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The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
Doomberg joins The Canadian Bitcoiners Podcast for a wide-ranging and hard-hitting conversation on geopolitics, power alignment, energy, and what it all means for markets and Bitcoin.In this episode, we break down the growing tensions between Canada and the United States, the influence of the UK and European financial interests, and whether the West is showing signs of internal fracture. As global power structures shift, where does Canada stand — and what are the consequences for energy dominance, monetary policy, and Bitcoin?
Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/
Doomberg stops by the Energy News Beat and Energy Impacts podcast with Stu Turley and David Blackmon. We are going to cover some of Doomberg's current articles, including the Energy Crisis in California, and the Global Oil and Gas market update. We will be live on X, YouTube, and LinkedInThe main topics and themes discussed in this podcast are:1. The energy crisis in California: - The transcript discusses the emerging energy crisis in California, particularly in Northern California. It highlights how the state's regulatory policies have led to the closure of major refineries, creating a fuel supply shortage. - The discussion covers the potential consequences of this crisis, including the possibility of $10 per gallon gasoline and the impact on the broader West Coast region. - The transcript also touches on the national security implications of California's energy dependence and the need for a more resilient energy infrastructure.2. Politics and policy: - The transcript delves into the political dynamics surrounding energy policy, including the potential impact of the SAVE Act on voter ID requirements and the role of the Republican and Democratic parties in Washington. - It also discusses the implications of the removal of the EPA's endangerment finding for CO2 and the potential for policy whiplash depending on the outcome of future elections. - The discussion touches on the potential presidential ambitions of California Governor Gavin Newsom and the challenges he may face in the Democratic primary.3. Energy markets and geopolitics: - The transcript explores the EU's "grid socialism" plan and its potential impact on energy prices and grid stability across Europe. - It also discusses the potential implications of the EU's proposed carbon border adjustment mechanism (CBAM) on US LNG exports and the geopolitical dynamics surrounding energy trade. - The discussion includes an analysis of the Bloomberg article on a purported Russian memo seeking to rejoin the US dollar system, which the speaker dismisses as likely false.4. Doomberg and media analysis: - The transcript provides insights into the Doomberg brand, its approach to analysis and publishing, and its plans for expansion, including a forthcoming book project. - It also touches on the challenges of being a media guest and the importance of maintaining brand consistency, particularly in relation to thumbnail images and headlines.Overall, we cover a wide range of energy-related topics, with a focus on the interplay between policy, geopolitics, and market dynamics, as well as the role of media analysis and commentary in shaping the energy discourse.## 1. **California's Energy Crisis**The transcript extensively covers an emerging energy crisis in Northern California, driven by regulatory policies that have led to refinery closures and fuel supply shortages. Key concerns include potential price spikes (up to $10 per gallon gasoline), regional impacts across the West Coast, and national security implications related to energy dependence and infrastructure resilience.## 2. **Energy Policy & Politics**The discussion examines the political landscape surrounding energy policy, including:- The SAVE Act and voter ID requirements- The EPA's endangerment finding for CO2 and its removal- Policy volatility depending on election outcomes- Governor Newsom's potential presidential ambitions and Democratic primary challenges## 3. **Energy Markets & Geopolitics**This section explores international energy dynamics:- The EU's "grid socialism" plan and its effects on energy prices and grid stability- The EU's carbon border adjustment mechanism (CBAM) and its impact on US LNG exports- Geopolitical dimensions of energy trade- Analysis of claims about Russia and the US dollar system## 4. **Doomberg Brand & Media Analysis**The transcript discusses the Doomberg media brand, including:- Its analytical approach and publishing strategy- Expansion plans and upcoming book projects- Challenges of media appearances and maintaining brand consistency- The importance of visual presentation (thumbnails, headlines) in mediaChapters: 01:32 California Energy Crisis10:21 Military Bases in California12:57 filibuster and problems with elections16:12 Endangerment of CO2 findings and its impact21:12 EU grid interconnect problems and energy crisis28:25 is the war with Ukraine about to end?31:46 publications in the EU36:00 Orban and his re-election47:46 Upcoming topics around copperCheck out Doomberg on his Substack: https://newsletter.doomberg.com/Check out for Stu Turley on The Energy News Beat Substack: https://theenergynewsbeat.substack.com/For David Blackmon https://blackmon.substack.com/
If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle the comfortable narratives investors use to understand energy, geopolitics, and portfolio construction. Doomberg reframes the global order through a resource-first lens: energy is destiny, stockpiles signal intent, and technology is rewriting the rules of commodities. From Venezuela and Guyana to China's war rations, from shale's molecular revolution to Saskatchewan's overlooked strategic wealth, this episode challenges the assumptions underpinning the traditional 60/40 portfolio. If the last 50 years were defined by efficiency, globalization, and financialization, the next regime may be defined by resilience, reshoring, and resource leverage. This is not just a discussion about oil. It's about power.
Stijn Schmitz welcomes Doomberg to the show. Doomberg is the head writer For The Doomberg Team and creator of the Doomberg Substack. The interview delves into the complex geopolitical landscape, focusing on the transition from a unipolar to a multipolar world, with particular emphasis on the rising power of China and the potential decline of the United States. Doomberg argues that the world is effectively in the early stages of World War III, which began around 2014, characterized by economic and strategic conflicts between the Western-based financial system and the emerging global south led by China and BRICS countries. A significant part of the discussion centers on technological transformation, particularly artificial intelligence (AI). Doomberg highlights the rapid acceleration of AI capabilities, with the doubling time of technological advancement potentially shrinking to weeks. He suggests that AI and robotics could fundamentally reshape geopolitical dynamics, potentially mitigating demographic challenges for countries like China. The conversation also explores critical mineral dynamics, energy markets, and the potential for de-dollarization. Doomberg believes there is substantial room for gold to appreciate as a neutral reserve asset, potentially reaching prices around $5,000 to $21,000 per ounce to rejuvenate US manufacturing and global trade settlements. Regarding the United States’ future, Doomberg remains cautiously optimistic. He argues that despite current challenges, the US has significant advantages, including being the world’s largest energy producer, advanced AI capabilities, and substantial natural resources. However, he emphasizes the importance of strategic focus and avoiding resource-draining international conflicts. Lastly the conversation touches on Europe’s diminishing global relevance, primarily due to its energy dependence and lack of industrial capacity. Doomberg suggests the European Union is already experiencing structural challenges that could potentially lead to its fragmentation. Ultimately, Doomberg presents a nuanced view of global power dynamics, emphasizing technological innovation, energy resources, and strategic adaptability as key factors in determining future geopolitical landscapes. Timestamps: 00:00:00 – Introduction 00:00:44 – Geopolitical Landscape Overview 00:02:05 – Historical Empire Parallels 00:03:35 – World War III Framework 00:05:15 – Critical Minerals War 00:07:58 – China’s Energy Security 00:11:43 – Trump’s Venezuela Iran Strategy 00:14:08 – Iran Conflict Energy Markets 00:21:20 – AI Singularity Approach 00:26:37 – Gold & US Power Retention 00:30:59 – BRICS Currency & Settlement 00:35:40 – Critical Mineral Concerns 00:37:22 – U.S. Outcomes 00:40:48 – Europe’s Multipolar Irrelevance 00:45:09 – Commodity Trends 00:51:42 – Silver Fundamentals 00:54:28 – Concluding Thoughts Guest Links: Substack: https://doomberg.substack.com X: https://x.com/DoombergT Website: https://doomberg.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
Doomberg believes that geopolitical events are most accurately explained through the lens of energy, and no group of so-called leaders has failed more tremendously when it comes to energy policy than those that claim to represent the EU member states. Doomberg breaks down why he sees no hope for the continued survival of the European Union, along with providing his take on whether oil flows from Venezuela will come online, the China-Canada trade deal, why he thinks we've been in Word War 3 since 2014, and much more.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtDoomberg Substack: https://newsletter.doomberg.comClassics Read Aloud: https://classicsreadaloud.substack.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Das ist heute ein Quickie, aber das Thema scheint mir so relevant, dass ich es kurz teilen möchte. Außerdem möchte ich wieder mit ein paar Fragen zum Ende der Episode zum Nachdenken provozieren. Schicken Sie mir gerne Ihre Ideen dazu, auch gerne via X. Die Kernfrage, die ich mir in der letzten Zeit in Diskussionen mit guten Journalisten immer wieder stelle ist: sind wir heute besser informiert als früher, also nehmen wir etwa als Vergleichszeitraum die 1960er Jahre an. Oder man sollte vielleicht noch etwas genauer formulieren: wer ist heute besser informiert als früher und wer vielleicht schlechter? Auslöser war unter anderem ein Artikel von Ted Gioia, auf den ich kürzlich gestoßen bin, der sich im Kern auf einen Artikel einer Gruppe britischer Journalisten bezieht. Und was diese Journalisten herausgefunden haben, ist schon — selbst nach heutigen Maßstäben — abenteuerlich. Gioia schreibt “There's disturbing evidence that a growing number of experts cited in the media simply don't exist. And they are showcased in some of the most prestigious newspapers and online platforms.A group of journalists recently tried to verify the existence of 50 experts featured more than a thousand times in prominent articles. But these people can't be found in the real world. In many instances, the articles include a photo that appears to be AI-generated.” und weiter: It's a lot easier to create these fake experts than to prove their non-existence. Sind wir also besser oder schlechter informiert, und wer ist überhaupt »Wir«? Weitere Zitate der Episode: »Nullius in Verba!«, Motto der Royal Society zurückgehend auf Horaz: »Nullius addictus iurare in verba magistri.« Hexenmeister oder Zauberlehrling? Die Wissensgesellschaft in der Krise ist verfügbar! Zum Vertiefen in derartige Themen, sowie um dieses Projekt zu unterstützen! Andere Episoden Episode 143: Auf Sand gebaut? Episode 138: Im Windschatten der Narrative, ein Gespräch mit Ralf M. Ruthardt Episode 134: Das Werdende, das ewig wirkt und lebt? Transzendent oder Transient Episode 133: Desinformiere Dich! Ein Gespräch mit Jakob Schirrmacher Episode 130: Populismus und (Ordo)liberalismus, ein Gespräch mit Nils Hesse Episode 121: Künstliche Unintelligenz Episode 116: Science and Politics, A Conversation with Prof. Jessica Weinkle Episode 112: Nullius in Verba — oder: Der Müll der Wissenschaft Episode 106: Wissenschaft als Ersatzreligion? Ein Gespräch mit Manfred Glauninger Episode 102: Live im MQ, Verantwortung. Ein Gespräch mit Daphne Hruby Episode 93: Covid. Die unerklärliche Stille nach dem Sturm. Ein Gespräch mit Jan David Zimmermann Episode 84: (Epistemische) Krisen? Ein Gespräch mit Jan David Zimmermann Referenzen Are These 50 Experts Real People? - by Ted Gioia Noam Chomsky and Edward S. Herman, Manufacturing Consent: The Political Economy of the Mass Media (1988) Manufacturing Consent S.J. Taylor, Stalin's Apologist: Walter Duranty, The New York Times's Man in Moscow, Oxford University Press (1990) Doomberg, Fit to Print. One news event, many spins: A global propaganda tour. (2026) Nullius in Verba — Royal Society
Greetings & welcome back to the podcast. This episode we are joined by the co-founder of Doomberg– an independent publication that provides a lateral-thinking approach to topics in energy, finance, geopolitics, and the broader economy.Doomberg has grown to one of the top paid finance newsletters on Substack, with over 350,000 subscribers. Among other things we learned about Venezuelan Oil & Why Energy Is Abundant.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsAmbyintJSGBidell Gas CompressionSupport the show
Doomberg is a highly influential, pseudonymous Substack newsletter renowned for its sharp, contrarian, and lateral-thinking analysis of energy markets, finance, geopolitics, and the broader economy, often delivered with a signature green cartoon chicken mascot that adds humor and mystique to its data-driven insights. Launched around 2021 by a small team with deep expertise in heavy industry, commodities, private equity, and hard sciences, it has grown into one of Substack's top finance publications, boasting over 349,000 subscribers.Doomberg Substack https://newsletter.doomberg.comTickets to Cornerstone Forum 26': https://www.showpass.com/cornerstone26/Tickets to the Mashspiel:https://www.showpass.com/mashspiel/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Prophet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.comUse the code “SNP” on all ordersGet your voice heard: Text Shaun 587-217-8500
Doomberg explains why oil markets barely reacted to Venezuela's political shock — and why that calm is misleading.He breaks down how oversupply is capping oil prices, why Venezuela's return is bearish long-term, and how U.S., China, and energy supermajors are quietly reshaping the oil map. We also cover Iran, Middle East tensions, Starlink, and why markets aren't pricing war, plus why Europe's energy weakness is becoming a strategic liability.------------
Doomberg is an independent, widely distributed publication that delivers provocative articles derived from their lateral-thinking approach to energy, finance, and geopolitics. He talks the recents events in Venezuela, why Iran's regime could soon topple, Cuba, sodium batteries, AI, why peak oil is a fantasy, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Watch Show Rumble- https://rumble.com/v73zqpi-venezuela-when-might-replaces-law-doomberg.html YouTube- https://youtu.be/9k7-X_n0sLE Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Doomberg Substack- https://substack.com/@doomberg Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/ Independence Ark Natural Farming- https://www.independenceark.com/
Time Stamps:01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodologyThis was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela's oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don't rule out Gavin, as he could be in the running if we don't fix our elections and adopt same-day paper ballots.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg at https://newsletter.doomberg.com/A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.
