Episode
Macro Investing In A Post-Hormuz World
- Podcast
- The Macro Trading Floor
- Published
- May 8, 2026
- Duration seconds
- 2011
- Processing state
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Summary
To reach out to Alf: [email protected] To reach out to Brent: [email protected] Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanese FX intervention and more.