Doug Casey's Take
Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his controversial insights into politics, economics, and investment markets. Doug literally wrote the book on profiting from periods of economic turmoil. *Crisis Investing* spent weeks as #1 on the New York Times bestseller list and became the best-selling financial book of 1980. He has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, and CNN; has been the topic of numerous features in periodicals such as Time, Forbes, People, and the Washington Post; and is a regular keynote speaker.
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Doug Casey's $10,000 Bet: Trump Won't Finish His Term
08/14/2026
Doug Casey's $10,000 Bet: Trump Won't Finish His Term
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 owning gold and commodity/resource stocks, promoting a “Crisis Investing” portfolio and criticizing AI/chip stocks as a bubble. The conversation also covers alleged U.S. attacks on boats at sea, rumors of low morale and cover-ups on U.S. carriers, reflections on My Lai and Seymour Hersh, objections to Trump naming the Kennedy Center after himself, and optimism about SpaceX, AI, robots, and a coming productivity surge despite looming financial risks. 00:00 Trump on the Run 01:10 The $10K Trump Bet 02:42 Golfing Behind Wire 04:03 Iran Blowback Fears 05:32 Homemade Drones Threat 07:57 War Hits Energy Markets 08:59 Crisis Investing Picks 10:55 Drug Boats and Rogue Ops 12:47 Drug War Counterargument 14:27 Carrier Suicides and Mutiny 16:19 Navy Logistics Breakdown 19:05 Society Jobs and Colleges 20:57 My Lai and Military Rot 23:43 Kennedy Center Naming Row 27:05 Elon SpaceX and AI Future 31:45 Singularity vs Collapse 34:48 Be a Creator Not Consumer 35:47 Lifeboat Education and Assets 37:01 Closing Thoughts
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Special Guest: Colonel Douglas Macgregor
08/12/2026
Special Guest: Colonel Douglas Macgregor
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 “zombie state,” while disputing portrayals of Putin as Hitler. MacGregor says defending U.S. borders and reducing overseas “forward presence” are essential in an age of precision missiles, and warns financial manipulation is postponing an inevitable economic reckoning driven by massive public and private debt. He claims the U.S. government is acting against Americans’ interests, describes “Israel first” influence in Washington, and expects renewed action against Iran that could exhaust remaining U.S. capacity, while forecasting major geopolitical realignments in the Middle East. 00:00 Biggest Threats Today 01:40 No Military Existential Threat 04:17 Ukraine War Reality Check 05:34 Putin Hitler Narrative 06:14 Son Visits Russia 08:22 Why Russia Moves Slowly 11:30 Ukraine as Zombie State 12:49 Border Security Focus 15:15 End Expeditionary Warfare 17:33 Demographics and Migration 18:19 Army on the Border 20:30 American Identity Erosion 23:08 Immigration and Prosperity 24:46 Europe Identity Rebound 30:35 Assimilation or Collapse 31:55 Scarcity and Education 40:29 Government Not Ours 41:12 Israel First Policies 45:19 Rural Urban Civil Strife 48:20 Hybrid American Identity 49:20 Executive Power Creep 50:01 Historic Strongmen Examples 52:48 Trump and Donor Control 55:04 Corruption and Cromwell Fix 56:12 Midterms and ICE Backlash 58:10 Scarcity and Revolution Risks 01:00:52 Institutional Decay and Youth 01:05:31 Debt Reckoning and Vacuum 01:10:40 Iran War Paths and Alliances 01:17:02 Gaza as Regional Catalyst 01:18:02 Where to Follow MacGregor 01:19:08 Military Reform and Four Stars 01:24:57 National Conversation Closing
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The Camp of the Saints
07/31/2026
The Camp of the Saints
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, Biden’s blanket pardon, and allegations of profiteering and lack of accountability. They then review controversy around Nolan’s film The Odyssey, arguing DEI casting choices may have been used subversively while still praising parts of the movie. They also cover U.S. border-device searches and debate whether expanding conflicts around Iran, attacks on energy infrastructure, and U.S. involvement indicate a slide toward World War III, including nuclear or cyber escalation. 00:00 Ceuta Migrant Surge 02:24 Can Spain Stop It 04:40 History and Parallels 09:06 Was It Organized 12:36 Spillover to US Politics 14:10 Fauci Senate Showdown 18:38 Nolan Odyssey DEI Debate 27:03 TSA Phone Wipe Case 28:40 Iran Conflict World War Risk 36:15 Wrap Up and Listener Questions
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The Camp of the Saints
07/31/2026
The Camp of the Saints
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, Biden’s blanket pardon, and allegations of profiteering and lack of accountability. They then review controversy around Nolan’s film The Odyssey, arguing DEI casting choices may have been used subversively while still praising parts of the movie. They also cover U.S. border-device searches and debate whether expanding conflicts around Iran, attacks on energy infrastructure, and U.S. involvement indicate a slide toward World War III, including nuclear or cyber escalation. 00:00 Ceuta Migrant Surge 02:24 Can Spain Stop It 04:40 History and Parallels 09:06 Was It Organized 12:36 Spillover to US Politics 14:10 Fauci Senate Showdown 18:38 Nolan Odyssey DEI Debate 27:03 TSA Phone Wipe Case 28:40 Iran Conflict World War Risk 36:15 Wrap Up and Listener Questions
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The Saudi Nuke Deal, Section 219, and the "Golden Age"
07/24/2026
The Saudi Nuke Deal, Section 219, and the "Golden Age"
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 Middle East and Ukraine-Russia risks, and comment on Trump family wealth. Q&A topics include Doug’s favorite opera (Wagner, Gershwin), sci-fi recommendations (golden-age authors; The Diamond Age), whether digital assets/stablecoins can prolong the debt cycle, a film about vigilantism and mass migration, coal markets and coal’s importance, Israel’s actions and Gaza/Lebanon, and the possibility of deflation alongside inflation using entropy concepts. 00:00 Shoplifting Shock Stat 01:17 Thieves and Morality 03:58 Luxury Beliefs Debate 04:57 New York Backslide 06:53 Saudi Nuclear Deal 10:05 Israel Military Merger 14:17 America as an Idea 14:59 Trump Golden Age Clip 17:05 War Fears and Disillusion 19:27 Trump Family Windfall 20:30 Subscriber Opera Question 21:16 Wagner and Gershwin 22:33 Sci Fi Reading Picks 24:59 Debt Bubble and Stablecoins 30:19 Vigilante Citizen Talk 33:15 Coal Markets Explained 36:33 Israel Influence and Gaza 40:58 Econophysics and Deflation 45:19 Weekend Sign Off
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Trump's Price Tag
07/17/2026
Trump's Price Tag
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, and the financial strain of missile-heavy warfare. They argue oil and gold should rise, criticize claims about U.S. gold reserves, note European sentiment turning against the U.S., discuss surveillance “Flock” cameras, disappointment over lack of major prosecutions, market confusion, and potential opportunities in undervalued oil and dividend-paying gold stocks. 00:00 Trump Coin Controversy 04:28 Truth Social Paywall Scheme 06:24 Iran War Fears 08:48 Europe Turns On America 10:11 War Costs And Strategy 13:41 Gold Audit Doubts 15:39 Market Bubbles And Korea 19:28 Inflation Reality Check 21:19 Surveillance Camera State 23:03 No Accountability And Elections 27:13 Influence Peddling Club 29:14 Ukraine War Oil Fallout 32:07 Jones Act And Congress 33:46 Lindsey Graham Legacy 37:49 Betting On What Happens Next 40:10 Wrap Up And Sign Off
