Equity hedges on prolonged Hormuz risk
Eric Townsend argued he is maintaining S&P put spreads as a hedge, contending the market is underestimating the prolonged economic risk from a continued Strait of Hormuz closure.
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DORMANT · 3 MENTIONS · 2 EPISODES · 2 SHOWS
1 SUPPORT · 1 CHALLENGE · 1 REPEAT
- PALISADES GOLD RADIO
- MACROVOICES · 2 MENTIONS
- Equity hedges on prolonged Hormuz risk · THIS IDEA · CHALLENGES
- Iran oil shutdown could extend crisis for months
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD