In this conversation, Doomberg provides a comprehensive analysis of the current state of global financial markets, focusing on commodities, energy, and geopolitical influences. He discusses the oversupply in energy markets, the implications of geopolitical events on oil prices, and the future of rare earths and other commodities. Doomberg emphasizes the cyclical nature of commodities, the importance of understanding market dynamics, and the long-term trends affecting various sectors.
Doomber Substack: https://newsletter.doomberg.com/
🗓️ Recording date: October 9, 2025
📖 Chapters
0:00 - Intro
1:34 - Financial Markets Overview
2:59 - AI and Stock Market Bubble
4:06 - Gold and Geopolitical Risks
5:05 - Other Asset Class Bubbles
6:02 - Oil Market and Ukrainian Drone Strikes
7:29 - Rare Earths and Geopolitical Games
8:57 - Copper and AI-Driven Demand
9:47 - Uranium Shortages and Market Dynamics
11:29 - Silver as an Industrial Metal
12:47 - Platinum Group Metals (PGMs) Outlook
13:41 - Natural Gas Long-Term Perspective
15:54 - Most Undersupplied Commodity
16:38 - Food Commodities (Cocoa, Coffee, Sugar)
18:20 - Closing Remarks
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