Ep. 126 The Long-Short | Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?

Published: 18 March 2026

The Long-Short is a podcast by the Alternative Investment Management Association, focusing on the very latest insights on the alternative investment industry.

Each episode will examine topical areas of interest from across the alternative investment universe with news, views and analysis delivered by AIMA’s global team, as well as a host of industry experts.

As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning.

Damien Bruckard, Co-Founder and Chair of Geopolitical Strategy, explains why the Strait of Hormuz, a critical artery for roughly 20% of global oil supply, is central to the investment outlook, how disruption could ripple through inflation, rates, and the broader question of US dollar dominance.

Listen to this episode and subscribe on Spotify

Listen to this episode and subscribe on Apple Podcasts

Listen to this episode and subscribe on Amazon Music


Disclaimer
This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA.