#Gold #Goats & #Geopolitics.
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Articles by Tom Luongo
Episode #262 -- Marty Bent and Bitcoin on the Advent of Agentic Money
Description Bitcoin Entrepreneur and host of TFTC Marty Bent completes the 'home and home' podcast conversation. I was recently on Marty's show to discuss the bigger political and financial picture (link... show more Bitcoin Entrepreneur and host of TFTC Marty Bent completes the 'home and home' podcast conversation. I was recently on Marty's show to discuss the bigger political and financial picture (link below).
Episode #261 -- Brent Johnson and the Ratchet & Pendulum of History
Description Santiago Capital's Brent Johnson returns to the podcast for a forward-looking chat about where we are in the flow of economic and politcal history on the eve of the mid-term... show more Santiago Capital's Brent Johnson returns to the podcast for a forward-looking chat about where we are in the flow of economic and politcal history on the eve of the mid-term elections in the US.
The Fed, Europe and Bitcoin · TFTC
Luongo's starting point is that a central bank answers to a particular banking system. On TFTC in 2023 he argued that the Fed's tightening threatened European banks; in 2024 he pushed back against the assumption that American commercial banks were equally fragile. His broader thesis is that moving dollar finance away from London's influence changes who can set the terms of global credit. He presents this as a struggle within finance, rather than a single coordinated central-bank plan.
Podcast Episode #260 — Blaine Holt – EM Burlingame and the Great Escalation
Ret. General and host of Dangerous Intellectuals Blaine Holt joins author EM Burlingame me for a open forum discussion on the current state of play as we head into the end of September and the eve of the escalatory season for the US mid-terms. Note: this episode was recorded on the road with us doing our best standing around Blaine’s microphone. So, forgive any audio weirdness Blaine on X Dangerous Intellectuals on YT EM on X EM on Substack Tom on X GGnG on Patreon
Episode #260 -- Blaine Holt - EM Burlingame and the Great Escalation
Description Ret. General and host of Dangerous Intellectuals Blaine Holt joins author EM Burlingame me for a open forum discussion on the current state of play as we head into the... show more Ret. General and host of Dangerous Intellectuals Blaine Holt joins author EM Burlingame me for a open forum discussion on the current state of play as we head into the end of September and the eve of the escalatory season for the US mid-terms.
Episode #259 - Matt Dines and the Post-Mortem on America's Message to the G-20
Description Matt Dines of Mine Print Hash returns to the podcast fresh from his inaugural outing as a financial 'journalist' to giive us his observations and thoughts about what went on... show more Matt Dines of Mine Print Hash returns to the podcast fresh from his inaugural outing as a financial 'journalist' to giive us his observations and thoughts about what went on at the G-20 conference in Asheville, NC this past week. show less Information
Episode #258 - Chris Sullivan and Decoding the American Economic Path
Episode #258 - Chris Sullivan and Decoding the American Economic Path This automatic transcript is brought to you by Sounder.AI This is an automatically generated transcript. Please note that complete accuracy is not guaranteed.
Episode #257 - Dexter White and Why All Politics Are Still Local
Description Dexter White is back to give his detailed account of Florida's primaries and what they portend for both the mid-terms and beyond for not just Trump but the GOP. We... show more Dexter White is back to give his detailed account of Florida's primaries and what they portend for both the mid-terms and beyond for not just Trump but the GOP. We work through what these primaries both uncover for the national political situation and dispel some of the myths being capitalized on.
Episode #256 - Peter St. Onge and Correcting the Market's Signal Chain
Description Austrian economist, pragmatist, and market commentator Peter St. Onge returns to the podcast to do a wide ranging talk about the state of markets, the economy and their relationship to... show more Austrian economist, pragmatist, and market commentator Peter St. Onge returns to the podcast to do a wide ranging talk about the state of markets, the economy and their relationship to the upcoming mid-term elections here in the US.
Episode #255 - Larry Lepard and the Paths to the Big Print
Description Author, financial commentator and hard money advocate Larry Lepard joins the podcast for the first time for a meeting of the minds on the paths forward for the global monetary... show more Author, financial commentator and hard money advocate Larry Lepard joins the podcast for the first time for a meeting of the minds on the paths forward for the global monetary system and what options lie in front of not just our leadership but we as investors and people as well.
