Three Routes, One War — The Universal Owner, 21 July 2026

from The Universal Owner · host Universal Asset Owners

Four ships crossed Hormuz on Monday. The ship-to-ship workaround is slowing, and the Houthis have declared a blockade of Saudi Arabia's Red Sea bypass - war-risk cover doubled in a day. Plus: Japan's Y370tn blueprint meets the bond market, Korea's rented rebound ahead of the megacap earnings test, and a dense real-assets deal tape led by CPP Investments and Brookfield. Supported by Corinium's AssetOps Chicago (August 11). Full brief: https://www.universalassetowners.com

Episode metadata supplied by the publisher feed · Published Jul 21, 2026

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Three Routes, One War — The Universal Owner, 21 July 2026

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