UBS On-Air: Paul Donovan Daily Audio 'Public and private unpredictability'
About this episode
The episode discusses the unpredictability of US policy in the Gulf war and the implications for investors regarding Iranian policy.
US policy in the Gulf war has been unpredictable, but publicly unpredictable. Yesterday’s retreat from“guiding”ships through the Strait of Hormuz was a public decision. The pressures of rising gasoline prices in the US economy are publicly visible. However, investors also need to know Iranian policy, which is privately unpredictable. The forces pressuring the Iranian government are difficult to determine.
People in this episode
Host: Paul Donovan
Mentioned in this episode
Organizations: US, Iranian government
Places: Gulf, Strait of Hormuz
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