"Four Horsemen Of The Diesel Apocalypse" Are Coming For Europe | Doomberg & Lavish

Chapters

1. 00:00 Intro
2. 00:43 Bond yields near 20-year highs and global yield melt-up
3. 00:57 Why the 10-year at 5% is a new regime, not a blip
4. 03:28 The death of the 60/40 portfolio
5. 05:38 Doomberg on Grant Williams, Luke Gromen and fiscal dominance
6. 09:03 Hyperscaler debt crowding out long-dated paper
7. 10:16 Echoes of 2007-2008 in private equity and insurance
8. 12:19 The Treasury default nobody will call a default
9. 16:38 How private credit marks its own book
10. 20:16 Every market has its own purpose and structure
11. 25:26 Trezor Safe 7 self-custody segment
12. 29:55 Money is a promissory note on energy
13. 30:16 Private credit, contagion and the mark-to-market catalyst
14. 33:16 Could real estate seize up the credit chain?
15. 37:01 Diesel, WTI and the Four Horsemen of the Diesel Apocalypse
16. 42:43 Why Europe is uniquely exposed
17. 44:08 Germany's nuclear mistake and the EU's fragility
18. 47:47 Why Germany may leave the EU
19. 49:04 Ukraine, Russia and the energy war
20. 51:38 Why bonds aren't seeing a flight to safety
21. 53:23 Bitcoin as the asset chucked overboard, now bid
22. 57:03 Doomberg's rules-based gold, cash and Bitcoin allocation
23. 59:40 Canada, Greenland, Carney and Trump theater
24. 01:05:44 Where to follow James Lavish

Chapters come from the timestamps in the video description.