Inflation ahead?
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 17, 2026 · 21:00
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 17, 2026 · 21:00
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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
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
