Recorded on January 30 2026
Andy Millette talks with Alex Krainer about a single lens that makes today’s chaos legible: a widening total war between two competing systems of governance and political economy. Alex argues the real fight is not nation versus nation, it is an industrial, sovereignty-driven Hamiltonian model versus a finance-led free trade empire that depends on rules based leverage, institutional capture, and permanent pressure campaigns. They connect Davos signaling, tariffs, and industrial policy to deeper incentives that shape alliances, destabilization efforts, and regime change logic. From Venezuela and the Maduro operation to Greenland and the Arctic map, Alex frames seemingly unrelated headlines as downstream of the same system conflict. They close on Iran, proxy pressure, and why avoiding a hot war is central to Trump’s posture. If you track geopolitics for markets, commodities, or risk, this episode is built to upgrade your mental model. #Millettian
Key topics
Two systems framework and why systems matter more than personalities
Davos signaling and the origin story of the current split
Hamiltonian national development versus British free trade empire logic
Tariffs, industrial policy, and the reindustrialization narrative
Destabilization, civil conflict risk, and assassination history claims
Venezuela and why the Maduro outcome looks strategically engineered
Greenland, Canada, and the Arctic control argument
Iran, proxies, and how pressure campaigns get manufactured
Guest links
https://alexkrainer.substack.com/
Host Andy Millette Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/theandymillette
LinkedIn https://www.linkedin.com/in/andymillette/
Chapters
0:00 Cold open: total war between systems
1:35 Welcome back and the two factions setup
2:16 Chaos headlines vs correct context
2:56 Davos and the two systems framework
6:12 Hamiltonian development model explained
8:47 Tariffs, reindustrialization, and allies
15:39 Destabilization, civil conflict, assassination risk
20:37 Everything downstream, US as central battlefield
29:23 Venezuela and the Maduro operation
43:46 Greenland and the Arctic chessboard
44:51 Strategic chokepoints and Arctic control
52:36 Iran: pressure, proxies, and why Trump avoids war
1:02:55 Where to find Alex and closing
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