From: Cameron Otsuka <cameron@otsuka.haus>
Date: Thu, 23 Jul 2026 21:54:33 +0000 (-0700)
Subject: add mph 2026-30
X-Git-Url: https://git.otsuka.systems/?a=commitdiff_plain;h=352e45e2fb7a0d6fab2852a57c282acf8e1ae6d4;p=cotsuka.github.io

add mph 2026-30
---

diff --git a/content/podcasts/mine-print-hash-2026-30.mdx b/content/podcasts/mine-print-hash-2026-30.mdx
new file mode 100644
index 0000000..0612877
--- /dev/null
+++ b/content/podcasts/mine-print-hash-2026-30.mdx
@@ -0,0 +1,28 @@
+---
+type: video
+title: "Houthis, the Red Sea, and Sovereign Debt Repricing"
+date: 2026-07-23
+modified: 2026-07-23
+publication:
+  name: Mine Print Hash
+  issue: 2026
+  volume: 30
+tags:
+  - macro
+posse:
+  𝕏: https://x.com/MinePrintHash/status/2080410453495394645
+  YouTube: https://www.youtube.com/watch?v=V0KMqsdnYHE
+  Substack: https://www.mineprinthash.com/p/houthis-the-red-sea-and-sovereign
+  LinkedIn: https://www.linkedin.com/posts/cotsuka_bond-markets-are-pricing-a-world-that-needs-share-7486176130450776064-fl5n/
+---
+
+import YouTube from '@components/youtube.astro';
+
+Bond markets are pricing a world that needs more resources.
+
+Matt Dines reviews the week of Houthi disruption and Hormuz tension, constraining Middle East energy flows to Asia, adding another force behind rising sovereign yields.
+
+<YouTube
+  title="Houthis, the Red Sea, and Sovereign Debt Repricing"
+  videoURL="https://www.youtube.com/watch?v=V0KMqsdnYHE"
+/>