Gold Goats 'n Guns Podcast Episode #249 - Susan Kokinda and the Return of the Real World
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May 11, 2026 
Susan Kokinda, political strategist with Promethean Action known for practical midterm strategy. She outlines Trump’s geopolitical posture toward China and allied reactions. They discuss infrastructure, industrial policy, defense procurement reform, reshoring, and efforts to break cartel control in supply chains. Talk centers on turning policy wins into political momentum and mobilizing supporters.
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US Policy Shifts From Perpetual Enemy To Competitor
- The administration reframes China as a serious competitor rather than a perpetual enemy to enable negotiated nation-to-nation relations.
- Susan Kokinda highlights the national security and defense strategies that shift policy from forever-war framing to pragmatic competition and diplomacy.
Real World Production Trumps Shadow Politics
- Trump is reversing decades of elite soft-power control by reintroducing physical-economy policy: energy independence and reshoring manufacturing.
- Susan Kokinda argues this restores hard power rooted in production, not just perception or narratives.
Price Setting Should Follow Physical Production
- The global price system is controlled by financial centers that set prices detached from physical production, like Brent futures and Eurodollars.
- Tom Luongo argues Trump is attacking that monetary-financial control to make producers the marginal price-setters for commodities like oil.