Macro Investing In A Post-Hormuz World
May 08, 2026•34 min
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Episode description
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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