Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
About this episode
Dylan Smith discusses macroeconomic trends and private market evolution in the context of recent supply shocks and economic conditions.
Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey . In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada's Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalising Credit Defaults AI's Private Market Future
More episodes of Macro Hive Conversations With Bilal Hafeez
- Ep. 367: Brendan Greeley on The Almighty Dollar, 500 Years of History, and the Eurodollar Market
- Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
- Ep. 365: Stefan Jansen on Agentic AI, ML Workflows, and the Evolution of Machine Learning for Trading
- Ep. 364: William Beach on the US Fiscal Precipice, Tax Reform, and AI's Impact on Labour
- Ep. 363: Martin Wolf on AI's Colossal Impact, Central Banking Risks, and the Democratic Recession
- Ep. 362: Dan Rasmussen on Private Equity's Stranded Assets, Private Credit, and the AI Bubble
Explore listener stats, chart rankings, contacts and more on the Macro Hive Conversations With Bilal Hafeez podcast page.