Doug Casey’s Take
- Épisodes
- 99
- Parution
- hebdomadaire
- Dernier épisode
- 13 Nov 2026
À propos du podcast
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.
Épisodes 99
The Biggest Financial Bubble in World History
Doug Casey joins Matt Smith from Buenos Aires for a round of viewer questions, after they start on Jensen Huang's ouster as CEO of Nvidia. Matt thinks it looks like a coup by people who want AI kept closed …
Notes de l’épisode
Doug Casey joins Matt Smith from Buenos Aires for a round of viewer questions, after they start on Jensen Huang's ouster as CEO of Nvidia. Matt thinks it looks like a coup by people who want AI kept closed source, and Doug points to Nvidia lending money to companies so they can buy its chips. With the Anthropic IPO reportedly six times oversubscribed, Doug says AI is "not just a bubble, it's a super bubble," the biggest financial bubble in world history. Then the questions: whether the unrest in France is socialism or capitalism out of control (Doug says capitalism doesn't exist anywhere today, and what passes for it is fascism), whether the Republicans wanted to lose the midterms, what a ban on US diesel exports would mean for South America, what a gold revaluation would do to silver and platinum, Charles Schwab's crypto service and whether there's any safe place left to hold crypto, banking outside the US, the Canadian dollar against the US dollar, and whether conservatives owe the Trump haters an apology. Matt has a new word for Trump: mythomaniac. They finish with Canada and the EU, residency in Panama, the Mexican stock market, where a European civil war might start, and the best airlines and hotels.
If you want to know what we're actually buying while this plays out, join Crisis Investing: https://www.crisisinvesting.com/subscribe?utm_source=dct&utm_medium=libsyn&utm_campaign=paid-line
Find us at https://crisisinvesting.com
Ask Doug a question: https://crisisinvesting.com (click "Ask Doug")
00:00 Jensen Huang Out At Nvidia
02:55 Why Keep It Quiet?
03:44 It Looks Like A Coup
04:35 The Anthropic IPO
04:52 Not Just A Bubble, A Super Bubble
06:31 Unrest In France
09:11 Did Republicans Want To Lose?
10:43 A Giant Casino
11:24 Emotional Intelligence
13:01 A Ban On US Diesel Exports
15:38 Gold Revaluation, Silver And Platinum
17:46 Platinum Is A Supply Story
19:41 Gold Refining
20:03 Schwab, Binance And Crypto Storage
21:34 Nothing Can Be Trusted
23:51 Doug's Languages
25:02 Banking Outside The US
26:48 Canadian Dollar Or US Dollar
28:46 Countries Without A Central Bank
31:03 Do We Owe The Left An Apology?
34:20 Trump The Mythomaniac
35:34 Immigration And The 60 Minutes Interview
37:09 Canada And The EU
38:28 Residency In Panama
42:10 The Mexican Stock Market
43:31 Civil War In Europe
45:07 The Best Airlines
47:01 Hotels
48:35 Riding The Rails
50:15 Wrap Up
The End of America.
The End of America. Episode number: 460 Doug Casey joins Matt Smith from Buenos Aires, after the New Orleans Investment Conference and Nomad Capitalist in Cancun. They start with the US midterms, which Matt …
Notes de l’épisode
The End of America.
Episode number: 460
Doug Casey joins Matt Smith from Buenos Aires, after the New Orleans Investment Conference and Nomad Capitalist in Cancun. They start with the US midterms, which Matt reads as a resounding vote against Trump's policies. Doug restates his bet that Trump will not finish his term, and says a Greater Depression in the next two years would be blamed on the Republicans and would cement the Democrats in office: "that's the end of America, basically." Doug thinks they are still on the track to war with Iran, with a third aircraft carrier group arriving in the region. They also discuss immigration, and DOGE, which they treat as a PR stunt that left the budget bigger than ever. Then the 72-hour preparedness warnings from dozens of countries, the US plan to make military bases self-sufficient because the grid can't be relied on, and a possible 30-day shutdown of financial systems. Doug says the AI data-center boom is heading for huge misallocations, and that Trump has already taken government stakes in over 40 companies. If the market melts down, he expects the government to buy more shares with printed money: runaway inflation and an economy that is "actively socialized."
