Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optimistic as stocks catch a bid and crude oil slides. KG touches on the dichotomy between equities and commodities as investors shrug off geopolitical concerns. May's consumer confidence report shows that Americans are staying hopeful that inflation woes will cool. KG explains how all of this plays into his S&P 500 (SPX) expectations.