Alex Krainer returns to the podcast to update us on the state of the war for gflobal collateral and how that informs all the geopolitical moves happening as we end 2023. Every time I sit down with Alex it’s an opportunity to riff off previously presented ideas and fill in the cracks with gold, kintsugi-style.
Show Notes:
Alex on Substack
@NakedHedgie on X/Twitter
Tom: on Patreon
@TFL1728 on X/Twitter
Gold Goats n’ Guns Blog
Previous Episodes:
Podcast Episode #162 — Dave Collum and Being Free of the Rules
Podcast Episode #161 – Vince Lanci and Tuning the Piano of Financial Bias
Podcast Episode #160 – Eric Peters and How the War on Cars is the Great Reset
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Hi Tom,
Regarding Guyana. I think I remember you saying that US Gulf Coast refiners were set up to process Venezuelan & Russian crude? So, if Venezuelan crude is not available, they go to Russia and vice versa. Since the SMO, Russian crude is off the table, so they are going with Venezuelan again, after sanctions were recently eased, presumably to allow this switch.
So, it seems to me, as Venezuela and Guyana are neighbors, that the Guyana crude would be very similar to the Venezuelan variety? If so, if the United States could develop Guyana they could sanction both Russia and Venezuela at the same time.
Exxon Mobil approves $12.7 billion oil project in Guyana
https://www.reuters.com/business/energy/exxon-mobil-approves-127-billion-oil-project-guyana-2023-04-27/
It seems logical to me that Maduro would like to preclude that from happening?
MAD-Uro Threatens Guyana, CARICOM’s Stability As An Investment Destination
https://www.newsamericasnow.com/guyana-venezuela-mad-uro-threatens-caricom-investment-stability/
Just food for thought, as all my knowledge about oil and refining was learned from you.
Anyway, thanks for the podcast, it is always great see you and Alex on together as well as David Collum!
The US and Venezuela: Constitutional World’s Apart
https://venezuelanalysis.com/analysis/2566/
A topic here is controlled opposition, and it is assumed some people have been improving lately, however snakes reveal themselves (beside by avoiding mentioning brits) only when it matters. When it mattered, Jones brought Piezcenik on his show after 2020 election to deceive distressed patriots saying Trump was overturning the fraudulent election with help from military. When it mattered Carlson didnt come to the rescue giving credence to the election theft narrative, and i note that his cancelling didnt really cancel him, to the contrary it gave him more visibility (Richard Poe explains that by contrast, a real cancellation happens in the shadow and the guy is supposed to totally vanish in shame, which happened to him after he exposed Soros). Another example of snake bitting when it matters is Ed. Griffin simply telling in interview with ‘world alternative media’ before Nov 2020 that trump is a dictator and would use military to overturn the election. There is no coming back from there.