Rich Habits Podcast

Nvidia's $1 Trillion Revenue Announcement, the Fed's New Inflation Forecast, & Kraken's IPO

Mar 20, 2026
They break down the Fed raising its inflation outlook and what that means for rates and markets. They spotlight Nvidia’s stunning $1 trillion revenue projection and shifting AI demand. They cover resumed Nvidia sales to China and the risks of buying the stock. They explore the rise of med spas and the broader wellness economy. They explain Kraken pausing its IPO amid crypto weakness.
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INSIGHT

Fed Signals Fewer Rate Cuts Ahead

  • The Fed now expects less easing: the median projects one quarter-point cut in 2026 but seven members expect zero cuts, shifting expectations from multiple cuts to one or none.
  • Powell cited rising near-term inflation partly from Middle East oil disruptions, meaning rate-sensitive sectors may stay under pressure until inflation clears.
ADVICE

Dollar Cost Average Instead Of Panicking

  • Do not react impulsively to the market; continue dollar cost averaging into broad index ETFs like VOO, VGT, and VUG while trimming speculative, rate-sensitive names.
  • Robert and Austin recommend active management earlier, not panic selling, and buying during sideways pullbacks.
INSIGHT

NVIDIA Sees Trillion Dollar Chip Demand

  • NVIDIA projects $1 trillion in cumulative Blackwell and Vera Rubin chip orders through 2027, driven by a shift from training to massive inference and agentic AI workloads.
  • China is restarting chip orders under strict licensing and a 25% U.S. government cut, creating upside not currently modeled into guidance.
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