0:00-1:09:47
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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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
James Kostohryz
seekingalpha.comWill War Trigger A Bear Market And Spike In Oil?
seekingalpha.comEpisode transcripts
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