Ram Ahluwalia CFA, Lumida's banner

Ram Ahluwalia CFA, Lumida

@ramahluwalia • 50,169 subscribers

Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.

Shorts

CEO OF TETHER ‘Emerging markets are starving for dollars under failed monetary policies’ ‘We are growing as fast as a social media company’ ‘We are buying US debt at an unprecedented rate’ ‘We are adding resilience to US debt by decentralizing its ownership’ ‘Tether is the biggest financial inclusion story in the history of money’ ‘We operate with a 99% profit margin’ ‘Money is the ultimate social network’ I can guess how this IPO might go. Room is standing room only. Remember Lumida Wealth Management wrote about buying Tether stock a few years ago? Paolo Ardoino 🤖 Treasury Secretary Scott Bessent

CEO OF TETHER ‘Emerging markets are starving for dollars under failed monetary policies’ ‘We are growing as fast as a social media company’ ‘We are buying US debt at an unprecedented rate’ ‘We are adding resilience to US debt by decentralizing its ownership’ ‘Tether is the biggest financial inclusion story in the history of money’ ‘We operate with a 99% profit margin’ ‘Money is the ultimate social network’ I can guess how this IPO might go. Room is standing room only. Remember Lumida Wealth Management wrote about buying Tether stock a few years ago? Paolo Ardoino 🤖 Treasury Secretary Scott Bessent

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TAX ALPHA: Buy, Borrow, Die Zuck and other UHNWs use variation on this strategy to minimize taxes. Here’s how it works.

TAX ALPHA: Buy, Borrow, Die Zuck and other UHNWs use variation on this strategy to minimize taxes. Here’s how it works.

Ram Ahluwalia CFA, Lumida

309,536 Aufrufe • vor 4 Monaten

America's Founders signed for freedom. Today’s founders build on that promise. They light the darkness for all of us. At Lumida Wealth Management, we’re built for founders. Helping them grow, protect, and expand what they’ve built. Today, and every day, we celebrate them.

America's Founders signed for freedom. Today’s founders build on that promise. They light the darkness for all of us. At Lumida Wealth Management, we’re built for founders. Helping them grow, protect, and expand what they’ve built. Today, and every day, we celebrate them.

Ram Ahluwalia CFA, Lumida

565,006 Aufrufe • vor 1 Jahr

1/ The Future is Tokenized Culture Franklin Templeton’s Jenny Johnson nails it at CNBC ‘Delivering Alpha’. - Tokenization = Securitization on Steroids - Tokenization of Cultural IP via NFT Royalty Streams. Rhianna is creating modern era ‘Bowie Bonds’ for fans that can consume, promote and share in the upside. >> Athletes, Creators, and their Fans is the fastest path to digital asset adoption. Why? Cultural Relevance Compilation of my Tokenization Threads 👇

1/ The Future is Tokenized Culture Franklin Templeton’s Jenny Johnson nails it at CNBC ‘Delivering Alpha’. - Tokenization = Securitization on Steroids - Tokenization of Cultural IP via NFT Royalty Streams. Rhianna is creating modern era ‘Bowie Bonds’ for fans that can consume, promote and share in the upside. >> Athletes, Creators, and their Fans is the fastest path to digital asset adoption. Why? Cultural Relevance Compilation of my Tokenization Threads 👇

Ram Ahluwalia CFA, Lumida

176,040 Aufrufe • vor 2 Jahren

Charlie was right. Milton Friedman’s textbook, ‘Price Theory’ book (out of print) is the most logical step-by-step way to understand economics. Hayek’s ‘Road to Serfdom’ is also another wonderful book. The other economists Charlie references - the Austrian economists (Rothbard and Von Mises) - are worth reading. I don’t subscribe to Austrian economics. That’s not the point. I am better off for having read it and assessed those mental model. Ancient cultures have a practice of honoring the dead. I was listening to Charlie’s videos this weekend. I was not a Charlie Kirk acolyte, or even mass consumer of his content. He speaks to a younger generation than me. But I have yet to find anything like ‘hate speech’ really anywhere. He was a moderate and not a crazed conspiracy theorist like plenty of others out there. The guy was speaking his truth as he saw it and was the Man in the Arena. The most valuable contribution he made was engaging in a ‘dialectic’ - a critical back and forth. This is exactly the style of Socrates - the OG philosopher. Socrates would debate, sometimes in public arenas. Socrates last debate was at his own trial where, as chronicled by his student Plato, where he drank the Hemlock rather than compromise on his authentic principles. I aspire to live in a world where there is more critical debate, less self referential bubble chamber talk, and authentic communication. RIP

