Recorded on May 8 2026
Tom Luongo joins Steve Yang for a dense and provocative conversation on narratives, markets, Iran, oil, gold, silver, global trade chokepoints, and the hidden incentives shaping geopolitical headlines. Tom argues that investors cannot separate market signals from political pressure because oil prices, bond spreads, currency systems, gold, collateral, and media narratives all feed into the same global power map. The discussion begins with George Orwell, Animal Farm, censorship, and information control before moving into Iran, the Strait of Hormuz, Russia, China, Europe, U.S. hard power, and the strategic battle over who controls pricing inputs. Steve pushes Tom on what is actually happening beneath the headlines and how much of the public story is narrative management versus facts on the ground. Tom also breaks down why gold, silver, oil, SOFR, eurodollars, and collateral markets matter in a world where financial power increasingly depends on who controls the price of money. This interview is for viewers who want to think past the headline layer and follow the incentives behind capital, commodities, and geopolitics. #Millettian
Key topics
Narrative driven markets and media driven reality
Why Tom assumes narrative first and fact second
Animal Farm, information control, and censorship
Iran, oil, and market reaction to geopolitical headlines
The Strait of Hormuz and global trade chokepoints
Why oil pricing sits at the center of global power
The United States, Russia, China, and Europe
How old power centers use pressure points and proxy conflicts
Taiwan, shipping lanes, and manufactured flash points
SOFR, LIBOR, eurodollars, and control over the price of money
Gold, silver, collateral, and monetary reserves
Gold Goats ’n Guns and Tom’s personal framework
Guest links
Tom Luongo website
https://tomluongo.me/
Host Steve Yang 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/TheSteveYang
LinkedIn https://www.linkedin.com/in/thesteveyang/
Natural Resource Stocks LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
Natural Resource Stocks Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
Natural Resource Stocks TikTok https://www.tiktok.com/@natural.resource.stocks
Natural Resource Stocks Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 Cold Open
00:43 Welcome To Tom Luongo
01:23 Animal Farm And Narrative Control
02:41 Narrative First, Fact Second
05:18 Geopolitics, Truth, And Market Signals
08:17 Iran, Oil, And The Strait Of Hormuz
14:44 Russia, China, Europe, And U.S. Strategy
21:04 Global Trade Chokepoints
27:19 America At War With Itself
44:42 China, Russia, And The ARC Thesis
51:57 SOFR, LIBOR, And Eurodollars
1:00:39 Gold, Silver, And Pricing Power
1:02:31 Gold Goats ’n Guns Explained
1:05:21 Where To Follow Tom
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