About this episode

Alf and Brent discuss the terms of trade shock caused by the closure of the Strait of Hormuz and explore trading strategies in this market environment.

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,

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

• terms of trade
• market scenarios
• trading strategies
• geopolitical risks
• oil supply

Keywords

• terms of trade
• Strait of Hormuz
• market environment
• trading strategies
• geopolitical risks

Mentioned in this episode

Places: Strait of Hormuz

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