Published on: March 2nd, 2022 • Duration: 25 minutes
Russian President Vladimir Putin is pursuing war with Ukraine amid still-rising inflationary pressures. Energy prices had already spiked due to post-pandemic supply constraints. Doomberg joins Tony Greer, founder of TG Macro and editor of The Morning Navigator, to discuss a way forward for the West amid a volatile, highly uncertain environment. The conflict in Eastern Europe has already catalyzed a re-think of energy policy in Germany; other western governments are sure to follow – if they want to avoid complete economic catastrophe. That includes the U.S., where capital is already being incentivized away from oil and gas production toward “greener” alternatives. Doomberg and Tony talk about regional and global factors impacting the present and future of energy markets as well as who’s positioned to profit and who’s positioned to lose in this rapidly shifting landscape and whether widespread nuclear power is part of it. Recorded on February 28, 2022.