Coffee and a Mike

Martin Armstrong #1266

Dec 11, 2025
Martin Armstrong, an esteemed economist and founder of Armstrong Economics, dives into the geopolitical significance of Venezuela, emphasizing its resources and ties to China. He critiques NATO's influence and discusses Europe’s desperation for war with Russia to mask their economic struggles. Armstrong forecasts 2026's economic challenges and rising silver demand while unpacking the risks of the Yen Carry Trade. He shares insights on China’s long-term planning and the U.S. economic landscape, predicting volatility and potential shifts in currency control.
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INSIGHT

Venezuela As A Geopolitical Play

  • Venezuela's situation is primarily geopolitical and about cutting China off from large oil reserves.
  • Martin Armstrong says the U.S. narrative uses drugs as the legal pretext for action against Venezuela.
ADVICE

Monitor Tariff Ruling Closely

  • Watch the Supreme Court decision on tariffs because it will shape presidential authority on emergency trade actions.
  • Prepare for scenarios where tariffs could be invalidated and collections might require refunds.
INSIGHT

Europe's Motive For Conflict

  • Europe wants war with Russia partly because Europe's elites see war as a way to distract from deep economic weakness.
  • Armstrong warns Europe is desperate and may push conflicts to survive economically.
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