The Fed’s Real War Is With Europe | Tom Luongo & Andy Millette

Описание: Recorded on November 18 2025. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. #Millettian

Natural Resource Stocks host Andy Millette sits down with Tom Luongo, publisher of Gold Goats n Guns and long time macro and geopolitics analyst, for a blunt conversation about power, money and the next phase of the global financial conflict. Luongo argues that the Federal Reserve is no longer simply managing inflation. Instead, it is using dollar liquidity and interest rates as tools in a deeper struggle with Europe, the European Central Bank and the political class behind the euro project.

Tom walks through why he believes the United States is trying to turn the dollar back into the central collateral of the world and how that clashes with the long term ambitions of Brussels, Berlin and London. He explains the significance of Russia issuing debt tied to Chinese yuan, China issuing dollar debt, and his idea of a gold backed United States Treasury bond as a way to recapitalize the American middle class. Along the way, he connects these moves to European sovereign debt markets, the fate of the eurozone and the slow failure of past integration schemes.

Andy pushes Tom on what this means for investors watching gold, energy and bond markets. Tom outlines why he sees gold as a political asset first and a monetary asset second, how recapitalizing Fannie Mae and Freddie Mac could change the balance of power inside the United States and why preventing an American civil conflict would alter the plans of external players who benefit from chaos. The discussion then shifts to domestic politics, from Trump and Washington strategy to the role of intelligence agencies, political influence operations and the way narratives are used to manage public consent.

For viewers in the Natural Resource Stocks audience, this is a high signal Millettian style conversation that ties mining, energy and hard assets to the global game being played through central banks, sovereign debt and sanctions. If you want to understand why markets keep reacting violently to policy moves and why Europe, the United States and Russia are now locked in overlapping financial and political contests, this interview gives you a framework instead of just headlines.

Guest
Tom Luongo – Publisher, Gold Goats n Guns
Website: https://tomluongo.me/

X: https://x.com/TFL1728

Host – Andy Millette Natural Resource Stocks
Website: https://www.NaturalResourceStocks.net

YouTube main:    / @naturalresourcestocks  

YouTube clips:    / @naturalresourestocksclips  

X: https://x.com/theandymillette

LinkedIn:   / andymillette  

Chapters
00:00 Opening and setup for Tom Luongo
04:22 Why the dollar still matters more than the euro
08:35 Russia, China and the new debt triangle
12:40 Gold as political collateral for a new system
17:18 Europe, the ECB and failed integration plans
22:03 Fed strategy, interest rates and global liquidity
26:45 Fannie, Freddie and recapitalizing the American middle class
31:10 Civil conflict risk and who benefits from a divided United States
35:55 Trump, domestic politics and the intelligence game
41:10 What it all means for gold, energy and natural resource investors

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