A peace deal between Iran and the United States has transformed the outlook for global markets – at least for now.

I joined Sean Aylmer from Fear and Greed, to discuss which sectors stand to benefit most from falling oil prices, why airlines, retailers and property stocks could outperform, and why history suggests investors should be cautious despite the optimism.

I also touch on the extraordinary valuation of SpaceX, why Elon Musk may be the greatest marketer the world has ever seen, and the surprising role Google may have played ahead of the company’s IPO.

Listen here: