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Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution
Dylan is the founder of arcMacro , where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKi...
About This Episode
Ep. 359: Dylan Smith on the Hormuz Supply Shock, US Macro Regimes, and Private Market Evolution is an episode from Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez. Dylan is the founder of arcMacro , where he analyses macro and pr...
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This episode belongs to Macro Hive Conversations With Bilal Hafeez.
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Episode Details
Published May 22, 2026, 41:14 long, audio available.






