# Macro Investing In A Post-Hormuz World

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/macro-investing-in-a-post-hormuz-world
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/macro-investing-in-a-post-hormuz-world.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2026-05-08T13:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4991518996.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV4991518996.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/macro-investing-in-a-post-hormuz-world
Duration seconds: 2011

## Resource

To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com 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.

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## Transcript

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