Episode
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
- Published
- May 22, 2026
- Duration seconds
- 2474
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-359-dylan-smith-on-the-hormuz-supply-shock-us-macro-regimes-and-private-market-evolution.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey . In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada's Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalising Credit Defaults AI's Private Market Future