EPISODE · Jun 15, 2026 · 42 MIN
The Deal That Changes Everything
from Know Your Risk Podcast · host Know Your Risk Radio
June 15, 2026 - Zach and Chase break down the newly announced Middle East deal, what sanctions relief could mean for Iran, and why the market's reaction may not match the underlying oil math. They discuss inventory losses, the true cost of reopening the Strait, inflation risks, SpaceX's blockbuster IPO, record equity issuance, and why a growing wall of stock supply could become a major headwind for markets.
What this episode covers
June 15, 2026 - Zach and Chase break down the newly announced Middle East deal, what sanctions relief could mean for Iran, and why the market's reaction may not match the underlying oil math. They discuss inventory losses, the true cost of reopening the Strait, inflation risks, SpaceX's blockbuster IPO, record equity issuance, and why a growing wall of stock supply could become a major headwind for markets.
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The Deal That Changes Everything
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