Real Yields, Oil, Conflict Scenarios
Seeking Alpha·2026-03-31 10:00
J Studios/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech ...