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.comDon't forget to like, subscribe, and hit the notification bell for new episodes. Credits for the BYD video: https://www.youtube.com/@WheelsboyTimestamps:00:00:00 - Intro00:01:12 - Doomberg's Return and Background00:01:14 - China's Role in Natural Gas Market00:02:15 - OPEC and Changing World Order00:03:39 - Impact of OPEC's Strategy on Natural Gas Sector00:04:27 - OPEC's Influence and Future00:06:07 - OPEC's Past Strategies and Current Situation00:11:36 - Natural Gas Displacement and Transportation00:14:20 - Impact of Natural Gas on Oil Production00:17:00 - Natural Gas in Transportation: Case of China00:18:53 - China's Pollution Concerns and Shift to LNG00:20:22 - Natural Gas and US Manufacturing00:22:06 - Shift in Energy Investment Trends00:23:15 - Discussion on ESG and Energy Policies00:26:27 - Impact of Energy Policies on Industries00:29:53 - Energy Policies and Democracy00:31:51 - Current Political Climate00:34:27 - Elon Musk's Impact on Free Speech00:37:34 - Nationalists vs Globalists Debate00:40:54 - Election and Voting Perspectives00:42:55 - Discussion on Trump's Strategy00:44:59 - The Role of Twitter and Substack00:46:42 - The Role of Gold and the Global Economy00:49:42 - The Impact of the Upcoming Elections00:56:22 - Discussion on Gold as a Reserve Asset00:57:25 - Bitcoin and the Financial Institutions

Ver todos los episodios