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. 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

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