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DIY War, Oil, and a Market in Denial

Doug Casey's Take

Release Date: 04/01/2026

Doug Casey's $10,000 Bet: Trump Won't Finish His Term show art Doug Casey's $10,000 Bet: Trump Won't Finish His Term

Doug Casey's Take

War Expands, Trump’s Security Fears, and the Case for Commodities as AI Accelerates The speakers discuss the ongoing war and recent reports of Trump appearing fearful, citing images of him golfing behind concertina wire with air-defense systems and an earlier escape in a catering vehicle, alongside a $10,000 bet that he will not finish his term. They warn of potential Iranian retaliation and domestic blowback, arguing MANPADS and simple, hobby-like drones could be used against U.S. targets, and note a pattern of attacks on energy infrastructure, including Libyan oil facilities. They advocate...

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Special Guest: Colonel Douglas Macgregor show art Special Guest: Colonel Douglas Macgregor

Doug Casey's Take

Find us at  Find Col. Douglas MacGregor at  and No Existential Threat from China/Russia—America’s Real Crisis Is Internal In a wide-ranging discussion, Col. Douglas MacGregor argues there are no existential military threats to the United States from China or Russia, contending the most serious dangers come from instability and organized crime in Mexico and the Caribbean Basin, weakened social cohesion, mass migration, and loss of American identity. He criticizes U.S. and NATO leadership over Ukraine, predicts Russia will ultimately defeat Ukraine, and calls Ukraine a...

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The Camp of the Saints show art The Camp of the Saints

Doug Casey's Take

Find us at Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan’s The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain’s small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci’s Senate testimony, Rand Paul’s questioning,...

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The Camp of the Saints show art The Camp of the Saints

Doug Casey's Take

Find us at Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan’s The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain’s small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci’s Senate testimony, Rand Paul’s questioning,...

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The Saudi Nuke Deal, Section 219, and the The Saudi Nuke Deal, Section 219, and the "Golden Age"

Doug Casey's Take

Find us at Doug and Matt discuss headlines and subscriber questions, starting with a survey claiming 30% of Americans admit to shoplifting and what that says about social trust, morality, and societal decline. They talk about New York’s worsening conditions, Trump’s announced Saudi nuclear deal and subsequent reversal, and a House-passed NDAA provision (Section 219) calling for deeper US-Israel military/intelligence integration, which they argue signals late-stage empire and foreign influence via AIPAC. They critique Trump’s “golden age” claims, note rising yields and escalating...

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Trump's Price Tag show art Trump's Price Tag

Doug Casey's Take

Find us at Matt and Doug discuss a proposed Trump “$1 gold coin,” calling it inappropriate for a sitting president and a sign of “end-stage empire,” comparing it to Rome’s shift to leaders’ faces on coinage. They also cover a plan to sell early access to Trump’s Truth Social posts for $100,000/month amid allegations of stock front-running, plus a $500,000-entry private D.C. club tied to Trump’s son as legalized influence peddling. The conversation shifts to escalating U.S.-Iran conflict risks, possible boots-on-the-ground odds, Israel’s role, parallels to Iraq/WMD claims,...

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Looming Economic Cataclysm show art Looming Economic Cataclysm

Doug Casey's Take

Find us at  The hosts discuss Trump saying an Iran MOU is “over” after reported attacks on ships in the Strait of Hormuz area, a major U.S. strike, and Iranian retaliation against U.S. bases in Bahrain and Kuwait, while noting uncertainty about attribution. They argue markets appear complacent despite the potential for a severe real-economy shock from disrupted oil flows, SPR drawdowns, and possible wider chokepoint closures (Hormuz, Bab el-Mandab). The conversation covers Iran’s internal backlash after Khamenei’s death and the likelihood of escalation, plus spillover risks from...

