What happens when political ambition trumps economic reality? Doomberg lays it bare. In this episode, Doomberg returns to unpack the dangerous disconnect between Washington\u2019s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump\u2019s tariff threats to the fragility of global auto supply chains, we explore why the U.S. 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 \u2014 you don\u2019t want to miss this one.<\/p>\n
Chapters:<\/p>\n
00:00 \u2013 Introduction: Supply Chains, Tariffs, and Recession Risk
\n04:00 \u2013 Trump\u2019s Strategy: Diagnosis vs. Execution
\n08:00 \u2013 Six Reasons Auto Tariffs Will Backfire
\n13:30 \u2013 EVs, China, and the Renewable Illusion
\n17:00 \u2013 Energy Politics: North America, Europe, and Asia Compared
\n22:00 \u2013 Reserves, Regulation, and the Bankability Crisis
\n27:30 \u2013 Capital Cycle vs. Political Cycle: The Core Mismatch
\n32:00 \u2013 Resource Riches and the Western Hemisphere Opportunity
\n39:00 \u2013 Natural Gas: Oversupplied, Undervalued, Unstoppable
\n44:30 \u2013 Energy Market Behavior: Spikes, Gluts, and Investor Strategy
\n49:00 \u2013 Why Projects Get Built Under Republicans, Profits Under Democrats
\n53:00 \u2013 Tariffs or Chaos? The Trump\u2013Carney\u2013Canada Connection
\n58:00 \u2013 Europe’s Military Fantasy Meets Energy Reality
\n1:03:00 \u2013 War Fatigue, NATO, and the Illusion of Global Reach
\n1:09:00 \u2013 Final Thoughts: Diplomacy, Decline, and the Danger of Delusion<\/p>\n
#RecessionWatch, #EVRevolution, #TradeWar, #EnergyPolicy, #BYDvsTesla, #SupplyChainDisruption, #MadeInAmerica, #IndustrialPolicy, #GeopoliticalRisk, #CapitalMarkets<\/p>\n","protected":false},"excerpt":{"rendered":"
What happens when political ambition trumps economic reality? Doomberg lays it bare.nnIn this episode, Doomberg returns to unpack the dangerous disconnect between Washington\u2019s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump\u2019s tariff threats to the fragility of global auto supply chains, we explore why the U.S. 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 \u2014 you don\u2019t want to miss this one.nnChapters:nn00:00 \u2013 Introduction: Supply Chains, Tariffs, and Recession Risknn04:00 \u2013 Trump\u2019s Strategy: Diagnosis vs. Executionnn08:00 \u2013 Six Reasons Auto Tariffs Will Backfirenn13:30 \u2013 EVs, China, and the Renewable Illusionnn17:00 \u2013 Energy Politics: North America, Europe, and Asia Comparednn22:00 \u2013 Reserves, Regulation, and the Bankability Crisisnn27:30 \u2013 Capital Cycle vs. Political Cycle: The Core Mismatchnn32:00 \u2013 Resource Riches and the Western Hemisphere Opportunitynn39:00 \u2013 Natural Gas: Oversupplied, Undervalued, Unstoppablenn44:30 \u2013 Energy Market Behavior: Spikes, Gluts, and Investor Strategynn49:00 \u2013 Why Projects Get Built Under Republicans, Profits Under Democratsnn53:00 \u2013 Tariffs or Chaos? The Trump\u2013Carney\u2013Canada Connectionnn58:00 \u2013 Europe’s Military Fantasy Meets Energy Realitynn1:03:00 \u2013 War Fatigue, NATO, and the Illusion of Global Reachnn1:09:00 \u2013 Final Thoughts: Diplomacy, Decline, and the Danger of Delusionn<\/p>\n
n#RecessionWatch, #EVRevolution, #TradeWar, #EnergyPolicy, #BYDvsTesla, #SupplyChainDisruption, #MadeInAmerica, #IndustrialPolicy, #GeopoliticalRisk, #CapitalMarkets<\/p>\n","protected":false},"author":1,"featured_media":1221,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1220"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1220"}],"version-history":[{"count":1,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1220\/revisions"}],"predecessor-version":[{"id":1261,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1220\/revisions\/1261"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1221"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}