Sam Raman

Portfolio manager at Hedgeye Asset Management who provides macro and tactical market commentary, emphasizing portfolio defensiveness and trading decisions.

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Mar 14, 2026 • 1h 3min

War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

Neil Howe, historian and generational analyst; Sam Raman, macro-focused portfolio manager; David Salem, portfolio manager and former White House lawyer. They dissect the Strait of Hormuz closure, a 40% oil surge and rising stagflation risk. Discussion covers geopolitical leverage in the Gulf, tactical shifts into defensive assets, fragile private credit and PE exposures, and how narratives and policy risks can reprice markets in real time.

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