Inflation ahead?
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hey, guys. What's going on? It's FSD sixty three. We're live. Topic is inflationary regime. Is that ahead? Some thoughts on the Iran conflict and oil and the duration of this. Maybe some other things too while we're at it. So something you all should be mindful of is that you could be in a world where you're transitioning to an inflationary regime. Let me just identify a few data points. K. Number one, the bond market yields have backed up to 4.3%. K. Two, commodity prices of all kinds are higher. Oil being the the biggest one, but you can take your pick. Commodity prices are higher. Three, me
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