Podcast Episode #254 – Dexter White and Leaving the Silos Behind Us
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Everybody Wants To Over-Rule the Fed
I’m an 80’s child in the end. That means when I start working on a new project some random song or movie moment comes unbidden into my head from that weird and wonderful decade. The movie Real Genius ends with a rising dolly shot while Tears for Fears sets the tone for the fade out, of a house destroyed by popcorn.
Everybody Wants to Over-Rule the Fed
by Tom Luongo, Tom Luongo: I’m an 80’s child in the end. That means when I start working on a new project some random song or movie moment comes unbidden into my head from that weird and wonderful decade. The movie Real Genius ends with a rising dolly shot while Tears for Fears sets the tone for the fade out, of a house destroyed by popcorn.
Episode #254 - Dexter White and Leaving the Silos Behind Us
Description Dexter White returns to the podcast for a chat about information silos, separations of facts from fiction, and why we really need to put on our big boy pants and... show more Dexter White returns to the podcast for a chat about information silos, separations of facts from fiction, and why we really need to put on our big boy pants and remember what living in a plurality of perspectives looks like. show less Information
Newsletter: July 2026 Issue - Revolution Calling
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Episode #253 - Gen. Blaine Holt and Cutting Through The Smoke on the Water
Description Host of the Dangerous Intellectuals podcast and Ret. Brig. General Blaine Holt joins me to do and up to the minute look at the situation with the state of US... show more Host of the Dangerous Intellectuals podcast and Ret. Brig. General Blaine Holt joins me to do and up to the minute look at the situation with the state of US foreign policy objectives, how that ties into the larger war in process, and who really controls the pace and timing of those decisions. show less Information
Media: One on One on the Road with Shaun Newman
Shaun and I do a bit of catch up after a break where we do a discourse on breaking down the current political landscape into more component parts, paying forward some of the concepts I tried to put forth at this year's Cornerstone Forum and the March issue of this year's newsletter. It's a wide discussion trying to tie together a lot of ideas into a coherent perspective in a time of maximal (and intentional) confusion.
Market Report 7-22-2026: What's the Deal with Andy?
There's something odd happening in the UK with new Prime Minister Andy Burnham, and it's odd in a way that is out of the ordinary in British politics.
Podcast Episode #252 – Matt Dines and The Pincer Move on Europe’s Bond Markets
Bond trader and publisher of Mine, Print, Hash Matt Dines joins me for a technical discussion of how the movements in money and bond markets are giving us definitive signs of where central bank policy around the world meets with the actions of the Trump administration to rewire the flow of global capital. Matt has a unique take on why Trump’s next target in America’s latest battle for independence from the old colonial powers of Europe may be closer to home than anyone was considering.
Episode #252 - Matt Dines and The Pincer Move on Europe's Bond Markets
Description Bond trader and publisher of Mine, Print, Hash Matt Dines joins me for a technical discussion of how the movements in money and bond markets are giving us definitive signs...
Market Report 7-15-2026: Going Big or Going Home ...
In Iran? The US? Vs. Europe? Yes... to all of the above. Trump has to go big here and by doing so has timed the next phase of what looks like a massive pincer move on the entire Geopolitical Blackmail Complex -- Davos, CoL, The High Table... etc. Why do I say that? Stick around to the discussion of the movements in the capital markets in relation to that point and the US CPI and PPI numbers. ... To access this whole post, join Patreon today.
Market Report 7-12-2026: Mixed Emotions Sunday Sermon on Graham
I've never been a fan of Lindsey Graham. He has been one of the most odious men in the Senate for years. But, that said, when the time came he became one of Trump's most powerful allies in a Senate that was, at best, non-functional because of other senior members, i.e. Mitch McConnell. I recognized that last year. Without Lindsey, the OBBB doesn't get done. Without him, a lot of things don't get done.
Podcast Episode #251 – Vince Lanci and the Return of Real Money
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Episode #251 - Vince Lanci and the Return of Real Money
Description Raconteur, trader and now author of the new book As Good as Gold: The Return of Real Money Vince Lanci rejoins the podcast after a lengthy hiatus on my part... show more Raconteur, trader and now author of the new book As Good as Gold: The Return of Real Money Vince Lanci rejoins the podcast after a lengthy hiatus on my part to kick start the second half of 2026. We discuss who the book is for, why it exists, and how it slots into the current geopolitical landscape.
Media: A Review of the Journey to Date
I really like my rule of being willing to do anyone's show once. It's how you get to know different people in the space, uncover hidden gems, or diamonds in the rough. It's also how you find kindred spirits who have gone through similar experiences you have and are willing to have a good conversation about the pros and cons of various topics.
