War, $200 oil, and the market’s reckoning

Global portfolio strategist James Kostohryz (seekingalpha.com/checkout/mp_86?source=ie_podc…) explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil shocks can lead to business cycle recessions (29:00) Gold pricing in risk (37:20) US treasury bonds (53:40) Silver and copper (1:01:20)

Show Notes:
Will War Trigger A Bear Market And Spike In Oil? (seekingalpha.com/article/4727753-will-war-trig…)seekingalpha.com/article/4794529-fiscal-headwi…
Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz (seekingalpha.com/article/4794529-fiscal-headwi…)
Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict (seekingalpha.com/article/4795469-strait-of-hor…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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