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Looming Economic Cataclysm
07/08/2026
Looming Economic Cataclysm
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 Russia-Ukraine strikes on refining assets and Europe’s militarization. Doug outlines positioning: long oil via spreads and producers, long grains and gold miners, and considering bearish semiconductor hedges, while warning of bubble valuations and broader systemic financial risks. 00:00 Iran Deal Collapses 01:58 Calm Before Oil Shock 05:06 Oil and Grain Trades 10:02 Hormuz War Scenarios 12:32 Iranian Public Backlash 16:21 Israel and Turkey Risks 19:56 Financial Domino Effects 22:13 Europe Russia Escalation 25:17 Trump Megalomania Talk 29:21 How to Hedge Now 30:36 Bubble Shorts Semis SpaceX 35:18 Market Vibe and Indicators 40:13 World War III Fears 42:05 Wrap Up and Next Episode
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“Dangerous and Capable of Almost Any Kind of Stupidity” — Doug Casey on America at 250
07/03/2026
“Dangerous and Capable of Almost Any Kind of Stupidity” — Doug Casey on America at 250
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 about Crisis Investing after Lau Veges’ departure, risks of foreign bank accounts amid potential capital controls, gold-backed “goldbacks,” whether a US government could compel the Sprott Uranium Trust to sell uranium, possible investment opportunities in a collapsing Cuba, views on the death penalty and abortion, where “renaissance men” are most common, why countries splitting can be beneficial, concerns about Javier Milei’s pro-Israel actions and immigration stance, and why they won’t track panelists’ personal trades from their experts roundtables. 00:00 1976 vs Today 02:06 Population and Lifestyle Shifts 04:09 Middle Class Squeeze 05:50 Computers Change Everything 07:20 Immigration and Identity 11:11 Patriotism and Politics 14:13 Subscriber Q and A Begins 17:52 Foreign Accounts and Controls 20:52 Goldbacks and Gold Money 24:29 Uranium Trust and State Power 29:55 Cuba Collapse and Opportunities 33:02 Cuba Property Outlook 34:19 Death Penalty Rethink 36:21 Abortion Family Choice 40:21 Renaissance Men Today 44:30 When Countries Split 47:15 Milei Zionism Concerns 57:46 Roundtable Stock Followups 01:01:49 Holiday Signoff
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Doug Casey: “Trump Will Not Fully Serve Out His Term”
07/01/2026
Doug Casey: “Trump Will Not Fully Serve Out His Term”
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. But listen to the whole episode and the logic hangs together. Here's the chain. The money trail Trump's latest financial disclosure shows $1.4 billion in crypto earnings while in office. The Trump meme coin alone brought in $635 million. (Melania's coin managed about $6 million — which tells you something about the settlement theory.) Doug's read: "Those coins serve absolutely zero useful purpose. It's like giving somebody a book contract or a speaking fee to pass money to them. It's basically a grift." And that money has a job to do. "He'll need that money to mount a proper legal defense after he's out of office." A president facing legal exposure the moment he leaves power, sitting on a billion-plus war chest, in years Doug expects to get "so wild and wooly" that walking away becomes the smart trade — that's the resignation bet. Mussolini economics Doug's larger frame is that the grift isn't a side show — it's the system now. "He really is a modern-day reincarnation of Mussolini. His economic policies are actually identical to those of Benito Mussolini" — the US government buying stakes in companies on the open market, ten of them at this point, with the family positioned ahead of the deals. Take the Kazakhstan tungsten arrangement: Trump's sons get in, then the US government invests heavily. Millions of Americans look at that and call it capitalism. Doug's correction: "It's actually fascism at work, in the classic Mussolini definition of the word." And every time Trump is associated with free markets, he delegitimizes them a little more. What comes next is worse Mamdani won in New York and is now using his star power to elevate three more like-minded candidates into Congress. Doug isn't mincing words: "They're actual real communists that wanna overturn the entire nature of US life." Left and right, Americans are being radicalized against the system itself. Sanders, Obama, "drain the swamp," Mamdani — every one of those was a vote to tear something down. And the anger is monetary at its root, even if almost nobody can name it. M2 money supply surged $247 billion in May — the largest monthly jump since May 2021, when Washington was mailing checks to everyone with a pulse. We now sit $1.3 trillion above the peak of that printing orgy. That's what's laying waste to the average American's standard of living. They can't make ends meet, they can't explain why, and so they reach for "billionaires shouldn't exist." Doug's punchline on where the numbers go from here: "Trump is gonna have to ask what comes beyond a trillion. He doesn't know it, but it's a quadrillion. So that number is the next one we're gonna start hearing about." "It's all like a gambler on tilt at this point." The one trade hiding in all of this Amid the doom, Doug laid out the most concrete investment case he's made in months. The Hormuz standoff isn't getting resolved. Even under the best scenario, flows through the Strait will be controlled by Iran and its allies — restricted flows are the new baseline. Doug's conclusion: "Oil has reached a new base level at, let's say, $65 to $70 at a minimum." Now the anomaly: "During the last real oil bubble, which was in 1980, oil stocks were 20% of the S&P 500. Now they're 4%" — even though oil matters more to the world economy than ever. Some of these companies are yielding up to 10% in current dividends. "They're cheap, they're paying big dividends, nobody wants them, and it's one of the only parts of the financial world that's actually underpriced." Everyone's chasing semiconductors and AI. The energy that powers all of it trades like an afterthought. That's the setup Doug lives for. Also in this episode Trump's feud with Meloni at the G7 (and what the Italian press called him afterward), the $16 million Reflecting Pool fixation, the CPS visit to the Buttigieg household and why child protective agencies should terrify every parent in America, and whether there will even be an election in 2028. Doug: "Who knows what could happen between now and then where we could have a national emergency and the election is put off — and that's really the end of the Republic of America." On Friday: Doug's take on the recent Supreme Court rulings, his thoughts on Peter Thiel's Zero to One, and your questions. Subscribers can submit via the "Ask Doug a Question" link at the top of the Substack. One more thing John Hunt — Doug's co-author and, as Doug put it this week, "an actual renaissance man... not just an MD, he was trained in geology, and he can do everything" — has taken over the monthly Crisis Investing issues. His first one is out now, and it includes a genuinely interesting gold recommendation. Doug's assessment: "Crisis Investing is a better newsletter than ever, and it's going to improve a lot from here." If you want John's full write-up on the gold pick, upgrade at .
