Tom Luongo: Trump’s Iran Gambit Is About Rewiring Global Energy

Recorded on May 2 2026 live at NRS Expo 2026 during Andy Millette’s Q&A with Tom Luongo Tom Luongo joins Andy Millette for a wide ranging NRS World conversation on Iran, Donald Trump, oil, gold, the dollar, the Federal Reserve, stablecoins, and the power politics reshaping global markets. Tom frames geopolitics through game theory, comparing Iran to chess, Britain to cribbage, and America to no limit Texas Holdem. The discussion moves from the Strait of Hormuz and oil volatility to Taiwan, TSMC, Arizona chip capacity, global trade chokepoints, and why single points of failure are being taken off the board. Tom also connects the Genius Act, Clarity Act, digital greenbacks, regional banks, gold, bitcoin, bond spreads, and natural resource investing into one larger thesis about a changing monetary system. #Millettian Key topics Iran, Trump, and game theory Chess, cribbage, and Texas Holdem geopolitics Strait of Hormuz and oil chokepoints Oil volatility and chaos profits Taiwan, TSMC, Arizona, and technology supply chains Gold, the dollar, and re dollarization The Fed, stablecoins, Clarity Act, and Genius Act Regional banks and natural resource financing Power politics replacing consensus politics Guest link Tom Luongo https://tomluongo.me/ Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube World    / @naturalresourestocksworld   X https://x.com/theandymillette LinkedIn   / andymillette   NRS LinkedIn   / naturalresourcestocks-net   NRS Facebook   / 100090526686713   NRS TikTok   / natural.resource.stocks   NRS Instagram   / naturalresourcestocks   Chapters 00:00 Tom Luongo live at NRS Expo 2026 00:58 Iran, chess, and poker 03:19 Why America plays Texas Holdem 04:34 Trump and the art of the deal 05:34 Why stack size matters in geopolitics 07:16 Iran, propaganda, and the gamble 10:07 Rewiring the world energy system 11:27 Taiwan, Arizona, and single points of failure 12:40 Hormuz, Suez, Malacca, and chokepoints 14:10 Iran, the IRGC, and internal power 15:16 Oil volatility and chaos profits 18:54 Power politics replaces consensus politics 20:55 The real focus is the price of oil 27:47 Trump’s golden age framework 31:15 Ending the Fed’s monopoly on money 37:09 Gold, yield, and the dollar 39:16 Natural resources in the new economy 45:44 How to follow Tom Luongo The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.