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How should investors respond to the US blockade of the Strait of Hormuz?
Episode 311
Published 5 months, 2 weeks ago
Description
Geopolitical tensions escalated as the U.S. moved to block the Strait of Hormuz, but markets may be misreading the signal. In today’s Macro Minute, Darius Dale explains why this development is more about negotiation brinksmanship than a structural shift—and why investors should continue to view volatility as a buy-the-dip opportunity within an ongoing risk-on regime.