On this episode of Invested, Michael Eisenberg sits down with Ami Daniel, co-founder and CEO of Windward, for a deep dive into one of the most important global trade chokepoints: the Strait of Hormuz.

In this urgent conversation, Michael and Ami unpack how the closure and disruption of the Straits of Hormuz could affect the global economy, oil prices, LNG and LPG exports, container shipping, fertilizers, steel, food supply chains, and the future of maritime security. Drawing on Ami’s expertise in maritime AI and naval strategy, he explores why the Strait of Hormuz is far more than an oil story, and why its disruption impacts nearly every country, industry, and consumer in the world.

They discuss:

• Why the Strait of Hormuz matter to global trade
• How Iran’s actions could reshape shipping routes, energy markets, and maritime logistics
• The role of naval power, mines, drones, and maritime chokepoints
• The ripple effects on Europe, Asia, developing markets, and the wider global economy
• Why this crisis could have lasting implications for inflation, supply chains, and geopolitical stability

Ami Daniel is the Co-founder & CEO of Windward, a leading Maritime AI company transforming global trade through predictive intelligence and big data analytics. As a former naval officer, he brings deep maritime expertise and a passion for AI-driven risk management, compliance, and operational optimization.

Under his leadership, Windward has pioneered AI solutions for governments, financial institutions, and commercial entities. His insights on maritime AI, sanctions, and supply chain resilience have been featured in major publications, including The New York Times, The Economist, and Financial Times.

If you want to understand the intersection of geopolitics, maritime trade, oil markets, shipping intelligence, and global risk, this episode is essential viewing.

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