{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution","description":" Dylan is the founder of&amp;nbsp;arcMacro, where he analyses macro and private markets. His&amp;nbsp;previous&amp;nbsp;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\u2019s Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalising Credit Defaults AI\u2019s Private Market Future   ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41392605\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/202221760"}