This was a fun podcast with our favorite Green Chicken, Doomberg, and we hit it out of the park. Buckle up and enjoy the show. Doomberg has been elevated to “National Treasure Status” by Stu Turley and The Energy News Beat Podcast team. Our great guests help us reach #3 in FeedSpot's Top 70 Energy Podcasts in the world.Doomberg does not hold anything back, and we have some real topics rolling out. I got really tickled by Doomberg and David Blackmon making a bet on whether President Trump would invade Greenland. I would enjoy paying for a steak dinner with Doomberg and David, so it does not matter to me.Here are the key points we cover.1. The current state of the global oil and gas markets, including the “glut” or oversupply of oil and gas, and the factors contributing to this situation, such as the rise of shale production in the US.2. The potential impact of the political situation in Venezuela on the oil and gas industry, including the challenges of restoring production and the legal/financial claims against Venezuela's oil assets.3. Speculation around potential geopolitical actions by the Trump administration, such as annexing Greenland or intervening in other countries in the Western Hemisphere to secure energy resources.4. Analysis of the political dynamics and power structures in Washington, with the discussion of the “uniparty” and the lack of meaningful ideological differences between Republicans and Democrats.5. Commentary on the energy policies and actions of political figures like Gavin Newsom and the potential impact on energy supply and prices. California poses a national security risk to the U.S., but don't rule out Gavin, as he could be in the running if we don't fix our elections and adopt same-day paper ballots.Interesting Doomberg Moments1. “The physical global energy markets are extraordinarily well supplied. As we're talking today... Newcastle coal, 107 bucks a million BTU, that's doing nothing. Landed LNG in Europe is 963. Henry Hub natural gas is about three-quarters of a Big Mac, and an ounce of silver will buy you a barrel of oil and some change.” - DoombergThis quote highlights the current oversupply and low prices across various energy commodities.2. “China has been buying a million extra barrels a day all year for most of 2025 and stuffing it into their strategic reserves.” - DoombergThis quote suggests China is aggressively building up its strategic oil reserves, which could impact future oil market dynamics.3. “If natural gas were to spike on AI demand, say, you could see drillers drilling for gas and dumping the crude oil onto the market, the way they're drilling for crude oil and dumping the gas onto the markets now, if that ever pivots.” - DoombergThis quote discusses the potential for producers to shift their focus between oil and gas production in response to market conditions.4. “There is no such thing as a Republican in D.C. There's the uniparty. There's Mega on the right, and Bernie on the left. And the middle is the same party. Look, there is no distinction between Mitch McConnell and Chuck Schumer, I hate to break it to you. It's all phony.” - DoombergThis quote expresses a cynical view of the U.S. political system, suggesting there is no meaningful ideological difference between the two major parties.5. “Trump is a disruptor to that. Look, there's a Republican party at the state level and at local levels, but not in D.C. No. Ted Cruz isn't a Republican.” - DoombergThis quote further elaborates on Doomberg's view of Trump as a disruptive force against the established political order in Washington.I am hopeful that we get our elections fixed, but unfortunately, I believe Doomberg is right yet again. The Uni Party is alive and well, and it really saddens me.A shout-out to David Blackmon and his industry leadership and writing. It is an honor to have him share time with Doomberg.We have some more great CEO, and I am getting ready to interview some folks on the Texas ERCOT grid, and we have more articles we are working on. We will be interviewing Doug Sandridge, who will be returning from Saudi Arabia next week, and he will have some insights into the global oil and gas markets.Thanks again to our patrons, subscribers, and readers on all of our platforms.Please reach out and subscribe to Doomberg atDoombergA lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.Subscribe to the Energy News Beat Substack Here:The full transcript will be at https://energynewsbeat.co/Discussion about this episodeTime Stamps: 01:57 Doomberg: Where is the oil glut06:05 China is buying oil, and are they preparing for war?12:50 Venezuela and the oil impact26:11 Canada and great subscribers41:58 Doomberg's methodology
Doomberg reveals what province Trump and his raw power doctrine may be eyeing in Canada, and it's not Alberta — and why the EU is spiraling toward disaster. Victor Adair warns the U.S. midterms could be the real Black Swan, with Trump’s momentum fading. Mike calls out the most ridiculous political statement of the year. And a shocking twist as the pro-Palestinian movement gets exposed in Iran. See omnystudio.com/listener for privacy information.
