The passage of power: Strait of Hormuz
Inside the Markets from Progeny Asset Management by Progeny Asset Management
Episode notes
Why does a narrow waterway matter to your portfolio?
In this episode, we’re talking about a place we might struggle to pinpoint on a map - but one that’s shaping markets, inflation, and investment decisions around the world. When things go wrong with the Strait of Hormuz, markets tend to notice very quickly.
We delve into the geography, ownership and history of the Strait as well as global reliance, disruption and the impact on life and markets around the world.
Keywords
investinginvestment managementportfolio constructioninvestment commentarygeopolitics