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Welcome to nonconsensus investing. I'm Ram Alawwalia, 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.
All right. Welcome to the next episode of Lumina Nonconsensus Investing. I am pleased to be hosting Eric Jackson from EMJ Capital. Eric was featured in Bloomberg two weeks ago. He has been outside Drake's his neighbor, a house with a billboard. I think it's like day 89. We'll get into this in a moment and highlighting his stocks. Back in the day, twenty years ago or I guess forty years ago, it used to be the hunger strike is how you got attention. Now, in the age of a modern influencer, you walk in front of Drake's house. So we're gonna talk about how social media has transformed investing, id
It was 48 this morning. It was day 59 this morning.
You know this, Yeah.
I actually wore flip flops because I'm
kidding. Flip flops.
I typically do these now at 7AM. That's been, like, mine. And today, I had a guest, like, from it was, a walk and talk now. I've done, like, three of these where and the two of the three have been students who've asked that to come and meet me there and walk along and talk to them and stuff. We got some good feedback from the first student. I had a second one today. It was
When you say student, do you mean a student like from a you're teaching a class or are they
No. Today was a guy from University of Toronto. So he's looking at the second last year of college. I'm trying to remember his name. Sure. Praval or something. Think it was his name. Anyway, and then it was earlier this week. It was another university student from from Montreal. He happened to be in town, like, for the weekend. And so he asked if he could he knew someone who I had met who was a member of the open army down in New York because he is a football running back. And this other guy used to be a running back for the falcons last year, the Atlanta falcons. But now he's like rehabbing.
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