Gavin Newsom's California is a travesty for energy policies, and we can see yet another hit to consumers. The Utility companies are now limited in the profits they can make to rebuild the grid. That will SQUASH investment and get more companies to leave California, and take the jobs with them out of the State. As companies shut down and cut jobs, they also cut tax revenue, and that is going to make the financial crisis brought on by Gavin even worse.His Energy Policies have now become a complete national security risk for the western half of the United States. When you consider the corruption, graft, and greed exemplified during Gavin Newsom's Governorship, it won't be easy to rebuild California after he leaves office.1. The energy policies and challenges in California, particularly the regulation of utility profits and the impact on energy reliability.Michael Tanner and Stuart Turley discuss how California's approach to regulating energy providers like PG&E and Edison differs from other states, leading to issues with grid investment and energy reliability. They contrast California's "top-down" policies with a more collaborative approach in different states.2. The geopolitical tensions and sanctions related to Venezuela and Russia.The hosts discuss the Trump administration's actions to intercept oil tankers related to Venezuela, and the potential motivations behind these moves, such as regime change, protecting Gulf Coast refinery interests, and impacting Russia's war in Ukraine.3. The potential of nuclear fusion as an energy source, and its connection to Trump's media company.Stuart Turley discusses the promise of nuclear fusion technology and how Trump's media company, Truth Social, may be involved in developing or licensing fusion-related patents.4. The outlook for the oil and gas industry based on the Dallas Fed survey.Time Stamps00:16 California Cuts PG&E and Edison's profits for grid improvement.03:47 California's Corruption exposed by Katy Grimes at the California Globe08:17 Oil and Venezuela's impact on global markets11:06 Sanctions through Drone strikes13:31 Fusion and President Trump may be a great investment for humanityWe cover key insights from the Dallas Fed's survey of oil and gas executives, including their price expectations, activity levels, and concerns about a potential market oversupply. Is there a glut, or is the glut simply misunderstood, or is the market recalibrating to a new method? You will want to see our Doomberg interview in January.1.California Cuts PG&E's and Edison's Profits for Grid Investments: Gavin Newsom's California Poses a National Security Risk Due to Flawed Energy Policies2.San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend3.Trump Administration Intercepts a Second Tanker in Venezuela Oil Tanker Blockade4.Sanctions through Drone Strikes now in the Mediterranean5.Why Fusion Is Considered Energy's Holy Grail, and how President Trump's media company is betting on a breakthrough6.Lingering pessimism, uncertainty further weigh on oil and gas activity – Dallas Fed7.US Oil Drillers Drop 6 Rigs This Week According to Baker Hughes: What Is the Impact to Consumers and Investors?Check out our sponsor, Reese Energy Consulting https://reeseenergyconsulting.com/Check out our website https://energynewsbeat.co/Check out the Energy News Beat Substack https://theenergynewsbeat.substack.com/Questions on Investing in Oil https://energynewsbeat.co/invest/
Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the economic outlook, Ukraine & Russia ceasefire, energy outlook, why Europe could be screwed and more. I hope you enjoy!0:00 – Introduction0:40 – Economic & Market outlook1:39 – Ukraine Russia ceasefire10:03 – Refining margins11:52 – Gas outlook13:30 – Oil price in 202617:24 – National security focus22:41 – AI demand for gas25:36 – Chinese gas production29:05 – Europe screwed33:24 – One message to takeaway?Doomberg is an independent, widely distributed publication that delivers concise, entertaining, provocative articles centered on energy, finance, and geopolitics. They are a small team of entrepreneurs that started this business after long careers in the industrial sector. With trillions of taxpayer dollars and myriad government mandates thrown at the energy transition, there was a practical voice missing in the traditional media. They started writing in that voice, with the freedom of having no master to serve beyond the foundation of our own principles, experience, and work ethic.This publication is their passion, and the content is supported by our team's deep experience in heavy industry, private equity, and the hard sciences. They are entirely reader-supported and have grown to be the most widely read finance newsletter on the Substack platform.Doomberg - Substack - https://doomberg.substack.com/Twitter - https://twitter.com/DoombergTEmail - doomberg@doomberg.comWTFinance Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.offshore-technology.com/features/top-ten-oil-and-gas-companies-in-2020/
Get original articles, extended podcasts, and direct access to Blendr News on our Substack Channel: blendrnews.substack.com-Become a Resistance Coffee Co. Outpost: Sign up is simple: go to resistancecoffee.com → Apply to become an outpost → Check ‘Blendr sent me' when you sign up for an extra bag of coffee!-In this episode of "The Blendr Report," Jonathan, Liam and Doomberg discuss:00:00 Introduction to Kelsey Sharon02:56 Kelsey's Military Background and Transition to Journalism06:06 Brass in Unity: Supporting Veterans Through Art09:03 The Reality of Post-Military Life for Veterans11:57 Medical Assistance in Canada: A Controversial Topic15:06 The Financial and Ideological Motives Behind Euthanasia17:56 The Dark Side of Medical Assistance: Personal Accounts20:49 The Role of Ideology in Modern Healthcare23:58 The Future of Medical Assistance and Healthcare in Canada33:45 The Dark Side of Organ Donation39:08 The Global Euthanasia Movement44:47 The Financial Incentives Behind Euthanasia51:30 The Controversy of MAID Houses55:14 The Path Forward: Advocacy and Change-Follow BLENDR News:Twitter - @BlendrNewsInstagram - @blendr.report TikTok - @blendrnews-Follow Jonathan:Instagram - @itsjonathanharveyTikTok - @itsjonathanharvey-Follow Liam:Instagram - @liam.out.loudTwitter - @liam_out_loudYouTube - @liam-out-loud
Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/
Doomberg stops by the Energy News Beat and the Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg is a global leader in energy and finance, and we have had several wild, fun podcasts with Doomberg. You will want to ask questions if you are paying attention to the energy and finance markets. 0:00 Intro Doomberg01:56 Doomberg on the UK and energy crisis06:28 Doomberg on the Labor Party12:01 Doomberg on the Russian-Ukrainian War14:37 Zelensky won the election, but may not be viable in peace talks25:39 California and Gov Newsom Energy Crisis31:56 Doomberg says Gov. Newsom is a talented politician; don't underestimate him.38:14 US Dollar financial system and the petro dollar43:13 Global debt45:54 Secretary Chris Wright53:41 Doomberg on data centers sitting on top of power sourcesA special thanks to Doomberg for stopping by and check out his substack on https://newsletter.doomberg.com/Check out the transcript at https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/#doomberg #finance #investing #investinenergy
Geopower, Energy Realpolitik with Todd Royal – Todd and Doomberg examine how NATO's leverage is eroding, not because of battlefield conditions alone, but because Europe imports almost all its essential energy, leaving its cost of capital, industrial competitiveness, and geopolitical autonomy dependent on foreign suppliers. Natural gas is the clearest example: high import prices and a lack of...
Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. In this wide-ranging interview, Doomberg offers unique perspectives on global geopolitics, energy markets, and financial trends. Regarding gold, Doomberg views it as a savings vehicle and neutral reserve asset, arguing that its recent price appreciation reflects the declining neutrality of Western financial instruments. The team believes gold is reasserting itself as a critical settlement mechanism in international trade, especially as countries become wary of US dollar-based systems. On energy markets, Doomberg challenges conventional peak oil narratives, asserting that hydrocarbons are plentiful and technological advances continue to make extraction more efficient. They predict a long-term equilibrium oil price around $55 per barrel, driven by natural gas arbitrage opportunities. The United States, in their view, has enormous energy potential that could drive significant economic growth if political challenges are addressed. Geopolitically, Doomberg anticipates significant structural changes, particularly in the European Union. They argue the EU will likely dismantle due to fundamental energy challenges, especially Germany's dismantling of its nuclear power sector and loss of cheap Russian gas. The team sees the ongoing conflict in Ukraine as a potential catalyst for this potential EU breakdown. The interview also touched on potential conflicts in Venezuela and the Middle East, with Doomberg offering nuanced perspectives on resource-driven geopolitical strategies. They consistently emphasize that energy and resources underpin most global political and economic dynamics. Throughout the discussion, Doomberg highlights the importance of looking beyond mainstream narratives and propaganda, advocating for a more analytical approach to understanding global trends. They stress the need to examine data critically and develop robust mental models for interpreting complex geopolitical and economic phenomena.
In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How is the AI race and its voracious need for cheap electrons changing the game?And where are the best opportunities for investors likely to lie?To discuss in depth, we're fortunate to sit down with the green chicken himself, the energy expert Doomberg.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#naturalgas #oil #energy _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley, host, welcomes Joe Raia, Chief Commercial Officer at Abaxx Exchange, to discuss how Abaxx is revolutionizing global commodity futures trading. From physically deliverable LNG and critical mineral contracts to pioneering gold vaulting in Singapore, Raia outlines how Abaxx is bringing much-needed innovation, transparency, and risk management to underserved markets. They also dive into shifting global trade blocs, the need for dollar-based lithium pricing, and how new technology and infrastructure investment are reshaping the future of energy and commodity finance.I thoroughly enjoyed my visit with Joe, and discovering what Abaxx Commodities Exchange can do for national security and global market trade is huge. I look forward to more interviews with Joe, and I would like to have him join a panel discussion with Doomberg in the future to cover global financial markets. Joe, thank you for your time, leadership, and for stopping by the podcast, Stu Check out Abaxx Exchange here: https://abaxx.exchange/Connect with Joe Raia on LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/Highlights of the Podcast 00:00 – Intro00:50 – What is Abaxx?01:41 – The LNG Market Problem03:50 – Abaxx's Physically Deliverable Contracts05:06 – Missed Risk Tools in Europe06:00 – Clearinghouse & Regulation07:05 – Critical Minerals Contracts08:32 – The Role of Tariffs & Re-Shoring10:03 – Surviving Regulation11:40 – Gold Futures Breakthrough in Asia12:59 – The Rise of New Trading Blocs14:54 – Impact of EU's Energy Policy16:04 – The “Three Horsemen” of Energy17:04 – LNG Margins & Export Growth18:13 – Molecule Demand & Natural Gas18:49 – LNG to Electricity Opportunities19:17 – US LNG Momentum Continues19:22 – What's Coming in Q1 2026?20:42 – How to Connect with Abaxx21:04 – Wrap-up & Final ThoughtsFull Transcript: https://theenergynewsbeat.substack.com/or https://energynewsbeat.co/
Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon. Doomberg lays out the massive topic of trade wars with China, and the global impact on the fiancial markets. What are investors and consumers thinking? Highlights of the Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project Plug
Doomberg stops by the Energy News Beat and Energy Impacts Podcast with Stu Turley and David Blackmon . Doomberg lays out the massive topic of trade wars with China and the global impact on the financial markets. What are investors and consumers thinking?In this engaging discussion, they explore China's dominance in rare earth minerals, the U.S. response to growing supply chain risks, and how geopolitical tensions are reshaping global trade alliances. From the future of energy independence to the economic fallout of the Russia-Ukraine conflict, Doomberg brings sharp analysis and thought-provoking insights on the shifting balance of power across nations.I absolutely love my time with Doomberg, but it was extremely cool when he recognized Dave's name as we flashed his comment live on the screen. Doomberg appreciated Dave's subscription, and this was just cool.We will see an end to the Russian war soon, and we need to keep the war mongers out of the decision-making positions.Doomberg is a national treasure.Highlights of the Podcast00:01 – Introduction01:43 – China's Rare Earth Monopoly and Trade War Signals07:17 – U.S. Response and Administrative Inaction10:40 – Reactions to Global Trade Developments14:17 – U.S. Efforts to Break Rare Earth Dependence15:53 – U.S. Manhattan Project for Supply Chains20:13 – Regulatory Hurdles and Mining Challenges22:40 – Global Bifurcation and Emerging Trade Blocks25:24 – Russia, Ukraine, and the Changing Global Order34:13 – Media Narratives and Propaganda38:31 – Drone Warfare and Shifting Military Power42:16 – Venezuela, the Monroe Doctrine, and U.S.-China Rivalry46:08 – Europe's Energy Crisis and Deindustrialization53:17 – Alaska, Energy Development, and Infrastructure Delays55:05 – Closing Thoughts and New Project PlugAgain, we highly recommend subscribing to David Blackmon's Substack at blackmon.substack.com, the Energy News Beat Substack, and Doomberg!