If you want to know what we're actually buying while this plays out, join Crisis Investing: https://www.crisisinvesting.com/subscribe?utm_source=dct&utm_medium=libsyn&utm_campaign=paid-line
Find us at https://crisisinvesting.com
Ask Doug a question: https://crisisinvesting.com (click "Ask Doug")
00:00 Back From The Conferences
02:03 Doug In Buenos Aires
04:07 The Midterm Elections
04:39 Trump Won't Finish His Term
08:28 Secession Or Civil War
10:21 Bush, The TSA, And The Patriot Act
12:17 Government Is A Cancer
13:40 AI Superintelligence
14:27 A Hoover-Style Depression
15:29 The Iran War After The Midterms
17:53 Still On The Track To War
19:13 It's All Kayfabe
20:14 Oil At $88
21:32 Punched The Tar Baby
22:18 Houthis And Saudi Arabia
23:39 A Deal On Immigration
24:12 The 60 Minutes Interview
26:10 Democrats Versus Republicans
26:41 DOGE Was A PR Stunt
28:12 The End Of America
28:55 72-Hour Warnings And The Grid
31:09 AI And Cyber Attacks
32:46 A 30-Day Financial Shutdown
33:36 Something Wicked This Way Comes
34:35 Lockstep Like COVID
36:02 The K-Shaped Economy
39:44 Is The AI Bubble Cracking
41:16 Stakes In 40 Companies
42:39 The End Of America, Again
43:58 Upcoming Guests
The Collapse of Western Civilization Is Accelerating
Doug Casey joins Matt Smith from New Orleans to talk about the accelerating collapse of Western civilization. Doug says things have become so complex, top-heavy and corrupt that "there's a good chance we're …
Notes de l’épisode
Doug Casey joins Matt Smith from New Orleans to talk about the accelerating collapse of Western civilization. Doug says things have become so complex, top-heavy and corrupt that "there's a good chance we're actually gonna go over the precipice," and compares the moment to the collapse of the Bronze Age and the fall of Rome. They discuss the riots spreading across France and Europe, why inclusivity has replaced merit, and why Doug says we live in a fascist society, not a capitalist one. Doug walks through his list of what makes Western civilization unique, from free thought and free speech to property rights and the rule of law. Then the UK and Japan's 3-day emergency warnings, the leaked Pentagon plan for bases to run on their own for 90 days, how fragile the grid is, AI-found exploits, a possible Iran attack after the midterms, Brazil, and how to make your own household more resilient.
Find us at https://crisisinvesting.com Ask Doug a question: https://crisisinvesting.com (click "Ask Doug") Doug is speaking at the New Orleans Investment Conference this week, Oct 28-31: https://neworleansconference.com/casey-2/
00:00 Doug On The Road In New Orleans 03:10 Western Civilization Is Collapsing 07:05 Riots Across Europe 10:02 Guaranteed Annual Income 11:37 Two Prongs Of The French Riots 14:25 The '60s Protests Then And Now 16:43 We Live In A Fascist Society 17:59 Capitalism, Fascism, And Socialism 21:28 What Makes The West Unique 22:49 Western Civ Has Got To Go 24:14 Democrats Versus Republicans 29:46 Most People Want More Government 32:31 Nature Versus Nurture 35:17 You Will Own Nothing 36:09 Three-Day Warnings In The UK And Japan 36:54 The Pentagon's 90-Day Plan 37:50 Oil, Refineries, And The Grid 40:16 Will The Military Let You On Base? 42:25 AI And Grid Vulnerabilities 44:30 Soft Targets And People War 48:16 Is Brazil Next? 51:24 An Iran Attack After The Midterms 53:17 "What War?" 54:14 How To Prepare 56:21 Wrap Up
Oil Is $136 on the Ground. Why Does Wall Street Say $95?
