Season 1 Episode 16
Last night I had the pleasure of chatting with my friend Alex Krainer, and the brilliant Tom Luongo, hosted by Rich on his podcast.
Our conversation delved into the geopolitical implications of recent events in the Middle East, including the presence of the head of the Russian central bank in the region. We discussed the potential establishment of a new financial architecture and the rejection of the US dollar for oil trade. The historical context of the Yom Kippur War was presented, along with Russia's strategy in the Middle East. We also touched on the impact of oil price manipulation on inflation and interest rates, as well as intentions behind the Israel-Gaza conflict. We concluded with the murky nature of American politics, and a bit of climate agenda. Hope you get value out of our discussion. If so, please leave a review and rate the podcast.
Chapters
00:00 Introduction
03:05 The Presence of the Russian Central Bank Head's in the Middle East
04:02 Speculations on a New Financial Architecture
05:29 The UAE's Rejection of Dollars for Oil Trade
06:28 Possible Redrawing of Borders in Israel and Palestine and Historical Context of the Yom Kippur War
09:18 Russia's Strategy in the Middle East
12:10 The Role of Donald Trump in Shifting Power Dynamics
14:28 The Split Between Europe and the Anglosphere
19:17 Russia's Extrication from the Dollar
20:16 Potential Break of the Saudi Rial Peg to the Dollar
36:31 The Israel-Gaza Conflict in the Global Macro Picture
50:20 The Murky Nature of American Politics and the Emergence of a Radical Center
52:35 European Politics and the Euro
53:10 The Role of Wall Street in Politics and Trump’s Tariffs as a Stumbling Block
56:08 The Possibility of Trump's Nomination
58:28 The Battle for Control and Corruption and The Impact of Monetary Policy and the Financial Markets
01:02:15 The State of Europe, the EU and Green Energy Plans
01:16:49 The Influence of Retired Major Generals in Israel
01:19:33 Qatar's Role in Funding Terrorism
01:25:08 The Influence of Elon Musk's Visit to Israel
01:28:05 The Year of Collateral and Importance of Oil
Tom's website: https://tomluongo.me/ Tom's Twitter: https://twitter.com/TFL1728 Alex Twitter: https://twitter.com/NakedHedgie Alex Substack: Published on 1 year ago
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