# 4-9-26 US–Iran Deal - What Investors Must Watch Next Page: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-9-26-us-iran-deal-what-investors-must-watch-next Text version: https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-9-26-us-iran-deal-what-investors-must-watch-next.md Podcast: [The Real Investment Show (Full Show)](https://stenobird.com/podcast/the-real-investment-show-full-show-1123656) Published: 2026-04-09T16:09:56+00:00 Episode link: https://soundcloud.com/user-949311744/4-9-26-us-iran-deal-what Audio file: https://feeds.soundcloud.com/stream/2299630421-user-949311744-4-9-26-us-iran-deal-what.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-9-26-us-iran-deal-what-investors-must-watch-next Duration seconds: 2745 ## Resource Markets are reacting fast to signs of a potential resolution between the U.S. and Iran—but what should investors actually focus on next? A ceasefire or diplomatic breakthrough can spark a powerful short-term rally, driven by falling oil prices, easing geopolitical risk, and improved sentiment. But history shows these moves are often just the beginning—not the end—of the real story. Jon Penn & Michael Lebowitz break down the key signals investors need to watch as the situation evolves. Key topics include: 0:00 - INTRO 1:06 - How Durable Will Iran Cease-Fire Be? 8:50 - How We've Reduced Risk 13:34 - Leaving Enough Meat on the Bone 15:40 - What Happens After Resolution? 19:43 - Guidance Will Matter More Than Earnings 20:58 - Cease-fire & Sentiment 24:34 - Who Do You Trust? 28:48 - Buy When Stocks Are Cheap 34:37 - Is Apple the Next Google? 40:53 - Getting Caught Up in the AI Race ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/1GbqGflIK4A ------- Watch our previous show, "Starter Home vs Renting: The Real Money Decisions," https://youtube.com/live/Iro2CW91YdM ------- The latest installment of our new feature, Before the Bell, "2Oil vs Markets: The Ceasefire Test" is here: https://youtu.be/ktGa-pbc3ps ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.co… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-9-26-us-iran-deal-what-investors-must-watch-next/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-9-26-us-iran-deal-what-investors-must-watch-next.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.