Yesterday I had both halves of Gold Goats n’ Guns on the podcast, and it was a great follow up to our one on one conversations in April. Tom Luongo and Dexter White returned to discuss the situation in the Middle East with Schrodinger’s Strait, the messaging problems that the Trump administration has here at home, and how Trump’s meeting with Xi in China could play out. This was a great conversation that bounced around several of the most important topics playing out in the world today. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns. You can also find Dexter on Twitter.
Podcast Summary
The messaging problem that the Trump administration has on the domestic front.
How the redistricting push changes things for the midterms.
How recent events in the Middle East will change global trade flows, and the potential supply chain problems that could echo through the economic system.
The UAE leaving OPEC, and why Venezuela could be next.
Kevin Warsh’s role at the Fed, and how things might change in coming months.
California’s looming energy supply chain crisis, and how it could present a golden opportunity for the Trump administration.
How Europe is setting up to be a powder keg this summer, and why they are looking like the odd man out on the geopolitical chessboard.
How Schrodinger’s Strait of Hormuz has led to a polluted media environment around recent events.
Why Trump needs to string together some domestic wins over the next several months.
Why Susie Wiles needs to go.
What phase 2 of the Iran War might look like, and how that gives Trump leverage for his meeting with Xi in China.
How the discussions in China could lead to significant changes in US-China relations, and why it will take several years to rebalance things.
Russia’s role in what comes next, and how their relationship with China could present problems for the West.
Why investors should take a look at the globe and understand the bottlenecks and distances between countries.
