Ram sits down with Bob Dewey (Exploring Prosperity / Morgan Stanley vet) on Non-Consensus Investing.
Ken Griffin says AI is crushing months of finance work into days. So what happens to judgment when everyone has institutional tools?
They dig into:
What AI is actually good at (and what it isn’t)
Why human conviction still matters when info is free
How Lumida is building to disrupt broker/advisor conflicts
A live walkthrough of the Lumida Invest app
Plus: portfolio/risk tools, AI-avatar interfaces, and the community push at lumidatribe.com.
(03:07) Ken Griffin AI Shock
(05:52) AI Tools vs Judgment
(07:40) Entrepreneur Economy Shift
(09:06) Fixing Wealth Management
(22:45) Consultants and AI Reality
(24:22) Lumida Invest SuperApp: Technical Signals Explained
(31:40) Lumida Invest SuperApp: Watchlists and Alerts
(34:02) Investing Apps Evolution
(35:25) Who Is the Customer
(36:19) What Investors Want Next
(36:26) Pocket Bloomberg Feed
(37:03) News Sparks Trade Ideas
(37:42) Market Edge Is Gone
(38:19) Trump Watch Headlines
(39:16) Earnings As Macro Data
(41:03) Calendar And Regimes
(43:24) Sector Sentiment Dashboard
(44:13) Themes And Holdings Drilldown
(45:36) Pricing Beta Roadmap
(48:59) Strategies And Backtests
(52:36) AI Investing Disruption
(54:08) Portfolio Insights And Risk
(56:49) Crowdfunding And Community
(01:03:53) Future Of Alpha With AI
About the show: Non-Consensus Investing is Ram Ahluwalia's running commentary on markets, where he shares how he's actually positioning capital and talks through the ideas most investors are missing. Real-time analysis, specific names, and a bias toward what's overlooked rather than what's crowded.