Hormuz & The Terms of Trade Shock
The Macro Trading Floor

Hormuz & The Terms of Trade Shock

Mar 6, 2026
37:02
-(0)

About this episode

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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Episode Details

Author
Alfonso Peccatiello & Brent Donnelly
Show Type
full
Audio Format
audio/mpeg

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