About this episode
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 KostohryzStrait Of Hormuz: Main Focus Of Investors In Iran-Israel ConflictEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