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Trump’s Peace Deal: “It’s Going to Blow Up”
06/19/2026
Trump’s Peace Deal: “It’s Going to Blow Up”
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 address Ukraine’s drone attacks on Moscow and concerns about an escalating, lingering war. Doug shares his positioning in gold miners, energy, uranium, and a corn ETF, answers subscriber questions on filmmaking/royalties, the FIFA World Cup and U.S. border hassles, trade blocs like Mercosur/EU, recommended books, and impressions of Malaysia and Penang. 00:00 Holiday Overload Debate 01:06 Which Holidays Matter 02:24 Equinoxes and Global Days Off 03:25 Juneteenth and Identity Politics 05:08 Obama Library Obamalisk 06:55 Trump Library Renderings 09:38 Pyramids and Presidential Tombs 11:31 Biden Library Money Trouble 14:25 Trump Birthday Peace Deal 15:13 Hormuz Oil and Ceasefire Doubts 18:02 Ukraine Drone War Escalation 20:02 War Escalation Risks 21:01 Ceasefire Won’t Hold 22:13 Crisis Investing Plays 23:34 Corn ETF Thesis 25:47 Film Investing Reality 29:55 FIFA World Cup Fallout 34:23 Trade Blocs Skepticism 36:19 Five Books To Read 38:56 Malaysia And Penang 41:35 Weekend Signoff
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Peace Bombshell & Israel as the 51st State
06/17/2026
Peace Bombshell & Israel as the 51st State
Find us at Matt and Doug discuss a reported US–Iran peace deal whose MOU hasn’t been released, doubting it will last due to Israel–Iran hostility and Israeli opposition, while arguing the US bombing of Iran was unnecessary and that the deal looks like a US surrender with potential reparations (estimated $300B) and possible UAE/private funding plus future service fees after 60 days. They then focus on provisions in the NDAA (Section 219) and an Intelligence Authorization Act measure (Sen. Tom Cotton) that would fuse US–Israel military and intelligence programs, outlining six harms: inability to stop unwanted wars, technology leakage (AI/quantum) possibly to China, US contractors losing business, Gaza-tested AI targeting tools entering US systems, Israeli espionage risks, and irreversible entanglement by FY2027. The conversation also covers Trump’s credibility, government involvement in AI companies and energy-hungry data centers, China’s open-source AI stance, IMF conditional lending in Papua New Guinea, rising authoritarian security policies in Peru, and broader fears of global conflict. 00:00 Iran US Peace Deal 01:08 Why Bomb Iran 02:31 Israel Leverage Theories 04:21 China Oil Shock Absorber 06:58 Trump Character Spin 10:02 Reparations And Tolls 11:18 Israel Lebanon Sticking Point 12:21 Israel As 51st State 14:59 Six Ways It Hurts 21:36 USS Liberty And AIPAC 24:32 AI Data Centers Bubble 28:24 AI As Strategic Weapon 33:42 World War Three Thesis 36:31 IMF In Papua New Guinea 39:48 Peru Fujimori Crackdown 43:47 Authoritarian Trend Fears 45:44 Hopeful Wrap And Outlook
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SpaceX Rings the Bell While Gold Hits Zero
06/12/2026
SpaceX Rings the Bell While Gold Hits Zero
Matt and Doug discuss SpaceX’s IPO jumping from 135 to about 171 a share and compare the frenzy to the dotcom era, noting its importance for broader market sentiment and Elon Musk’s reported trillionaire status. They mention reading Peter Thiel’s Zero to One, then pivot to extreme bearish sentiment in gold miners (a bullish index falling from 100 in January to 0 on June 10) and argue this may be a buying opportunity, alongside unloved oil despite ongoing Strait of Hormuz disruptions and prices around $80 WTI/$84 Brent. They cover rising inflation (CPI 4.2%), skepticism about official numbers, and expectations for new Fed chair Kevin Warsh. Subscriber questions include Costa Rica as a destination, tokenized gold’s practicality and redeemability, whether to short markets, Ebola risk to Ivanhoe Mines, China’s reduced oil imports, distrust of Howard Lutnick/Trump-linked trading dynamics, and whether humanoid robotics could extend the AI bull run. 00:00 SpaceX IPO Buzz 01:46 Thiel Book Talk 04:29 Trillion Dollar Math 06:24 Gold Miners Capitulation 09:26 Inflation Fed Outlook 12:47 Paper Fantasy Economy 16:07 Costa Rica Expat Reality 18:38 Central America Picks 20:17 Tokenized Gold Idea 21:07 Tokenized Gold Doubts 21:39 Swiss Gold Token Update 23:43 Shorting Market Timing 25:33 Ivanhoe Ebola Risk 28:36 Oil Prices and China 34:56 Stablecoins and Power Players 37:51 Epstein Files Speculation 39:04 Robots and AI Bubble 41:18 Trump Tweets and Markets 44:13 Weekend Sign Off
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Special Guest: Tom Woods
06/10/2026
Special Guest: Tom Woods
Find us at Find Tom at In a wide-ranging discussion, Tom Woods joins Doug Casey and the host to assess current U.S. politics, culture, and economics. Woods reflects on Trump’s 2024 win, the apparent retreat and performative nature of “wokery,” and a broader sense that public life is “oddly fake,” arguing that Trump squandered political capital and abandoned promising ideas like DOGE while ballooning spending, pursuing misguided trade and housing approaches, and attacking right-wing dissenters. They discuss generational divides in information and voting behavior, pessimism about fixing deficits and entitlements, and the likelihood that “reality” will force a fiscal reckoning through unmanageable interest costs or money printing. The conversation also touches on U.S.-Israel influence politics, concerns about deeper military integration, social media’s role in mass conformity, the possibility of U.S. fragmentation, and Woods’s commitment to keep speaking out and promoting his newsletter and history courses. 00:00 Welcome Tom Woods 00:33 Old Friends on PBS 01:10 Culture Wokery and Faith 04:15 Trump Momentum and Plan B 05:42 Economic Agenda Letdown 06:53 Housing Prices and Mortgages 09:48 Loyalty Tests and Vance 13:47 Israel NDAA and Intelligence 18:19 Censorship and Empire Decline 19:30 Pride Ads and Mass Psychosis 23:01 Social Media Amplifier 25:13 Will America Break Up 30:01 Keep Fighting Anyway 31:43 No Matter Who You Vote 33:03 Owning the McCain Line 34:04 Twitter Algorithms and Links 34:35 Debt Nobody Wants to Fix 39:49 Progress and Modern Comforts 43:00 Phones Amplify Human Nature 44:43 Boomers vs Gen Z Divide 48:19 Self Reliance for Young Men 51:23 Doug Casey Boomer Memories 55:54 Risks Hope and Do What You Can 58:28 Tom Woods Courses and Farewell
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Is Your Money Safe?
