Macro Investing In A Post-Hormuz World

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

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.

Episode metadata supplied by the publisher feed · Published May 8, 2026

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Macro Investing In A Post-Hormuz World

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