Macro Spillovers from the Strait

April 7, 2026

Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has evolved in the latest Macro Pulse report and what it means for portfolios.

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Great Power Politics in Action

March 30, 2026

Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shift, seen in Iran and beyond, is becoming more important for markets, policy, and portfolio construction.

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Recent Episodes

Conflict in Iran: The Strait of Hormuz Closure and Wider Economic Shock
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