# The Deal That Changes Everything

Page: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-that-changes-everything
Text version: https://stenobird.com/podcast/know-your-risk-podcast-218898/the-deal-that-changes-everything.md
Podcast: [Know Your Risk Podcast](https://stenobird.com/podcast/know-your-risk-podcast-218898)
Published: 2026-06-15T21:29:27+00:00
Episode link: https://www.spreaker.com/episode/the-deal-that-changes-everything--72540521
Audio file: https://api.spreaker.com/download/episode/72540521/kyr_podcast_6_15.mp3
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JSON: https://stenobird.com/v1/public/podcasts/know-your-risk-podcast-218898/episodes/the-deal-that-changes-everything
Duration seconds: 2542

## Resource

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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## Transcript

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