The David Lin Report · Friday, July 31, 2026
Florian Gomez describes current market conditions as driven by "elevated levels" of uncertainty, affecting both businesses and individuals. He identifies the war in the Middle East as a primary factor, noting that market reactions are closely tied to news of conflict escalation or de-escalation.
“Well, I think first of all, uncertainty is at such elevated levels. I haven't seen that in my personal life so far.”
“And of course, this whole war in the Middle East is is the main thing.”
“And we have seen that over the last few months basically since end of February. Once the rockets are off, and the missiles are flying, the markets are down.”