The Covered Call Podcast Podcast

Doomberg on the End of Empire and the Seeds of a New Boom

4 snips
Nov 7, 2025
Dive into a riveting discussion on the war in Ukraine and the implications of sanctions. Explore China's strategic moves, including its control of rare earths and its impact on global supply chains. Hear about the potential collapse of the European Union and what a multipolar future might look like. Discover how energy could shape international relations and why resilience is key. Finally, get introduced to a cultural initiative designed to reinvigorate classic literature.
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INSIGHT

Rare Earths As Economic Nuclear Option

  • China used rare-earth controls as a strategic, high-impact escalation against the U.S. economy.
  • Doomburg calls it a 'nuclear economic war' that forces Western retreat in critical supply chains.
ADVICE

Study All Propaganda For Better Models

  • Read multiple propaganda sources to partition signal from noise and improve geopolitical forecasts.
  • Doomburg recommends studying adversary and allied narratives as data to sharpen models.
INSIGHT

Ukraine: Lost On The Attrition Front

  • Doomburg believes Ukraine cannot win a conventional war of attrition against Russia.
  • They argue NATO-funded support still equates to an effective defeat and political fallout for EU leaders.
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