The David Lin Report, Released on 8/12/23
Doomberg explains the recent surge of energy prices, the outlook for gasoline and diesel, and their effects on inflation overall.
0:00 – Intro
1:30 – Energy ‘hotspots’
3:50 – Gasoline and diesel
6:30 – Inflation outlook
9:40 – Strategic Petroleum Reserve
11:40 – Credit event?
13:10 – China’s economy
19:33 – Base metals
22:40 – News events to watch
22:30 – BRICS currency
25:15 – Fitch U.S. credit downgrade
29:20 – Doomberg substack
Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems. Doomberg on Substack: https://doomberg.substack.com.