EPISODE · Mar 17, 2026 · 21 MIN

Inflation ahead?

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

00:00 Transitioning to an Inflationary Regime 01:05 Rising Costs: From iPhones to Lumber 01:43 Impact of the Iran Conflict on Oil & Gas 02:44 The US-UK Relationship and NATO Risks 06:26 Strategy Layers in the Middle East Conflict 08:52 Market Volatility and Options Expiration 09:38 Nvidia’s Trillion-Dollar Revenue Clarification 10:52 The Cost of Nvidia’s 75% Profit Margins 13:00 The US Edge: ASML and the China Rivalry 14:31 AI Energy Demand and Utility Stock Risks 16:51 The Uranium Problem & Conflict Exit Strategy 19:00 Observations on Capitalism and Entrepreneurship Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Episode metadata supplied by the publisher feed · Published Mar 17, 2026

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What this episode covers

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.