Real Vision, Released on 5/7/24

Doomberg, the pseudonymous author of the Doomberg Substack newsletter, joins Ash Bennington to discuss what recent inflation data means for the commodities sector, how geopolitical tensions in the Middle East impact energy markets, and China’s plans to take over the semiconductor industry.

00:00 – Intro
00:50 – Outlook On The Energy Sector
03:50 – Positioning in Energy
10:10 – The U.S. Strategic Petroleum Reserve
21:20 – Inflation’s Impact On Commodities
26:40 – Innovations In The Energy Sector
29:25 – Will U.S. Spending Drive The Market For Hard Assets
30:27 – Refinders
32:22 – What To Watch Out For

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.

  commodities, doomberg, energy, inflation, investing, oil