Adam Taggart | Thoughtful Money, Released on 7/8/25

In today’s discussion we look at the all-important energy market. Remember, without energy, there is no economy. As we look to the future, where are global energy trends headed? How are the policies of the new Trump administration likely to impact these trends? And where are the best opportunities for investors likely to lie?

0:00 – Significant Energy Trends of 2025
4:32 – Oil Price Equilibrium and Risk Premium
9:48 – Natural Gas as an Oil Substitute
15:02 – Natural Gas and AI Energy Demands
20:37 – Nuclear vs. Natural Gas Solutions
25:07 – China’s Energy Advantage and U.S. Response
29:30 – China’s Energy Supply Chain
37:36 – Impact of Trump’s Energy Policies
41:24 – Trump’s Policies and National Prosperity
47:58 – Rebuilding the U.S. Energy Grid
49:48 – Investment Opportunities in Energy
54:10 – Arbitrage Opportunities Over Time
55:19 – Canada’s Energy Reforms Post-Election
1:04:02 – Data Centers in Cold Regions
1:10:13 – Closing and Resources

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.

Adam Taggart is the Founder of  Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  china, doomberg, energy, natural gas