Kontrarian Korner

Kontrarian Korner #65 - Tom Luongo


Listen Later

Yesterday I had Tom Luongo back on the podcast to talk about everything going on in the Trump Administration, the Federal Reserve, and on the geopolitical chessboard. We got into tariffs and the recent trade deal with Europe, the Deep State, the impact of stablecoins on the financial system, and the important role gold will play moving forward. You can find Tom on Twitter and over at Gold Goats n’ Guns.

Podcast Summary

* Tariffs and their impact on his trademark cigars, and reorganizing the global economy.

* The European trade deal, and what Trump might have given in return for that deal.

* The order of operations when it comes to Trump going after the Deep State.

* The state of the Federal Reserve, the importance of the next Fed Chair, and what they will do over the rest of 2025.

* Stablecoins, the Treasury, and a potential return to a community banking model.

* The state of the oil market, and the reason for the Brent-WTI spread tightening up.

* The geopolitical state of Europe, and where capital flows are headed over the next several years.

* Gold becoming a more important part of the financial system moving forward, and why the financial system needs more collateral.

* Book Recommendation: Chapterhouse: Dune by Frank Herbert.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe
...more
View all episodesView all episodes
Download on the App Store

Kontrarian KornerBy Ben Kelleran

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

14 ratings


More shows like Kontrarian Korner

View all
KunstlerCast - Conversations: Converging Catastrophes of the 21st Century by James Howard Kunstler & Duncan Crary

KunstlerCast - Conversations: Converging Catastrophes of the 21st Century

437 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,060 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

416 Listeners

The Pete Quiñones Show by Peter R Quiñones

The Pete Quiñones Show

1,038 Listeners

Gold Goats 'n Guns Podcast by Tom Luongo

Gold Goats 'n Guns Podcast

338 Listeners

Coffee and a Mike by Michael Farris

Coffee and a Mike

349 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

251 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

Doug Casey's Take by Matthew Smith

Doug Casey's Take

126 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

61 Listeners

The J. Burden Show by J. Burden

The J. Burden Show

128 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

391 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners