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Anthony D Doyle

Anthony D Doyle

Jun 4, 2026

1:45
Is that generally your view? It's certainly the view of our economists.
1:50
Yeah, Gemma, it is a, a really interesting time, particularly when you consider really since COVID we've had a supply shock after a supply shock after a supply shock.
2:01
And so these one in a hundred year events have occurred on an annual basis, whether it was COVID lockdowns, COVID reopening, Russia's invasion of Ukraine and the impact that that had on commodity markets, whether it was Trump's tariffs, and now obviously the, um, tensions in the Middle East.
2:21
These are one in a hundred year events that are hitting the global economy, yet, uh, what we're seeing is that markets continue their march higher, and also we're seeing that, uh, the underlying fundamentals from a macroeconomic perspective are relatively resilient.
2:39
And so there, there's a few things going on.
2:41
Um, one is I would highlight that in the finan-financial news media has become increasingly alarmist in what it prints, um, and it has to.
2:54
If you think about their business model, they have to sell advertising, and they're increasingly competing with social media for eyeballs.

23 MINS LATER

26:06
Still going okay, more of a risk for investors?

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