06/05/2026
Is Your Money Safe?
Find us at Matt and Doug open with a light discussion about June holidays, local attitudes toward Pride Month in Virginia, and Trump’s unusual AI-style memes, then shift into subscriber questions. Doug explains his cautious stance on sizing into cheap junior mining and gold stocks while wanting more cash “dry powder” amid fears of a potential deflationary market collapse that could temporarily drag miners down too. They discuss whether nuclear weapons and modern city-targeting warfare violate the Geneva Conventions, citing WWII bombings, Korea, Iraq infrastructure attacks, and the devastation and contested casualty estimates in Gaza and southern Lebanon. Doug and Matt touch on eVTOL investing as a regulatory-heavy, early-industry space; risks from Japan rate changes, major tech IPOs, index/ETF dynamics, and speculative options; corn vs. soybeans as a fertilizer play; Doug’s views on the soul as unprovable but personally plausible; why Eric Sprott’s Forbes cover isn’t a top signal; Interactive Brokers for Canadian exchanges; and why inheritance often harms children unless values and education are strong. 00:00 June Holiday Banter 01:12 Pride Flags and Virginia 02:08 Trump Meme Calendar 05:08 Gold Stocks and Dry Powder 08:52 Nukes and War Crimes 13:01 Gaza and Lebanon Fallout 15:22 eVTOL Investing Outlook 18:43 Japan Yen Carry and IPO Top 21:16 Corn vs Soybeans Trade 23:18 Do Souls Exist 27:09 Sprott Cover Top Signal 29:47 Broker for Canadian Stocks 30:13 Inheritance and Raising Kids 35:39 Wrap Up and Next Week
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Melt Up?
06/03/2026
Melt Up?
Find us at www.crisisinvesting.com Matt and Doug discuss whether current markets resemble a melt-up fueled by AI enthusiasm, citing massive gains in large-cap tech and AI-related stocks, surging option speculation including same-day expirations, and the growing proliferation of ETFs. They note trillions sitting in money market funds that could re-enter risk assets, but warn rising rates and heavy government/agency-paper exposure could contribute to a bust. They contrast expensive AI leaders with deeply out-of-favor mining, gold, and oil stocks, arguing commodities may be at new equilibrium levels while producers remain cheap, and point to oil’s reduced S&P weight versus 1980. They also question the economic purpose of enormous global data-center buildouts for training ever-more-compute-intensive frontier models. A Washington Post story about a Fidelity account “vanishing” underscores digital fragility, prompting advice to save statements and favor physical gold/silver and smaller, more personal banking relationships. 00:00 Market Melt-Up Talk 00:44 NVIDIA Hype Signals 03:27 AI Stocks Mint Fortunes 05:23 Options Casino Era 07:12 Sidelines Cash and Rates 09:25 Bubble Timing and Sentiment 12:05 Mining and Oil Value Plays 15:19 Geopolitics and Oil Outlook 17:35 Data Center Buildout Boom 20:08 Training the AI God 22:12 Fidelity Account Vanishes 23:27 Account Vanishes Digitally 24:55 Own What You Hold 26:17 Save Your Statements 27:24 Escape Big Bank Hell 30:12 Commodities New Equilibrium 31:20 Buying Physical Gold 31:49 Best Coins For Portability 33:37 Inflation And Dollar Decay 35:18 Ferrari EV Mandates 38:20 Old Ferrari Memories 40:28 Travel Plans And RV Life 42:24 Markets Limbo And AI Top 43:10 Wrap Up And Next Episode
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Trump's $250 Billion Dollar Bill, CIA Gold Hoard & More
05/29/2026
Trump's $250 Billion Dollar Bill, CIA Gold Hoard & More
Find us at Matt and Doug take subscriber questions for Crisis Investing while reacting to current events: a reported new $250 bill featuring Trump (and claims about a “gold note”), Trump imagery in passports, and the impact on Americans abroad. They discuss a raid on a CIA supervisor found with 303 kilos of gold, $20 million in cash, and luxury watches, raising concerns about CIA controls and corruption. The conversation turns to the Iran conflict and the Strait of Hormuz, arguing U.S. actions have repeatedly tightened shipping despite talk of wanting the strait open, with tolling, sanctions, and 1,500–1,700 ships reportedly stuck. They answer questions on inflation, Polymarket vs investing, how oil pricing works, what could invalidate their worldview, AI/robotics investing (favoring China/robots), OPEC weakening, skepticism on SpaceX/OpenAI/Anthropic IPOs, oil stocks and dividends, and preferred older vehicles to avoid surveillance tech. 00:00 Subscriber Q&A Setup 00:25 Trump 250 Dollar Bill 03:36 Passports and Global Backlash 05:15 Venezuela 51st State Post 07:00 CIA Gold Hoard Scandal 12:28 Iran War Fog and Losses 13:56 Hormuz Strait Toll and Sanctions 22:40 Energy Prices in Uruguay Argentina 25:38 Inflation Deficit and Collapse Risks 26:51 Betting Versus Investing 27:04 Polymarket And Market Corruption 29:03 Oil Futures Versus Physical 31:24 When The Worldview Breaks 38:12 AI Robots Real Edge 41:52 OPEC Control And Breakup 43:37 SpaceX IPO Bubble Bells 45:55 Why Own Oil Stocks 48:14 Cars Surveillance And Sweet Spot 51:09 Wrap Up And Next Week
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“This Ends Badly” – Doug Casey on America’s Breaking Point
05/22/2026
“This Ends Badly” – Doug Casey on America’s Breaking Point
