Connecting the Dots w/ Farzin Irani

Doomberg returns to Connecting the Dots, recorded the day after the US midterms. The anonymous team behind the Doomberg newsletter is known for physics-first analysis of energy, geopolitics and the financial system.In this conversation Doomberg gives his reading of the election result, why he believes the Iran war is over, and why he thinks Europe’s energy policy is driving political unrest. He also covers Russia and Ukraine, Taiwan, Brazil, gold, and AI.In this episode we cover:✅ What the blue tsunami means and why not to overreact to an American election✅ Why Doomberg believes the Iran war is over✅ Why energy independence is the foundation of national sovereignty✅ New Zealand’s oil and refining problem✅ Why Doomberg sees the Russia Ukraine war as lost✅ His view that World War III began in 2014 as a war of attrition✅ The political standoff between Poland and Brussels✅ Why Taiwan is energy vulnerable and what he expects to happen✅ The risk of a US Brazil confrontation✅ Why gold rose after the election and why he sees it as a neutral reserve asset✅ AI, data centers and the demand for inferenceAbout DoombergDoomberg is the pseudonym of the team behind the Doomberg newsletter, which publishes independent analysis on energy, geopolitics and the financial system.🌐 Doomberg Newsletter → https://newsletter.doomberg.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic🌐 Substack → https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-reading?r=8l0xm6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true00:00 Introduction02:28 The US Midterms: A Blue Tsunami12:40 Are Voters Waking Up Worldwide?16:28 Europe’s Energy Policy & Political Unrest20:06 Energy Independence As Sovereignty23:53 New Zealand’s Oil & Refining Problem27:07 Israel After The Midterms33:50 Will Gulf Infrastructure Survive?34:48 Why The Russia Ukraine War Is Lost41:25 World War III Started In 201444:57 How Does Europe Get Out Of This?46:01 The Poland Standoff With Brussels49:42 Will Europe Start A War Before The French Elections?53:26 Taiwan Risk55:48 Why Taiwan Is Indefensible1:00:02 Could The US Win A War With China?1:04:57 Brazil & The Risk Of US Conflict1:10:02 South America’s Energy Potential1:13:27 Why Gold Jumped After The Election1:17:43 Central Banks & Gold As Insurance1:22:01 AI, Data Centers & The Demand For Inference1:25:22 Inflation Or Deflation?1:26:29 What Will 2036 Look Like?1:28:36 Where To Find DoombergDoomberg, Doomberg interview, US midterms, blue wave, midterm elections 2026, Iran war, Strait of Hormuz, energy independence, energy security, energy policy, Russia Ukraine war, World War III, Poland Brussels, European Union, Europe crisis, Taiwan blockade, China Taiwan, Brazil, US Brazil conflict, gold price, gold neutral reserve asset, central bank gold, US Treasuries, Gulf states selling gold, AI data centers, demand for inference, New Zealand oil, geopolitics, macro investing, Connecting the Dots, Farzin Irani

Fund manager Tim Price returns to Connecting the Dots to explain why he believes the global bond market is entering a long bear market. Tim is a director of Price Value Partners with more than 25 years in institutional and private client investing.Tim argues that Western governments are running out of room, that central banks have no good options left, and that the parallels to the 1970s are hard to ignore. He explains why he avoids bonds, why he favours real assets, and why he thinks silver could outperform gold in the years ahead.In this episode we cover:✅ Why Tim believes the G7 is functionally insolvent✅ The 40-year bond bull market and why it has reversed✅ Which government bond market could break first✅ What really happened in the 2022 UK gilt crisis✅ Why risk should mean loss of capital, not volatility✅ AI: revolution or bubble?✅ Why the 1970s playbook points to gold, silver, and real assets✅ Why gold and silver sold off, and why Tim thinks the correction is largely over✅ How Tim builds a portfolio now that bonds are off the table✅ CBDCs, custody risk, and holding assets across multiple jurisdictionsAbout Tim PriceTim Price is a fund manager and director of Price Value Partners, with more than 25 years of experience across institutional investment management and private client portfolios. He also co-hosts the State of the Markets podcast.🌐 https://www.pricevaluepartners.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic🌐 Substack → https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-reading?r=8l0xm6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true00:00 Introduction02:49 Why The G7 Is Insolvent07:09 Bond Vigilantes, The Petrodollar & Gold09:51 Bessent’s “I Am The House” Moment11:28 Central Banks With No Way Out15:38 What Happens When Government Bonds Break18:07 The 2022 Gilt Crisis & Redefining Risk20:40 Liz Truss’s Book & The Bank Of England23:58 Food Stockpiling & Project Fear26:37 AI: Revolution Or Bubble?28:53 Recession & The 1970s Playbook31:02 Why Gold & Silver Sold Off34:25 What Gold Is Really Pricing In35:49 Silver Versus Gold38:43 Top Commodities For The Next Decade40:03 Does The UK Still Produce Anything?40:50 Europe’s Political Shift & Election Trust45:14 Will Awakening Lead To Totalitarianism?48:00 How To Build A Portfolio Without Bonds49:38 Mining Shares & Nationalisation Risk53:38 The UK, The EU & Frexit57:07 CBDCs & The War On Cash1:00:20 What Sovereignty Means1:02:50 The Fourth Turning & Market Cycles1:03:55 Why You Need Multiple Jurisdictions1:05:13 What Would Change Tim’s Thesis1:06:22 Interest Rates & Property1:08:48 Are Wealthy Investors Leaving The UK?1:10:06 The Great Taking & Custody Risk1:12:18 Where To Find Tim PriceTimPrice, PriceValuePartners, GovernmentBonds, BondMarket, Gold, Silver, Commodities, RealAssets, MacroInvesting, ConnectingTheDots, GiltCrisis, Inflation, Stagflation, DebtCrisis, CBDC, WealthPreservation, Diversification, SovereignWealth, FrenchBonds, InterestRates, GlobalMacro

In this episode, Farzin Irani sits down with Clive Thompson — a retired Managing Director with nearly 50 years of experience spanning the UK, Coutts & Co Switzerland, and Union Bancaire Privée — for one of the most quietly alarming conversations we’ve had on the show.Clive doesn’t shout. He doesn’t sensationalise. He simply connects the dots between government debt that is growing faster than the economy, a monetary system drawing towards its endgame, and the tools that governments will use to manage the transition — yield curve control, gold revaluation, and eventually CBDC, which he describes simply as a modern ration coupon.With five decades of institutional perspective and a Swiss private banking lens that most commentators don’t have, this is a conversation that rewards careful listening.In this episode we cover:✅ Why government debts are growing faster than economies can support✅ Why yield curve control is now a certainty, not a possibility✅ The Bretton Woods system drawing towards its endgame✅ Why recessions don’t automatically mean stock market crashes✅ The secret gold revaluation — how central banks could reset the debt✅ Why gold is less than 1% of the $127 trillion in global assets under management✅ Central bank gold buying and what it signals about the system✅ Why inflation is structural, not transitory✅ BRICS, dedollarisation and the multipolar monetary system✅ CBDC as programmable money — and why Clive calls it a ration coupon✅ What stores of wealth make sense through the transition✅ The Swiss private banking perspective on gold vs US investor attitudes✅ How to survive and position through the monetary resetAbout Clive ThompsonClive Thompson began his career in finance in 1975 in the United Kingdom and spent nearly 50 years in trusts, wealth management, and Swiss private banking. In 1995 he joined Coutts & Co in Switzerland as a Private Banker. When Coutts’ Swiss wealth management business was acquired by Union Bancaire Privée in 2015, he continued as Managing Director until his retirement in 2022. He remains an active investor across equities, private equity, precious metals, crypto, property, and tangible assets.🌐 Website: https://clivethompson.com📺 YouTube: https://www.youtube.com/channel/UCrlFUp4OtXJSiDfiPMFnk3A📚 Little Trot Series on Amazon: https://mybook.to/hLtv🌐 Connect with Farzin: https://linktr.ee/farzinirani🌐 Business website: https://www.sovereignty.capital/🌐 Free Wealth Diagnostic: https://www.sovereignty.capital/the-diagnostic📩 Substack: https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingCliveThompson, YieldCurveControl, Gold, GoldRevaluation, CBDC, WealthPreservation, ConnectingTheDots, MacroInvesting, Inflation, GovernmentDebt, BretonWoods, Dedollarisation, BRICS, SwissBanking, MonetaryReset, CentralBanks, HardAssets, Bitcoin, SovereignWealth, Recession, StockMarket, GoldPrice, DigitalCurrency, FinancialReset, LittleTrot

