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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Inflation ahead?