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The Geopolitical Chessboard: Why Oil and Hard Assets Still Dictate Global Power

February 1, 2026
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The Geopolitical Chessboard: Why Oil and Hard Assets Still Dictate Global Power

The world is currently watching a masterclass in high-stakes resource acquisition, though most media outlets are too distracted by the political theater to see the moves on the board. In a recent episode of the Rich Dad Radio Show, titled Why Oil Still Controls Wars, Politics, and Global Power, Robert Kiyosaki brings together oil magnate Mike Mauceli and former Peruvian naval officer Fernando Gonzalez to unpack the real motivations behind the recent upheaval in Venezuela and the broader shift toward hard assets.

The Battle for the World’s Largest Reserves

While headlines focus on the "surgical removal" of Maduro, the underlying story is one of energy dominance. Venezuela sits on approximately 280 to 300 billion barrels of oil, the largest proven reserves on the planet. Mauceli highlights a critical technical detail often overlooked: while Venezuelan crude is heavy, U.S. refineries are specifically designed to blend this with light domestic crude to extend national reserves. This isn't just about regional stability; it is about securing the fuel that keeps the American engine running while strategically pushing Chinese and Russian interests out of the Western Hemisphere.

Fernando Gonzalez provides a grounded perspective on the ground-level impact, noting that for nearly three decades, the Venezuelan people suffered under a regime that siphoned billions in gold and silver to foreign adversaries while the average citizen lived on just $4 a month. The recent shift isn't just a political change; it's a massive reopening of a resource-rich corridor that has been dormant for far too long.

Why AI is Thirsty for Fossil Fuels

One of the most insightful segments of the discussion centers on the future of technology. Despite the "green" narratives often pushed in policy circles, the reality of 2026 is that Artificial Intelligence is an energy glutton. Data centers and AI power plants require a staggering amount of consistent baseload power, and as Kiyosaki and Mauceli point out, natural gas is the primary fuel filling that gap.

  • AI Infrastructure: Major tech hubs are being built in regions like West Texas specifically for easy access to natural gas.
  • Energy Reliability: Unlike intermittent renewables, oil and gas provide the 24/7 reliability required by the digital revolution.
  • The Cost of Inefficiency: Looking at Europe’s recent industrial struggles, the episode serves as a warning that high energy costs lead to the collapse of manufacturing power.

Hard Assets in a Paper World

Kiyosaki remains relentless in his critique of "paper assets." With the U.S. national debt crossing the $38 trillion mark, the argument for silver and gold has never felt more urgent. Silver, currently sitting around $50 an ounce, is being positioned as the investment of the decade, with Kiyosaki predicting a surge toward $200 as it catches up to gold’s momentum.

[Image of global oil reserves by country]

The takeaway is clear: whether it is the 1.8 million eggs a day sold by a savvy farmer or the thousands of wells Mauceli manages in the Bakken, the winners in this economy are those who own the resources that civilization cannot function without.

The Golden Nugget

"Civilization runs on energy. You can keep your paper bonds and mutual funds; I want the hard resources—the oil, the silver, and the cattle—that you can see, touch, and feel."


Would you like me to curate a list of the top-rated 'hard asset' investment podcasts for your 2026 portfolio strategy?


Listen to Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business: https://podranker.com/podcast/rich-dad-radio-show

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