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Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Dylan is the founder of arcMacro, where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey. In this podcast, we discuss:
The Hormuz Supply Shock
Stagflation as the New Base Case
AI Capex vs. Energy Headwinds
A Hawkish Fed Outlook
Canada's Productivity Pivot
The USMCA Trade Cloud
Private Market Maturation
Normalising Credit Defaults
AI's Private Market Future
The skinny
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