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James Kostohryz

Macro-oriented investor and global investment strategist known for his top-down approach and focus on risk minimization. Shares insights on Seeking Alpha and through his investing service, Successful Portfolio Strategy.

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Oct 21, 2024 • 57min

Will war trigger a bear market and spike in oil?

James Kostohryz, a macro-oriented investor and global strategist known for his top-down approach, shares his insights on pressing geopolitical risks. He discusses how tensions between Israel and Iran could lead to oil price spikes and potentially trigger a bear market. The conversation also touches on FOMO in investing, urging listeners to reconsider asset allocations in light of macroeconomic uncertainties. Kostohryz highlights the market's tendency to underestimate risks, emphasizing the need for strategic adjustments amidst geopolitical turmoil.