| Apr 1 | FSD: Unfinished Business? |
| Mar 31 | FSD: Hope Springs Eternal |
| Mar 30 | BlackRock |
| Mar 27 | SpaceX IPO, TerraFab, Iran, Inflation |
| Mar 27 | Special Event: Lumida Wealth x Robles Family office |
| Mar 25 | Iran cease fire? |
| Mar 24 | The Taco Two Step? |
| Mar 23 | Kharg Island, Inflation, Gold Oh My |
| Mar 20 | Val Kilmer |
| Mar 19 | Break It, then Fix It?-0 |
| Mar 18 | Find the Barbell |
| Mar 17 | Inflation ahead? |
| Mar 16 | Game Theory of AI, Credit Cycle and Mom |
| Mar 13 | Life and Death in the Payments Sector |
| Mar 13 | Is AI a Bubble? |
| Mar 13 | Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe |
| Mar 13 | FSD: Recognition Moment |
| Mar 13 | Great Power Politics & International Stocks |
| Jan 9 | The Code of Reality |
| Jan 2 | Is Goldilocks Priced In? |
| Nov 24 | Non Consensus Investing: Fear is the Mind Killer |
| Oct 25 | What If This is Goldilocks? |
| Oct 17 | Eric Jackson: How Social Media Transformed Investing |
| Oct 16 | Bank Earnings: The Cheat Code to Understanding the Economy |
| Sep 24 | From buying ETH at $1 to building a $3B Ethereum machine. |
| Aug 15 | Healthcare Stocks: Value Trap or Generational Buy? |
| Aug 7 | Stablecoins: The Future of Visa and Payments |
| Jul 28 | Stablecoins, Earnings Season, EVs, Trade Deals |
| Jul 11 | Banking Bitcoin: Caitlin Long vs. The System |
| Jul 9 | Community & Capital; Stablecoins; Landman |
| Jun 28 | Don't Call It a Comeback |
| Jun 17 | WOYM: Iran vs. Israel; Father's Day; Datacenter |
| Jun 7 | Circle IPO; Trump vs. Musk fued; Macro & Markets |
| Jun 5 | VC is Too Big to Win |
| Jun 4 | Mary Meeker on AI Trends |
| May 30 | Nvidia Breakdown & AI Trends |
| May 24 | Buffett Bows Out, Trump Deals In Tariffs, Trade Wars, AI Upheaval |
| May 17 | Lumida: Quarterly 13F Hedge Fund Analysis Review |
| May 16 | China Detente & Stablecoins as SoftPower |
| May 7 | Buffett & Revenge of the Datacenters |
| Apr 30 | Lumida News Roundup |
| Apr 23 | Livestream & Analysis of Bessent Speech |
| Apr 18 | Eurasia Group on Geopolitics and New Trade Order |
| Apr 7 | This Isn't Right |
| Apr 4 | HF Manager Skyler Weinand on Tariffs & The Housing Market |
| Mar 25 | WOYM: Is the correction over? |
| Feb 25 | Did the Bubble Burst? |
| Feb 19 | Hedge Fund Positioning: 13F Review |
| Jan 28 | DeepSeek Nvidia and "Peak Sentiment" |
| Jan 14 | Blackstone's Outlook and the Case Against Bonds |
