What happens to reserve assets when you’re not allowed to sell them? Doomberg argues that U.S. pressure on allies to hold their Treasuries changes the math for central banks, and that in a crisis “you sell what you can sell, not what you want to sell.” That explains gold’s short-term weakness since February 28th, but in the long run he sees it as wildly bullish for gold and Bitcoin as neutral reserve assets. He also shares why younger, hyper-online generations are more likely to choose Bitcoin.
Chapters:
00:00 Doomberg on the Fed, Kevin Warsh and the Midterm Elections
01:21 Will Trump Restart the War in Iran After the Midterms?
03:11 Houthi Refinery Strikes, $110 Brent and Prices at the Pump
05:03 What a Renewed U.S.–Iran Conflict Would Mean for Global Markets
09:21 Doomberg’s Bull Case: Peace Deals and a Post-Midterm Boom
11:00 How a Diesel Shortage Turns Into a Glut
13:27 Europe’s Energy Crisis, French Bonds and U.S. Treasuries
16:38 Will Germany Bail Out France? The Future of the EU
19:02 Gold vs. Bitcoin as Reserve Assets
24:54 Christine Lagarde’s Early Exit and ECB Politics
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