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“Dangerous and Capable of Almost Any Kind of Stupidity” — Doug Casey on America at 250 show art “Dangerous and Capable of Almost Any Kind of Stupidity” — Doug Casey on America at 250

Doug Casey's Take

Find us at https://www.CrisisInvesting.com  1976 vs Today: Patriotism, Demographics, Tech, and Subscriber Q&A on Capital Controls, Uranium, Cuba, and Milei On the July 3 observed July 4 holiday, Matt and Doug compare America’s 1976 Bicentennial mood with today, citing major shifts in demographics, a larger population, widening class divides, the decline of manufacturing, and especially computerization and heavy screen time, alongside reduced patriotism and optimism and more political polarization. They discuss changing race relations and immigration, then pivot to subscriber Q&A...

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Doug Casey: “Trump Will Not Fully Serve Out His Term” show art Doug Casey: “Trump Will Not Fully Serve Out His Term”

Doug Casey's Take

Doug Casey on oil's new floor, the $1.4 billion grift, and why the next president will make Trump look like a moderate Doug made a call on this week's episode that stopped me mid-conversation: he's betting Trump resigns before 2028. Not impeachment. Not the 25th Amendment. Resignation — dressed up, in Doug's telling, with "some nonsensical reason why. Well, time for Vance to get groomed or whatever." And he didn't stop there: "I'd also make book that Melania is going to divorce him." His suspicion? The Melania coin was part of the alimony settlement. You can dismiss that as Doug being Doug....

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Trump’s Peace Deal: “It’s Going to Blow Up” show art Trump’s Peace Deal: “It’s Going to Blow Up”

Doug Casey's Take

Find us at Matt and Doug discuss the proliferation of U.S. holidays, including Juneteenth and Martin Luther King Day, before turning to the opening of Obama’s presidential library and Trump’s competing, highly theatrical library renderings, comparing modern presidential libraries to pyramids and noting Biden’s reported difficulty raising funds. They debate Trump’s showmanship around his birthday and a ceasefire/peace deal they expect won’t hold, citing Iran’s improved position, unresolved issues, disrupted shipping in the Strait of Hormuz, and risks to oil prices. They then...

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The hosts revive a “day in history” segment highlighting William Tyndale’s 1523 English Bible translation and argue that Sir Thomas More, though revered as a saint, used authorities to hunt down and execute Tyndale. They then discuss the speaker’s recent luncheon talk in Argentina for Rand Paul during his visit, where he said Javier Milei’s election is historically important but criticized Milei for not acting like an anarcho-capitalist, citing failures such as not abolishing the central bank, moving Argentina’s gold abroad, buying used F-16s, seeking NATO/Ukraine/Israel ties, and keeping foreign exchange controls. They note a $96 homemade MANPADS prototype as evidence of democratized warfare, then assess the US-Iran conflict’s changing warfare dynamics, vulnerability of carriers, and risks from Strait of Hormuz disruptions, UAE and Houthi escalation, and attacks on Russian facilities, warning of recession/depression amid rising rates, private credit stress, an AI/data-center bubble, and overvalued markets, while remaining bullish but cautious on gold, gold stocks, and select oil stocks.

00:00 This Day in History Returns
00:24 Tyndale and English Bible
02:48 Saint Thomas More Exposed
04:35 Speech for Rand Paul
05:31 Milei Not Walking Talk
06:45 Gold and Central Bank
08:11 F-16s and NATO Drift
10:52 DIY Manpad and Weapons
12:44 Iran War Lessons
14:21 Carriers and Tankers Vulnerable
15:06 Trump Hegseth and War Spin
19:54 Why War Won’t End
20:43 War Versus Energy Shock
22:03 UAE Escalation Risks
23:24 Houthis and Red Sea Chokepoints
24:31 Ukraine Strikes and Blowback
25:48 Iranian Resolve and Retaliation
27:15 Israel and Nuclear Escalation
29:32 Oil Flow and Debt Spiral
31:28 Private Credit and AI Bubble
35:40 Markets in Denial
38:54 Gold and Oil Positioning
40:33 Democratized Warfare Ahead
41:28 Wrap Up and Next Episode