Matt and Doug discuss signs of consumer strain in the U.S.—record-low sentiment, rising delinquencies, and high prices—alongside a stock market at all-time highs, comparing the disconnect to historical episodes like Germany’s 1923 hyperinflation. They argue official inflation measures are unreliable, deficits and money printing persist, foreign holders are cutting U.S. Treasuries, and gold benefits while mining stocks remain cheap; Doug remains long gold, oil, and commodities and warns the AI/data-center boom may be a debt-fueled bubble. The conversation turns to widening inequality, debt-based consumption tools, weaker job prospects even for top graduates, and fears of social unrest and potential civil conflict. They criticize what they describe as escalating corruption under Trump, including a DOJ settlement structure and extensive trading disclosures suggesting insider activity, then discuss elections, AIPAC/Israel influence, speech taboos, and rising generational and ethnic tensions. 00:00 Everybody Wants Love 00:08 Economy vs Market Highs 01:34 Sticker Shock in America 04:28 Inflation Numbers Doubt 05:57 Treasuries to Gold Rush 07:12 Mining Stocks and ESG 08:36 AI Data Center Bubble 10:32 Haves and Have Nots 12:08 Buy Now Pay Later Living 13:23 Decades of Debt Warnings 17:10 Trump Corruption Claims 17:50 DOJ Settlement Slush Fund 24:25 Insider Trading Allegations 25:50 Epstein and Ukraine Talk 28:59 Elections and Voter Trust 32:17 Israel Influence and AIPAC 36:38 Hate Speech and Taboo Topics 40:32 Tribalism and Protected Classes 44:22 Civil War and Generational Rift 47:22 Wrap Up and Next Guest
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Trumps Next Move
04/24/2026
Trumps Next Move
Find us at Matt promotes the Crisis Investing newsletter and VIP private placements, citing past returns and highlighting Midnight Sun’s gains and the free Experts Roundtable featuring Arizona Eagle Mining. Doug and Matt discuss Spirit Airlines’ bankruptcy and criticize a proposed government bailout as state capitalism, then argue the FAA and TSA should be abolished or privatized. They question Trump’s claims about saving eight Iranian girls from execution, debate marijuana reclassification, and emphasize personal responsibility and cultural causes of drug use. In listener Q&A, they cover the importance of economics and psychology, skepticism about modern psychiatry, the value of intrapreneurship, risks of invading Iran, defining the deep state, best healthcare abroad (Switzerland, Thailand, Argentina), where private gold is concentrated (China), property vs self-investment, Roth IRA asset choice, private placement minimums, border interrogation, shareholder voting, helium investing limits, tungsten’s strategic value, skepticism on South Africa REITs, and the film Barnum World’s critique of political rhetoric. 00:00 Newsletter Pitch and Returns 01:21 VIP Deals and Roundtable 02:50 Spirit Airlines Bailout 04:44 Abolish FAA and TSA 05:48 Iranian Girls Tweet Controversy 08:12 Marijuana Rescheduling Debate 12:02 Economics vs Psychology Discipline 16:28 Intrapreneurship at Work 17:47 Invading Iran and Deep State 19:40 Best Healthcare Abroad 21:22 US Healthcare Reality 21:55 Where Gold Is Hoarded 23:33 Property Or Self Investment 27:06 Roth IRA Asset Choices 29:45 VIP Deal Minimums 30:27 Border Tech And Customs 31:55 Shareholder Voting Skepticism 33:13 Helium And Supply Limits 34:40 Tungsten And Critical Metals 36:56 South Africa REITs Debate 40:05 Barnum Statements In Politics 41:58 Wrap Up And Next Week
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The Strait "Reopens" and Gold Keeps Climbing
04/17/2026
The Strait "Reopens" and Gold Keeps Climbing
In today’s episode: Good news broke this morning: the Strait of Hormuz is officially open again — assuming you believe what you read in the papers, which Doug emphatically does not. Oil dropped toward $80, gold crept toward $5,000 (a combination Doug calls “a little bit counterintuitive”), and meanwhile C-130s keep flowing into the Middle Eastern theater around the clock. As Doug puts it, “chances are this is just a pause in hostilities — everybody’s taking the opportunity to reload.” From there the conversation goes exactly where you’d hope it would. We get into Pete Hegseth’s now-infamous “prayer breakfast,” where the Secretary of Defense appears to have lifted Samuel L. Jackson’s Ezekiel 25:17 monologue from Pulp Fiction and delivered it to a room of bewildered military brass as scripture. Doug’s review was not kind: “It was kind of weak and mealy-mouthed the way Hegseth delivered those lines.” His proposed fix? “Next time he ought to put a red bandana around his forehead à la Rambo, strip his shirt off to expose his war-like tattoos, and then deliver it with proper fervor.” Elsewhere in a wide-ranging episode: Why coin collecting is dead and what that says about how we think about money Doug’s characteristically diplomatic take on Ireland’s troubles The Argentine citizenship-by-investment program that was, then wasn’t Whether traveling as an American is about to get uncomfortable again (Doug remembers the Vietnam-era Canadian-flag-on-the-backpack trick) Human cloning, Multiplicity, and the curious case of Adolfo Cambiasso cloning his best polo ponies — which rather settles the question of whether someone, somewhere, has tried it on people An honest look at our private placement track record: the big winners, and the ones that aren’t As Doug reminds us near the end: “We’re just leaves drifting down the river of time. We shouldn’t concern ourselves with these things — they’re above our pay grade anyway.” Have a great weekend, Matt
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Narrative Warfare, Iran, and the Looming Energy Shock
04/15/2026
Narrative Warfare, Iran, and the Looming Energy Shock
Doug and the host discuss how a gloomy zeitgeist has flipped inspirational “hard work pays off” stories into reminders that most people aren’t Will Smith, reflecting young people’s uncertainty and widening social division that could escalate beyond clashing ideas. They argue an “information war” now relies less on narrative control than flooding the public with competing, plausible, comforting, and gratifying stories that can’t be proven, deepening confusion and polarization. The conversation centers on the escalating conflict with Iran, heated disagreements among investors and military professionals, and the market implications of a U.S. blockade and a Strait of Hormuz shutdown, which they warn could trigger fuel shortages, rapid economic contraction, bankruptcies, more money printing, inflation, and a potential bond-market panic, while noting potential geopolitical winners like Israel and possibly China. 00:00 Confusing Times Setup 01:05 Pop Culture Gloom Shift 03:05 Youth Outlook And Civil Strife 05:57 Iran Conflict Sparks Division 07:19 Markets View And Escalation Risks 11:40 Narrative Warfare Flooding 14:18 Why We Believe Stories 18:12 Extraordinary Claims Need Proof 20:31 Iran Narratives And Religion 22:25 No Shared Western Story 23:13 Heroes and Moral Vacuum 24:19 Drug Boats and Rules 25:48 Iran Blowback and Propaganda 30:36 Blockade Escalation Scenarios 33:38 Strait Closure Economic Shock 35:40 Markets Mispricing the Crisis 38:23 Trump Knew the Stakes 41:01 China Advantage and Bond Panic 43:44 Wrap Up and Prepare
