How the Iran Deal Reshapes Oil Markets and Investing

In this episode of Geopolitics and Markets, Lucas and Luna break down the seismic impact of the U.S.-Iran memorandum signed today, June 18, 2026. With oil prices tumbling 8.8% in five days and the International Energy Agency forecasting a supply glut, they explore what this means for investors, petrostates, and the global economy. Lucas explains the mechanics of the deal, the role of Kevin Warsh's Fed in shaping the dollar response, and why gold stocks are soaring even as bullion flatlines. Luna challenges the conventional wisdom, asking whether the market is pricing in too much optimism. Using specific data from today's markets, they drill into one focused angle: how the end of Iranian sanctions reshapes oil supply expectations and the investing landscape for energy, gold, and emerging markets. A must-listen for anyone navigating the post-deal landscape. #IranDeal #OilPrices #Geopolitics #EnergyMarkets #FexingoBusiness #BusinessPodcast #KevinWarsh #FederalReserve #Gold #GoldStocks #SupplyGlut #IEA #USIran #Petrostates #EmergingMarkets #Dollar #Investing #Commodities Keep every episode free: buymeacoffee.com/fexingo