Doug Casey and Matt Smith on the gap between the flash and the bang. The war in the Middle East started February 28th, the Strait of Hormuz is choked, and Saudi Arabia and Yemen are now at war, yet most …
Notes de l’épisode
Doug Casey and Matt Smith on the gap between the flash and the bang. The war in the Middle East started February 28th, the Strait of Hormuz is choked, and Saudi Arabia and Yemen are now at war, yet most Americans still ask "What war?" Spot oil in the North Sea is $136 while the futures market says somewhere in the $90s. Why are markets disconnected from reality, and how long before the bang? Plus Saudi Arabia and MBS, Egypt, Israel fatigue, Indonesia's gas lines, AI and the new rust belt, the Fort Hood execution, and why Doug says "the shit will really have hit the fan" anytime between tomorrow and a couple of years from now.
Find us at https://crisisinvesting.comAsk Doug a question: https://crisisinvesting.com (click "Ask Doug") See Doug at the New Orleans Investment Conference, Oct 28-31: https://neworleansconference.com/casey-2/
00:00 Welcome And New Orleans 02:02 Worse Than The Worst Case 05:11 $136 Oil On The Ground 06:52 Markets You Can't Trust 10:36 Refineries And Fuel Shortages 13:03 Saudi Arabia Is Next 17:36 Egypt's Ticking Time Bomb 20:50 Israel Fatigue 26:04 Indonesia's Gas Lines 31:07 We Saw The Flash. Where's The Bang? 33:33 Rates, Bonds, And A Bifurcated America 36:09 AI And The New Rust Belt 39:37 Billionaires And Their Bodyguards 41:57 Kunstler And Agreeing To Disagree 44:37 Tankers In The Strait 47:36 Books: Vikings And The Mandibles 51:06 Overproduction Of Elites 52:33 Trump's $5,000 Video 54:09 The Fort Hood Execution 1:05:59 Press Secretary And Guilfoyle 1:09:23 Monica's Podcast 1:13:21 Wrap Up
Kunstler: Half the Country Is Literally Insane
Novelist and essayist James Howard Kunstler (The Long Emergency, the World Made by Hand series) joins Doug Casey and Matt Smith. Kunstler expects prosecutions after the midterms, starting with John Brennan's …
Notes de l’épisode
Novelist and essayist James Howard Kunstler (The Long Emergency, the World Made by Hand series) joins Doug Casey and Matt Smith. Kunstler expects prosecutions after the midterms, starting with John Brennan's grand jury appearance. He also says the US military won't let radicals take the levers of power, and that the country has slid from high trust to no trust. Doug and Kunstler clash over the Iran war. Also: Europe tottering, why US shale is more fragile than it looks, what Kunstler got wrong in The Long Emergency, Israel and Gaza, Ukraine and NATO, and the deep state.
Kunstler's Substack: https://www.kunstler.com Find us at https://crisisinvesting.com New Orleans Investment Conference, Oct 28-31: https://neworleansconference.com/casey-2/
00:00 Welcome James Howard Kunstler 01:08 Will Anyone Face Justice? 07:11 Brennan Before A Grand Jury 13:39 Bondi, Bongino, And Silence 18:42 Will The Military Step In? 22:35 Two Flavors Of Authoritarianism 26:14 Civil War And A Trump Bet 28:54 Europe Is Tottering 31:10 Iran, Oil, And Shale 37:31 Doug Pushes Back On Iran 41:43 Islam And Europe's Future 45:39 Invasion, Hochul, And New York 49:55 Where Are The Men Of Quality? 51:41 Trump The Paradox 55:44 Markets, Bonds, And The Carry Trade 1:01:11 Kunstler On Gold 1:02:58 The Long Emergency, 20 Years On 1:05:15 From High Trust To No Trust 1:07:59 Half The Country Is Insane 1:12:13 A Steak Of Justice 1:15:13 Is Trump An Authoritarian? 1:18:37 Israel, Gaza, And Tucker 1:24:39 The Iran Blockade 1:26:08 Ukraine And Leaving NATO 1:28:11 Brennan And The Deep State 1:31:54 Wrap Up
Is This World War III?
Find us at www.crisisinvesting.com After a brief hiatus, Doug and Matt discuss Trump's escalating rhetoric about Iran potentially nuking U.S. cities and argue the U.S. bears historical responsibility for the …
Notes de l’épisode
Find us at www.crisisinvesting.com After a brief hiatus, Doug and Matt discuss Trump's escalating rhetoric about Iran potentially nuking U.S. cities and argue the U.S. bears historical responsibility for the conflict, citing oil interests, the CIA-backed coup against Mossadegh, the Shah, and the 1979–1980 embassy crisis. Doug says Trump's actions have worsened the situation, advocates a public apology and possible indemnity to de-escalate, and predicts Trump will not complete his term due to impeachment, the 25th Amendment, assassination, or broader instability. They debate nuclear delivery realities, warn that antagonizing adversaries invites catastrophe, and frame current conflicts—Middle East shipping chokepoints, Houthi-Saudi fighting, and Russia-Ukraine maritime attacks—as kindling for World War III. They also cover French unrest, demographic and religious shifts, bond-market stress, a potential tech-bubble burst, and conclude by favoring energy and mining stocks. 00:00 Back From Hiatus 00:28 Trump Iran Nukes Talk 03:07 Why Iran Hates US 05:45 Apology Not Escalation 07:55 Trump Term Prediction 09:43 Nuclear Delivery Reality 14:33 World War Three Path 15:12 Saudi Yemen Flashpoint 20:15 Chokepoints And Shipping 26:05 Empire Bases Vulnerable 27:52 Elections And Dissidents 30:36 Islam And Instability 31:52 France Protests Breakdown 36:46 Bond Market To Collapse 39:43 Fourth Turning Theory 41:22 Worst President Forecast 43:05 Wrap Up And InvestingInvesting, Morality, and Drones
Find us at www.crisisinvesting.com Doug and Matt discuss escalating Yemen-Houthi conflict impacts, including disruption of Saudi oil infrastructure and potential wider geopolitical fallout as oil supplies to …
Notes de l’épisode
Find us at www.crisisinvesting.com
Doug and Matt discuss escalating Yemen-Houthi conflict impacts, including disruption of Saudi oil infrastructure and potential wider geopolitical fallout as oil supplies to Europe tighten and fuel prices rise. They pivot to U.S. policy and market fragility, criticizing short-term political decision-making (including possible diesel export bans), warning about deficits, rising rates, and a looming financial crisis, while outlining a defensive investment stance favoring gold, agriculture, and energy. They debate AI fear narratives as regulatory capture, question returns on massive AI capital spending, and consider state intervention if major firms fail, noting cheaper Chinese models undercut U.S. frontier labs. Viewer Q&A covers taking state money as a moral dilemma, risk management without stop-losses in illiquid resource stocks, prospects for conflict in Latin America vs. Africa/Middle East, evaluating moral character, Botswana's diamond dependence, legal system critiques, offshore vs. onshore precious-metals storage, private deal drawbacks, and future drone warfare shifting to swarms and eventually nanotechnology.
