# Real yields, oil, conflict scenarios

Page: https://stenobird.com/podcast/investing-experts-5798955/real-yields-oil-conflict-scenarios
Text version: https://stenobird.com/podcast/investing-experts-5798955/real-yields-oil-conflict-scenarios.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-03-31T09:50:02+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:real_yields_oil_conflict
Audio file: https://api.spreaker.com/download/episode/71010813/james_k_ie_3_31_3_30_26_7_25_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/real-yields-oil-conflict-scenarios
Duration seconds: 4271

## Resource

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 sector (55:40) Show Notes: US Inflation Scenarios: War-Induced Oil-Price Shocks War, $200 Oil, And The Market's Reckoning Stock index futures spike on report Trump willing to end war Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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## Transcript

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