When Collateral Breaks The Next Shock Hits Gold

Описание: Recorded February 5, 2026

Andy Millette sits down with Tom Luongo (GoldGoatsNGuns) to break down the macro power struggle behind money rails—collateral, CBDCs, and how control of capital flows shapes everything downstream. They unpack what Davos signaling really means, why Trump’s pressure points (including Greenland) expose Europe’s red lines, and how narrative warfare bleeds into market psychology. From there, Tom connects the dots across bond/repo plumbing, Federal Reserve politics, and why Europe’s equity tape (DAX / Euro Stoxx 50) can look strong on the surface while still flashing internal stress. The conversation lands on tariffs reframed as a negotiated “market access charge,” plus a pragmatic U.S.–China negotiation lens that runs straight through Venezuela’s oil and aligned incentives. If you care about commodities, energy, and macro regime shifts, this is the map. #Millettian

Key topics

CBDCs, AI “panopticon” incentives, and why control of capital rails matters

Collateral, repo/bund stress signals, and leverage in modern financial plumbing

Davos signaling, U.S.–EU friction points, and Greenland as a tell

Epstein narrative operations and information warfare dynamics

Fed personnel/politics and why it matters for markets

Europe technicals: Euro Stoxx 50 / DAX behavior and what it can imply

Tariffs as “market access charge” vs headline trade-war framing

Venezuela oil incentives and the U.S.–China bargaining channel

Guest links (Tom Luongo)

https://tomluongo.me/

  / tom-luongo-a593845  

  / goldgoatsnguns  

Host (Andy Millette) — Natural Resource Stocks

Website https://www.NaturalResourceStocks.net

YouTube Main    / @naturalresourcestocks  

YouTube Clips    / @naturalresourestocksclips  

X https://x.com/theandymillette

LinkedIn   / andymillette  

NRS LinkedIn   / naturalresourcestocks-net  

NRS Facebook   / 100090526686713  

NRS TikTok   / natural.resource.stocks  

NRS Instagram   / naturalresourcestocks  

Chapters
00:00:00 Cold open: Money rails & control
00:01:46 Tom Luongo joins Andy
00:04:59 Davos agenda & “war on transportation”
00:07:51 Trump at Davos: Greenland & Europe’s red lines
00:10:51 Epstein files & narrative warfare
00:28:46 Fed, leverage, and macro power moves
00:37:18 Fed succession talk & inside politics
00:48:57 Europe technicals: Euro Stoxx 50 / DAX warning
00:52:11 Tariffs as “market access charge”
00:56:33 Venezuela, energy leverage, and incentives
01:05:01 U.S.–China negotiation framework
01:06:16 Everybody pays their way: access vs freebies
01:07:14 Wrap: what to watch next

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