# The “Deal” Might Be Worse Than the Crisis

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-might-be-worse-than-the-crisis
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-might-be-worse-than-the-crisis.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-05-06T21:33:08+00:00
Episode link: https://www.spreaker.com/episode/the-deal-might-be-worse-than-the-crisis--71898320
Audio file: https://api.spreaker.com/download/episode/71898320/kyr_podcast_5_6.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-deal-might-be-worse-than-the-crisis
Duration seconds: 3531

## Resource

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.

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## Transcript

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