Iran Deal Impact | Kai Hoffmann - Soar Financial
The Deep Dive Jun 29, 2026
Summary
Markets are rallying on peace-deal headlines, and the speaker reads gold's pause near $4,350 an ounce as doubt the memorandum of understanding (MOU) is final.
He suggests oil under $80 a barrel could be more manipulated than gold, making gold the potentially truer signal right now.
Silver hovers around $70 an ounce, testing that mark as the speaker asks whether oil or gold is telling the truth.
The takeaway: despite the excitement, the MOU and the peace deal are not yet done.
Kai Hoffmann's takeaways
- Top takeaway Argues gold is telling the real story on peace-deal news — as of 2026-06-29 he sees the MOU as not a done deal despite exuberant market reactions.
- Says oil was under $80 a barrel as of 2026-06-29 and suggests oil could be more manipulated than gold.
- Reads gold near $4,350 an ounce and taking a breather as gold sensing the MOU is not yet done.
- Notes silver hovering around the $70 an ounce mark as of 2026-06-29 and asks who investors should believe more, oil or gold.