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Space Aliens, Disappearing Scientists, and the Coal Comeback
04/10/2026
Space Aliens, Disappearing Scientists, and the Coal Comeback
Aliens, Energy Shocks, Migration, and Crisis Investing Q&A with Doug Doug and the host pivot from Iran to UFOs, discussing reports of nine connected people disappearing and a clip of Congressman Tim Burchett reacting to Matt Gaetz’s claim of an alien-human hybrid breeding program and calling for disclosure, while the hosts debate the odds of alien visitation and mention alleged underwater craft reports. They then take subscriber questions on energy, arguing coal is undervalued, natural gas is extremely cheap versus oil (about $2.50 vs $100, shifting the usual 6:1 ratio to ~40:1), and explaining LNG’s transport constraints and EQT’s sensitivity to gas prices. They discuss mass migration into the U.S. from Latin America, speculate on motives, criticize Canadian political “wokeness,” address nuclear-war risk and Argentina/Israel relocation rumors, touch on pensions’ fragility, explain their Crisis Investing newsletter process, mention a VIP private placement called NAQI (earbud control tech), and share views on trusts. 00:00 Aliens and Disappearances 01:05 Art Bell Memories 02:23 Congress UFO Clip 04:47 Disclosure Day Hype 05:29 Do the Math on Life 08:23 Sci Fi and TV Picks 10:45 Energy Question Coal 12:51 Coal Gas and LNG 15:33 Migration Debate 20:33 Canada NDP Clip Setup 21:12 Canada Genocide Claim 22:52 Trans Surgery And Suicide 24:00 WEF Momentum And War Fears 25:31 Israel To Argentina Rumor 27:26 Technocracy Rabbit Holes 28:04 EQT Natural Gas Selloff 29:03 Shipping Insurance And Straits 31:28 Oil Shock And Australia 33:14 Rebel Vocalists Talk 34:56 Pensions And Dependency Risks 37:25 Newsletter Workflow And Picks 38:19 Private Tech Placement 40:16 Trusts Pros And Cons 42:43 Closing Thoughts And Farewell
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TACO Tuesday? Trump’s Iran Ultimatum, Energy Shock Fears, and Dubai’s Fragile Future
04/07/2026
TACO Tuesday? Trump’s Iran Ultimatum, Energy Shock Fears, and Dubai’s Fragile Future
Doug and Matt discuss escalating tensions with Iran, criticizing Trump’s social media threats of “civilization” ending and calling his behavior unstable, with one suggesting the 25th Amendment. They argue U.S. involvement benefits Israel, dispute the “47 years” framing by citing the 1953 coup, and warn that threatening to cut power to Iran amounts to mass death. They anticipate potential Iranian retaliation against U.S. Gulf interests and infrastructure, triggering oil disruptions, diesel price spikes, global shortages (especially in Asia), and broader financial stress amid high debt and risky junk lending. They consider knock-on effects like reduced civilian air travel, then pivot to refuges and isolated places like Tristan da Cunha’s small, lobster-based community. Finally, they assess Dubai’s vulnerability in war and financial downturns, noting falling transaction volumes, possible car abandonments, and the city’s artificial, hard-to-maintain nature. 00:00 D-Day Iran Threats 01:30 Trump Unhinged Turn 04:27 Bonkers Tweets Read 05:44 Iran History Context 07:21 Blowback and Terror Risk 09:42 Oil Shock Global Fallout 11:02 Debt Markets Unraveling 14:14 Invoke 25th Amendment 16:04 Escape Plans and Islands 17:04 Tristan da Cunha Life 20:42 Dubai Warzone Real Estate 28:25 Nuclear War Fears 29:31 Waiting for Taco Tuesday
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Americas Economic Future
04/03/2026
Americas Economic Future
Find us at Doug and Matt discuss a podcast featuring MIT professor Ted Postel, agreeing the Iran war is an escalating catastrophe with unavoidable, chaotic economic consequences driven by higher petroleum prices. They answer subscriber questions on how rising diesel impacts mining all-in sustaining costs (estimated 10–25%), how to identify viable new business ideas by solving real problems, and how Doug would start investing today by focusing on currently cheap resource stocks while avoiding becoming a one-trick pony. Doug recounts a few tense travel encounters (Haiti and Congo), outlines private placement risks (illiquidity and funding needy companies) and rewards (discounts and warrants), and says no clear asymmetric trade exists without reliable on-the-ground information. They cover music royalties, Brazil travel and bureaucracy, vaccine skepticism, corn’s subsidies versus a bullish ag view, draft avoidance uncertainty, 401(k) dilemmas, dollar devaluation and gold, numismatics demand issues, and Hydrograph as a high-risk speculation where taking a “Casey Free Ride” is prudent. 00:00 Subscriber Q&A Kickoff 00:37 Podcast Takeaways on War 02:20 Economic Shock and Energy Reality 05:11 Mining Costs vs Diesel Spike 06:23 Finding a Business Pain Point 07:42 Starting Investing Today 09:18 Dangerous Travel Stories 13:42 Private Placements Risks 15:23 Asymmetric Bets in Iran War 18:08 Professor Jiang on Long War 21:11 Music Royalties and Dire Straits 22:17 Brazil Outlook and Regions 23:10 Brazil Travel Reality 24:23 Visas And Travel Tightening 25:16 Covid Vaccine Skepticism 27:29 Corn Subsidy Machine 30:08 Corn As Investment 32:05 Draft Avoidance Talk 33:45 Protecting 401k Savings 35:39 Dollar Devaluation And Gold 39:10 Numismatics Exit Strategy 40:40 Women And Preparedness 41:39 Buying Hydrograph Shares 42:52 Hydrograph Buy More Guidance 44:24 Free Ride Speculation Lesson 45:30 Wrap Up And Next Week