Doomberg returns to break down why oil's collapse, gold's rise, and Europe's decline all point to a historic global power shift. From Iran's surprising win to China's rare-earth strategy, this is a wake-up call for investors and policymakers alike.------------
Oct 10, 2025 – What if the U.S. stock market's record-breaking concentration is secretly propping up the entire Treasury market? Jim Puplava sits down with Doomberg to explore this precarious link and the high-stakes economic war with China...
Doomberg is an independent, widely distributed publication that delivers provocative articles derived from their lateral-thinking approach to energy, finance, and geopolitics. He talks why NATO already lost the war in Ukraine, future of the EU, Israel/Iran, China, biggest concern in America and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Watch Show Rumble- https://rumble.com/v6zihos-why-nato-already-lost-the-war-in-ukraine-doomberg.html YouTube- https://youtu.be/r2SX20cJgw8 Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Doomberg Substack- https://substack.com/@doomberg Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/
Doomberg believes that the US will attack Venezuela and ignite a kinetic war in a bid to secure the country's vast oil reserves, overthrow sitting President Nicolás Maduro, and bring American 'democracy' to yet another struggling nation. Doomberg outlines the reasons why he thinks things are about to heat up, along with giving his take on the MoU between Russia and China for natural gas, why the EU's economic collapse is self-inflicted by politicians clinging to the climate religion, gold's incredible rise, and much more.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comDoomberg Substack: https://doomberg.comClassics Read Aloud: https://classicsreadaloud.substack.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Aug 22, 2025 – Speaking with Financial Sense, Substack powerhouse Doomberg explores how energy has become the decisive factor in the new global power struggle. The conversation highlights China's rapid ascent as the largest producer...
Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, geopolitics, risk and technology. Today, it's Doomberg unleashed. How close are we to World War III? Are we already in it? What does that mean for the energy and commodity supply chains. How sanctions and tariffs not only reshape global commodity flows, but also weaken the West, and what the “One Big Beautiful Bill” means for American industry and the energy transition, and much more. Always a challenging and fascinating discussion.
In this episode of Mining Stock Daily, we delve into the strategic significance of rare earth metals and the recent pivotal deal between the US Department of Defense and MP Materials. Our guest, Doomberg, provides insights into how this partnership marks a significant shift in the US's approach to securing critical supply chains, previously dominated by China. We explore the layers of this deal, its implications for national security, and the potential for future government investments in the sector. We then explore the enduring role of gold as a store of value and its intricate relationship with the US dollar. Doomberg shares expert perspectives on how gold's value is perceived in today's economic landscape, particularly as a counterbalance to the fluctuating US dollar. We discuss historical trends, current market dynamics, and the implications for investors seeking stability in uncertain times. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
Stu Turley, David Blackmon, Doomberg, and Mike Umbro break down how California's energy policies are fueling a national crisis. From refinery shutdowns and permit restrictions to rising fuel costs and flawed EV mandates, they expose the political choices putting America's energy security and economy at risk. With firsthand insights and hard-hitting facts, this episode delivers a clear warning: what starts in California won't stay there.Highlights of the Podcast00:08 - Introduction of Panel02:02 - California's Policy Impact05:38 - Permitting Crisis09:21 - Refinery Closures10:50 - Newsom's Three-Point Plan13:29 - Regulatory Blind Spots16:50 - Fuel Inflation as a National Risk19:25 - EV Mandates and Trucking Impact21:04 - 2028 Election and Newsom's Ambitions25:59 - Lack of Pipelines Between NorCal and SoCal29:15 - Chevron's Position in California31:10 - Final Thoughts
In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley, along with industry experts Doomberg, Mike Umbro, and David Blackmon, discusses the ongoing energy and political crisis in California, particularly focusing on the state's energy policies, oil production, and refinery shutdowns. They highlight the mismanagement of California's resources, the decline in domestic oil production, and the state's reliance on imported oil, including sources such as Russia and Iran that are controversial. The discussion highlights the national security risks associated with California's energy policies and their broader implications for the U.S. economy and energy independence, with a call for federal intervention to address the crisis and support sustainable energy solutions.Highlights of the Podcast 00:00 - Intro00:28 - Doomberg's Insights on California's Energy Crisis05:10 - Mike Umbro on California's Energy Decline08:30 - David Blackmon Talks Refinery Shutdowns09:20 - California's Imports and National Security13:08 - The EV Mandate and Its Impact on California's Economy16:49 - The Lack of Infrastructure in California19:25 - The Political Situation in California25:58 - How the Federal Government Can Help30:12 - Chevron's Role in California's Energy Future34:19 - Closing Thoughts and Final RemarksCheck out the Energy News Beat Substack for the full article and a list of California National Security issues we've covered in the last two weeks. https://theenergynewsbeat.substack.com/And Check out Doomberg at https://doomberg.com/and David Blackmon at https://blackmon.substack.com/And Mike Umbro on X https://x.com/MikeUmbro
Today we'll talk about Doomberg's claim that sanctions such as those that some Republicans want to impose on Russia (and Trump seems to be considering) are a bad idea.
The Other Side of the Story with Tom Harris and Todd Royal – Join me as I welcome Doomberg, the top Substack for independent insights on energy, finance, and geopolitics. With sharp, contrarian analysis and decades of industry experience, Doomberg sheds light on critical trends in energy, economic policy, and Canadian politics. Discover practical perspectives and unbiased commentary in this engaging conversation with the influential...
