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February 6, 2024 58 mins

Guest: Doomberg

Welcome to the Porter & Co. Black Label Podcast – a provocative, no-holds-barred space where Porter and Aaron talk about markets, politics, and life with a series of very special guests.

In this episode, Aaron and Porter are joined by a true energy industry expert, the anonymous Editor-in-Chief of the financial newsletter Doomberg. 

Show highlights include:

  • Big news on some outstanding early results from Erez’s Biotech Frontiers newsletter… 

  • Porter’s X thread about the news, along with a special offer: https://twitter.com/porterstansb/status/1749759694103511265

  • Doomberg’s take on cutting LNG exports in an election year…

  • A key reason the U.S. has avoided a recession (so far)…

  • Inverters, inertia, and what they mean for the power supply to your life…

  • Which part of the country is facing the most likely blackout (you might be surprised)...

  • Do you know what a “black start” is?... 

  • A reason for Texas’s grid struggles you might not expect…

  • And much more…

Of course, we have fresh “You Just Can’t Make This Up” stories.

And, as always, we go to the mailbag.

Click here to listen to the full podcast now. And grab your free reports at https://porterspodcast.com.

And be sure to follow us on Twitter/X at https://twitter.com/Porter_and_Co and https://twitter.com/porterstansb.

 

To your success,

Porter & Co.

 

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