This Week In Doom

This Week In Doom – #13: Train Crash Journalism

In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh’s article about the destruction of the Nord Stream Pipeline. As always, […] This content is only available for active subscribers. Subscribe

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This Week In Doom – #12: Heat Pumps & B-REIT Dumps!

In the latest episode of This Week In Doom, Grant & The Green Chicken begin a new year with a look at the recent deal done by Blackstone’s B-REIT with The University of California – a deal which, as The Chicken points out, looks suspiciously like somebody needed someone to do something fast. The only problem comes in figuring out who the somebody is, who the someone might be and what the hell the something was all about.

In the wake of the new Bernie Madoff documentary on Netflix, we ponder how far the SEC has come in restoring its reputation (hint: even a chicken can fly that kind of distance) and finally, Doomie pipes up once again on yet more foolhardy policies being put in place around heat pumps as the Green lobby looks to save us all from ourselves.

This content is only available for active subscribers. Subscribe

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This Week In Doom – #11: Murray Stahl, Horizon Kinetics

In the latest episode of This Week In Doom, Grant & Doomberg welcome Murray Stahl of Horizon Kinetics for a discussion on energy and inflation (after an inevitable detour into the world of crypto in the wake of the SBF unraveling).

Murray talks about bitcoin’s place in the energy universe from the standpoint of a miner, discusses nuclear energy and offers his thoughts on the chances of a pivot by the Federal Reserve and what it would take for them to back down.

NB. (This episode was recorded in the early days of the SBF story so events have snowballed since we discussed its implications).

This content is only available for active subscribers. Subscribe

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This Week In Doom – #10: Pounds, Pipelines & Political Problems

With sterling in freefall in the wake of the Truss government’s ‘mini-budget’, Grant and The Green Chicken take a look at the implications of such a dramatic move in a major currency, place it in context alongside the recent weakness in the Japanese yen and wonder what this all means for future fiscal and monetary policy decisions.

Also, with this week’s sabotage of the Nord Stream pipelines, we ponder how this enemy action (though whose enemy is still uncertain) will complicate the already fragile energy situation as Europe heads towards what will undoubtedly be a winter of discontent. Throw in the Italian election results and there’s no shortage of topics into which teeth (and beaks) can be sunk.

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #9: What’s Next For Europe? (Panel)

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU’s creaking energy policy, the effects of sanctions against Russia in the wake of the invasion of Ukraine and what it all means for the future of Europe.

In a two-hour debate filled with insightful analysis, respectful disagreement and thoughtful perspective, we explored multiple facets of the current situation, picked apart the potential outcomes and tried to handicap the likely paths that may be taken from here.

Finally, as the discussion turned to Germany’s role in how this all plays out, we welcomed Sir Steven who gave us the benefit of his near-30 years experience building and operating businesses in Germany.

Listen Now »

This Week In Doom – #8: The Chicken Brings The Heat

In the latest episode of This Week in Doom, The Green Chicken brings the heat as we discuss two of the Doomberg team’s recent pieces: Malthusian Malarkey and Storm Chasers.

In Malthusian Malarkey, the team took aim at the anti-nuclear lobby – explaining why attempts to shutter the nuclear industry are nothing more than an extension of the techno-pessimistic thinking of Thomas Malthus and are designed to pursue a policy of depopulation while, in Storm Chasers, the recent sanctions agains Tornado Cash were explained and then picked apart.

Needless to say, with both climate change and cryptocurrencies in the Doomberg crosshairs, controversy inevitably followed.

This was undoubtedly one of my favourite conversations of 2022.

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #7: Kentucky Fired Chicken!

The latest episode of This Week In Doom is a masterclass from a very fired up Green Chicken as he takes us through some of the Doomberg team’s recent pieces, fleshing out some of the fascinating topics about which they’ve written in the last month.

Energy (of course) features heavily as do politics, geopolitics and the Russian ruble.

There’s always plenty about which to talk in today’s climate, but the Green Chicken does a wonderful job of analyzing, criticizing and explaining some of the many complex situations the team has taken on recently in their thought-provoking work.

Excellent stuff!

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #6: Bennett Tomlin & George Noble

On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a $60 billion meltdown.

Joining us are two high profile critics of the crypto space, Bennett Tomlin and George Noble.

Bennett and his co-host Cas Piancey have been at the forefront of thoughtful criticism of the cryptoverse with their excellent podcast, Crypto Critics Corner, while George has taken the bit between his teeth on behalf of Wall Street and become an Establishment lightning rod determined to force regulators into action.

As always, the subject leads to raised voices and inflamed passions but… would you want it any other way?

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #5: Dr. Chris Keefer

Our guest on this edition of This Week In Doom is Dr. Chris Keefer, president of Canadians For Nuclear Energy and the host of the excellent Decouple podcast.

