Episode
Hormuz & The Terms of Trade Shock
- Podcast
- The Macro Trading Floor
- Published
- Mar 6, 2026
- Duration seconds
- 2222
- Processing state
not_requested
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Summary
Alf and Brent discuss the terms of trade shock that the de-facto closure of the Strait of Hormuz is causing. The duo walk through scenarios and probabilities and what framework can be used to trade such a market environment,