June 18, 2026

US-Iran MOU: Where Do the Markets Go Now?

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Now that the United States and Iran have agreed to a memorandum of understanding, Doug and Greg break down what that means moving forward when it comes to the markets, oil prices, Fed moves, and defense.


Key Takeaways

  • [00:17] - The US-Iran MOU

  • [04:06] - Defense tech and what we’ve learned from the Iran War

  • [10:43] - What’s driving the market next?

  • [15:15] - The midterm effect


View Transcript



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