Episode Details

Recorded on March 23, 2026 Tom Luongo joins Andy Millette for a deep macro and geopolitical breakdown of Iran, the Strait of Hormuz, nuclear leverage, shipping insurance, and the larger fight over who really controls global chokepoints. Tom argues that most people are reading the board wrong, framing the conflict like chess when the real game is poker, with leverage, timing, and capital deciding the outcome. He explains why he believes the Strait of Hormuz matters far beyond headlines, how energy flows and financial power connect, and why he sees an older imperial system under pressure beneath the daily news…