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

Sean Aylmer speaks with Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, about 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.

Plus: Roger's take on the extraordinary valuation of SpaceX, why he believes Elon Musk is "the greatest marketer the world has ever seen", and the surprising role Google may have played ahead of the company's IPO.

This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.