Brian Walsh
speaker
98 appearances
2 recordings
1 series
first heard Mar 2026
last heard 7 May
Brian Walsh’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
So with COVID, all through January 2020, you were seeing cases grow in China.
You started to see huge lockdowns.
And going into February, you started to see assorted cases popping up elsewhere, Italy.
And yet the markets didn't really respond.
And in fact, February 19th, 2020, the S&P 500 hit what was then an all-time high, even as looking back, we were clearly already in a pandemic situation.
It seems as if the markets are pricing peace where the oil system, the one that actually moves oil around, actually gets people who need it, is not producing peace.
And that's a massive gap that hasn't closed yet.
You know, even oil prices themselves
are not pricing in the physical reality of oil and what this huge disruption means.
Yeah, so I think not connected to reality is a pretty good description of the situation.
It does feel that way.
I think there's a myopia going on here with the markets where they're not seeing the reality in front of them.
I think they also assume that everything will work out.
They've seen Trump back down in the past with things like tariffs.
What they don't seem to realize is that unlike tariffs, he does not have the unilateral power to simply make this situation go away.
What happens when a major U.S.
airline says that it has to
cancel thousands of flights the way that a European airline like Lutenza already has.
What happens when you start to see farmers really grapple the fact that fertilizer prices are much higher and scarcer, that has an impact on crop prices, which then has an impact on food prices.
I'm not sure what the actual triggering event would be.
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