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

So this standoff is essentially in place.

My guess is it—

It's in this sort of unclear, vague, not full-blown war, not full-blown peace.

And then a lot of unpredictability.

The risk in all of this is that in any one of these moments, like what's happening this week in terms of tit-for-tat actions, any one of these incidents could actually spiral up into something that is much bigger than what we've even seen before.

I think it's going to be the linchpin of the concern in the conflict for the next few years.

I mean, for all of our aspirations of

having renewable energies, and then also you see what Gulf states in their approach to actually adapt pretty quickly to this new environment, to create new pipelines, new ways to get their product out.

All of this won't fundamentally deal with the central issue, which is the Strait of Hormuz is a key choke point.

On February 27th, it was pretty free and open.

Now that's not been the case since February 28th, since the war began.

And we're not likely to see that change.

So the fundamentals won't change anytime soon unless there's a major shift in how the U.S.

and other countries are trying to

resolve this issue.

Right now, we just have a series of military operations with diplomatic tactics that don't add up to any clear path towards success.

So that's the uncertainty we'll have to deal with.

Whether the market or not realizes it, it's going to take a much different strategy shift on the part of U.S.

policy and then partners in the region to bring more clarity to that.

Great.

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