Gavin Jackson

speaker
1,127 appearances 18 recordings 4 series first heard May 2026 last heard 26 Jun

Gavin Jackson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
10 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 10.

Appearances

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It's not that they have achieved any kind of peace agreement because what the U.S.
wants on one side and what Iran wants on the other side are mutually exclusive to one another.
You can't have the U.S.
take a position that we want traffic to be like it used to be and Iran saying no.
we're basically going to charge a service fee, which is like straight up gangster stuff out of the Sopranos to have protection money paid to it so that tankers can pass through the SOH.
And that is an ongoing issue.
And if you're reading our work, um,
You'll notice that probably four out of five days a week, that's going to be part of the discussion because that is not part of the broad dialogue.
The casual press is not really writing about that the way it needs to be written about, meaning it's not generally well understood outside of a very small group of people.
And that is a problem because it is, to me, a major issue.
So the discussion a little earlier about the size of the paper market means that factors that affect perceptions of reality can have disproportionate impacts on the price of oil.
Again, 2011, people thought there was going to be another global credit crisis.
The fear was Spain would default on its debt.
Oil prices fell over 40%.
No fundamental data in terms of oil supply demand was a factor.
It was all based on fear of another disruption to the broad economy.
When COVID hit and people basically stopped driving and traveling and doing things, oil demand really did collapse.
It wasn't demand destruction.
It was just activity came to a grinding halt.
In the current case, the
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