In this episode Doomberg discusses the post-war energy market, the future of oil prices, copper, uranium, gold, silver, and the biggest misconceptions driving commodity investing today. Doomberg explains why he believes the long-term real price of commodities is lower, why the oil market ignored the Iran conflict, why copper bulls may be missing a crucial piece of the puzzle, and why gold remains one of the most attractive long-term assets. We also discuss China's growing influence on global energy markets, the future of uranium, AI's potential disruption of agriculture, and whether an oil crash could be coming.

🗓️ Recording date: June 18 , 2026

📖 Chapters
00:00 Intro
01:15 Iran Peace Deal and Oil Markets
04:55 Why Doomberg Thinks Oil Could Be Much Lower
07:05 How the Iran War Changed Energy Markets
09:40 Why Investors Misread the Oil Market
11:45 Commodity Narratives vs Reality
14:55 The Copper Supercycle Debate
18:05 Copper Demand, AI and Solar
19:10 Uranium, Gold and Silver Outlook
21:35 Physical Gold vs Gold Stocks
22:15 Agricultural Commodities & AI Disruption
23:30 How to Follow Doomberg