Episode 35: Is This A Ceasefire Trap? With Jared Dillian

About this episode

Jared Dillian joins Maggie Lake to discuss the implications of the Iran ceasefire on markets and the potential risks involved.

Following the announcement of the Iran ceasefire, stocks are soaring and oil prices plunging. Jared Dillian, editor of The Daily Dirtnap, joins Maggie Lake on Talking Markets to explain why he thinks markets may significantly overshot in both directions, and discuss whether this relief rally is a genuine turning point or a dangerous trap for those ignoring the underlying geopolitical risks. Jared also updates us on his broader macro outlook, where he has been nailing trades in commodities, metals, and international stocks. Get more from Jared here: www.jareddillianmoney.com Follow Jared on ‪ ‪@MacroDirtCast‬ And on Instagram: @DJstochasticSupport us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

People in this episode

Host: Maggie Lake

Guest: Jared Dillian

Topics covered

• ceasefire
• market analysis
• geopolitical risks
• commodities
• stocks
• oil prices
• macro outlook

Keywords

• ceasefire
• stocks
• oil prices
• geopolitical risks
• macro outlook
• commodities
• trading

Mentioned in this episode

Organizations: The Daily Dirtnap, Substack, Twitter, Instagram

Places: Iran

More episodes of Maggie Lake Talking Markets

• Episode 59: Has the S&P Sell Off Begun? With Dale Pinkert · June 10, 2026 · 33 min
• Episode 58: AI Trade in Trouble? With Jeremy Schwartz · June 8, 2026 · 35 min
• Episode 57: Setting Up For The Next Big Moves. With Dale Pinkert · June 3, 2026 · 35 min
• Episode 56 :Is the "Geriatric" Bull Market in Trouble? With Vincent Deluard · June 1, 2026 · 35 min
• Episode 55: How Low Can Oil Go? With Dale Pinkert · May 29, 2026 · 34 min
• Episode 54: What Wins Fear or Greed? With Quinn Thompson · May 28, 2026 · 33 min