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Shownotes
James Kostohryz, who runs Successful Portfolio Strategy, (seekingalpha.com/checkout/mp_86?source=ie_podc…) on Strait of Hormuz closure and other conflict repercussions () Bear markets and what's priced in () Oil price; aggressively in non-North American E&P stocks () Even if you don't invest in bonds, it's essential to understand what's going on there () Why gold's vulnerable to a decline () US dollar, industrial commodities, tech sector ()
Show Notes:
US Inflation Scenarios: War-Induced Oil-Price Shocks (seekingalpha.com/article/4683586-us-inflation-…)
War, $200 Oil, And The Market's Reckoning (seekingalpha.com/article/4878020-war-200-oil-a…)
Stock index futures spike on report Trump willing to end war (seekingalpha.com/news/4570486-stock-index-futu…)
Episode Transcripts (seekingalpha.com/author/investing-experts-podc…)
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