In this episode, the team riffs with Doomberg, a renowned energy analyst, to discuss a range of issues from the global energy landscape to geopolitical tensions and the changing nature of warfare. The conversation also delves into the intricacies of the global natural gas market, the impact of sanctions on Russia, and the potential future of nuclear energy.
Topics Discussed
• Discussion on the global energy landscape, with a focus on natural gas and its role in the U.S. economy
• Insights into the geopolitical tensions, particularly the war in Ukraine, and the implications of the fall of the city of Avdiivka
• Examination of the changing nature of warfare, with a focus on the use of drones and the complexity of modern military conflicts
• Analysis of the impact of sanctions on Russia, the effectiveness of these measures, and the potential repercussions on the global stage
• Exploration of the global natural gas market, its future prospects, and the implications for the U.S. economy
• Discussion on the weaponization of the U.S. dollar and the potential for gold to emerge as a neutral reserve asset
• Insights into the potential future of nuclear energy, spurred by Amazon's entrance into the nuclear sector
This episode offers a deep dive into the complexities of the current global landscape, from energy markets to geopolitical conflicts. It provides valuable insights for anyone interested in understanding these dynamics and their implications for the future. The discussion with Doomberg offers a unique perspective, blending energy analysis with geopolitical understanding, making this episode a must-listen for those seeking to navigate the intricacies of the global stage.
This is “ReSolve Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