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIn today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?How are the policies of the new Trump administration likely to impact these trends?And where are the best opportunities for investors likely to lie?Below are the Doomberg posts mentioned in this discussion:The Fix Is In:https://newsletter.doomberg.com/p/da6e6e36-e1db-4d53-b100-c82317ca3327Alberta Clipper:https://newsletter.doomberg.com/p/26dd5c88-314e-415e-93d7-95616fd73eeaChina Through the Lens of Energy:https://newsletter.doomberg.com/p/52366083-26e1-4289-899a-9352fb196a53#energy #china #naturalgas 0:00 - Significant Energy Trends of 20254:32 - Oil Price Equilibrium and Risk Premium9:48 - Natural Gas as an Oil Substitute15:02 - Natural Gas and AI Energy Demands20:37 - Nuclear vs. Natural Gas Solutions25:07 - China's Energy Advantage and U.S. Response29:30 - China's Energy Supply Chain37:36 - Impact of Trump's Energy Policies41:24 - Trump's Policies and National Prosperity47:58 - Rebuilding the U.S. Energy Grid49:48 - Investment Opportunities in Energy54:10 - Arbitrage Opportunities Over Time55:19 - Canada's Energy Reforms Post-Election1:04:02 - Data Centers in Cold Regions1:10:13 - Closing and Resources:_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Interview recorded - 26th of June, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Doomberg. During our conversation we spoke about the potential consequences of war, UN security council irrelevant, WW3, Russia beating NATO, global war of de-dollarisation, $60 oil base and more. I hope you enjoy!0:00 - Introduction1:09 - Current outlook2:12 - Consequences of war4:52 - UN security council irrelevant6:05 - WW37:34 - Taiwan break point9:44 - Russia beat NATO?11:27 - Dedollarisation15:27 - Iran to close straight of Hormuz?18:02 - Oil market volatility22:05 - $60 oil a base?23:37 - Breakeven fracking25:10 - Bearish energy long term?28:07 - One message to takeaway?Doomberg is an independent, widely distributed publication that delivers concise, entertaining, provocative articles centered on energy, finance, and geopolitics. They are a small team of entrepreneurs that started this business after long careers in the industrial sector. With trillions of taxpayer dollars and myriad government mandates thrown at the energy transition, there was a practical voice missing in the traditional media. They started writing in that voice, with the freedom of having no master to serve beyond the foundation of our own principles, experience, and work ethic.This publication is their passion, and the content is supported by our team's deep experience in heavy industry, private equity, and the hard sciences. They are entirely reader-supported and have grown to be the most widely read finance newsletter on the Substack platform.Doomberg - Substack - https://doomberg.substack.com/Twitter - https://twitter.com/DoombergTEmail - doomberg@doomberg.comWTFinance Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://moneyweek.com/currencies/602379/why-the-value-of-the-us-dollar-is-falling
Tom welcomes back the headwriter for the Doomberg Team for another interesting discussion around current geopolitics. They delve into the rapidly escalating conflict between Israel and Iran, which Doomy argues was sparked by a dangerous miscalculation by Israel. He emphasizes that Israel vastly underestimated Iran's military capabilities, assuming they could deliver a knockout blow early in the conflict. However, as days pass and Iranian missiles continue to breach Israel's famed defense systems, the situation appears increasingly dire for Israel—a small country now facing a prolonged war of attrition against a nation ten times its size, backed by Russia and China. Doomberg frames this escalation as part of a broader “World War III,” a concept often downplayed in Western media but openly acknowledged by Russian and Chinese propaganda. He highlights the geopolitical stakes, including the potential diversion of U.S. military resources from Ukraine to Israel, which could embolden Russia further. The discussion also touches on the fracturing of Trump's base, many of whom feel betrayed by his apparent shift from a peace-oriented campaign to a hawkish stance—echoing the skepticism of prominent conservative voices like Tucker Carlson and Steve Bannon. The conversation extends to broader geopolitical risks, including the possibilities of false-flag attacks, cyber threats to American infrastructure, and the vulnerability of global energy supply chains—particularly if the Strait of Hormuz is closed. Doomberg critiques the market's seemingly placid response to these escalations, noting that oil prices reflect some risk premium but broader financial markets appear overly complacent. Throughout, Doomberg advocates for sober, nuanced analysis, urging listeners to look beyond emotional reactions and consider second- and third-order consequences. He critiques the bellicose posturing of Washington hawks, including figures like John Bolton and Lindsey Graham, and questions whether Trump is being maneuvered into a disastrous war or has abandoned his anti-interventionist stance entirely. The discussion closes with a call for vigilance, urging audiences to approach geopolitical conflicts with a critical, independent mindset rather than relying on echo chambers or sensationalism. Doomberg's insights serve as a timely reminder of the high stakes and long-lasting repercussions of unchecked military escalation in an interconnected world. Timestamps:00:00:00 - Introduction00:00:49 - Iran Trap & News Cycle00:06:34 - Proxy Conflicts & Diplomacy00:08:28 - End of War President?00:11:18 - Promises & Realities00:15:00 - Zelensky & Ukraine00:18:40 - Reactions & Consequences00:22:22 - Tucker Ted Cruz Interview00:26:36 - Emotions & U.S. Politics00:31:28 - News Flow & Finding Truth00:34:40 - Israel's Vulnerabilities00:41:28 - Israeli Samson Option00:43:06 - Strait of Hormuz & Oil00:47:38 - Mkts. Pricing In WWIII?00:50:07 - OPEC Production00:51:27 - Other Geopolitical Risks00:53:18 - U.S. Infrastructure Risk00:56:20 - Wrap Up Guest Links:Substack: https://doomberg.substack.comX: https://x.com/DoombergT Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
Doomberg has been carefully watching the Israel-Iran conflict unfolding and assessing the risks to the global energy market, and the facts he presents paint a dire picture, one that could lead to Iran closing the Strait of Hormuz and choking off world oil supplies in a significant way. Doomberg also discusses why he thinks the US keeps getting dragged into wars overseas, his current thoughts on the gold market, Germany's potential pivot back to nuclear energy, and much more.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comDoomberg Substack: https://doomberg.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Mike's relieved the campaign BS barrage is over...for now. Doomberg predicted PM Carney's ascension to power before he was on Polymarket's radar. He tells us what's next. Plus, the election's biggest loser in the Goofy. See omnystudio.com/listener for privacy information.
Mar 28, 2025 – Financial Sense Newshour welcomes Doomberg, the popular writer and energy analyst, to connect the dots between single-party rule, environmental policies, and economic mismanagement, warning that California's challenges...
