The “Deal” Might Be Worse Than the Crisis

About this episode

Zach and Chase discuss the implications of a potential Iran deal and its effects on the markets.

May 6, 2026 - Zach and Chase break down the latest headlines surrounding a possible Iran deal and why markets may be celebrating far too early. They discuss the continued closure of the Strait of Hormuz, the growing disconnect between paper and physical oil markets, and why a rushed resolution could leave Iran in a stronger geopolitical position than before. The conversation also dives into market manipulation concerns, the weakening dollar, global capital flows, and why many investors may still be looking in the wrong places.

People in this episode

Hosts: Zach, Chase

Topics covered

• Iran deal
• oil markets
• market manipulation
• geopolitical position
• dollar weakening
• global capital flows

Keywords

• Iran deal
• oil markets
• market manipulation
• dollar weakening
• global capital flows

Mentioned in this episode

Places: Iran, Strait of Hormuz

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