49:07 Fragmentation of AI Models Across Nations

    53:39 AI's Economic Impact and Future Growth

    01:04:35 The Intersection of AI and Digital Assets

    01:08:22 Conclusion and Final Thoughts

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  • 00:00 Introduction to Non Consensus Investing

    00:31 Guest Introduction: Mike McGlone

    00:45 Market Impact of Trump and Biden

    00:51 Commodities and Economic Indicators

    01:12 Political Influence on Markets

    01:49 Historical Market Trends and Volatility

    05:30 Global Economic Shifts and Gold

    10:30 Energy Market Dynamics

    14:26 Equity Market Analysis

    30:47 Unemployment and Inflation Dynamics

    31:30 Commodities and Economic Indicators

    34:11 The Role of the U.S. Dollar

    34:51 Cryptocurrencies and Market Trends

    38:37 Bitcoin's Market Position

    49:22 Copper and Commodity Market Analysis

    55:49 Gold vs. Bitcoin: A Comparative Analysis

    58:33 Closing Thoughts and Future Outlook

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  • 00:00 Introduction to Non-Consensus Investing

    00:27 Market Overview and Key Themes

    01:34 Deep Dive into Market Indicators

    02:14 Insights on US Dollar and Commodities

    02:47 Bitcoin and MAG7 Analysis

    03:23 Seasonal Trends and Market Sentiment

    05:27 Impact of Political Events on Markets

    06:31 Brazil Market Analysis and Fed Rate Cuts

    15:41 Small Caps and Economic Outlook

    16:40 NVIDIA's Market Influence

    17:32 Boomer Spending and Market Trends

    27:00 ETFs and Tax Strategies

    35:20 Innovative Risk-Defined ETFs

    36:38 Introducing LumidaETF

    36:52 Investment Strategies and Market Conditions

    37:13 The Art of Selling and Buying

    37:36 Challenges of Buying the Dip

    38:41 Case Studies: Lululemon and Abercrombie & Fitch

    39:59 PayPal vs. PaySafe

    47:37 Tesla: A Deep Dive

    52:34 Energy and Utility Investments

    01:03:23 Final Thoughts and Future Outlook

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  • 00:00 Introduction to Non Consensus Investing

    00:31 Meet Paul Mann: Chairman and CEO of ASP

    01:42 The Importance of Silicon 28 in Semiconductors

    07:11 Geopolitical and Technological Aspects of Isotope Enrichment

    13:53 Challenges and Innovations in Uranium Supply

    22:53 Exploring HALU and Quantum Enrichment

    28:09 Medical Applications and Isotope Opportunities

    32:37 Business Potential and Market Dynamics

    36:20 Discussing Margins and Business Strategy

    37:53 Technical Feasibility and Readiness

    39:06 Investment and Plant Operations

    41:42 Customer Contracts and Capital Investment

    45:32 Company Background and Founding Story

    52:25 Building the Team and Overcoming Challenges

    54:02 Public Markets and Financing Strategy

    59:31 Future Plans and Market Position

    01:06:06 Conclusion and Final Thoughts

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  • 00:00 Introduction to Non Consensus Investing

    00:28 Welcoming Giuliano and SoFi Discussion

    01:28 Giuliano's Background and CompassPoint

    04:52 Deep Dive into SoFi's Business Model

    13:08 Valuation and Accounting of Personal Loans

    17:57 Fair Value Accounting and Market Comparisons

    39:16 Credit Performance and Default Rates

    43:43 Impact of Management Assumptions on Earnings

    47:44 Earnings and Revenue Quality Analysis

    49:18 Tech Business Potential and Challenges

    51:14 NBA Sponsorship and Marketing Strategy

    54:33 Mortgage Servicing Rights Explained

    54:51 Mr. Cooper Group: A Deep Dive

    01:04:23 SoFi's Loan Quality and Growth Strategy

    01:23:57 Life as an Analyst: Insights and Challenges

    01:30:16 Conclusion and Final Thoughts

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  • 00:00 Welcome to Non Consensus Investing with Ram Ahluwalia

    00:27 Introducing the Experts: A Deep Dive into Ethereum's Future

    01:12 Ethereum ETF Speculation and Market Reactions

    01:47 Expert Opinions: Analyzing Ethereum's Position and Potential

    03:31 Regulatory Changes and Political Impacts on Crypto

    16:56 Market Dynamics and the 'Banana Zone': Predictions and Insights

    24:26 Navigating the Future: Crypto Bill Approvals and Public Market Exits

    27:25 Navigating the Complexities of Going Public in Crypto

    28:20 The Power of Stable Coins and Public Policy

    29:06 Decentralized Technology and the Future of Finance

    29:39 The Evolution of Public Consciousness in Crypto

    30:06 Predictions for 2024: What's Next in Crypto?

    32:29 The Role of Banks and Regulation in Crypto Adoption

    38:46 Investment Strategies and the Future of Ethereum

    48:48 The Excitement Around ETFs and Future Predictions

    49:56 Closing Thoughts and Future Bets

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  • 00:00 Introduction to Non Consensus Investing and Guest Introduction

    01:45 Deep Dive into AI, Semiconductors, and Social Change

    29:50 Exploring the Future of AI and Humanoids

    50:35 The Evolution of Operating Systems and AI Integration

    54:19 Exploring the Complexities of Voice Control and AI Investments

    54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress

    57:33 The Future of AI and Self-Driving: Challenges and Predictions

    01:06:14 AI's Impact on Job Creation and the Gig Economy

    01:09:31 The Battle for AI Supremacy in Search Engines

    01:16:22 Energy Demands and Nuclear Power: A Global Perspective

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