Nvidia earnings; How the Wealthy Avoid Taxes; Hedge Fund Positioning
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.
Alright. Happy Friday. It is Friday 22nd, 3:30. It's a week before Thanksgiving. It's my favorite holiday of the year. I'm really looking forward to that. I go upstate. My mom loves to cook and so does my, brother as well. And so my brother and I often play, like, Madden football on some, like, 10 year old Nintendo system, and I I scratched the itch on video games for the year because I enjoy them too much. So I I lend my time to them during that super competitive 3 to 4 day weekend. I'm really excited about it. I hope you all have great plans too. I wanna share a few things for you today. One
You are part of the unlucky group being laid off. Your employment here is terminated effective immediately. It's been a really challenging decision to make. I've this is the second time in my career I'm doing this and I do not wanna do this. The last time I did it, I cried. This time I hope to be stronger, but we are laying off about 15%. I'm
gonna be interviewing Vishal in 1 or 2 weeks live on podcast. Known Vishal for 10 years. Look, founder mode is back. The pendulum is swinging to creators and builders, and we're gonna talk about his experience there. And also just markets. Vishal is a very sophisticated investor talking about mortgage rates, what that means to the economy. Again, he runs one of the largest mortgage lenders nationally. What a great perspective. I think Michelle is gonna go from the villain to the hero arc happens. And I always like rooting for the underdog, and I I think it'd be a great experience to to talk ab
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