Will Gold Stocks “Re-Rate” When Earnings Catch Up to $Gold?
Doug Casey's Take
Crisis Investing Q&A: Gold Miners, US Politics, and Safe Investments with Doug Casey In this episode, Doug Casey addresses questions from Crisis Investing subscribers. Topics include the impact of gold prices on miners and explorers, the potential benefits of keeping a portion of your portfolio in cash, and the possible advantages of investing in Aris Mining's planned move to the NYSE. Doug also gives his take on meeting political figures, the risks of investing in private companies, and the merits of retiring in Panama. Additionally, Doug discusses the issues with security in Mexico, the...
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What Happens To Gold Stocks In A Crisis?
Doug Casey's Take
Get an education on mining stocks: Free newsletter on critical minerals: Subscribe to CrisisInvesting.com In this episode, Doug discusses a range of topics from Bitcoin's long-term viability and real estate opportunities in Argentina, to strategic investments in gold and specific mining stocks. He also addresses listener questions on fractional reserve banking, the state of the Japanese stock market, and the impact of financialization on various assets. Additionally, Doug gives his insights on a new Hollywood movie, the difference between commodity prices in the East and West, and strategies...
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State Capitalism & Mining Stocks
Doug Casey's Take
Find us at In this episode, Doug and Matt discuss the recent activity in metals and mining markets, including the U.S. government's strategic initiatives to stockpile critical minerals. They scrutinize Trump's $12 billion Project Vault and proposals to expand the export-import bank's budget, exploring how these moves could affect the mining industry. The conversation then shifts to the burgeoning AI landscape, noting developments in AI that enable bots to interact, remember, and even form communities autonomously. Doug and Matt also delve into the criticism of governmental interference...
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Silver Top? When to Sell?
Doug Casey's Take
Find us at www.crisisinvesting.com Doug and Matt Discuss Iran Tensions, Precious Metals Market, and Investment Strategies In this episode, Doug and Matt tackle timely questions from their subscribers, focusing on the escalating tensions with Iran and potential U.S. actions under President Trump. They explore the potential impacts on regional stability and the global economic landscape, including how it might affect oil prices and military strategies. The conversation shifts to the precious metals market, with an emphasis on silver and gold’s recent bullish run, investment strategies, and the...
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Our Portfolio Booms While Things Fall Apart
Doug Casey's Take
→ 20% off link: In today’s episode, Doug goes further than most people are willing to go in public: he argues Trump can be charming and effective and still be dangerous—because he doesn’t operate from a moral or philosophical center. We dig into the weird split-screen reality where Trump will savage someone in public, then play nice in private… and what that says about the incentives driving this whole moment. If you’ve been cheering deportations but haven’t thought through what a “bag-and-grab” culture becomes when the political winds shift, this conversation is for...
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Silver over $100! What comes next?
Doug Casey's Take
Find us at In this enlightening episode, Matt and Doug discuss the historic highs in silver, breaching $100 per ounce, and gold approaching $5000. They analyze the rapid movement in the precious metals markets, discuss strategies for holding and buying more, and delve into the lagging performance of mining stocks. They touch on broader economic issues, including Trump’s political maneuvers, global unrest, and the absurdity of the ongoing drug war. Doug shares insights on historical U.S. territorial expansion, the implications of Alberta’s potential secession, Trump’s so-called...
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Trump's Debt Band-Aids And The New "Board of Peace"
Doug Casey's Take
Mentioned in this video: CrisisInvesting.com Expertsroundtable.substack.com swpcayman.com (gold storage) In this episode, Doug Casey and the host discuss a variety of topics including Trump's recent recognition of the cost of living crisis in America and his proposed solutions, like a 10% cap on credit card interest and a $2,000 rebate on tariffs. They also dive into Trump's Board of Peace for the Gaza Peace Plan and the individuals involved. The conversation extends to commentary on healthcare, mortgage plans, and the broader economic outlook, alongside Doug's personal insights on...
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Will Trump Finish His Term?
Doug Casey's Take
In this episode, Doug and Matt return from a six-week hiatus to discuss a busy period marked by significant global events, including the volatile gold and silver markets, recent actions in Venezuela, and the unstable geopolitical landscape. Doug offers a broad, 30,000-foot view of the current global situation, predicting that instability will increase, potentially leading to significant political changes in the U.S., such as the possibility of Trump not finishing his term. The conversation also delves deeply into the political tension within the U.S., highlighting Trump's administration's...
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Stop Leaving Your Money to People Who Hate You
Doug Casey's Take
Johann Kurtz on 'Leaving a Legacy': Vital Insights into Multigenerational Wealth and Family Dynasties Johann's important book: https://a.co/d/7OmwAS6 Substack: https://becomingnoble.substack.com/ Join us for an enlightening conversation with Johann Kurtz, author of 'Leaving a Legacy: Inheritance, Charity, and Thousand-Year Families.' Johann discusses the thought-provoking questions that spurred the creation of his book, focusing on the moral, philosophical, and practical reasons for preserving family wealth across generations. He delves into the societal impacts of disinheriting children, the...
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Skyscraper Effect, Resource Revolution & More
Doug Casey's Take
Find us at In this episode, Doug Casey and Matt discuss various questions from their subscribers. Topics range from the impact of AI on jobs, the enduring value of businesses that AI cannot replace, and the economic implications of universal basic income. They also delve into the 'skyscraper effect' as a predictor of financial downturns in places like Punta del Este, Uruguay. The discussion then shifts to the future prospects of commodities like gold, silver, uranium, and rare earths, and the potential geopolitical impacts of China's dominance in rare earth processing. Other subjects...
info_outlineJoin Us in October for our Plan B Conference:
https://www.crisisinvesting.com/p/the-plan-b-uruguay-conference-with-72c
In this episode, we dive into a wide range of topics, starting with the significance of Independence Day. We then discuss the implications of a newly passed bill touching on farming subsidies, defense spending, and industrial policy. The conversation also covers issues like the privatization of the military, the future of Ukraine, short selling, and the concept of chemtrails. Doug also shares his thoughts on international investing, specifically in Bolivia and Japan, while addressing questions from subscribers on various financial and political issues.
00:00 Introduction and Independence Day Reflections
00:22 The Significance of the Declaration of Independence
01:42 Critique of Modern 4th of July Celebrations
03:01 Discussion on Trump's Big Beautiful Bill
04:20 Farm Subsidies and Agricultural Policies
10:02 Defense Spending and Industrial Policy
17:03 Citizenship by Investment in Sierra Leone
19:08 Opinions on JP Morgan Funds and Short Selling
25:15 Ukraine Conflict and Global Implications
28:40 Chemtrails and Relocation to Paraguay
29:30 Chemtrails and Weather Modification
30:07 Skepticism and Historical Context
31:02 Modern Weather Modification Practices
34:29 NATO and Political Dynamics
37:23 Insights on Writing and Market Analysis
43:18 Farming Analytics and High-Tech Agriculture
46:16 Bolivia's Political and Economic Landscape
48:06 Privatized Military and Eric Prince
50:18 Japan's Economic Moves and Demographic Challenges
54:17 Concluding Remarks and Future Plans