Non-Consensus Investing: Ladies, Leverage and Leopold
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Alright. Welcome to our next edition of Lumida Non Consensus Investing. I am joined by one of my favorite guests, Michael Parekh. He's no stranger to the pod. Thank you, Michael. Michael was the lead Internet analyst at Goldman Sachs. We've seen several cycles under his belt. And Michael has really covered this topic extraordinarily well. He's on social media. He's got a terrific substack. I recommend you all check out as well. So last time Michael and I met was in February, and the topic was, is AI a bubble or not? Now, interestingly enough, a few things have happened since then. One, you saw
Wonderful. Great to see you, and I'm good to be back. Nothing is going on, Ram. It's very boring.
The world never changes. Here we are. The world just doesn't change. What's the expression? In ten years, nothing happens, but in ten years Decades.
Good old Lenin. Had a way with words.
Right? So let me let's get it right into Leopold. So I'll give you a couple of facts. I'd love to get your perspective. So situational awareness. This is the hedge fund started by 24 year old Wonderkin, Columbia valedictorian who just had his wedding this past weekend.
Coming. Yeah.
Yeah. Oh, is this come is this coming weekend?
I think I I'm I'm looking at a story in the journal. It's about I if I'm not mistaken, it's this weekend where it's definitely all coming. I believe so.
It's a Greek tragedy or, he's still young. Movie.
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