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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 6 of 6
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 6 of 6
- > "The idea that Western powers simply sat down with a map, drew arbitrary lines, and single-handedly created the modern Middle East is a persistent myth that completely ignores the agency of local leaders, empires, and indigenous peoples." - **Simon Sebag Montefiore** [[00:08:15](https://www.youtube.com/watch?v=8f7CDxyWKtE&t=8m15s)] - > "You cannot understand the current posture of Iran or Russia without…
- > "Anybody that bet against the Gulf in the last 50 years has lost." - **Mohammed Alardhi** [[00:00:00](http://www.youtube.com/watch?v=Nd4aNU2fYVs&t=0m00s)] - > "We don't allocate capital by geography, we allocate it by strategies, we allocate it by opportunities." - **Mohammed Alardhi** [[00:02:51](http://www.youtube.com/watch?v=Nd4aNU2fYVs&t=2m51s)] - > "The Gulf has missed many of these technological…
"The idea that Western powers simply sat down with a map, drew arbitrary lines, and single-handedly created the modern Middle East is a persistent myth that completely ignores the agency of local leaders, empires, and indigenous peoples." - Simon Sebag Montefiore [00:08:15]
"You cannot understand the current posture of Iran or Russia without…
"The weaponization of the Strait of Hormuz is not just a regional crisis; it is a profound exogenous shock to the global inflationary baseline." - Ken Rogoff [00:12:45]
"Chess teaches you to look five moves ahead; unfortunately, global economic policy is currently operating on a one-move time horizon." - Ken Rogoff…
Bottom Line
Tindale is careful not to be a pure doomer — he acknowledges adaptive capacity, precision agriculture acceleration, and the historical resilience of food systems. But his concluding assessment is stark: the coming polycrisis represents the worst food security risk many generations have faced since World War II, driven not by any single shock but by the near-perfect synchronisation of peak…
Summary : NYLIM Macro Pulse — April 2026
"Macro Spillovers from the Strait"
The Theme
"It is the largest shock the oil markets have ever seen in their history... the culmination of '73 and '79 put together." - Jeff Currie [00:00:29]
"Commodity markets are not anticipatory assets, they're spot assets... they don't price the future, they price the now." - Jeff Currie…
