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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