On this episode, Nate is joined by Doomberg - the anonymous energy/finance analyst team (visually presenting as a talking chicken icon) who uses an energy lens to analyze global trends in the economy, with so far some remarkable accuracy. In this wide ranging discussion, Doomberg and Nate cover the interactions between geopolitics, debt, climate policy, and - of course - energy. How have the narratives created around different types of energy - from renewables to nuclear - affected current policy making around the world? Will the increasingly precarious state of the global debt and monetary system shift the geopolitical landscape? How have increasing global tensions combined with a rise in green energy policy affected nations’ desire for energy security - and what does it mean for future policy as we enter a period of decreasing energy availability? About Doomberg In May of 2021, Doomberg was started by a team of professionals experienced in heavy industry, private equity, and the hard sciences 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. Doomberg covers topics from energy, finance, to the economy at large, in an attempt to improve society's thinking and clarity to complex problems. Watch on YouTube https://youtu.be/pYkmJOhWtSU Show Notes & More Info https://www.thegreatsimplification.com/episode/83-doomberg 

Doomberg, an energy expert renowned for his keen insights into global energy trends, joins in to dissect the evolving energy market. They delve into the shifting landscape of 2024, spotlighting the waning of OPEC and the rise of natural gas. The discussion also navigates the implications of U.S. energy policy toward independence and deregulation. Listeners can expect revelations on the potential North American energy boom, significant investment opportunities ahead, and the geopolitical intricacies shaping our energy future.

Doomberg, an energy and economics expert known for his insights on hydrocarbons, shares fascinating perspectives on today's oil landscape. He discusses how a recent drop in oil prices from $120 to $67 per barrel signals significant shifts in the market. With the rise of natural gas substitutes and a weakened grip of OPEC, he highlights emerging investment opportunities. The interplay between energy demand from AI technologies and geopolitical dynamics further shapes the future of oil and offers intriguing insights for savvy investors.

Hey Guys! I started The Value Hive Podcast three years ago on the floor of my bedroom in my parents house. Today, I interviewed the iconic green cartoon chicken Doomberg. Lesson? Work hard and you too can interview cartoon chickens. This episode is a behind the scenes of what happens inside the hen house. Going from idea generation to the first draft, then to editing and publishing. How to use twitter to create demand. Why having a good enough title is is essential for crossing the chasm into virality, and lessons learned from starting Doomberg and what the future holds. [0:00] The Story behind Doomberg [4:50] The Story behind the Name and the iconic Chicken [6:20] The Five Pillars of a Business [9:20] Pillar #1: Brand [16:00] Struggles of Running a Newsletter [27:00] Crossing the Chasm into Virality [32:00] Idea Generation to First Draft [40:00] Editing the First Draft [48:30] Lessons Learned from Starting Doomberg [51:00] Demand Creation: Impressions. [1:03:00] Long/Short based on Doomberg Articles [1:09:40] Twitter Q&A: The Best Energy Policy in the World? [1:12:00] The Future of Doomberg [1:23:00] More from Doomberg and Closing Questions Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and conduct research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls. And I know you will too. If you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

Doomberg, the anonymous author behind the popular Doomberg Substack, joins to discuss the precarious geopolitical landscape following the recent U.S. election. They tackle the implications of rising tensions with Russia, particularly concerning Ukraine and Syria. Doomberg expresses excitement over Chris Wright’s appointment as Energy Secretary, highlighting energy independence and economic growth. The conversation also delves into Trump's tariff threats and the ongoing state of gold mining companies, all while challenging prevailing climate change narratives.

Doomberg, an outspoken supporter and critic of nuclear energy, discusses the potential challenges of nuclear energy in 2024 due to a fossil fuel energy glut. The podcast also explores the state of the uranium market, production issues in Kazakhstan, and France's plans for new nuclear plants. They discuss the cost of nuclear energy, its potential for growth, and the role of nuclear power in decarbonization.

Doomberg, a financial expert and author, alongside Ryan Paplava, a financial analyst, dive into America's nuclear energy ambitions. They discuss the political battles shaping the industry's future and the importance of a unified industrial policy. The conversation shifts to the implications of rising energy prices and how nuclear power could influence AI development. They also address the evolving energy landscape, focusing on investment opportunities in uranium and natural gas amid geopolitical challenges.

Doomberg, a financial commentator and writer known for insights on energy markets and geopolitics, dives into the rising geopolitical tensions between Iran and Israel, emphasizing their potential impact on global oil supply. The discussion centers on a possible BRICS-backed currency supported by gold that could rival the US dollar. They also analyze China's economic stimulus and Europe's energy challenges amid political instability, alongside market dynamics in oil, natural gas, and copper during the transition to renewable energy.

Energy expert Doomberg discusses global energy trends, best opportunities for investors, and the future of energy markets. Topics include nuclear energy potential, investing in infrastructure projects, and balancing success in career and personal life.

Doomberg joins the podcast to share how they mastered the art of content generation, the five pillars of business, and the secret to their writing process.