What If The Real Superpower Is A Strait

March 16, 2026 | Season 8 | Episode 7We track how the Strait of Hormuz turns geography into leverage, pushing oil prices toward the level that can rattle inflation, rates, and stocks. We also connect war-driven energy shocks to the Fed’s next decision and then pivot to why Microsoft and Nvidia may look mispriced despite nonstop AI headlines. • geography as the constraint technology cannot erase • the Strait of Hormuz as a live chokepoint for oil prices • how Iran can use shipping disruption as strategic leverage • World War I Dardanelles and Gallipoli as modern parallels • the English Channel lesson and why narrow waterways shape war • China’s Malacca Dilemma and Taiwan-related energy vulnerability • oil’s link to inflation expectations and Treasury yields • deficit and debt-servicing risk as a secondary market shock • key war headlines including escorts and regional spillovers • the week ahead for the Federal Reserve and market pricing • why market narratives fail with Bitcoin and clean energy moves • the valuation case for Microsoft via Azure, OpenAI, and Copilot • what to watch at Nvidia GTC including inferencing and supply** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern