If you’re new to Tom’s work and you want to get a better understanding of his thesis, these two episodes (from about a year ago) highlight the observations that form his geopolitical outlook:
https://www.spreaker.com/user/tomluongo/episode-76-davos-ukraine-and-the-week-th
https://www.spreaker.com/user/tomluongo/episode-77-davos-the-fed-and-the-5-basis