Expat Phyles
I ran into the man behind the now-famous Green Chicken known as Doomberg [https://newsletter.doomberg.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile] - the #1 editorial newsletter on energy markets on Substack. To subscribe to Doomberg, the #1 newsletter on Substack, go here [https://newsletter.doomberg.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile] In this podcast, I talk to the Green Chicken about: * The Four Laws of Energy * Why the "arc" of energy demand is "forever up and to the right" * Why conservation in places like Europe and North America will do exactly nothing to decrease the use of hydrocarbons (or coal) anywhere else * The companies whose tech is so miraculous "indistinguishable from magic" * The farce of peak oil... peak cheap oil... and why oil companies are "giant deflationary machines" * What price inelasticity means for oil markets * How you know oil I the cheapest it's ever been and the "currency" you should measure in (instead of fiat dollars) if you want the whole truth * "Doomberg's Postulate" and how it affects your life * The true "Gating Function" of carbon emissions * The nightmare of my power situation in Puerto Rico (pretty sure the power company has me in the crosshairs) * The real value of energy is much higher than we all pay for it (if you disagree, wait till you don't have it and then decide how much you'd pay!) * Why politics will be swept aside in the event of a true energy crisis * The "Bridge" fuel to nuclear is going to cause this hydrocarbon to soar * AI will be the big beneficiary of this cheap resource * Why AI data center builders will head to where there's access to cheap energy * Some good news about Chinese pollution * Doomberg describes the "magical process" of LNG * The Green Chicken makes a distinction between pollution and climate * What 14 of the world's largest banks decided recently in The Rainbow Room at Rockefeller Center - and why it matters * The historical moment in energy markets that finally happened - and why it took so long * The single biggest "canard" regarding nuclear power * Fusion energy and the two fake problems it solves * Why SMRs are also an expensive distraction - and the limited situations in which they make sense * Whatever you think of the "climate crisis" * The great George Gilder... his classic book, Wealth and Poverty... and the clearest definition of the real modern crisis. * Closing thoughts from Doomberg: Don't "short" the human endeavor I created The Expat Phyles to show you the world of options that exist outside your home country. Today, it's more important than ever to move some of your wealth - and maybe even your family - offshore because your #1 risk right now is the political risk from your home government. Go here to book a FREE 15-minute call and find out how easy it is to get started living the Expat Adventure. [https://calendly.com/expatphyles/expat-phyles-consult-call] "I work with you one-on-one to design and execute a plan to legally offshore and protect your investments, reduce your tax bill, diversify your wealth and make you a global citizen so you can enjoy greater freedom and opportunity." - Tain Nix
51 episodios
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