DOOMBERG (part 2) | "I hope this is the one time in history that promises cant be kept and it works out anyway"
WATCH DOOMBERG PART 2 HERE!
Welcome back to our channel where today, we're discussing the current state of the economy, consumer, inflation, and so much more with Doomberg. Doomberg is the publisher of the Doomberg substack- which highlights the fundamentals missing from many economic and policy decisions. This publication has quickly grown to be one of the most widely read if not the #1 finance newsletter on Substack. The publication is their passion, and the content is borne out of their team’s deep experience in heavy industry, private equity, and the hard sciences. Family offices and c-suite executives hire them to deliver innovative thinking and clarity to complex problems.
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In part 2 of this interview, Doomberg does a deep dive into the following:
- Given recent #geopolitical developments and shifts in global demand, how he anticipate that #oil prices will trend over the next 12-18 months
- What he sees for the #energy future? Is it more of the same where all energy forms are rising in demand? One becomes a winner over the others and the others begin to fade downward?
- What his current #Uranium thesis is.
- If this move by #centralbanks to buy historic amounts of #gold in lieu of US #Treasuries, is a new “the trend is your friend” raising the floor for gold?
- If there a time in the near future, where the consumer wakes up and sees their purchasing power getting stolen from them through the debasement of the #dollar and the pitiful state of owning #bonds not being any better for the promise of #purchasingpower protection in the future and they mean revert back to gold in huge and swift way?
- If the future sentiment shift into gold alone will create a “rising tide raises all boats scenario” for the #miners – where as long as the stock contains the word “gold” in it, FOMO money will flow into it?
- With the global push for #electrification and infrastructure development, how is the global supply chain for #copper coping, what challenges are anticipated and what his 1-3 year investment thesis?
- Are we in a #commodity super cycle?
- What #WarrenBuffet's cash pile signals
- How #Doomberg is positioning and what assets he doesnt like
- plus more
This interview with DOOMBERG was recorded on 5/9/2024.
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Absolutely.