David Lin – YouTube, Released on 3/24/26 (Recorded on 3/23/26)

Doomberg, Head Writer of the Doomberg substack, discusses the latest updates of the Iran war and his outlook for the conflict, and its long-term impact on oil and the economy.

0:00 – Markets whiplash
3:00 – Trump’s ultimatum
8:45 – Red lines of war
11:26 – U.S. walking into China/Russia’s ‘trap’
15:44 – Impact on Russia
17:35 – How long will Iran war last?
20:55 – How to reopen Strait of Hormuz?
25:16 – Energy assets damaged
30:00 – Diesel crisis
31:45 – Investment implications
34:41 – Market moving markers

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, geopolitics, investing, oil crisis