Brian Katulis

speaker

81 appearances 1 recordings 1 series first heard Jul 2026 last heard 9 Jul

Brian Katulis’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · What Wall Street Got Wrong About Iran · 9 Jul 2026 podcast

Except for Qatar, many of the key countries in the region that are our partners really have not been consulted in a serious, deep way.

And because they live in the region and they're suffering the economic consequences, they're not only oil producers, they're investors globally.

They're also the fact that they've not been consulted means that we don't really have in this MOU a sustainable, durable framework.

And that's not even bringing in the Israelis to this discussion.

I do, but Ed, you're the markets guy.

Maybe they're not talking to people who actually know the region or geopolitics as much because this was evident the vast majority of people who've closely tracked the Middle East.

The fundamentals just weren't there.

And there's a lot of hot air.

But I think a lot of the markets these days run on hot air.

I mean, to Alan Greenspan, I think, said irrational exuberance.

I think people get sort of, to use the technical term, high on their own supply.

There are wishes and hopes of what might happen here.

are sort of best case scenario planning.

But the reality is, is the structure of the Middle East right now, I wish it weren't this way.

It's just not stable.

And President Trump's approach, which is unpredictable at best, is meeting a region that's unpredictable as well.

And when you don't have traditional diplomacy that's trying to quell the risks, which is what we don't have here, you have an enormous amount of geopolitical risk that I don't think is priced into the markets.

I think they were deluding themselves because some basic questions about the war.

What's the political end state that Trump is trying to drive for on the key variables?

Who rules Iran?

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