The speaker discusses how geopolitical events, such as the Russia-Ukraine war, impact oil prices and consequently, oil stocks like Exxon Mobil (XOM), Chevron (CVX), and Occidental Petroleum (OXY). The analysis highlights that despite potential short-term dips, these companies are poised for long-term growth and provide attractive dividend yields, making them good investment opportunities. The speaker advises investors to stay informed and strategic, looking for buying opportunities during temporary price pullbacks.