Will war trigger a bear market and spike in oil?

Update: 2024-10-21

Description

James Kostohryz breaks down his top-down approach as a macro-oriented investor (1:30 ). Israel, Iran and oil price spikes (13:15 ). Why are markets underpricing this risk (30:00 )? FOMO and how investors should be thinking about their asset allocations (45:15 ). Potential for war; bond yields and prices (49:35 ).

Show Notes:
Successful Portfolio Strategy
US Inflation Scenarios: War-Induced Oil-Price Shocks
U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike

Read our transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Not all dividend ETFs are created equal

2024-11-1432:03

Short + long strategies and what alpha's really all about

2024-11-1321:40

Dividend investing: let compounding do its thing

2024-11-1213:34

Stock pickers, know when you're going to sell

2024-11-0737:01

From growth to value: building a portfolio with Brett Ashcroft Green

2024-11-0632:52

This is about business cycles, not who's going to be president

2024-11-0429:56

Bitcoin vs. gold: what investors should know

2024-11-0326:16

Energy additions, not transitions and navigating a Trump or Harris Win

2024-11-0232:40