EPISODE · Mar 6, 2026 · 37 MIN
Hormuz & The Terms of Trade Shock
from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly
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,
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