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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 5 of 5

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 5 of 5

Investcorp's Mohammed Alardhi on the road to $100bn | 20 Jul 2026 | The Inside Brief | The National News

- > "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…

Jul 20, 2026·Leaders, Investors & Entrepreneurs
Investcorp's Mohammed Alardhi on the road to $100bn | 20 Jul 2026 | The Inside Brief | The National News

Harvard Economist Ken Rogoff: Iran, Oil & the Global Economy at Risk | Charlie Rose

> "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](https://youtu.be/ONEeHjcJHZ8?si=psgDCZSmrN7cefHG&t=0h12m45s)] > "Chess teaches you to look five moves ahead; unfortunately, global economic policy is currently operating on a one-move time horizon." - **Ken Rogoff**…

Apr 25, 2026
·Currencies & FX
Harvard Economist Ken Rogoff: Iran, Oil & the Global Economy at Risk | Charlie Rose

Craig Tindale: War, El Niño, Pestilence, and Famine: The Coming Shock to Global Food Supplies - Stacked Risk to Global Food Supplies | Apr 23, 2026 | Substack

**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…

Apr 24, 2026·Macro / Economics
Craig Tindale: War, El Niño, Pestilence, and Famine: The Coming Shock to Global Food Supplies - Stacked Risk to Global Food Supplies | Apr 23, 2026 | Substack

Macro Pulse: Macro spillovers from the Strait | Apr 2026 | New York Life Investment Management

**Summary : NYLIM Macro Pulse — April 2026** *"Macro Spillovers from the Strait"* **The Theme**

Apr 22, 2026·Alternatives
Macro Pulse: Macro spillovers from the Strait | Apr 2026 | New York Life Investment Management

Scenes from S&P Global’s CERAWeek 26 | Jeff Currie, CSO of Energy Pathways, Carlyle

> "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](https://youtu.be/FJ2F1HJX4-o?si=eTGKM2z3uAuNTFsF&t=0h0m29s)] > "Commodity markets are not anticipatory assets, they're spot assets... they don't price the future, they price the now." - **Jeff Currie**…

Apr 7, 2026·Crude Oil & Energy
Scenes from S&P Global’s CERAWeek 26 | Jeff Currie, CSO of Energy Pathways, Carlyle
Source
Leaders, Investors & EntrepreneursMarkets & InvestmentsMiddle East
+11 more tag
Podcast

Investcorp's Mohammed Alardhi on the road to $100bn | 20 Jul 2026 | The Inside Brief | The National News

  • "Anybody that bet against the Gulf in the last 50 years has lost." - Mohammed Alardhi [00:00:00]

  • "We don't allocate capital by geography, we allocate it by strategies, we allocate it by opportunities." - Mohammed Alardhi [00:02:51]

  • "The Gulf has missed many of these technological…

View Full Article
UJ
Jul 20, 2026
Source
Currencies & FXMacro / EconomicsMiddle East
+22 more tags
Monetary Policy
Source
Macro / EconomicsMiddle EastReport, Blogs & Insights
Alternatives
Source
Crude Oil & EnergyMacro / EconomicsMarkets & Investments
+33 more tags
Podcast

Harvard Economist Ken Rogoff: Iran, Oil & the Global Economy at Risk | Charlie Rose

"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…

View Full Article
UJ
Apr 25, 2026

Craig Tindale: War, El Niño, Pestilence, and Famine: The Coming Shock to Global Food Supplies - Stacked Risk to Global Food Supplies | Apr 23, 2026 | Substack

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…

View Full Article
UJ
Apr 24, 2026
Macro / Economics
Markets & Investments
+44 more tags
Middle EastMonetary PolicyReport, Blogs & InsightsUS

Macro Pulse: Macro spillovers from the Strait | Apr 2026 | New York Life Investment Management

Summary : NYLIM Macro Pulse — April 2026

"Macro Spillovers from the Strait"

The Theme

View Full Article
UJ
Apr 22, 2026
Middle East
Podcast
US

Scenes from S&P Global’s CERAWeek 26 | Jeff Currie, CSO of Energy Pathways, Carlyle

"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…

View Full Article
UJ
Apr 7, 2026