Will war trigger a bear market and spike in oil?

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 Strategy
US Inflation Scenarios: War-Induced Oil-Price Shocks
U.S. tightens oil sanctions on Iran as Biden seeks to discourage Israel from strike

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Published on 1 year, 1 month ago

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