EPISODE · Mar 27, 2026 · 18 MIN

SpaceX IPO, TerraFab, Iran, Inflation

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

00:00 - Sunlight, Hormones, and Vitamin D Tips 01:11 - The 47-Year Conflict: Why Negotiation Fails 02:48 - Shifting Goalposts: Entering Week 5 of the Conflict 03:54 - The Pernicious Inflation Passthrough in Travel and Energy 05:39 - Market Strategy: Avoiding "Death by Cult" and Tired Themes 07:57 - The Cure for High Prices: Innovation in Memory and GPUs 10:14 - Berkshire Hathaway and the Insurance Safe Haven 12:51 - Marines on the Way: Is Kharg Island the Ultimate Bargaining Chip? 15:05 - Lumida Deal Flow: Shield AI and Neuresonance in Bloomberg 17:14 - Strategic Objectives: Insights from the Fifth Fleet and Centcom 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 

What this episode covers

In this episode of FSD, Ram Ahluwalia of Lumida Wealth Management breaks down why the current geopolitical conflict with Iran is likely to take much longer than the markets currently anticipate. He analyzes the "shifting goalposts" of the administration's 4-to-6-week timeline and explains why the lack of trust between parties necessitates military coercion over simple diplomacy. Ram also discusses the pernicious "inflation passthrough" from higher oil and shipping costs, the dangers of "death by cult" in retail stock tribes, and why American capitalism will eventually find technological cures for high memory and GPU prices. Finally, he shares exclusive insights into Lumida's latest defense tech deals, including Shield AI and Neuresonance, as featured in Bloomberg.

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SpaceX IPO, TerraFab, Iran, Inflation

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This episode was published on March 27, 2026.

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