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Recent Episodes
W23 - 6 Jun 2026 - Energy Chokepoints and the Fracturing of Global Trade
The Strait of Hormuz crisis is forcing executives to rethink energy security and supply chain resilience across continents. We examine how geopolitical fragmentation—beyond tariffs—is reshaping the…
W22 - 1 Jun 2026 - The Great Repricing: Bonds, Tariffs, and European Security
Global bond markets are in retreat while the EU mirrors American protectionism and European security guarantees face existential questions. This week, we examine three simultaneous shifts reshaping…
W21 - 25 May 2026 - Chokepoint Economics: The New Operating Environment
Explore how critical geographic bottlenecks are reshaping energy costs, supply chains, and geopolitical risk—moving from peripheral concern to core business assumption. This briefing maps the…
W20 - 18 May 2026 - Energy Shock: How Iran's War Reshapes Your Business
This week - We analyze the Iran conflict's cascading impact on energy markets, inflation expectations, and supply chain resilience—the forces reshaping your strategic decisions right now. Understand…
W19 - 10 May 2026 - When Three Crises Converge: Hormuz, Liquidity, and Germany
We examine three interconnected pressures reshaping the global operating environment: maritime chokepoint volatility in the Strait of Hormuz, tightening dollar liquidity cycles, and structural…
W18 - Taiwan, the Dollar, and the Hormuz Question
This week we cover the Taiwan semiconductor exposure most boards haven't mapped, the IMF data behind the de-dollarisation story, India's structural currency weakness beyond the Iran war, and why the…
W17 · 25 April 2026 — Hormuz, The Renminbi Shift & What Industrial Policy Actually Means
This week: Daniel Yergin on why the Strait of Hormuz crisis signals a genuinely different world — and what that means for boards beyond the energy market. The quiet but accelerating infrastructure…
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Vantcast — The World Edition has published 7 episodes since April 2026, covering topics in Business, Investing.
Vantcast — The World Edition is currently highly active with new episodes weekly. Average episode length is 18m.
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