Brent "Dollar Milkshake" Johnson (though I know he hates that term) comes back to the cast to update our conversation from last year. Brent and i take a good hard look at the state of global dollar liquidity, the state of our bond markets and who is most vulnerable to a stronger dollar over the next two years.

Show Notes:
Episode #152 Brent Johnson and Why the Dollar Has a Long Road Ahead
Santiago Capital

Author, former UK diplomat and owner of Conflicts Forum Alastair Crooke returns to the podcast to discuss his recent articles on the religious and cultural imperatives surrounding Israel's response to the October 7th attack by Hamas. Crooke's analysis, I believe, is essential in picking up some of the nuances of the conflict while also highlighting why there no easy answers here.

Show Notes:
Crooke at SCF
Netanyahu’s Shape-shifting ‘Endgame’ – It Is No Ploy, but a Reversion to Earlier Zionist Strategy
The Tragic Self-Destruction of an Enraged Israel

Podcaster and commentator Pete Quinones joins me for a discussion about what's going on with libertarians and why in his opinion they've lost the plot. Stuck in a fugue of reflexivity of their own devising, much of the libertarian movement has willingly taken themselves off the gameboard of not only politics but the culture war itself.

Show Notes:
Pete's blog
Pete's substack -- By Any Meme's Necessary!

Former CIA Analyst and commentator Larry Johnson joins the podcast to discuss the fundamental problems of our bureaucracy and how that translates into horrific policy decisions.

Show Notes
Larry's Substack

Vince Lanci returns to the show to try and make sense of the changes happening in the bond and repo markets as we start 2024. There's a lot of really technical stuff going on and Vince and I try to do our best to bring it down to the "layman plus" level.

Show Notes:
Vince: VBL's GoldFix (w/ coupon code)
Luongo: 10 Dreaded GOAT Predictions for 2024 Part I and Part II

Blogger Mark Wauck joins me for a get-to-know-you about a lot of the issues hitting us in the face to start 2024. Mark and I work through a number of topics ranging from Syria to Yemen to the strange domestic policy of the current president, the less said about whom, the better.

Show Notes:
Mark Wauck - Meaning in History
Wauck's - Theory of Everything Posts
Luongo - The Dreaded GOAT Predictions for 2024 Part I — Where Do We Go From Here?

Author, gadfly and podcaster James Delingpole returns for another round of dueling pills of the vaguely black and whiter shade of pale. We try and make sense of our own biases and previous programming of the earlier stages of the war against humanity, while acknowledging that yes, indeed, Virginia there is an evil Santa Klaus trying to make us crazy.

Show Notes:
The Delingpod

Alex Krainer returns to the podcast to update us on the state of the war for gflobal collateral and how that informs all the geopolitical moves happening as we end 2023. Every time I sit down with Alex it's an opportunity to riff off previously presented ideas and fill in the cracks with gold, kintsugi-style.

Show Notes:
Alex on Substack
@NakedHedgie on X/Twitter

Tom:
Patreon
@TFL1728 on X/Twitter
Gold Goats n' Guns Blog

Frequent guest and raconteur Dave Collum is back to discuss everything from what we're not allowed to say about Israel/Palestine to why the path to concert violinist isn't a straight line

Vince Lanci of Gold Fix returns to the show to discuss, unconscious bias, Japan and the Fremen... among other things. If this conversation leaves you with anything it should be that brick layers make the best piano tuners... esp. if they are Italian. :)

Show Notes:
Vince on Substack
The "Inciting Incident" Tweet about Japan's "Stimulus"