126. Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?
As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning
The Long-Short · AIMA
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Show Notes
As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning.
Damien Bruckard, Co-Founder and Chair of Geopolitical Strategy, explains why the Strait of Hormuz, a critical artery for roughly 20% of global oil supply, is central to the investment outlook, how disruption could ripple through inflation, rates, and the broader question of US dollar dominance
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