Metals and Miners, Released on 5/19/25

Join Gary Bohm on the Metals and Miners podcast as he interviews Doomberg, the razor-sharp voice behind doomberg.substack.com, for an unfiltered deep dive into global markets, energy, and geopolitics. In this episode, we explore the surging energy demand driven by AI, the strategic importance of uranium, and unprecedented gold inflows into the US economy. Doomberg also unpacks President Trump’s recent Saudi Arabia visit, the US-China trade war, and China’s dominance in metal supply chains. Are energy stocks on the verge of a new bull cycle? What does the future hold for human value in an AI-driven world? Don’t miss this insightful conversation!

00:00 Introduction to Markets and Geopolitics
01:28 Trump’s Visit to Saudi Arabia: Energy and Mining Implications
10:03 US-China Trade War: Potential Outcomes
15:49 Energy Stocks: A New Cycle of Outperformance?
18:27 AI’s Impact on Energy Demand
25:29 Uranium: A Strategic Asset in Energy Transition
27:53 Gold Inflows: Implications for the US Economy
30:24 China’s Strategic Moves in Metal Supply Chains
34:44 Conclusion and Key Takeaways

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.

  AI, doomberg, economy, energy, geopolitics, gold