Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
May 22, 2026•41 min•Ep. 359
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Episode description
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
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