Tom Bodrovics welcomes back Doomberg, head writer for the Doomberg Substack, to discuss a range of topics including Trump's presidency, national debt challenges, energy policy, and global geopolitical dynamics. Doomberg begins by analyzing Donald Trump's first 58 days in office, highlighting his whirlwind pace of executive actions. He notes that Trump is fulfilling many promises but acknowledges the limitations of relying on executive orders, which can be undone by future administrations. Doomberg expresses concern about the long-term effects of policy whiplash on industries with lengthy planning cycles, emphasizing the importance of predictable governance for capital investment. The conversation shifts to the national debt and Treasury Secretary Scott Bessent's challenges in refinancing $6.7 trillion of maturing debt. Doomberg criticizes Janet Yellen's management of the debt maturity curve, comparing it to practices seen in emerging markets before crises. He suggests that Trump's team is navigating a delicate fiscal situation, potentially leading to a short but deep recession to reset the economy ahead of midterm elections. Doomberg explores unconventional strategies like creating a crypto reserve or revaluing U.S. gold holdings to alleviate debt pressures. He also discusses the potential for tax reforms and spending cuts. The Doom Bird discusses energy policy under Secretary Chris Wright, praising his business acumen and alignment with pro-energy industry stances. The Lifting of LNG export restrictions and the expected surge in energy production could position Trump's administration as friendly to business despite the risks of policy volatility. Doomberg also examines global trade dynamics, particularly U.S. - Canada relations under Mark Carney's leadership and potential tariffs as a revenue source. The discussion extends to geopolitical tensions, including Trump's approach to Ukraine, NATO, and potential conflicts with Iran. Doomberg questions the feasibility of military interventions and suggests that economic leverage, such as energy supplies, might play a more significant role in resolving conflicts than direct confrontation. Time Stamp References:0:00 - Introduction0:55 - Trump Accomplishments?4:30 - Yellen & Debt Servicing7:28 - Debt Solutions/Crypto?11:55 - Gold Revaluation?14:14 - Tariffs, DOGE, & Tax Changes23:04 - Energy Policy Changes27:08 - Tariff Revenue?29:19 - Trade Wars & Canada34:37 - Carney Conspiracy38:29 - Ukraine Thinking43:04 - Dismantling NATO45:26 - E.U. Energy & Military50:06 - Military Might51:34 - Iran Considerations53:42 - BRICS Path Forward?57:13 - Competing Ideas & Truth1:02:53 - Content Treadmill1:07:27 - Wrap Up Guest Links:X: https://x.com/DoombergTWebsite: https://doomberg.substack.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
Adam welcomes comedian Lachlan Patterson to the show and they open by discussing Adam's failed relocation to Sunnyvale, California and Lachlan's start in stand up. Then, they talk about Joe Biden coming ‘unplugged' during his Juneteenth speech and whether or not he's going to pull a ‘Chick Hearn' after the election. Next, they play ‘Nerdwalking' and find out what the new-hire, Kyle, knows or doesn't know about the world of construction. Then, Chris reads the news including stories about P. Diddy returning his key to New York City, a graduation brawl in Los Angeles, and people dealing with ‘time blindness.' Lastly, Batya Ungar-Sargon joins the show to talk about America's working class, homelessness and her new book ‘Second Class: How the Elites Betrayed America's Working Men and Women.' For more with Lachlan Patterson: ● See him live: July 5th at Levity Live Oxnard ● INSTAGRAM & TIKTOK: @lachjaw ● http://lachlanpatterson.com For more with Batya Ungar-Sargon: ● Buy her new book: ‘Second Class: How the Elites Betrayed America's Working Men and Women' ● INSTAGRAM: @batyaus ● TWITTER: @bungarsargon Thank you for supporting our sponsors: ● http://Doomberg.com/Adam ● http://OReillyAuto.com/adam ● http://TommyJohn.com/Adam ● http://Shopify.com/carolla
Francisco Ramos stops by to talk about his new comedy special “Venezula'merican.” They open the show by talking about the current state of his home country, Venezuela, and where different immigrant groups land when they come to the USA. Then they discuss the difference between old-school & modern day rich people. Next, they watch a clip of Jimmy Kimmel talking about an ‘intimate moment' that included an appearance by Adam and recount their own memorable ‘moments.' They then break down the findings in a poll of Black Americans. Lastly, Chris delivers the news including stories about Joey Chestnut being banned from the Nathan's Hot Dog Eating Contest, Kevin Spacey's teary-eyed interview with Piers Morgan and a runaway bull at an Oregon rodeo. For more with Francisco: ● Check out his new special “Venezula'merican", on YouTube July 9th ● https://franciscoeramos.com/ ● INSTAGRAM: @FRamosComedy Thank you for supporting our sponsors: ● http://OReillyAuto.com/Adam ● http://Aura.com/Trust ● http://Doomberg.com/Adam ● http://Chime.com/Adam ● http://SimpliSafe.com/Adam
Actor Anthony Michael Hall joins to talk about his new Netflix film ‘Trigger Warning.' They discuss his upbringing & the very young start of his career, working with John Hughes and his brief time on SNL. Next, Adam chats with Anthony about his exclusion from the famous Brat Pack and they discuss their shared appreciation for Robert DeNiro & Anthony's experiences with various big-time Hollywood directors. Next Chris reports the news including stories about a premature speed-walking celebration, Glen Powell's viral tale of a cannibalism urban legend and the unsuccessful bribing of a juror. Lastly, Riley Gaines joins the show to talk about her swimming career, including competing during the COVID-19 pandemic & against UPenn's Lia Thomas, as well as her ongoing campaign to protect women's sports from ‘invasion' by the transgender community. For more with Anthony Michael Hall: ● Trigger Warning premiers on Netflix June 21st. ● http://theanthonymichaelhall.com ● INSTAGRAM: @AMH4real For more with Riley Gaines: ● Buy “Swimming Against the Current: Fighting for Common Sense in a World That's Lost its Mind” wherever books are sold. ● http://rileygaines.com ● PODCAST: Gaines for Girls ● INSTAGRAM: @rileygbarker ● TWITTER: @riley_gaines_ Thank you for supporting our sponsors: ● http://ForThePeople.com/Adam or Dial #LAW (#529) ● http://OReillyAuto.com/Adam ● http://Homes.com. ● Aura.com/Trust ● http://Doomberg.com/Adam