Liberty and Finance, Released on 11/12/24

In this conversation, Elijah Johnson speaks with Doomberg, a prominent financial contributor on Substack, discussing the implications of Donald Trump’s recent election victory on various sectors. Doomberg explains how Trump’s win signals a shift in political power, with mainstream media and the climate change agenda losing their influence, particularly as many in the industry privately question the climate change narrative. They discuss the potential impacts on the energy sector, highlighting how Trump’s administration could boost oil, natural gas, and nuclear energy, while undermining the ESG (Environmental, Social, and Governance) movement. They also explore the future of inflation, with Doomberg forecasting a mix of inflationary and deflationary pressures under the new administration, noting that Trump’s pro-manufacturing policies could lead to inflationary forces, particularly through tariffs and a potential reshoring of jobs. The discussion touches on the broader geopolitical landscape, suggesting that peace efforts could reduce energy price volatility, with oil potentially trending downward despite geopolitical tensions.

0:00 Intro
1:20 Climate Change narrative
6:40 Nuclear energy vs natural gas
11:40 Uranium
13:40 War or peace?
18:00 Inflation under Trump
20:55 Gold update
24:05 Farmland
25:38 Markets under Trump
28:00 Doomberg
28:34 Weekly specials

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.

  doomberg, energy, inflation, investing, uranium