Doomberg: Trump, Energy Policy and Geopolitical Uncertainty

Doomberg: Trump, Energy Policy and Geopolitic...

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Dennis Mitchell When Diversification Matters - The Case for Global Real Estate

When equity markets grow concentrated and expensive, the real risk isn’t volatility — it’s failing to diversify before the cycle turns. For years, global real estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling val ...  Show more

Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era

If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle ...  Show more

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