Sveriges mest populära poddar
The Macro Trading Floor
NäringslivTeknologi

Hormuz & The Terms of Trade Shock

37 min•6 mars 2026

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,

Fler avsnitt av The Macro Trading Floor

Visa alla avsnitt av The Macro Trading Floor
The Inflation Ghost, Gold and Options
•37 min
Process, Process, Process
•33 min
Macro Investing In A Post-Hormuz World
•34 min
New All-Time Highs Are Here: Now What?
•37 min
Frameworks To Trade The Hormuz Crisis
•33 min
How To Trade Macro In A War
•33 min
The New Fed vs The Good Old Bond Market
•37 min
US Dollar Hedging: A Real Risk or Just a Narrative?
•37 min
Japanese Macro Tails
•37 min
The Everything SuperCycle?
•38 min

The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.