Inflation ahead?

In this episode, we dive deep into the mounting evidence of a transition toward an inflationary regime and what it means for your portfolio. We analyze the "perfect storm" of rising costs—from 4.3% bond yields and surging commodity prices to a potential $250 price hike for iPhones due to memory demand.We also break down the geopolitical friction in the Middle East, discussing why the lack of focus on the Strait of Hormuz poses a direct threat to US consumer spending. Shifting to tech, we explore the "Nvidia Monopoly"—how 75% profit margins are draining free cash flow from the "Magnificent Seven" and driving mass layoffs across the sector. Finally, we discuss why utility stocks may be a "bond proxy" trap and why the US still holds a decade-long lead over China in the AI arms race.

Episode 105 of the Lumida Wealth : Non-Consensus Invest Beyond the Ordinary podcast, hosted by Justin Guilder, titled "Inflation ahead?" was published on March 17, 2026 and runs 21 minutes.

March 17, 2026 ·21m · Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Summary

In this episode, we dive deep into the mounting evidence of a transition toward an inflationary regime and what it means for your portfolio. We analyze the "perfect storm" of rising costs—from 4.3% bond yields and surging commodity prices to a potential $250 price hike for iPhones due to memory demand.We also break down the geopolitical friction in the Middle East, discussing why the lack of focus on the Strait of Hormuz poses a direct threat to US consumer spending. Shifting to tech, we explore the "Nvidia Monopoly"—how 75% profit margins are draining free cash flow from the "Magnificent Seven" and driving mass layoffs across the sector. Finally, we discuss why utility stocks may be a "bond proxy" trap and why the US still holds a decade-long lead over China in the AI arms race.