RenMac Off-Script: Hormuz, Hyperscalers & the Market*

Former U.S. National Security official Michael Allen rejoins the RenMac Off-Script team to discuss the prolonged standoff in the Strait of Hormuz, why oil prices have remained surprisingly contained, and how the conflict is testing U.S. military capacity and strategic credibility. The team explores the intensifying competition with China over critical minerals, AI and compute, the growing political backlash against hyperscalers and data centers, and what winning the AI race actually means. They also break down the historic unwind in momentum, why elevated inflation and middling growth are flashing a more cautious market-cycle signal, and how resilient credit markets and a still-positive equity trend are keeping the broader bull case intact.

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