Is The Ukraine War Actually An Energy Heist?


Last week, an opinion piece written by Pulitzer Prize-winning journalist Brett Stephen ran in The New York Times titled “What If Putin Didn’t Miscalculate?”

It posited that if you look at Russia’s incursion into Ukraine as a mission to annex the country’s world-class energy resources, it looks much more like a success than the bungled regime change failure it’s frequently portrayed as in the media.

And regardless of what the primary objective was, Russia is now in control of these critical resources.

That could well be a game-changer. For the geopolitical chessboard as well as for individual investors.


To find out, we talk with David Knight Legg, the energy expert whose input largely inspired The New York Times’ piece.

This is one of the most fascinating discussions I’ve had yet had on this channel. And perhaps one of the most important to understanding how the future economy will operate.

Warning: this may challenge some of the beliefs you hold about the West’s current energy policies.

If after watching the video you want to read the article that inspired this interview, click here.

Luke Gromen: China Locking Up Key Global Resources By Exploiting US Dollar System


Geopolitical risk has been relatively subdued as an investment theme over the past decade. But it’s now moving quickly to the forefront, as today’s headlines about Ukraine, Russia & NATO make clear.

There’s another, much more quiet and poorly understood threat that I want to bring to your attention today.

It was raised by macro analyst Luke Gromen at last month’s Wealthion conference, where he explained that China is exploiting the US dollar system to lock up a growing number of key global resources.

In Gromen’s words “China is conducting an LBO of the world using the Eurodollar system, backstopped by the Federal Reserve and protected by the US military”

They have basically hacked the game America forced everyone to play, and have bent the rules to their interest. As Luke says, Nobody’s a bigger fan of the US dollar system than China, except for a few politicians and CEOs getting rich of the current scheme.

To understand this in more detail, as well as the serious consequences in store, watch this video from Luke’s presentation from Wealthion’s recent conference.