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Episode 512
00:00 Iran conflict from a cynically optimistic contrarian viewpoint
00:39 Spike in Oil is less severe than media narrative
01:17 S&P 500 turbulent but only slightly off highs
01:46 Higher Oil prices are benefiting USA chemical companies
02:24 Long Term investing advantage- losses are limited, gains are infinite
02:55 Historical perspective- USA problems in 1968
04:57 Old threats like USSR don’t exist but good S&P 500 companies still do
06:10 Opportunities that emerged from Cold War era
06:54 Media profits from gloom & doom
07:11 Media negativity blinds you from seeing today’s opportunities
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