Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor

Episode Summary

In this bonus WOYM episode of Non-Consensus Investing, Ram Ahluwalia, CIO at Lumida Wealth, introduces a new team member, Stein, who shares his unique journey into trading. The episode delves into various market sectors including consumer discretionary, semiconductors, and the tech-energy correlation. They discuss the importance of adapting investment strategies based on market sentiment indicators like call-put ratios and highlight promising sectors like small caps and consumer discretionary stocks. The episode also touches on crypto investments and closes with insights into managing a balanced investment portfolio.

Episode Notes

00:00 Introduction to Non Consensus Investing

00:40 Meet the New Team Member: Stein

02:53 Market Recap and Key Topics

03:24 Insights from the Lumida Ledger

05:05 Daily and Weekly Research Process

06:44 Small Caps and Market Trends

09:31 Consumer Discretionary Sector Analysis

20:10 China's Market Impact and the Trump Effect

22:17 Reversal Factor and Market Dynamics

24:17 Momentum Factor and Market Trends

25:10 Analyzing Momentum Stocks and ETFs

27:37 Tech vs. Energy: A Negative Correlation

29:23 Small Cap Growth vs. Value

31:28 Semiconductors and Market Sentiment

37:41 Sector Analysis and Investment Strategies

42:25 Crypto and Alternative Investments

44:40 Final Thoughts and Market Outlook