Are Nvidia and Tesla on a collision course?
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Welcome to non consensus investing. I'm Ram Alowalia, your host and CIO at Lumida Wealth, where we specialize in the craft of alternative investments. At Lumida, we help guide clients through the intricacies of managing wealth so they don't have to shoulder the burden alone. Through this podcast, we draw back the curtain to reveal the strategies employed by the best in the business for their clients so that you too can invest beyond the ordinary. So pleased to welcome to Lumina nonconsensus investing, my friend, Michael Freck. We've had Michael on several times. I think you might have the reco
Oh, I'm honored.
Congratulations. When I first met Michael, it was at a Howard's event. We're having dinner, and then we had a 1 hour chat, became a 2 hour chat, then a 5 hour chat. Somewhere in the middle, there's just a crowd of 20 people trying to make sense of the future and unpack Michael's brain. And then we talked again for another 2 hours after everyone left. So we saw you could see the entire s curve from little interest to the hot ball of liquidity, Max FOMO, and then on the other side of it. We've stayed in touch since then. It's always a lot of fun. It's
a wonderful conversation, very mutual, and awesome discussion. It
was great. We're
happy to carry on.
For those that don't know, Michael was leading Goldman Sachs Internet analyst in the late nineties. So I've seen the cycles. He knows the players and the companies that are involved in this transformation of of a he writes a daily substack that really covers the category while he's listening to the CEOs of say Google Cloud or Amazon. Going to a cut deeper than the rest, looking at policy, looking at energy. And at Luminar, we're generalists. We're trying to find the right themes and stay on top of the themes. We believe AI and data center is a secular trend, and we try to identify the right su
Good. And happy New Year to you and everybody listening. And it's the year is off with a bang as far as AI is concerned. So
It is. I'm relieved that we've had 3 back to back weeks with one day off in the middle just so markets can cool off. You and I are talking ahead of the show how there's so much velocity of news and information, and we've got quite a few topics. I'm gonna just identify the topics for the audience, and we'll get right into it. One is we're gonna talk about, Jensen's talk at the CES conference this Monday. They're investing both in not just digital AI, but physical AI. We'll talk about Elon Musk and what he's doing there with not just driverless cars and autonomy, but also Neuralink. Google is br
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