Doomberg: Policy Uncertainty is the New Systemic Risk

Listen on The Move

What happens when political ambition trumps economic reality? Doomberg lays it bare.

In this episode, Doomberg returns to unpack the dangerous disconnect between Washington’s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump’s tariff threats to the fragility of global auto supply chains, we explore why the U.S. [North American] economy may be hurtling toward a recession of its own making. Doomberg dives deep into America's squandered energy advantage, China's calculated rise, and how short-term politics is colliding with long-term capital planning. If you care about markets, manufacturing, or the future of Western economic resilience — you don’t want to miss this one.

Chapters:

00:00 – Introduction: Supply Chains, Tariffs, and Recession Risk
04:00 – Trump’s Strategy: Diagnosis vs. Execution
08:00 – Six Reasons Auto Tariffs Will Backfire
13:30 – EVs, China, and the Renewable Illusion
17:00 – Energy Politics: North America, Europe, and Asia Compared
22:00 – Reserves, Regulation, and the Bankability Crisis
27:30 – Capital Cycle vs. Political Cycle: The Core Mismatch
32:00 – Resource Riches and the Western Hemisphere Opportunity
39:00 – Natural Gas: Oversupplied, Undervalued, Unstoppable
44:30 – Energy Market Behavior: Spikes, Gluts, and Investor Strategy
49:00 – Why Projects Get Built Under Republicans, Profits Under Democrats
53:00 – Tariffs or Chaos? The Trump–Carney–Canada Connection
58:00 – Europe's Military Fantasy Meets Energy Reality
1:03:00 – War Fatigue, NATO, and the Illusion of Global Reach
1:09:00 – Final Thoughts: Diplomacy, Decline, and the Danger of Delusion

#RecessionWatch, #EVRevolution, #TradeWar, #EnergyPolicy, #BYDvsTesla, #SupplyChainDisruption, #MadeInAmerica, #IndustrialPolicy, #GeopoliticalRisk, #CapitalMarkets

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