CapitalCosm, Released on 7/9/26 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.
Macro Voices, Released on 6/25/26 (Recorded on 6/24/26) MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI’s mounting demands on energy markets. Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in […]
Natural Resource Stocks, Released on 6/9/26 Art Berman joins Andy Millette to break down why the Strait of Hormuz oil disruption is not just an oil inventory story, but a logistics and confidence crisis moving through the global energy system. Art explains why the market has adapted through bypass pipelines, inventory drawdowns, China demand reductions, […]
Peak Prosperity, Released on 5/29/26 I’m always searching for the theory that makes all the data fit. I’m happy to accept and reject hypotheses along the way, but it’s becoming pretty clear to me that we are under attack and that a lot of what we’re seeing right now is intentional. It’s going to be […]
Macro Voices, Released on 5/28/26 MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. Dr. Pippa Malmgren is an economist, award-winning, best-selling author, former US Presidential Advisor, advisor to tech startups, and […]
In it to Win it, Released on 5/27/26 (Recorded on 5/26/26) 00:00 Strategic Petroleum Reserves Explained 08:58 Will Countries Refill Oil Reserves Soon 10:27 Why Oil Prices Failed To Explode Higher 13:15 Trump Pressure And Oil Market Volatility 16:00 Energy Opportunities In A Multipolar World 17:59 Helium Supply Disruptions And Commodity Cycles 21:22 Why Rig […]
Metals and Miners, Released on 5/25/26 Dr. Nomi Prins (former Goldman Sachs partner & founder of Prinsights Global) returns to the Metals and Miners pod on 5/22 to deliver her clearest analysis yet on the current market setup, rising yields, exploding debt, energy security, and massive opportunities in uranium, gold, silver, copper, and critical metals.With […]
Peak Prosperity, Released on 5/13/26 The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage. Christopher Martenson is a former American biochemical scientist. Currently he is […]