00:00 News and Viewer Qs
00:08 Houthis and Saudi Setback
06:03 Oil Shock and Markets
08:22 Diesel Export Ban Fallout
10:02 Trade Threats and Politics
13:25 Rates Debt and Bear Case
15:15 AI Fear and Regulation
18:35 China Models and Bubble Risk
21:29 Taking Money from State
24:52 Managing Trades Without Stops
27:25 Wars Latin America Outlook
28:14 Testing Character in Relationships
34:19 Botswana and Diamond Risk
35:59 Legal System as Slavery
37:02 Battle Bank vs Offshore Vaults
38:19 Private Deals Pros and Cons
40:04 Drones Swarms and Nanobots
44:11 Wrap Up and Italy Trip
Lies, Chaos, and 9/11
Find us at www.crisisinvesting.com Doug speaking at New Orleans Investment Conference: https://neworleansconference.com/casey-2/ Doug and Matt reflect on the 25th anniversary of 9/11, arguing the official …
Notes de l’épisode
Find us at www.crisisinvesting.com
Doug speaking at New Orleans Investment Conference: https://neworleansconference.com/casey-2/
Doug and Matt reflect on the 25th anniversary of 9/11, arguing the official narrative remains unconvincing, citing unresolved issues like Building 7 and the lack of thorough investigation, and linking this to widespread public distrust in government. They discuss escalating Middle East conflict, including Houthi territorial gains in Yemen, threats to shipping near Bab-el-Mandeb, attacks on Saudi infrastructure, and U.S. strikes on Iranian-linked tankers, while noting oil prices and market fragility amid potential rate hikes; Doug discloses he has shorted Nasdaq. They compare alleged state cover-ups to the Charlie Kirk assassination and other disputed events, then address viewer questions on AI-driven job losses, potential debt defaults, protecting oneself via assets and residency abroad, central bank gold moves (including Argentina shipping gold to London), meetups and conferences, precious-metal storage jurisdictions, and Doug's negative view of Nike as an investment.
00:00 9/11 Anniversary Reflections
02:08 Doubting the Official Story
03:35 Building 7 and Media Oddities
07:45 Middle East Escalation and Oil
12:43 Charlie Kirk Conspiracy Questions
15:34 Trust Collapse and State Power
18:20 Trump 5K Proposal Fallout
23:08 Renaming Hormuz and Narcissism
25:27 AI Job Losses Market Impact
27:27 UBI via Tax Credits
28:57 Bribing Voters Warning
30:19 Default Fallout Prep
31:36 Hard vs Soft Default
33:28 Escape Political Risk
34:05 Central Banks Move Gold
35:53 DC Meetups and Events
39:13 Uruguay Free Zone Idea
40:06 Argentina Gold to London
44:25 Where to Store Metals
46:42 Nike Stock and Woke Brands
50:21 Weekend Sign Off
AI Data Centers, a Stock Market Hyper-Bubble, and the Coming Love & War Robot Age
Matt and Doug discuss the rapid buildout of AI data centers, local backlash, and Doug's view that the frenzy reflects an unprecedented stock-market "hyper-bubble" led by major tech and AI firms. Doug argues …
Notes de l’épisode
Matt and Doug discuss the rapid buildout of AI data centers, local backlash, and Doug's view that the frenzy reflects an unprecedented stock-market "hyper-bubble" led by major tech and AI firms. Doug argues most data-center capacity is used to surveil and influence citizens more than to "manipulate atoms" in the real world, making it a threat to personal freedom, and notes the trend runs counter to technology historically becoming smaller, cheaper, and more dispersed. They explore whether AI could become "alive" and indistinguishable from humans (via the Turing test idea), cite concerns from an Anthropic researcher about self-improving AI, and focus on innovation driven by "love and war," including robots, sex bots, and drone-heavy modern warfare, warning of major societal disruption regardless of outcomes.
00:00 AI Data Center Backlash 01:28 Tech Bubble Warning 04:30 What Data Centers Do 05:21 Surveillance And Control 07:15 Tech Trends Reversed 09:13 Trillions And Centralization 12:00 Bubble Predictions Ahead 13:56 AI Becoming Alive 16:42 Overlords And Lab Fears 17:58 Love And War Robots 21:09 Drones And Autonomy 25:08 Society Upended Fast 31:00 Utopia Versus Dystopia 35:08 Milestones To Watch 37:02 Closing Thoughts
Lindsay Clancy, Data Centers, And Another Falklands War
Find us at www.crisisinvesting.com Doug and Matt discuss the Lindsay Clancy case, noting reports of an 11–1 jury split favoring a temporary-insanity outcome and debating punishment versus lifelong …
Notes de l’épisode
Find us at www.crisisinvesting.com
Doug and Matt discuss the Lindsay Clancy case, noting reports of an 11–1 jury split favoring a temporary-insanity outcome and debating punishment versus lifelong institutionalization, deterrence, and an anarcho-capitalist justice model focused on restitution rather than "debt to society." They react to a Gallup poll showing 89% of Americans believe government corruption is widespread and consider implications for institutional trust and social stability. Viewer questions cover backlash to AI data centers (noise, surveillance fears, and a potential trillion-dollar FOMO-driven bubble), hostility to flock cameras, Doug's limited debate history and dislike of formal debates, and the likely futility and escalation risks of "D-Day" secondary sanctions on Iran. They also discuss Roman emperors, war's societal effects and drone casualties in Ukraine, ETF versus individual mining-stock exposure, Argentina and the Falklands amid Milei's moves, race tensions, and a dismissed scenario of Argentina attacking Brazil.
