Uploaded June 2026 | Updated September 2026, 2 weeks ago
Doomberg joins Darrell to break down why markets are staying calm despite the Strait of Hormuz crisis, what China may be doing inside the global oil trade, and why the commodity supercycle thesis deserves more scrutiny. The conversation covers various commodities, and the broader risk of betting on commodity price spikes when markets may be more resilient than investors expect.
Check out Doomberg's publications:
newsletter.doomberg.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 - Intro
0:56 - Why Oil Hasn’t Spiked Despite Hormuz
4:30 - China’s Role in the Oil Market
8:22 - Trump, Xi, Rare Earths, and Geopolitics
11:41 - The UAE, OPEC, and the Future of Oil Alliances
14:31 - Saudi Arabia, the Houthis, and Red Sea Risk
16:43 - Fertilizers, Sulfur, and Food Price Concerns
18:53 - Commodities Supercycle or Hype?
21:35 - Copper Supply, Recycling, and Price Risk
25:21 - Doomberg’s Bear Case for Silver
28:46 - Gold, War, and Monetary Metals
29:58 - Uranium vs. Other Commodities
31:09 - Final Thoughts
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Doomberg joins Darrell to break down why markets are staying calm despite the Strait of Hormuz crisis, what China may be doing inside the global oil trade, and why the commodity supercycle thesis deserves more scrutiny. The conversation covers various commodities, and the broader risk of betting on commodity price spikes when markets may be more resilient than investors expect.
Check out Doomberg's publications:
newsletter.doomberg.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 - Intro
0:56 - Why Oil Hasn’t Spiked Despite Hormuz
4:30 - China’s Role in the Oil Market
8:22 - Trump, Xi, Rare Earths, and Geopolitics
11:41 - The UAE, OPEC, and the Future of Oil Alliances
14:31 - Saudi Arabia, the Houthis, and Red Sea Risk
16:43 - Fertilizers, Sulfur, and Food Price Concerns
18:53 - Commodities Supercycle or Hype?
21:35 - Copper Supply, Recycling, and Price Risk
25:21 - Doomberg’s Bear Case for Silver
28:46 - Gold, War, and Monetary Metals
29:58 - Uranium vs. Other Commodities
31:09 - Final Thoughts
Copyright © 2026 Cambridge House International Inc. All rights reserved.
