The Universal Owner — July 8, 2026

from The Universal Owner · host Universal Asset Owners

Hormuz is back in the portfolio: US strikes on Iran and a revoked oil waiver put energy, inflation, rates, shipping and defense into one channel. Plus private credit meets its stress test as it is retailed into 401(k)s (HSBC pulls back, the Bank of England warns), and Temasek maps the AI-and-income barbell. Read the full brief: https://www.universalassetowners.com/uao-daily-brief-2026-07-08/

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

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The Universal Owner — July 8, 2026

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This episode was published on July 8, 2026.

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