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ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
On Friday, ZeroHedge, in partnership with the Macro Dirt Podcast, hosted a debate focused on the implications for agriculture, inflation, and global supply chains given the current situation in Iran. The discussion was illuminating and worth a rewatch if you missed it.
The discussion featured former Bridgewater head of commodities Alex Campbell, Brent Johnson of Santiago Capital, and was hosted by Tony Greer and Jared Dillian.
The Damage Has Been Done
Even in a best case scenario where shipping lanes reopen immediately, Santiago...
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