Market Report 6-28-2026: RUSHing Towards End Game
As we watch the spiraling end game of the long-running operation to gift Iran with the ultimate blackmail tool over global trade, it's becoming increasingly obvious that a lot of people's futures hang in the balance. They are easily roused to anger and belligerence, hoping to bluff you into submission. It's a tactic as old as when life first crawled out of the ocean onto land. I find it hopelessly pathetic .
Media: Some Logistical Frameworks for Post-Iran
The good Gen. Holt and I do a quick rundown of where things stand from a logistics perspective as the Iran operation winds down and the next operations at home wind up.
Market Report 6-14-2026: Happy Flag Day
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Episode #250 - Brent Johnson and the New Dollar Story
Description Brent Johnson from Santiago Capital returns to the podcast so we can compare notes on what's happening in the US's quest to redollarize the world while Donald Trump remakes the... show more Brent Johnson from Santiago Capital returns to the podcast so we can compare notes on what's happening in the US's quest to redollarize the world while Donald Trump remakes the map of the Middle East and rewires global trade.
Did China Just Announce End Game on Iran?
by Tom Luongo, Tom Luongo: For weeks now we’ve been watching a pantomime over the Strait of Hormuz. Is it open? Is it closed? It’s more Schrödinger’s Strait than it is anything else, i.e. both at the same time. The ambiguity is the point of the exercise. You can’t write headlines, move oil markets, and maintain cognitive dissonance of those who hate Donald Trump if the Strait is either one state or the other, open or closed.
Episode #249 - Susan Kokinda and the Return of the Real World
Transcribed Transcribed Episode #249 - Susan Kokinda and the Return of the Real World May 11, 2026 · 1h 5m 7s Description Promethean Action's Susan Kokinda returns to the podcast after too long a break to do a strategy session on what Trump has to do from here to secure the mid-terms... show more Promethean Action's Susan Kokinda returns to the podcast after too long a break to do a strategy session on what Trump has to do from here to secure the mid-terms and beyond.
The End of Oil Volatility as a Weapon
by Tom Luongo, Tom Luongo: This is the only chart that matters right now…not borrowing costs (@lukegromen). It’s the weekly chart of Brent Crude. I’ve been telling my patrons for three weeks in the Market Reports that the Brent Crude chart has all the earmarks of a market being manipulated UP to support a narrative… That narrative is Donald Trump is a madman who broke the world and is losing in Iran.
Market Report 4-15-2026: Why Did the UK Cross Trump's Only Red Line? | Tom Luongo
When you take a step back from everything happening, all of the noise and the bloviating passing back and forth masquerading as information, you can cut through to something approaching the truth. This morning's report makes a strong argument that the UK and Iran did the one thing they knew Mr. Unpredictable himself, Donald Trump would respond to.... Iran having a nuclear weapon. And that one little insight opens up a whole host of questions and insights.
Market Report 4-12-2026: Will There Be an Easter Win in Hungary? | Tom Luongo
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Market Report 4-8-2026: Annnnnnd.... Scene | Tom Luongo
This is how the old world ends, not with a bang but a tweetstorm. I have to hand it to Trump, he has a nigh preternatural understanding of where everyone's pain point is. Everyone's. And he just pulled off the poker hand of the century. Will the ceasefire hold? The only people asking that question are the ones who don't want it to, because they are in the thrall of the people who want to destroy the world. Those people lost big time and now they get to slink back into their caves and sulk.
Market Report 4-5-2026: To Hell with France and NATO | Tom Luongo
So, you say you want to get out of NATO? Yes, we will, but not before we finish humiliating our European "Partners" completely. The news that French President Emmanuel Macron was trading closure of French airspace for 'safe passage through the Strait of Hormuz' is the final indignity any American should have to suffer at the hands of this impotent little Frog.
Market Report 3-25-26: Lifting the Fog of War | Tom Luongo
It's become truly enlightening watching the fog of war lift over the past few days. I go back to the missile fired at Diego Garcia as the turning point, where all the narratives of Trump's lack of justifications fall apart. Now we're into the phase of the operation where everyone's cycling through their grief of the version of the world they used to have. We're at Anger and Bargaining begins now. Meanwhile, the war comes home to attack energy and food security.
