James Castori
Global portfolio strategist with over 20 years of experience and a strong background in the oil and gas industry; runs the Seeking Alpha service Successful Portfolio Strategy and provides macro and commodity-focused market analysis.
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Mar 4, 2026 • 1h 10min
War, $200 oil, and the market’s reckoning
James Castori, a global portfolio strategist with 20+ years and deep oil and macro experience, breaks down why the Iran-Israel conflict could be prolonged. He explores risks to the Strait of Hormuz, how oil could spike toward $100–$200, implications for equities and recessions, why Brent exposure may beat U.S. producers, and positioning in gold, treasuries, TIPS, and metals.
