There are "constant reminders" that the stock market is dependent on headlines surrounding the Strait of Hormuz and U.S.-Iran tensions, says Ben Cook. He believes the energy trade will stay strong long-term, even after a peace deal is made. He names Exxon Mobil (XOM) as a key beneficiary from the geopolitical volatility. Williams Companies (WMB) and Expand Energy (EXE) are other names Ben likes due to catalysts beyond crude oil prices.