"Four Horsemen Of The Diesel Apocalypse" Are Coming For Europe | Doomberg & Lavish

<p>Mentor Sessions Ep 097: James Lavish and Doomberg break down the 2026 bond market crisis, Europe&#39;s diesel shortage, private credit risk, and Bitcoin as a macro asset.</p><p><br></p><p>Bond yields near 20-year highs, Europe staring down a diesel shortage, and private credit quietly marking its own books — the plumbing of the global financial system is under real strain, and this conversation maps exactly where the pressure is building.</p><p><br></p><p>James Lavish and Doomberg join BTC Sessions to connect the dots between the bond market, energy, geopolitics, and Bitcoin. You&#39;ll learn why the 10-year yield sitting at ~5% signals a structural regime change rather than a passing inflation scare, how private equity and insurance companies are stuffed with self-marked paper that echoes 2007-2008, and why Doomberg calls Europe&#39;s diesel situation the &quot;Four Horsemen of the Diesel Apocalypse.&quot; You&#39;ll see the case that energy — not currency — is the base layer of every market, why nations are now selling Treasuries to buy fuel, and where Bitcoin fits as the &quot;hot ball of money&quot; hunting for the next asymmetric bet. Both guests also share the disciplined, rules-based approach they use to allocate across gold, cash, and Bitcoin without trying to time the market.</p><p><br></p><p>⏱️ Timestamps:</p><p>0:00 - Intro</p><p>0:43 - Bond yields near 20-year highs and global yield melt-up</p><p>0:57 - Why the 10-year at 5% is a new regime, not a blip</p><p>3:28 - The death of the 60/40 portfolio</p><p>5:38 - Doomberg on Grant Williams, Luke Gromen and fiscal dominance</p><p>9:03 - Hyperscaler debt crowding out long-dated paper</p><p>10:16 - Echoes of 2007-2008 in private equity and insurance</p><p>12:19 - The Treasury default nobody will call a default</p><p>16:38 - How private credit marks its own book</p><p>20:16 - Every market has its own purpose and structure</p><p>25:26 - Trezor Safe 7 self-custody segment</p><p>29:55 - Money is a promissory note on energy</p><p>30:16 - Private credit, contagion and the mark-to-market catalyst</p><p>33:16 - Could real estate seize up the credit chain?</p><p>37:01 - Diesel, WTI and the Four Horsemen of the Diesel Apocalypse</p><p>42:43 - Why Europe is uniquely exposed</p><p>44:08 - Germany&#39;s nuclear mistake and the EU&#39;s fragility</p><p>47:47 - Why Germany may leave the EU</p><p>49:04 - Ukraine, Russia and the energy war</p><p>51:38 - Why bonds aren&#39;t seeing a flight to safety</p><p>53:23 -