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.

Will Gold Stocks “Re-Rate” When Earnings Catch Up to $Gold? 02/13/2026

What Happens To Gold Stocks In A Crisis? 02/06/2026

State Capitalism & Mining Stocks 02/04/2026

Silver Top? When to Sell? 01/30/2026

Our Portfolio Booms While Things Fall Apart 01/28/2026

Our Portfolio Booms While Things Fall Apart → 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 you. And then we pivot from street-level power to monetary reality—because while the media fixates on the daily outrage cycle, the dollar is quietly bleeding out and metals are screaming something big. Gold is at fresh all-time highs (we talk about $5,280), silver is over $100 (we cite $113), and the public still isn’t participating the way a true mania would look. Doug’s take: this isn’t a “bubble”—it’s a new equilibrium forming as central banks dump dollars and reach for the only reserve asset that isn’t someone else’s liability. The actionable part: we explain why the real asymmetry isn’t in the metal—it’s in the miners. Our Crisis Investing portfolio is up about 20% in the last month, with individual names up as much as ~65%, and Doug’s argument is that the move still hasn’t matched what higher metal prices will do to earnings, buybacks, dividends, and ultimately institutional attention. (He repeats the old rule that matters: be right, sit tight.) If you want the exact portfolio, the back issues, and the monthly issues as they drop, this is where you upgrade to a paid subscription to Crisis Investing. I’m including a link that gives you 20% off an annual subscription, and it’s only open for about 36 hours: → 20% off link: If this episode hits a nerve - especially the Minneapolis/ICE segment—come back for the Friday Q&A. Doug expects pushback, and honestly, it’ll be a good test of whether people can argue the facts without losing their cool or surrendering their principles. /episode/index/show/dougcasey/id/39912655

Silver over $100! What comes next? 01/23/2026

Trump's Debt Band-Aids And The New "Board of Peace" 01/17/2026

Will Trump Finish His Term? 01/14/2026

Stop Leaving Your Money to People Who Hate You 11/28/2025

Skyscraper Effect, Resource Revolution & More 11/21/2025

Doug Casey and Michael Yon 11/14/2025

Doug Casey and Michael Yon Find us at www.crisisinvesting.com I n this episode, Michael Yon joins the discussion late at night from Japan, sharing his experiences and insights on a range of subjects. Yan talks about his recent bear hunting adventures in Northern Honshu and the rising bear attacks in Japan. He delves into historical and contemporary issues concerning globalism, the depopulation agenda, and the rewilding of various countries. Yon also connects these themes to current events in Japan, Thailand, Venezuela, Argentina, and the U.S., offering a detailed historical context that ties everything together. The conversation explores the importance of being adaptable in changing times and underscores the significance of private initiatives and self-sufficiency in the face of globalist agendas. Whether it's discussing historical colonization, modern economic strategies, or the psychological impacts of widespread drug use, Yon provides a thorough, thought-provoking examination of global politics and survival strategies. 00:00 Introduction and Welcome 00:17 Bear Hunter Adventures in Japan 01:47 Bear Attacks and Infographic 02:44 The Legendary Bear Hunter's Skills 07:53 Bear Meat and Historical Context 10:52 Japan's Rewilding and Population Issues 12:39 Global Rewilding and Depopulation 16:07 Thailand's Resilience and Opium History 32:31 Globalism and Narcissistic Elites 36:39 Understanding Trump's Predictability 37:13 Personal Encounters with Political Figures 40:25 Insights on Middle Eastern Conflicts 43:13 Water Wars and Geoengineering 45:51 Historical Context of Global Conflicts 48:31 Colonial Strategies and Modern Implications 58:08 The Role of Religion in Geopolitics 01:03:40 Globalist Architecture and Historical Treaties 01:08:41 Spanish and Portuguese Ambitions in Japan 01:09:40 Global Superstructures and Their Evolution 01:10:20 American Expansion and Manifest Destiny 01:11:16 Nagasaki and Japanese Resistance to Globalism 01:12:50 Modern Global Players and Tech Oligarchs 01:14:57 Survival Strategies in a Changing World 01:16:51 Historical Conflicts and Strategic Locations 01:30:29 Panama Canal and American Global Strategy 01:35:12 Final Thoughts and Recommendations /episode/index/show/dougcasey/id/39039535