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DIY War, Oil, and a Market in Denial
04/01/2026
DIY War, Oil, and a Market in Denial
Join us at https://www.crisisinvesting.com 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
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Special Guest: Kevin Bambrough on HydrogGraph and Nanotech
03/25/2026
Special Guest: Kevin Bambrough on HydrogGraph and Nanotech
Former Sprott CEO Kevin Bambrough on Hydrograph: Fractal Graphene, Nanotech’s Breakout Moment Podcast hosts interview Kevin Bambrough, author and former Sprott CEO, about why he became a major shareholder in Hydrograph and why he believes graphene—specifically Hydrograph’s turbo-stratic, fractal graphene aggregates—solves key industry problems like clumping and poor dispersion that plagued earlier graphite-derived approaches. Bambrough recounts his investing background and explains graphene’s sought-after properties (strength, conductivity, EMF shielding) and why Hydrograph’s purity and SP2 bonding matter for real-world applications. The panel discusses potential use cases across polymers, coatings, tires, construction materials, batteries, semiconductors, and military needs, plus Hydrograph’s patent moat and licensing potential. They cover manufacturing via acetylene/oxygen combustion in a chamber, economics such as a stated $250,000/ton price with far lower required loadings, modular “Hyperion” scaling, work with dozens of companies, and catalysts like EPA approvals, a possible Nasdaq listing, and a Texas gas-plant partnership, while noting execution and IP/theft as key risks. 00:00 Meet Kevin Bambrough 00:32 From Computers to Markets 01:57 Sprott Years and Track Record 03:19 Discovering Hydrograph 05:36 Graphene Hype vs Reality 07:46 Why Graphene Matters 11:21 Hydrograph Fractal Advantage 16:06 Sci Fi Use Cases 20:47 AI Accelerates Innovation 23:26 Moat Patents and Monopoly 26:42 Is the Stock a Bubble 30:59 Flow State Deep Research 35:38 Graphene Types and Construction 40:08 How the Graphene Is Made 41:48 Detonation Cycle Basics 42:34 Fractal Graphene Formation 43:58 Pricing And Battery Value 45:57 Polymer Bottles And Low Loading 49:13 Unit Economics And Scaling 51:59 First Customers And Auto Wins 56:24 Texas Gas Plant Expansion 59:16 Risks Patents And Execution 01:08:51 Catalysts Nasdaq And Deals 01:16:00 Final Takeaways And Wrap
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Doug Casey: This Is “Ultra Serious”
03/20/2026
Doug Casey: This Is “Ultra Serious”
an Supply Destruction, Energy Shortages, and Why Gold Miners Are Still Hated Doug and Matt discuss escalating conflict in Iran, including attacks on production/refining/shipping facilities and the potential closure of the Strait of Hormuz, arguing markets are underpricing the resulting supply destruction and global knock-on effects already seen in Asia (fuel shortages, reduced air travel, four-day work weeks). They criticize Trump’s actions and messaging, speculate about political fallout, and note reported U.S. losses and broader regional disruption, including Dubai’s tourism/finance and potential UAE banking stress. They react to Trump promoting watches and seeking a commemorative gold coin, then shift to investing: favoring commodity exposure (corn and possibly rice) due to fertilizer impacts, and urging gradual buying of cheap gold miners given extremely bearish sentiment and low P/E ratios. Subscriber Q&A covers Argentina relocation choices, Uruguay conference timing, “Great Reset” debate, drones, Falklands, media sources, short-term cash parking, war propaganda, carbon credits skepticism, mining catalysts (notably drill results in a bull market), and a coming interview with Hydrograph’s largest shareholder pitching a potential 100-to-1 case. 00:00 Iran Strikes Escalate 03:42 Energy Shockwaves Worldwide 07:35 Dubai Fallout and Bank Risk 09:07 Trump Watch Ad Controversy 10:44 Coin Proposal and Removal Talk 12:25 War Losses and Ground Invasion Fears 14:36 Spending Blowout and Staff Resignations 19:02 Insulating With Commodities 20:15 Argentina Relocation Picks 21:54 Subscriber Q and Great Reset Debate 25:26 Drone Delivery Future 26:04 Falklands Refuge Reality 27:44 Rubicon Deep State Show 28:13 Assessing Escobar Sources 29:43 Buying Gold Miners Dip 31:46 Learning Markets Slowly 32:27 Red Pilling Youth Ethics 36:52 Parking Cash Safely 37:39 Iran War Propaganda Logic 40:54 Carbon Streaming Skepticism 42:19 Miners Sentiment Catalysts 45:40 Junior Miner 10x Triggers 47:41 Hydrograph Interview Tease 49:09 Weekend Sign Off
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Skynet, The city of London & More
03/13/2026
Skynet, The city of London & More
Find us at Doug and Matt discuss a Palantir Maven Smart System demo that fuses multiple military data feeds into one targeting workflow, likening it to “Skynet” and warning that removing the final human approval is near. They cover Anthropic’s stance on not enabling “evil” uses versus dependence on government contracts, and debate whether massive AI data center spending could become stranded as models advance quickly and projects like “Stargate” fall apart. Member questions address biometric border expansion and the end of travel privacy, lab-grown/transmuted gold and future supply from seawater, kelp, and asteroids, Cuba’s likely collapse and negotiations with the U.S., AI data center local costs, offshore gold storage and impending FX controls, City of London conspiracy claims, portfolio implications of Iran-related oil disruptions, gold miners vs juniors, broker access to Canada, stop-loss risks, Uruguay/Argentina as safer regions, and tech/nanotech as hardest to analyze. 00:00 Palantir Skynet Demo 04:24 Anthropic vs Pentagon 06:25 AI Data Center Bubble 10:19 Buenos Aires Round Table 12:59 Tourism Overcrowding 16:00 Air Travel Breaking Down 19:33 Biometrics and Travel Privacy 23:30 Lab Grown Gold Explained 25:54 Cuba Next on the List 28:17 Local Costs of Data Centers 30:04 Data Center Bubble 30:38 Offshore Gold Storage 32:44 City of London Myths 36:18 Oil Stocks and War 38:21 Gold Miners Strategy 41:42 Accessing Canadian Stocks 43:10 Stop Loss Debate 46:05 Uruguay as Safe Haven 49:16 Israel Iran Motives 53:07 Hardest Stocks to Analyze 55:05 Wealth Transfer Prep 56:35 Wrap Up and Next Week
