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

Global portfolio strategist James Kostohryz 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?
Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
Strait Of Hormuz: Main Focus Of Investors In Iran-Israel Conflict

Episode transcripts

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