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In this episode of The ROI Club Podcast, I sat down with Doomberg to break down the biggest geopolitical and financial shifts shaping 2025. We dive deep into: . The US debt crisis—are we bankrupt? . Global energy wars and why oil & gas companies are deflationary machines . How shifting geopolitical alliances (China, Russia, Ukraine) impact markets . AI, data centers, and Texas as the new energy hub . Why "peak cheap oil" is a myth & offshore CAPEX is the play 📌 Timestamps: 00:00 - Intro + Is the US Bankrupt? 01:40 - Can the US turn things around? 05:00 - Economic trends & inflation 10:00 - Political influences on markets 15:00 - China + Russia = US catastrophe? Defeat in Ukraine 23:25 - AI & the case for data centers in Texas 27:00 - Permian water for cooling 28:00 - TPL, LB, ARIS & off-grid AI 31:00 - US oil & gas production: Peak cheap oil is a myth 34:00 - Offshore CAPEX & long oil plays 38:00 - Oil companies are giant deflation machines 39:00 - Get in touch: Doomberg FOLLOW DOOMBERG: Website: https://doomberg.com/ Substack: https://doomberg.substack.com/ 📩 Join my substack here → https://theroiclub.substack.com/ 💬 Thoughts on the episode? Restack with your take—I’d love to hear it! Follow Me on X: @theroichannel ⚠️ Disclaimer: This is not financial advice. I document my investment journey for informational purposes only. Do your own research and consult a professional before making investment decisions.