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Doug on the Iran Conflict and Market Risk
03/11/2026
Doug on the Iran Conflict and Market Risk
Oil Spikes, Strait of Hormuz Disruption, and War Psychology: Doug on the Iran Conflict and Market Risk Doug and the host discuss how oil futures briefly hit $120 amid escalating conflict involving Iran, arguing markets still aren’t fully pricing the risks. They call the US action an unprovoked war, stress that wartime information is unreliable, and predict a long conflict followed by a major psychological campaign to build US public support, similar to COVID-era shifts. They cite reported destruction or severe damage to expensive US assets in the Gulf, disruption fears in places like Dubai, and the Strait of Hormuz being effectively closed, taking roughly 20% of global oil supply offline and prompting early global moves like rationing and price controls. They warn government interventions can worsen economic fallout, discuss positioning in commodities (notably a corn ETF) and oil stocks, and advise Americans to “panic early,” prepare for fuel/food shocks, possible cyberattacks, and broader supply-chain instability. 00:00 Market Shock and Oil Spike 00:38 Unprovoked War and Propaganda 04:10 Backlash and Free Speech Costs 07:10 Long War and Public Psyops 09:32 Gulf Escalation and Energy Crunch 13:02 Government Meddling and Trade Ideas 22:03 Global Shipping Norms Unravel 28:00 Prepare Early for Domestic Fallout 32:25 Boots on the Ground and Wrap Up
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A Market Crash Incoming?
03/06/2026
A Market Crash Incoming?
Markets, Middle East Escalation, and Global Risk: Subscriber Q&A on Investing, Relocation, and Ethics Doug and Matt answer subscriber questions, focusing first on an escalating conflict involving Iran and the Gulf that they view as extremely serious despite a muted market response; Doug says stock and bond markets are overpriced, warns of a potential crash, criticizes demands like “unconditional surrender,” questions U.S. involvement (including insuring ships in the Strait of Hormuz), and expects global economic spillovers, noting Gulf vulnerabilities such as desalination, food supply chains, and remittances. They then discuss Paraguay’s unusual culture and land-based investment opportunities, dividend investing (noting oil stocks), practicalities of living/investing in Uruguay and Argentina (including taxes and policy changes under Milei), resource investing diligence, when to sell gold/silver, IPO lockup/exit issues, storing metals abroad, and conclude with a discussion of ethical decision-making frameworks and concerns about political leadership’s morality. 00:00 Market Reaction to Iran 01:06 Overpriced Markets Warning 02:50 Gulf Risks and Dubai 04:08 Unconditional Surrender Debate 05:12 Strait Insurance Plan 06:49 Who Benefits From War 08:27 Regional Spillover Effects 10:21 Supply Chains and Remittances 13:07 War as Market Catalyst 13:46 Paraguay Living and Culture 16:22 Paraguay Investing Basics 17:55 Dividend Stocks and Oil 18:26 Uruguay Plan B Logistics 20:45 Tungsten Fund Question 21:52 When to Sell Gold 23:00 Selling Shares After IPO 23:54 Iran Travel and Motives 24:12 Missed Iran Polo Trip 24:40 What the Iran War Is About 26:40 Buying a Farm in Argentina 29:01 Argentina Export Taxes Explained 29:45 Why Gold Stocks Fall Out of Favor 31:18 Is This the Last Gold Bull 33:28 Staying in the US Safely 35:27 Replacing Income After Selling 37:30 Next High Ground Novel Update 38:21 Getting Physical Gold in Uruguay 38:57 War Impact on Mining Stocks 40:41 Ethical Reasoning and Consequences 46:19 Politics Morality and Wrap Up
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This Is What A Crisis Looks Like!!
03/04/2026
This Is What A Crisis Looks Like!!
Find us at Matt and Doug discuss the reported US invasion of Iran and warn it could escalate unpredictably and badly, potentially toward a wider regional conflict or even World War III. They argue information from the war zone is unreliable, but note Iran’s missile/drone capabilities and the economic asymmetry of expensive US interceptors versus cheap attacks. They criticize launching strikes during negotiations, question US motives tied to Israel and long-standing regional history, and describe risks around the Strait of Hormuz for oil, gas, and fertilizer flows. They debate claims about attacks on Gulf targets, possible Israeli involvement, and confusion over downed aircraft, while highlighting how infrastructure like data centers and banking systems can become targets. The conversation shifts to markets (gold, oil, selected stocks), and broader “greater depression” themes about public crisis-blindness, government growth, inflation, and household financial stress. 00:00 War Breaks Out 01:33 Bases Everywhere 03:19 Fog of War 05:20 Costly Interceptors 05:59 Why Are We Involved 08:17 Israel and US Aid 11:29 Religious End Times 15:33 Iran Strikes Back 17:26 Negotiations Then Attack 24:09 Strait of Hormuz Risks 25:19 Escorts and Escalation 28:11 Cyber and Infrastructure 30:02 Who Hit the Refineries 30:38 False Flags and Mossad Claims 31:47 Fifteen Shootdown Mystery 33:48 Casualties and Interceptor Costs 35:07 Boots on Ground and Kurds 37:32 Markets Gold and Oil Plays 41:44 Why People Miss Crises 49:29 Greater Depression Timeline 50:13 How Iran War Ends 50:59 Assassinations and Nuclear Risk 54:12 Wrap Up and Audience Questions
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