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Archive
Oct 08, 2023
Lumida Ledger: Friends Don’t Let Friends Do Crowded Trades
Ram Ahluwalia
Oct 01, 2023
Lumida Ledger: Upcoming Credit Event, CoreWeave Secondary, Higher Rates Impact on Valuations
Ram Ahluwalia
Sep 24, 2023
Lumida Ledger: Rates Higher for Longer, Tactical Asset Allocation, Mainnet Takes
Ram Ahluwalia
Sep 17, 2023
Lumida Ledger: Animal Spirits Are Back, Betting on Travel, Permissionless Recap
Ram Ahluwalia
Sep 10, 2023
Lumida Ledger: All-Weather Growth Portfolio, CRE Check-In, Buy-Side vs. Sell-Side
Ram Ahluwalia
Sep 03, 2023
Lumida Ledger: Labor Day Special, New Podcast, Conference Update
Ram Ahluwalia
Aug 27, 2023
Lumida Ledger: Jackson Hole, CRE Train Wreck, 13F Tracker, Nvidia Beat & Raise
Ram Ahluwalia
Aug 20, 2023
AI, Crypto Correction, Hot Landing, Hedge Funds 13F, Nvidia
Ram Ahluwalia
Aug 13, 2023
Lumida Ledger: Risk to Soft Landing, Banks Outperforming Apple, Fixing Disney
Ram Ahluwalia
Aug 06, 2023
Lumida Ledger: The U.S. Downgrade, Rising Inflation, and Investment Opportunities
Ram Ahluwalia
Jul 30, 2023
Lumida Ledger: Not a Barbieland - Fed Decisions and Their Impact on Economic Upswings
Ram Ahluwalia
Jul 23, 2023
Lumida Ledger: The Market Mosaic. A Panorama of Crypto, Earnings, AI, and Real Estate
Ram Ahluwalia
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