I recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country.

It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President.

Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up.

Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broader macro and geopolitical landscape. And, as usual, he does not pull any punches in his well-reasoned views.

We discuss the rise of populism and the long-term outlook for energy supply and demand. In particular, how the additive energy requirements of AI might counterintuitively lead to much lower oil prices. It’s all to do with the unique economics of US shale and AI’s enormous demand for US natural gas.

Doomberg also offers a no-holds-barred view of the outlook for post-Ukraine war Europe, including the need for political realignment and an explanation of why sanctions fail.

Whatever you think of his views, it is hard to fault the reasoning of his logic, but of course, none of what you hear is advice of any kind and is only for your information and entertainment. As always, you should take personal financial advice prior to investing a penny of your money into these crazy markets.

And with that, please enjoy my conversation with the green chicken, Doomberg.

Brought to you by Progressive Equity.

I recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country.

It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President.

Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up.

Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broader macro and geopolitical landscape. And, as usual, he does not pull any punches in his well-reasoned views.

We discuss the rise of populism and the long-term outlook for energy supply and demand. In particular, how the additive energy requirements of AI might counterintuitively lead to much lower oil prices. It’s all to do with the unique economics of US shale and AI’s enormous demand for US natural gas.

Doomberg also offers a no-holds-barred view of the outlook for post-Ukraine war Europe, including the need for political realignment and an explanation of why sanctions fail.

Whatever you think of his views, it is hard to fault the reasoning of his logic, but of course, none of what you hear is advice of any kind and is only for your information and entertainment. As always, you should take personal financial advice prior to investing a penny of your money into these crazy markets.

And with that, please enjoy my conversation with the green chicken, Doomberg.

Brought to you by Progressive Equity.

Joe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin rabbit hole.

After Joe exited the company that bought his sporting odds business last year, a friend invited him on a weekend away. Each guest had to prepare a short talk to lead a discussion on a topic of their choice. Joe chose Bitcoin; it was his passion and his specialist subject.

However, it's a big subject and he didn’t know where to start. So, assuming no prior knowledge, he told a story explaining why Bitcoin exists and what it fixes. He called his presentation, “What’s the Problem?," and Bitcoin was deliberately not mentioned until the last slide.

The success of his pitch encouraged him to make a video, and earlier this year, Joe launched What’s The Problem? on YouTube and X.

The film tells the story of two identical countries with perfect economies and perfect money, save for the existence of a big red button only for use in case of emergency in the country run by Fiatello.

For the avoidance of doubt, the big red button equates to a central bank and today’s monetary policy. In so doing, Joe explains the wide range of common societal problems that stem from fiat money. These include loss of trust, obesity, family breakdowns, addiction, wealth inequality, and, of course, inflation.

Joe leads his audience to the door of the Bitcoin rabbit hole. He wants to spread the word because, as he sees it, Bitcoin is inevitable; everyone will find it in their own time, but eventually everyone will get drawn in, and they will own it at their own price.

Joe is a Bitcoin Maximalist who points to the launch of Bitcoin ETFs and the US Strategic Bitcoin Reserve as evidence that there is no stopping this train.

Of course, he could be wrong, and as always, what you are about to hear is not investment or any other type of advice. It is for your critical evaluation and is only for your information and entertainment. Always do your own research and take professional advice tailored to your own requirements before investing a penny of your money in these crazy markets.

And with that, please enjoy my conversation with the maverick, Joe Bryan.

Brought to you by Progressive Equity.