This episode we have returning guest Doomberg. Over the years Doomberg has made multiple appearances on the show and his episodes are some of my favorite to record. If you don"t already know, Doomberg runs one of the largest paid substack newsletters and puts out some incredible content around energy, markets, business, politics, and the other craziness going on in the world. This episode we talk about how OPEC is losing its influence and the ripple effects that will ensue if the cartel ultimately dissolves. We discuss how ESG has peaked, and how the green movement is on its last leg. The conversation then turns to politics and what"s at stake in the upcoming U.S. election. It has become increasingly apparent that "democracy" is threatening to the establishment as they try to cling to their globalist ambitions in the face of the rising popularity of nationalism in western nations. Lastly, we talk the economy, the fed, and how alternative assets like Gold and Bitcoin will play an increasingly important role in a world where governments can"t stop printing money. Hope you enjoy the show! Check Doomberg"s substack: www.doomberg.com Don"t forget to like, subscribe, and hit the notification bell for new episodes. Credits for the BYD video: https://www.youtube.com/@Wheelsboy Timestamps: 00:00:00 - Intro 00:01:12 - Doomberg"s Return and Background 00:01:14 - China"s Role in Natural Gas Market 00:02:15 - OPEC and Changing World Order 00:03:39 - Impact of OPEC"s Strategy on Natural Gas Sector 00:04:27 - OPEC"s Influence and Future 00:06:07 - OPEC"s Past Strategies and Current Situation 00:11:36 - Natural Gas Displacement and Transportation 00:14:20 - Impact of Natural Gas on Oil Production 00:17:00 - Natural Gas in Transportation: Case of China 00:18:53 - China"s Pollution Concerns and Shift to LNG 00:20:22 - Natural Gas and US Manufacturing 00:22:06 - Shift in Energy Investment Trends 00:23:15 - Discussion on ESG and Energy Policies 00:26:27 - Impact of Energy Policies on Industries 00:29:53 - Energy Policies and Democracy 00:31:51 - Current Political Climate 00:34:27 - Elon Musk"s Impact on Free Speech 00:37:34 - Nationalists vs Globalists Debate 00:40:54 - Election and Voting Perspectives 00:42:55 - Discussion on Trump"s Strategy 00:44:59 - The Role of Twitter and Substack 00:46:42 - The Role of Gold and the Global Economy 00:49:42 - The Impact of the Upcoming Elections 00:56:22 - Discussion on Gold as a Reserve Asset 00:57:25 - Bitcoin and the Financial Institutions
From "Always Be Building"
Comments
Add comment Feedback