InvestTalk
from: InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
MAR 20, 2026

Should You Invest During War Volatility? Market Strategy Guide

IGNORE GEOPOLITICAL NOISEWATCH DEFENSE STOCKSMONITOR OIL PRICESBUY QUALITY DIP

Key Takeaways

  • Differentiate Noise from Reality - Investors should ignore temporary geopolitical volatility and focus on whether war actually alters the long-term fundamentals of their holdings.

  • Identify Specific Sector Winners - Conflicts often drive demand in specific areas like defense and energy, making companies like Rheinmetall and energy-sensitive regions critical to track.

  • Stick to Quality Names - Market dips during periods of uncertainty provide opportunities to buy durable businesses like Hershey or Fortinet at better valuations.

Episode Description

Jim Cramer and other market veterans are advising investors not to let Iran war-induced volatility scare them out of quality stocks. The key is distinguishing between temporary geopolitical noise and fundamental business changes.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, Buying Credit Cards Companies, Rheinmetall AG (RNMBY), Fortinet, Inc. (FTNT), Should You Invest During War Volatility? Market Strategy Guide, Watsco, Inc. (WSO), Valvoline Inc. (VVV), Countries Impacted by High Oil Prices, New Car Prices.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands (https://redcircle.com/brands)

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