Charlie was right. Milton Friedman’s textbook, ‘Price Theory’ book (out of print) is the most logical step-by-step way to understand economics. Hayek’s ‘Road to Serfdom’ is also another wonderful book. The other economists Charlie references - the Austrian economists (Rothbard and Von Mises) - are worth reading. I don’t subscribe to Austrian economics. That’s not the point. I am better off for having read it and assessed those mental model. Ancient cultures have a practice of honoring the dead. I was listening to Charlie’s videos this weekend. I was not a Charlie Kirk acolyte, or even mass consumer of his content. He speaks to a younger generation than me. But I have yet to find anything like ‘hate speech’ really anywhere. He was a moderate and not a crazed conspiracy theorist like plenty of others out there. The guy was speaking his truth as he saw it and was the Man in the Arena. The most valuable contribution he made was engaging in a ‘dialectic’ - a critical back and forth. This is exactly the style of Socrates - the OG philosopher. Socrates would debate, sometimes in public arenas. Socrates last debate was at his own trial where, as chronicled by his student Plato, where he drank the Hemlock rather than compromise on his authentic principles. I aspire to live in a world where there is more critical debate, less self referential bubble chamber talk, and authentic communication. RIP

Ram Ahluwalia CFA, Lumida

51,391 Aufrufe • vor 10 Monaten

I look for mispricings. Benicio del Toro is a mispriced actor. Christopher Nolan was mispriced after he made Memento (back in 2000). The Audi A6 is mispriced relative to luxury brands. CoreWeave was mispriced at 15x PE in private markets. The ETHE / GBTC trade was mispriced at a 50% discount to NAV. A 2.5% 30 year fixed rate mortgage in Covid was mispriced. Uranium was mispriced when we interviewed the CEO of $ASPI last year. (Ditto $VIRT and $BETR both interviewer on Lumida Non-Consensus Podcast.) Solana was mispriced when Lumida Wealth Management interviewed Kyle Samani Hot sauna and cold dips are mispriced. JP Morgan and UBS were mispriced during the 2023 banking crisis. I believe the long-term benefits of having a family and memories to cherish is mispriced (eg, under-rated). Physics and Philosophy majors are mispriced. Rocket Lab was mispriced when Elon was ex-communicated from Trump’s orbit. Capitalism & entrepreneurship is mispriced. Certain business models are mispriced. Carl Jung and Joseph Campbell are mispriced philosophers. Stand up comedy is mispriced. I enjoy recruiting talent on Telegram or Discord because their intensity is mispriced. Consumer discretionary and semiconductors like $NCLH and $TSM were mispriced after tariffmageddon. People often classify strategies as momentum (trend following) or value (mean reversion). There is another bucket. I love mispricings.

I look for mispricings. Benicio del Toro is a mispriced actor. Christopher Nolan was mispriced after he made Memento (back in 2000). The Audi A6 is mispriced relative to luxury brands. CoreWeave was mispriced at 15x PE in private markets. The ETHE / GBTC trade was mispriced at a 50% discount to NAV. A 2.5% 30 year fixed rate mortgage in Covid was mispriced. Uranium was mispriced when we interviewed the CEO of $ASPI last year. (Ditto $VIRT and $BETR both interviewer on Lumida Non-Consensus Podcast.) Solana was mispriced when Lumida Wealth Management interviewed Kyle Samani Hot sauna and cold dips are mispriced. JP Morgan and UBS were mispriced during the 2023 banking crisis. I believe the long-term benefits of having a family and memories to cherish is mispriced (eg, under-rated). Physics and Philosophy majors are mispriced. Rocket Lab was mispriced when Elon was ex-communicated from Trump’s orbit. Capitalism & entrepreneurship is mispriced. Certain business models are mispriced. Carl Jung and Joseph Campbell are mispriced philosophers. Stand up comedy is mispriced. I enjoy recruiting talent on Telegram or Discord because their intensity is mispriced. Consumer discretionary and semiconductors like $NCLH and $TSM were mispriced after tariffmageddon. People often classify strategies as momentum (trend following) or value (mean reversion). There is another bucket. I love mispricings.

Ram Ahluwalia CFA, Lumida

40,580 Aufrufe • vor 1 Jahr

Futures markets are open. This is a visual explanation of what's next. Lumida Wealth Management

Futures markets are open. This is a visual explanation of what's next. Lumida Wealth Management

Ram Ahluwalia CFA, Lumida

43,156 Aufrufe • vor 1 Jahr

Mike Novogratz (⁦⁦Mike Novogratz⁩) on a Bitcoin ETF: > We are going to get good news in Oct > Bitcoin is an international asset > This will be a gamechanger (due to the sales forces of the ETF issuers) ⁦人人有功练 I KNOW KUNG FU⁩ #mainnet2023 ⁦Messari by Blockworks⁩

Mike Novogratz (⁦⁦Mike Novogratz⁩) on a Bitcoin ETF: > We are going to get good news in Oct > Bitcoin is an international asset > This will be a gamechanger (due to the sales forces of the ETF issuers) ⁦人人有功练 I KNOW KUNG FU⁩ #mainnet2023 ⁦Messari by Blockworks⁩

Ram Ahluwalia CFA, Lumida

59,766 Aufrufe • vor 2 Jahren

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