Show Notes
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)
Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $200 Oil, And The Market's Reckoning Stock index futures spike on report Trump willing to end war
Episode Transcripts
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