Liberty and Finance, Released on 4/22/25
Doomberg argues that the U.S. is already in a recession, with multiple economic indicators pointing to a slowdown. He highlights the challenges facing the Trump administration, including internal pushback and flawed trade strategies, which are compounded by a Federal Reserve that appears misaligned with its goals. Ongoing supply chain disruptions, reminiscent of the COVID era, continue to destabilize markets, while rising gold prices suggest a shift in the broader monetary environment. Despite current stability in energy markets, Doomberg warns that geopolitical tensions could rapidly alter the landscape. He advises investors to avoid short-term panic selling, instead focusing on long-term strategies and maintaining a balanced portfolio to weather ongoing uncertainty.
0:00 Intro
1:45 Recession
6:00 Disruption of Trump administration
10:46 Trump & the Fed
13:34 Supply chain issues
17:25 Gold & the stock market
19:45 Monetary realignment
24:00 Energy cost
30:40 Protecting savings
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.