About this episode

Tom Luongo and Dexter White discuss global issues including the Middle East, oil markets, and the media environment.

Yesterday I had both halves of Gold Goats n’ Guns on the podcast for round 2. Tom Luongo and Dexter White returned to the podcast to talk about the situation in the Middle East, the setup for oil, global bond markets, and precious metals, as well as other domestic issues here in the US. We also talked about the media and social media environment, Russia and Ukraine, and several other issues. You can find Tom on Twitter and his podcast at Gold, Goats n’ Guns . You can also find Dexter on Twitter . Podcast Summary * Why people are overreacting to Section 219 of the NDAA. * How the media environment is like trying to decipher a game a telephone with various nefarious actors trying to put their agenda into the narrative. * The situation in the Middle East and the end of the ceasefire, and their best guess on how it plays out. * How changes in OPEC and the US as the world’s largest oil exporter change the situation for oil. * Russia and Ukraine, reduced Russian refining capacity, and how Europe is involved. * Their view on the different global bond markets and what Warsh will do in coming months. * Their view on precious metals, the AI investment cycle, and why data centers are only…

People in this episode

Host: Ben Kelleran

Guests: Tom Luongo, Dexter White

Topics covered

• Middle East situation
• oil market changes
• global bond markets
• precious metals
• media environment
• Russia and Ukraine
• US domestic issues

Keywords

• NDAA
• OPEC
• precious metals
• Russia
• Ukraine
• bond markets
• AI investment
• OpenAI
• midterms
• Supreme Court

Mentioned in this episode

Organizations: Gold Goats n’ Guns

Books & works: The A

Places: Middle East, US, Europe

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