When Collateral Breaks The Next Shock Hits Gold
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…
Audio is streamed directly from the publisher (episodes.castos.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.