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Economist and forecaster Martin Armstrong (ArmstrongEconomics) joins Natural Resource Stocks to break down capital flows, the EU’s structural flaws, banking risk, and why his war and euro models are flashing a panic cycle next year. We dig into sanctions blowback, BRICS, gold as geopolitical insurance, and his provocative peace-and-industry proposal around rare earths. #Millettian
Guest: Martin Armstrong — Founder of Armstrong Economics; creator of the Socrates computer model; veteran adviser to sovereigns and institutions on capital flows.
Key Topics:
- AI froth vs. “flight-to-safety” bid into the Dow during geopolitical risk.
- Why the EU’s failure to consolidate debt dooms its bond market plumbing.
- How member-level debt holdings create contagion across EU banks.
- Germany’s energy shock, EV mandates, and shrinking industrial base.
- Migration shocks + recession = rising civil unrest.
- Gold moves on geopolitics more than CPI; central bank buying logic.
- Sanctions, SWIFT removal, and why that catalyzed BRICS realignment.
- 2026 “panic” risk in war and the euro.
- A rare-earths JV peace gambit: US capital + Russian know-how.
