Authored by GoldFix In this wide-ranging conversation, Tom Luongo and I explore the forces reshaping the global financial and geopolitical order. We begin with my new book, As Good as Gold: The Return of Real Money, and the idea that collateral sits at the foundation of the financial system. From there, we discuss gold, U.S. Treasuries, oil, the Strategic Petroleum Reserve, refining capacity, China’s gold and yuan strategy, Hong Kong, and Singapore. We then turn to Iran, NATO, Trump’s foreign policy, strategic choke points, and the emergence of a more multipolar world increasingly shaped by real assets, infrastructure, and trusted collateral.- VBL0:00–3:45 — Introduction and Vince’s New BookAs Good as Gold: The Return of Real Money, the writing process, and the book’s core premise.3:45–10:00 — Money, Collateral and the Financial System
Why collateral matters more than most people realize, the role of U.S. Treasuries, repo markets, reserve assets, and the return of gold.10:00–18:30 — Oil and the Strategic Petroleum Reserve
SPR sales versus exchanges, oil loans, replacement barrels, and the idea of the SPR as a form of oil repo.18:30–28:30 — Refining, Diesel and U.S. Energy Security
Crude quality, refinery capacity, diesel shortages, transportation, industrial policy, and the strategic importance of energy infrastructure.28:30–40:00 — China’s Gold and Yuan Strategy
