US Iran Failure, Bitcoin Bear Market Over, Yield Curve Control | Doomberg & Lavish
About this episode
The episode discusses the implications of the Iran ceasefire on global markets, Bitcoin's role as sound money, and the concept of yield curve control.
Mentor Sessions Ep. 077: US Iran Failure, Bitcoin Bear Market Over & Yield Curve Control | Doomberg & James Lavish The Iran ceasefire just reshuffled global energy, dollar dominance, and Bitcoin's role as sound money — James Doomberg breaks down what it actually means for your portfolio in 2026. In this episode, Nathan sits down with James Doomberg — one of the sharpest macro and energy analysts in the space — to unpack the cascade of events reshaping markets right now. You'll learn why the Iran ceasefire is a bigger geopolitical pivot than most investors realize, how the SpaceX IPO may function as a financial suppression tool for retail capital, and why Doomberg believes energy markets are sending misleading signals driven by Chinese demand dynamics and a global overbuild. You'll also see exactly why Bitcoin and gold are rising in tandem — and why Doomberg argues monetary debasement makes that trend structural, not cyclical. Finally, you'll understand what yield curve control would mean for bond holders and why the K-shaped economy is deepening in ways that make sound money more critical than ever. • Sovereign Sessions — AI, Privacy, and Bitcoin education…
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