Markets are ripping higher on reports of a potential US-Iran agreement, oil prices are collapsing, and the NASDAQ could now be heading into a full melt-up bubble phase. In this video I break down the Iran deal, the impact on oil, Bitcoin, gold, the Strait of Hormuz, and why I think this could delay any stock market crash and ignite a 1999-style AI and tech rally.
I also explain why I remain heavily in cash despite the rally, why I still hold oil positions, and how Bitcoin may be acting as a real-time stress indicator for capital flight out of Iran. If this Iran peace deal holds, the implications for the stock market, commodities, crypto, and the global economy could be enormous.
Topics covered:
• Iran deal latest news
• NASDAQ melt up
• stock market bubble
• oil price crash
• Bitcoin and Iran
• gold vs Bitcoin
• AI stock bubble
• tech stocks rally
• Strait of Hormuz risk
• US Iran tensions
• market crash risk
• Intel stock
• macro investing
• liquidity and risk assets
• commodities and energy markets
