Tom Luongo: Assume Narrative First And Fact Second

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…