About this episode

This episode discusses the implications of geopolitical tensions in the Middle East on hedge funds and energy markets.

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 Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: AIMA

Guest: Damien Bruckard

Topics covered

• geopolitics
• energy markets
• hedge funds
• inflation
• US dollar dominance

Keywords

• Iran
• Strait of Hormuz
• oil supply
• geopolitical strategy
• energy markets
• inflation
• US dollar

Mentioned in this episode

Organizations: AIMA

Products: oil

Places: Strait of Hormuz, Iran, United States

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