Think Macro: a podcast by H2O Asset Management where we go beyond the headlines to explore the forces shaping the global economy. Each episode offers a deep dive into macroeconomic trends, long-term shifts, and the strategic dynamics driving markets.

In this new episode of ThinkMacro presented by Babak Abrar, Vincent Chailley (CIO of H2O AM Group and H2O Monaco S.A.M.) discusses the macroeconomic fallout from the conflict in Iran and its implications for global growth and markets.

Behind the immediate shock, the discussion dives into the growing vulnerabilities of the US economy—from constrained fiscal and monetary buffers to softening consumer confidence—and explores whether the dollar’s long-standing dominance as the world’s reserve currency might finally be challenged. A timely and in-depth analysis of shifting global dynamics and what they could mean for investors.

Podcast available on all listening platforms.