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### Profiting from "The West Went Green. The East Went Gold" Themes
The podcast transcript featuring Doomberg highlights a geopolitical and economic divide: the West's emphasis on green energy has led to vulnerabilities (e.g., Europe's energy dependency and grid instability), while the East (e.g., BRICS nations like China, Russia, and India) focuses on gold accumulation, energy self-sufficiency, and resource control. This creates opportunities in gold as a neutral reserve asset, U.S.-led energy dominance in the Western Hemisphere, and sectors like natural gas (boosted by AI demand) and nuclear power. Doomberg predicts U.S. moves to secure resources in the Americas, bearish short-term oil but bullish natural gas, and gold's role in de-dollarization.
Based on these insights, here are actionable strategies to profit. These are high-level suggestions—always consult a financial advisor, as markets involve risk. Focus on long-term holds given Doomberg's emphasis on building assets during favorable administrations (e.g., Republican-led permitting). I've drawn from current market data and analyses for specificity.
#### 1.
Capitalize on Gold as the East's Neutral Reserve Asset
Doomberg argues gold is re-emerging as a settlement tool for BRICS trade imbalances, driven by de-dollarization and physics favoring stability. BRICS nations are advancing gold-backed systems (e.g., the "Unit" proposal, 40% gold-backed) and exchanges like Shanghai's, potentially repricing gold higher. Central banks (especially BRICS) are buying record volumes, tightening supply and supporting prices around $4,000/oz (consolidating post-all-time highs).
Best Ways to Profit:
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Physical Gold or ETFs: Buy for debasement hedge. ETFs like SPDR Gold Shares (GLD) or iShares Gold Trust (IAU) offer liquidity.
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Gold Miners: For leveraged exposure to price rises. ETFs like VanEck Gold Miners ETF (GDX) or stocks like Newmont (NEM).
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BRICS-Focused Plays: Invest in miners with exposure to BRICS regions (e.g., Russian or Chinese assets, but watch sanctions). The BRICS Precious Metals Exchange could boost demand.
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Forecast Insight: Analysts see gold hitting $4,500–$5,000 by end-2025 due to reserve shifts and geopolitical stress.
| Investment Type | Examples | Rationale | Potential Upside |
| --- | --- | --- | --- |
| Physical/ETFs | GLD, IAU, physical bars | Direct exposure to gold as reserve asset; low volatility | 10–20% annual gains on debasement |
| Miners/ETFs | GDX, Barrick Gold (GOLD) | Leveraged to price; BRICS buying reduces supply | 20–40% if gold reprices |
| Advanced | Gold futures/options | Speculative on BRICS "Unit" or Shanghai trades | High, but volatile |
Monitor gold-oil ratio (as Doomberg suggests) for signals—currently favoring gold amid energy abundance.
#### 2.
Bet on U.S. Energy Dominance and Natural Gas for AI
The West's green push (e.g., intermittent renewables) has failed Europe, per Doomberg, creating blackouts and industrial decline. The U.S., as an "energy gigapower," benefits from natural gas (dispatchable, clean) and nuclear (baseload). AI's electricity demand could spike natural gas prices, while Trump-era policies unstuck resources (e.g., pipelines, leases). Doomberg is bullish on natural gas bridges to nuclear, bearish short-term oil due to oversupply.
Best Ways to Profit:
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Natural Gas: Focus on producers and infrastructure amid AI boom (data centers need reliable power). Off-grid pods in Permian/Western Canada could surge demand.
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Nuclear Revival: No strong arguments against expansion; AI firms (e.g., OpenAI) plan reactors. Uranium demand up.
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Avoid/Avoid Shorts: European grids/utilities if deindustrialization worsens.
| Investment Type | Examples | Rationale | Potential Upside |
| --- | --- | --- | --- |
| Natural Gas Stocks/ETFs | Cheniere Energy (LNG), EQT Corp (EQT), United States Natural Gas Fund (UNG) | AI demand + U.S. exports; coproduction dynamics | 15–30% on AI growth |
| Nuclear Stocks/ETFs | Cameco (CCJ), Constellation Energy (CEG), Centrus (LEU); Sprott Uranium Miners ETF (URNM), Global X Uranium ETF (URA) | Baseload for AI; 90% capacity factor | 25–50% on reactor builds |
| Infrastructure ETFs | Energy Select Sector SPDR Fund (XLE), VanEck Oil Services ETF (OIH) | Pipelines/permitting speed-up | 10–20% on policy shifts |
Track LNG spreads vs. Brent oil for stress signals.
#### 3.
Exploit Western Hemisphere Oil/Gas Resources
Doomberg sees U.S. sphere expansion in Central/South America (e.g., Guyana, Venezuela, Argentina's Vaca Muerta) for oil/gas, plus Arctic. Cartel fights cloak resource grabs; majors like Exxon (XOM) and Chevron (CVX) dominate. Short-term oil bearish (oversupply), but long-term build immortal assets.
Best Ways to Profit:
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Majors with Americas Exposure: Focus on Guyana (Exxon), Venezuela (Chevron).
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Diversified Plays: ETFs for broad access; mineral rights for direct ownership (higher risk/reward).
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Arctic/Offshore: Emerging, watch for warming-enabled development.
[Expand Post]
| Investment Type | Examples | Rationale | Potential Upside |
| --- | --- | --- | --- |
| Oil/Gas Stocks | ExxonMobil (XOM), Chevron (CVX), ConocoPhillips (COP), APA Corp (APA) | Guyana/Venezuela plays; U.S. dominance | 15–25% on resource unlocks |
| ETFs/Funds | United States Oil Fund (USO), iShares U.S. Oil & Gas Exploration ETF (IEO) | Broad exposure to hemisphere supply | 10–20% long-term |
| Advanced | Mineral rights/royalties, futures | Direct resource bets (e.g., Texas royalties) | High, but illiquid |
#### Risk Management and Overall Portfolio
- Allocation: 30% gold (hedge), 40% U.S. energy (growth), 20% Western oil/gas (geopolitical), 10% cash for dips.
- Risks: Geopolitical chaos (e.g., Middle East flares), policy reversals, or oil crashes. Doomberg notes energy explains most variance—monitor it.
- Timing: Enter now; Republican admin favors building. Use pair trades (e.g., gold vs. oil) for hedges.
- Further Reading: Follow Doomberg's Substack or X interviews for updates (e.g., on EU dismantlement or energy wars).
This positions you to benefit from East's gold strength and West's energy pivots while avoiding green pitfalls.