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> "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**…
**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…
"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…
