What if every move the West makes in Ukraine, the Middle East, and beyond is actually making things worse? In this episode of Raise Your Average, Pierre Daillie and Mike Philbrick sit down with Doomberg for one of the most unsettling and clarifying conversations they have had on the show. Doomberg connects the dots between Europe's diesel and natural gas crises, the war in Iran, China's quiet rare earth strategy, and a case for why the post-World War II global architecture may have already collapsed.
Doomberg brings the same razor-sharp, premise-first thinking that has made his Substack one of the most widely read in finance, and applies it to the questions most analysts are afraid to ask out loud. From Taiwan's indefensible energy position to the growing missile production gap between NATO and the Russia-China-Iran-North Korea axis, this episode is a masterclass in second and third-order geopolitical thinking. If you manage money, advise clients, or simply want to understand the world as it actually is rather than as you have been told it is, this one is essential listening.
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