Interview recorded - 19th of April, 2024
On this episode of the WTFinance podcast I had the pleasure to welcome back Doomberg.
During our conversation we spoke about the current geopolitical situation, why this is highly inflating oil prices, how oil would be $50 without war, in-depth analysis of the gas markets, the US energy miracle and more. I hope you enjoy!
0:00 - Introduction
2:57 - What does the current geopolitical factors mean?
6:04 - How have we gotten into the geopolitical mess?
8:37 - Missiles and drones are a positive outcome?
10:37 - Who are the good guys?
12:17 - What does this mean for energy?
15:54 - Could oil be lower than $55 with no oil?
20:02 - Is there a tight gas market?
23:21 - Will prices for gas go lower?
27:30 - What happens during a bifurcation of the global economy?
28:04 - Low energy help prevent recession?
31:14 - What impact will data centres have on electricity?
34:59 - One message to takeaway from our conversation?
The group started writing Doomberg in May of 2021 to highlight the fundamentals missing from many economic and policy decisions, and it quickly grew to be one of the most widely read finance newsletters on Substack.
This publication is their passion, and the content is borne out of the team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hired them to deliver innovative thinking and clarity to complex problems – they operate as though their subscribers share those same expectations.
Read their full bio here - https://doomberg.substack.com/about
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