The ROI Channel

In the latest episode of The ROI Club Podcast, I sat down with Doomberg to unpack the whirlwind of geopolitical and financial market shifts that have dominated headlines since the start of the year.

Doomberg, known for their sharp analysis, provided deep insights into energy markets, inflationary trends, and the macro forces shaping global investments.

We kicked off by discussing the potential implications of a new U.S. administration, US debt structure and global power-struggles to control energy.

Doomberg highlighted how shifting geopolitical alliances and resource control battles are setting the stage for volatility, especially in oil and gas markets. We explored why the traditional narratives around “peak oil” and the green transition may be overly simplistic and how oil and gas companies are actually giant deflationary machines.

Enjoy!

Benjamin

P.S. Love the episode? Restack with your thoughts or questions—I’d love to hear them!

00:00 - 01:40: |Intro + The US debt profile/Is The US Bankrupt?

01:40 - 05:00 | Can The US turn things around?

05:00 - 09:59 | Economic Trends

10:00 - 14:59 | Political Influences on Markets

15:00 - 20:00 | China + Russia = US Catastrophe? Defeat In Ukraine

23:25 | AI and the case for Datacentres in Texas

27:00 | Permian water For cooling

28:00 | TPL, LB, ARIS and off-grid AI

31:00 | The US can produce Oil and gas at will.. peak cheap oil is a myth

34:00 | Offshore and being long oil CAPEX

38:00 | Oil Companies are giant deflation machines

39:00 Get in touch: @doomberg.com

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Disclaimer: This publication is intended solely for documenting my personal journey with trading and investments for income and travel purposes. I am not a certified financial advisor nor am I a financial professional and none of the content provided should be construed as investment advice. It is essential to conduct your own thorough research and consult a registered financial service provider for appropriate guidance. I cannot guarantee the accuracy or completeness of the information presented. Any actions taken based on the information shared in any of my work are done at your own risk and discretion.