[00:01] that things regarding the Iran deal happening and the stock market, well, they just don't look great right now. And I have been a really big fan of believing that there is this window of opportunity between October 20th and
[00:16] October 27th for Donald Trump to strike a deal with Iran. This is because the Federal Reserve meeting concludes on the 28th. be a great opportunity for them to forecast that they could stop future rate hikes because we've got a deal with
[00:30] Iran. You've got the BB election in Israel. Be a great opportunity to say, "Hey, we've got a deal." You've got the US midterm election. Oil prices would plummet. Would be great for Republicans going into midterms. There's so many
[00:44] reasons why getting a deal during the 20th and the 27th would be ideal. Those are three of them. But after that, those motivating factors actually go away. And the Iranians, why would they make a deal before the elections to give Donald
[00:58] Trump a win?" But they have to realize that's also when Donald Trump would be most motivated because his motivation plummets after the election. But I have to say in the most recent days, it's seemed like a loser's bet to argue that
[01:13] frankly a deal is going to happen because now we're hearing that uh nuclear scientists are getting pulled out of potentially nuclear facilities by coordinated with Iran. Who knows? There's talk that diplomats are getting
[01:26] asked to leave the region. Donald Trump is drawing up war plans. The New York Times says uh the United States, per the Financial Times, is ready for a Financial Times, is ready for a prolonged conflict. And basically every
[01:38] bit of news you could possibly look up right now about Iran kind of makes you feel like we're about to go right back to war. Now, there are some hints that things are getting close. Like there are hints from the US that we're really just
[01:50] negotiating, hey, how long is this nuclear deal we're going to enter into going to last? Is this a 5-year JCPOA 2.0? Is it a 2-year? What's it going to don't want to give up your highlyenriched uranium, but you're going
[02:06] to allow weapons inspections again. Uh, but what if we diluted some of your highlyenriched uranium? Okay, but to what point, you know, from 65% are we going to 30%. What what are we going down to? Right? Those are the hints that
[02:19] we have that suggest there's good news progress being made on a deal. But I have to say, things feel rough and it feels like we're pricing in, we're going back to hell. But I actually think that's exactly what you're supposed to
[02:33] feel right before a deal. So, in the weirdest way, I still maintain my confidence that we're going to get a deal. I just realize I've got 4 days left to be right. And I think I'm going to have egg on my face really badly if
[02:49] we don't get a deal. So for ego sakes alone, I'd really like to see a deal and then the stock market can and Bitcoin can go to the moon.