Episode notes
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: http://youtube.com/@SovereignSessions?sub_confirmation=1
⏱️ Timestamps:
00:00 Bitcoin Bear Market is Over
00:10 The Iran War Outcome
00:26 China Flexes Oil Power
00:35 K-Shaped Economy & Credit Card Defaults
00:43 Yield Curve Control & Money Printing
00:52 SpaceX as Financial Suppression
01:09 Intro & Context
06:25 US Achieved None of Its Objectives in Iran
07:34 Gold & Bitcoin Bullish After Iran
08:17 Bear Market in Bitcoin is Over
09:40 A Profound & Historic Outcome
10:20 US Dollar Dominance is Cracking
11:10 Freezing Russian Assets Was a Catastrophic Mistake
14:28 Bitcoin Bear Market is Over (Revisited)
15:38 All Roads Lead to Yield Curve Control
17:45 Multipolar World & Weaker Dollar
19:29 Massive Money Printing is Coming
24:26 Gold & Bitcoin Will Rip Higher
26:32 SpaceX Ponzi as Financial Suppression
32:07 The Lottery Effect & Tax Receipts
37:20 K-Shaped Economy is Getting Worse
46:27 Cantillon Effect Explained
50:14 Oil is Going Way Lower
54:39 What to Watch Next (Fed, Japan, Ukraine)
Links & Resources:
→ Doomberg Substack: https://doomberg.substack.com
→ https://x.com/DoombergT
→ James Lavish Newsletter (The Informationist): https://jameslavish.substack.com
→ https://x.com/jameslavish
Previous Episodes:
Tom Luongo & Nolan Bauerle → https://youtu.be/XGPaWFavFqk
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