Media: A Premature Post-Mortem on Iran with Marty Bent
Doing a Friday afternoon wrap-up with Marty Bent during pivotal moments always seems to be the right combination. Marty has a great instinct for when he's going to get the best content from me. This is a pretty cogent presentation of my position on how and why this war needed to happen and what's on the horizon. Doing a Friday afternoon wrap-up with Marty Bent during pivotal moments always seems to be the right combination.
Market Report 3-22-2026: The Art of Missile Statecraft | Tom Luongo
I'll keep this brief. The missile Iran launched on Friday changed the entire trajectory of this war.... and in my mind, for the better. TIC Report analysis as well some abortive currency stuff. It all comes down to, be careful what you wish for, you just might get it. ... To access this whole post, join Patreon today. When you become a member, you get instant access to exclusive posts and benefits.
Episode #248 -- Vince Lanci and Why America Must Solve the Oil Problem
Transcribed Transcribed Episode #248 -- Vince Lanci and Why America Must Solve the Oil Problem Mar 19, 2026 · 1h 14m 14s Description Vince Lanci is back in the house as we try to unpack the strategic play President Trump is making with his bombing Iran and the standoff over the Strait of... show more Information
Market Report 3-18-2026: The Qeshm's the Thing... | Tom Luongo
Misdirection is the first rule of strategy. There's something off about where all of this Iran War stuff is headed. But when I do the root cause analysis of what problems Trump is trying to solve, I keep coming up with a similar story every time and that leads to some very interesting insights. We take a trip through that process today while thinking about what the real goals of this operation are. The clues are all in front of us. ... To access this whole post, join Patreon today.
Media: A Late Night Rip with Some Honest Dads
Did this one last friday with Collin and his krewe (GW2 reference for the geeks in the audience). They were a lot of fun to hand out with and smoke a particularly good cigar with. Good men, trying to make sense of the world. I'm not on my best behavior but I keep it mostly below 90db.
Market Report 3-15-2026: Iranian Cope, Mope, or Dope? | Tom Luongo
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Market Report 3-11-2026: The War Confusion Meets the Political Pivot | Tom Luongo
Market Report 3-11-2026: The War Confusion Meets the Political Pivot There's a funny thing about chaos, it always reveals someone's real motivations as they scramble to retain control over a situation they thought was working to their advantage. If you look at the downstream effects of Trump's attack on Iran, the chaos it has engendered has led to a spate of headlines and observations that should bring you an insane amount of clarity:... To access this whole post, join Patreon today.
Episode 247 - Blaine Holt and the End of Willful Ignorance on Geopolitics
Transcribed Transcribed Episode 247 - Blaine Holt and the End of Willful Ignorance on Geopolitics Mar 9, 2026 · 1h 15m 28s Description Fmr. Brig. Gen. Blaine Holt is in the house to discuss the state of strategic play concerning Iran. We recorded this on March 5th, but it doesn't matter. It's all... show more Information
Market Report 3-8-2026: Patton Would be Proud of Trump | Tom Luongo
Market Report 3-8-2026: Patton Would be Proud of Trump This war had to be fought by us in such a way as to overwhelm the enemy, minimizing casualties on all sides. Like it or not, this is exactly how it has been fought. It may not be over, but as of right now, this has put the US in an overwhelming position to dictate terms to every single one of its detractors and enemies in the old world. I do not say this lightly. The cross-market analysis confirms the strategic positioning...
Media: The Current State of Iran and Trump with Crypto Rich | Tom Luongo
Rich and I sat down yesterday afternoon for a chat about where things stood as we head into this weekend.
Market Report 3-4-2026: And Scene... | Tom Luongo
Folks, Trump unleashed his biggest attack yesterday and it wasn't on Iran. It was on London. Announcing that the US would begin insuring shipments through the Persian Gulf is a direct blow to one of London's biggest remaining leverage points in global markets. This cannot be overstated. I believe he has fully called Iran's bluff over 'closing the Straits.' And now, it's just a matter of time before this is all over. Because the markets are screaming that this is so...
Market Report 3-1-2026: And Then There Was War? | Tom Luongo
Trump bombed Iran nearly exactly in the way that it was telegraphed from the negotiations and the military posture. At some point the grifter has to be told you're caught, now either cut a deal or face the music. By all accounts so far, Iran has done both. By this time next week the IRGC will be a thing of the past, much like Maduro's narco-regime in Venezuela. Act with purpose, take the bad players off the board while simultaneously attacking the foundations of the system itself.
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