Natural Resource Stocks, Released on 10/22/25

Economist and forecaster Martin Armstrong (ArmstrongEconomics) joins Natural Resource Stocks to break down capital flows, the EU’s structural flaws, banking risk, and why his war and euro models are flashing a panic cycle next year. We dig into sanctions blowback, BRICS, gold as geopolitical insurance, and his provocative peace-and-industry proposal around rare earths.

00:00 Intro: “watching the world go insane”
00:58 Markets: AI bubble vs. safety flows into Dow
06:24 Will the EU collapse? Debt consolidation failure & banking risk
09:33 Germany’s policy spiral: energy, EVs, and jobs
12:03 Migration in downturns → unrest dynamics
20:57 US banks, gold’s geopolitics, and capital flows
24:37 SWIFT, sanctions, and the BRICS response
26:42 NATO talk, EU choices: war distraction vs. reckoning
27:53 Pensions, negative rates, and policy traps
33:45 Models: global conflict risk next year
38:12 Year-end into 2026: “panic” cycles in war and euro
41:20 Ukraine–NATO–EU political pressure anecdotes
42:58 Capital controls creeping across EU states
44:07 A peace plan brief for Washington (rare earths focus)
54:50 Where to read the proposal (ArmstrongEconomics)

Martin Armstrong is a world renown economist and the creator of the Economic Confidence Model. He is the founder of Armstrong Economics – a public service and blog for the average person to comprehend the global economy and for professionals to access the most sophisticated international analysis possible. He published a book in 2019 called Manipulating the World Economy.

  economics, gold, investing, war