Intro

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 – Introduction
00:00:49 – Iran Trap & News Cycle
00:06:34 – Proxy Conflicts & Diplomacy
00:08:28 – End of War President?
00:11:18 – Promises & Realities
00:15:00 – Zelensky & Ukraine
00:18:40 – Reactions & Consequences
00:22:22 – Tucker Ted Cruz Interview
00:26:36 – Emotions & U.S. Politics
00:31:28 – News Flow & Finding Truth
00:34:40 – Israel’s Vulnerabilities
00:41:28 – Israeli Samson Option
00:43:06 – Strait of Hormuz & Oil
00:47:38 – Mkts. Pricing In WWIII?
00:50:07 – OPEC Production
00:51:27 – Other Geopolitical Risks
00:53:18 – U.S. Infrastructure Risk
00:56:20 – Wrap Up

Guest Links:
Substack: https://doomberg.substack.com
X: 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.