Doomberg has a simple mantra: “Energy is life.” And in this conversation, they explain why ignoring it is the single biggest mistake most investors make.

Take oil…

For years, analysts warned about “peak cheap oil.” Doomberg flips that on its head:

“Peak cheap oil is a myth. There’s an enormous amount underground. The constraint today isn’t geology – it’s politics.”

They point to natural gas already displacing diesel in China’s trucking fleet and U.S. shale drowning global markets in cheap ethane. These shifts, they argue, help explain why oil prices stay lower than most expect, even through geopolitical crises.

But energy supply isn’t the only blind spot. Doomberg also warns that Treasuries are no longer “neutral” after the freezing of Russian reserves – a precedent that accelerates what they call de-treasurization. Central banks, they argue, are quietly tilting toward gold and BRICS-aligned alternatives.

On renewables, they don’t hold back either. Wind and solar, Doomberg says, can actually destabilize grids once they pass dispatchable sources (a problem already showing up in France and China).

And when it comes to portfolios? Doomberg practices what they preach: no individual stocks, but hard assets, collectibles, and private “sweat alpha” deals where execution can bend the odds.

Their closing warning: the danger isn’t scarcity. It’s what happens when markets and policymakers ignore the physics of energy…

And the fragility of confidence that underpins the system.

At WorthNet, we aim to share wide-ranging commentary from voices like Doomberg’s – perspectives that challenge conventional thinking, spotlight emerging opportunities, and acknowledge the risks that come with them.

But strong opinions are only one part of a bigger picture. The real challenge is deciding which ideas fit your own goals, risk profile, and time horizon – and which don’t. That’s where working with an adviser might help, crafting a plan tailored to your circumstances and managing the execution alongside you.

If that sounds valuable, get connected now with one of WorthNet’s carefully selected partner advisers.