In an age of heightened interest in solutions to a burgeoning energy crisis, Chris’ work in the field of nuclear energy is a wonderful resource for anybody looking to understand one of the greenest of green alternatives.

Chris examines the problems facing nuclear energy as it seeks to gain wider adoption among a nervous public, dispels the myth of nuclear waste and offers his thoughts on where the industry goes from here, how it could improve its public image and the positive signs he’s seeing that there may finally be change in the air.

A truly fascinating, eye-opening conversation.

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #4: Trevor Hall

In the latest episode of the This Week In Doom, Trevor Hall, the host of The Mining Stock Daily Podcast and publisher of the MSD Extra Substack joins us as our quest to help up-and-coming content providers build their audiences continues – this time, showcasing the resource sector.

Trevor highlights some of the recent moves in the commodity space, with a keen focus on the shifting attitudes towards commodities in general after multiple decades in the doldrums for a sector that is now proving its essential nature to the global economy.

In addition to sharing the journey that led him to found Mining Stock Daily, Trevor offers his thoughts on some of his preferred junior mining names in the precious metals sector as focus shifts to gold and silver with inflation soaring…

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #3: Kyla Scanlon

In the latest episode of the This Week In Doom, Doomberg and I are joined by Kyla Scanlon, whose highly original content has taken FinTwit by storm in recent months.

In a hugely engaging conversation, we explore Kyla’s background, her approach to content creation and her desire to help educate a generation which has grown up in the most dislocated, dysfunctional markets in living memory.

We also discuss my recent podcast conversation with Luke Gromen and the enormous implications of the recent sanctions against Russia’s central bank as well as the recent Doomberg piece about the coming economic singularity.

Something for everyone in this episode so dive right in…

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #2: Rory Johnston

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston, whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.

In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.

From pipelines to politics ,Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under-followed analysts and content creators to a broader (and deserved) audience…

This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom

This Week In Doom – #13: Train Crash Journalism

In the latest episode of This Week in Doom, The Green Chicken discusses a couple of recent pieces the Doomberg team published which have attracted a significant level of attention. One covers the recent train derailment in East Palestine, OH, the other Seymour Hersh’s article about the destruction of the Nord Stream Pipeline. As always, […] This content is only available for active subscribers. Subscribe

Listen Now »

This Week In Doom – #12: Heat Pumps & B-REIT Dumps!

In the latest episode of This Week In Doom, Grant & The Green Chicken begin a new year with a look at the recent deal done by Blackstone’s B-REIT with The University of California – a deal which, as The Chicken points out, looks suspiciously like somebody needed someone to do something fast. The only problem comes in figuring out who the somebody is, who the someone might be and what the hell the something was all about.

In the wake of the new Bernie Madoff documentary on Netflix, we ponder how far the SEC has come in restoring its reputation (hint: even a chicken can fly that kind of distance) and finally, Doomie pipes up once again on yet more foolhardy policies being put in place around heat pumps as the Green lobby looks to save us all from ourselves.

Listen Now »

This Week In Doom – #11: Murray Stahl, Horizon Kinetics

In the latest episode of This Week In Doom, Grant & Doomberg welcome Murray Stahl of Horizon Kinetics for a discussion on energy and inflation (after an inevitable detour into the world of crypto in the wake of the SBF unraveling).

Murray talks about bitcoin’s place in the energy universe from the standpoint of a miner, discusses nuclear energy and offers his thoughts on the chances of a pivot by the Federal Reserve and what it would take for them to back down.

NB. (This episode was recorded in the early days of the SBF story so events have snowballed since we discussed its implications).

Listen Now »

This Week In Doom – #10: Pounds, Pipelines & Political Problems

With sterling in freefall in the wake of the Truss government’s ‘mini-budget’, Grant and The Green Chicken take a look at the implications of such a dramatic move in a major currency, place it in context alongside the recent weakness in the Japanese yen and wonder what this all means for future fiscal and monetary policy decisions.

Also, with this week’s sabotage of the Nord Stream pipelines, we ponder how this enemy action (though whose enemy is still uncertain) will complicate the already fragile energy situation as Europe heads towards what will undoubtedly be a winter of discontent. Throw in the Italian election results and there’s no shortage of topics into which teeth (and beaks) can be sunk.

Listen Now »

This Week In Doom – #9: What’s Next For Europe? (Panel)

In this special edition of This Week In Doom, Grant and The Green Chicken are joined by Luke Gromen of Forest For The Trees LLC, Marko Papic of Clocktower Group and special guest Sir Steven Wilkinson, author of The Pitchfork Papers, for a discussion on the EU’s creaking energy policy, the effects of sanctions against Russia in the wake of the invasion of Ukraine and what it all means for the future of Europe.

In a two-hour debate filled with insightful analysis, respectful disagreement and thoughtful perspective, we explored multiple facets of the current situation, picked apart the potential outcomes and tried to handicap the likely paths that may be taken from here.

Finally, as the discussion turned to Germany’s role in how this all plays out, we welcomed Sir Steven who gave us the benefit of his near-30 years experience building and operating businesses in Germany.

Listen Now »

This Week In Doom – #8: The Chicken Brings The Heat

In the latest episode of This Week in Doom, The Green Chicken brings the heat as we discuss two of the Doomberg team’s recent pieces: Malthusian Malarkey and Storm Chasers.

In Malthusian Malarkey, the team took aim at the anti-nuclear lobby – explaining why attempts to shutter the nuclear industry are nothing more than an extension of the techno-pessimistic thinking of Thomas Malthus and are designed to pursue a policy of depopulation while, in Storm Chasers, the recent sanctions agains Tornado Cash were explained and then picked apart.

Needless to say, with both climate change and cryptocurrencies in the Doomberg crosshairs, controversy inevitably followed.

This was undoubtedly one of my favourite conversations of 2022.

Listen Now »

This Week In Doom – #7: Kentucky Fired Chicken!

The latest episode of This Week In Doom is a masterclass from a very fired up Green Chicken as he takes us through some of the Doomberg team’s recent pieces, fleshing out some of the fascinating topics about which they’ve written in the last month.

Energy (of course) features heavily as do politics, geopolitics and the Russian ruble.

There’s always plenty about which to talk in today’s climate, but the Green Chicken does a wonderful job of analyzing, criticizing and explaining some of the many complex situations the team has taken on recently in their thought-provoking work.

Excellent stuff!

Listen Now »

This Week In Doom – #6: Bennett Tomlin & George Noble

On the sixth episode of This Week In Doom, Doomberg and I turn our attention to the world of cryptocurrencies — or rather, stablecoins — in the wake of the recent collapse of Terra/Luna and the astonishing spectacle of a $60 billion meltdown.

Joining us are two high profile critics of the crypto space, Bennett Tomlin and George Noble.

Bennett and his co-host Cas Piancey have been at the forefront of thoughtful criticism of the cryptoverse with their excellent podcast, Crypto Critics Corner, while George has taken the bit between his teeth on behalf of Wall Street and become an Establishment lightning rod determined to force regulators into action.

As always, the subject leads to raised voices and inflamed passions but… would you want it any other way?

Listen Now »

This Week In Doom – #5: Dr. Chris Keefer

Our guest on this edition of This Week In Doom is Dr. Chris Keefer, president of Canadians For Nuclear Energy and the host of the excellent Decouple podcast.

In an age of heightened interest in solutions to a burgeoning energy crisis, Chris’ work in the field of nuclear energy is a wonderful resource for anybody looking to understand one of the greenest of green alternatives.

Chris examines the problems facing nuclear energy as it seeks to gain wider adoption among a nervous public, dispels the myth of nuclear waste and offers his thoughts on where the industry goes from here, how it could improve its public image and the positive signs he’s seeing that there may finally be change in the air.

A truly fascinating, eye-opening conversation.

Listen Now »

This Week In Doom – #4: Trevor Hall

In the latest episode of the This Week In Doom, Trevor Hall, the host of The Mining Stock Daily Podcast and publisher of the MSD Extra Substack joins us as our quest to help up-and-coming content providers build their audiences continues – this time, showcasing the resource sector.

Trevor highlights some of the recent moves in the commodity space, with a keen focus on the shifting attitudes towards commodities in general after multiple decades in the doldrums for a sector that is now proving its essential nature to the global economy.

In addition to sharing the journey that led him to found Mining Stock Daily, Trevor offers his thoughts on some of his preferred junior mining names in the precious metals sector as focus shifts to gold and silver with inflation soaring…

Listen Now »

This Week In Doom – #3: Kyla Scanlon

In the latest episode of the This Week In Doom, Doomberg and I are joined by Kyla Scanlon, whose highly original content has taken FinTwit by storm in recent months.

In a hugely engaging conversation, we explore Kyla’s background, her approach to content creation and her desire to help educate a generation which has grown up in the most dislocated, dysfunctional markets in living memory.

We also discuss my recent podcast conversation with Luke Gromen and the enormous implications of the recent sanctions against Russia’s central bank as well as the recent Doomberg piece about the coming economic singularity.

Something for everyone in this episode so dive right in…

Listen Now »

This Week In Doom – #2: Rory Johnston

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston, whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.

In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.

From pipelines to politics ,Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under-followed analysts and content creators to a broader (and deserved) audience…

Listen Now »