Episode Details

Every move the West makes seems to make things worse — and Doomberg explains exactly why.

Pierre Daillie and Mike Philbrick sit down with Doomberg, one of Substack's most incisive financial and energy analysts, for a wide-ranging conversation that connects diesel shortages, European energy vulnerability, the Iran war, rare earth attrition, Taiwan's fragile energy grid, and a provocative case for why World War III may have already begun in 2014. Doomberg brings his signature blend of industrial experience, geopolitical realism, and premise-first thinking to a set of questions most Western commentators won't touch: Is Russia genuinely a formidable power worthy of deference? Is China running a long game of weapons attrition through proxy wars? And what should investors be doing before these fragile dominoes begin to fall?

Chapters

1:30 — Intro: The West's wars, the energy crisis, and who came out ahead

6:30 — Welcome: Doomberg joins; diesel export ban and Ukraine strikes

9:30 — Geopolitical checkers: Every Western move makes things worse

10:30 — Trump's 1980s worldview and the myth of escalation dominance

13:30 — Inside the room: Why smart institutions make catastrophic decisions

21:30 — Guyana vs. Venezuela: How small nations navigate great-power neighbors

29:00 — Europe's twin crisis: Natural gas and diesel heading into winter

32:00 — Reading Putin: Why you should go to the source

38:00 — Ukraine as a civil war: The electoral map no one talks about

46:00 — World War III started in 2014: The end of the post-WWII architecture

53:30 — Taiwan: 12 days of natural gas, 98% hydrocarbon imports, indefensible

1:06:00 — China's rare earth strategy and the war of attrition thesis

1:13:00 — Missile production gaps and the arithmetic of Western defense

1:21:00 — While the West postures, Russia and China are quietly winning

1:27:00 — The Western Hemisphere oil thesis: All You Can Eat

1:32:00 — The Doomberg book: Thinking like a sovereign person, fall 2027

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