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Podcast: Investing Experts
Episode: Will war trigger a bear market and spike in oil?
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 StrategyUS Inflation Scenarios: War-Induced Oil-Price ShocksU.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strikeRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions