Podcast

The Universal Owner — Friday, July 17, 2026: The market has stopped charging for the war

Six consecutive nights of U.S. strikes on Iran, retaliation on Gulf bases, Hormuz traffic dwindling — and Brent closed lower, the VIX at 15.67, fund cash at 3.6%. Where did the war-risk premium go? UAO Daily Brief, Vol 1, Issue 63.

The Universal Owner — Friday, July 17, 2026: The market has stopped charging for the war

The Universal Owner · Daily podcast · Friday, July 17, 2026

Six consecutive nights of U.S. strikes on Iran, retaliation on Gulf bases, Hormuz traffic dwindling — and Brent closed lower, the VIX at 15.67, fund cash at 3.6%. Where did the war-risk premium go? UAO Daily Brief, Vol 1, Issue 63.

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