{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Vantcast — The World Edition","title":"W18 - 4 May 2026 - Taiwan, the Dollar, and the Hormuz Question","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/44589303\"></iframe>","width":"100%","height":180,"duration":844,"description":"This week we cover the Taiwan semiconductor exposure most boards haven't mapped, the IMF data behind the de-dollarisation story, India's structural currency weakness beyond the Iran war, and why the Hormuz toll proposal is more contested than it looks.","thumbnail_url":"https://img.transistorcdn.com/KnVUkh0HeEPYhRwtlUSxFKkvyju7ahv7Zg4tCkVYuT8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kNDRk/MTMzYjgyY2Q0Nzg1/NWFhZjE0ODRmZGI0/OTViNS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}