Simon Hunt is back. One of the world's most respected geopolitical and commodities analysts returns to Connecting the Dots for a conversation that goes far beyond the headlines — and into the structural forces that are quietly reshaping the world.Simon believes we are heading for a complete restructuring of the Gulf States and the Middle East, with Iran emerging as the fourth most powerful nation in the world. He sees a 2027 recession deliberately engineered by the Fed to clean up America's credit system, followed by a massive re-liquefaction that sets off the real inflationary period from 2028 to 2032. He has gold going to over $15,000 by 2030. And his final advice — start growing your own food. This is not a metaphor.In this episode we cover:✅ Why the Middle East is heading for a complete geopolitical restructuring✅ Why Saudi Arabia's regime could fracture from within✅ Iran's military coordination and why it is more united than the media suggests✅ The risk of another US or Israeli strike on Iran before the midterms✅ Whether tactical nuclear weapons could be used✅ Russia, China, Iran — how strong is the alliance really?✅ Why China is not as impacted by the Strait of Hormuz as people think✅ Europe heading into recession — and potentially worse✅ The 2027 recession, 2028 re-liquefaction, and the real inflationary period✅ Why Kevin Warsh may deliberately tighten to clean up the credit system✅ The DXY falling to 50 by 2030 to 2032✅ Gold at over $15,000 by 2030✅ Copper from $14,500 today to $28,000 by 2030✅ Food prices on an alarming upward trend — and possible rationing✅ Why short cycles, physical gold outside the banking system, and food self-sufficiency are the most important things to act on now✅ What Simon's own family is doing to prepare in rural DevonAbout Simon HuntSimon Hunt is a veteran commodities strategist and geopolitical analyst with decades of experience studying China, Russia, the West, and the relationship between geopolitics and economic cycles. He publishes independent research through his firm.🌐 → https://simon-hunt.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic📩 Substack → https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingSimonHunt, MiddleEast, Geopolitics, Iran, SaudiArabia, Gold, GoldPrice, Copper, Commodities, WealthPreservation, ConnectingTheDots, MacroInvesting, WorldWarThree, Russia, China, USDollar, DollarCollapse, Inflation, Recession, FoodCrisis, Diesel, StraitOfHormuz, FederalReserve, SovereignWealth, SelfSufficiency

In this episode, Farzin Irani sits down with Dr. Marc Faber — legendary contrarian investor, author of The Gloom Boom & Doom Report, and one of the most outspoken macro thinkers of the last four decades.Marc doesn't mince words. He argues that the AI investment boom is the largest capital spending cycle since the railroads in the nineteenth century — and when it bursts, on top of record global debt, it will cause a depression. That governments lie about everything including inflation. That the conditions for a major global conflict are better right now than at any point since World War Two. And that the only way out of the current system is through a crisis that collapses it.From gold confiscation risks to geographical diversification of wealth, to why democracy forces politicians to lie to get elected — this is one of the most direct and unfiltered conversations we've had on Connecting the Dots.In this episode we cover:✅ What investors are getting most wrong about the world today✅ How government interventions distort markets and misallocate capital✅ Why subsidies and tariffs are inflationary taxes in disguise✅ Why the CPI grossly understates the real cost of living✅ Labour income as a share of GDP at the lowest level since 1947✅ Why 35-year-olds today are less wealthy than their parents were✅ Why government spending above 50% of GDP kills economic growth✅ Bond vigilantes — are they back and what does it mean?✅ The AI bubble — bigger than dot-com and comparable to the railroads✅ Why the collapse of AI investment will cause a global depression✅ War cycles — why conditions for conflict are the best since WW2✅ Why the system can only be fixed through a crisis, not voluntarily✅ Gold — the bullish case and the confiscation risk✅ Why diversification across assets and geographies is essentialAbout Marc FaberDr. Marc Faber is a Swiss investor, author, and publisher of The Gloom Boom & Doom Report — a monthly investment newsletter read by sophisticated investors worldwide. He is known for his contrarian macro views, his early warnings on asset bubbles, and his advocacy for hard assets and geographical diversification. He is based in Thailand and has been a fixture on global financial media for over four decades.🌐 https://www.gloomboomdoom.com/about/biography/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticMarcFaber, GloomBoomDoom, Gold, GoldInvesting, GoldConfiscation, Diversification, WealthPreservation, ConnectingTheDots, Inflation, CPI, GovernmentDebt, AIBubble, Depression, MacroInvesting, WarCycles, Geopolitics, HardAssets, Bitcoin, RealEstate, CentralBanks, BondVigilantes, Democracy, GlobalMacro, FinancialCrisis, SovereignWealth, GovernmentLies, AssetBubbles, FreeMarket, Tariffs, Subsidies