---
title: "Houthis, the Red Sea, and Sovereign Debt Repricing"
description: "Mine Print Hash 2026-30"
url: "https://cameron.otsuka.systems/podcasts/mine-print-hash-2026-30/"
published: "2026-07-23T00:00:00.000Z"
updated: "2026-07-23T00:00:00.000Z"
---

# Houthis, the Red Sea, and Sovereign Debt Repricing

Metadata

Publication

Mine Print Hash 2026-30

Published

2026-07-23

Last updated

2026-07-23

Format

video

Tags

markets, sovereignty

POSSE

[𝕏](https://x.com/MinePrintHash/status/2080410453495394645)[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/)[YouTube](https://www.youtube.com/watch?v=V0KMqsdnYHE)

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.

[Houthis, the Red Sea, and Sovereign Debt Repricing](https://www.youtube-nocookie.com/embed/V0KMqsdnYHE)