00:00 Case Overview
02:35 Insanity Or Punishment
03:52 Ancap Justice System
07:43 Corruption Poll Shock
10:50 AI Data Center Backlash
16:28 Debate Team Memories
19:31 Iran Sanctions Fallout
27:14 Wine With Emperors
29:19 Trump Personality Critique
29:58 Wars And Male Casualties
31:05 Drone Warfare In Ukraine
32:02 Race And Western Decline
33:28 ETFs Versus Stock Picks
36:42 Falklands And Milei
41:44 NATO And Demographics Debate
44:07 China Brazil Corridor Fears
49:25 Weekend Wrap And Signoff
The Great Game with michael Yon
Find us at www.crisisinvesting.com Find @michaelyon at https://substack.com/@michaelyon Michael Yon the "Great Game": Chokepoints, Hydraulic Warfare, and Where Conflict Spreads Next The host interviews Michael …
Notes de l’épisode
Find us at www.crisisinvesting.com
Find @michaelyon at https://substack.com/@michaelyon
Michael Yon the "Great Game": Chokepoints, Hydraulic Warfare, and Where Conflict Spreads Next
The host interviews Michael Yon from Japan as he prepares for his baby's imminent birth, briefly discussing Japanese traditions around the kiri (paulownia) tree, then shifts to geopolitics and Yon's view of a global "great game" centered on routes, resources, and information warfare. Yon says the Strait of Hormuz is effectively closed and argues conflicts are interconnected, predicting flashpoints including the Falklands/Malvinas involving Argentina, possible spillover into Brazil and Uruguay, and wider fighting affecting Europe and the North Sea. He emphasizes hydraulic warfare, describing how dams on the Nile (GERD in Ethiopia), Euphrates (Atatürk Dam), Tigris (Mosul Dam), and China's Three Gorges could be used for famine and destruction. He also discusses Tibet/Nepal flood events, chokepoints like Suez, Gibraltar/Ceuta, Bab-el-Mandeb, Panama, and Malacca, plus language, migration, intoxicants, music, demographic, and economic warfare.
00:00 Morning Intro in Japan
00:32 Baby Due Soon
01:38 Kiri Tree Tradition
04:16 Hormuz and Global War
05:48 South Atlantic Flashpoints
08:15 Nepal Disaster and Tibet
13:24 Hydraulic Warfare Explained
15:13 Egypt and the Nile Dams
29:45 Turkey Iraq and China Dams
34:28 Prayer Wheel Spycraft
36:35 Local Flood Risks and Drought
38:53 Ceuta Flashpoint
39:32 Gibraltar Chokepoint History
41:16 Phosphate Power Politics
41:43 Global Chokepoints Strategy
45:05 Florida And Brazil Predictions
48:22 Ceuta Migrants As Weapon
51:32 Language Warfare Morocco
56:27 Books Burned And Forecasts
59:17 Safe Havens And Zionism
01:02:49 Cults And Empire Origins
01:05:51 Warfare Taxonomy Explained
01:12:36 Corporate Superstructure Wrap
01:15:01 Closing Thanks And Anecdote
Special Guest: Kolja Spöri
Find us at www.crisisinvesting.com Read Dr. Danger Zone by Kolja Spöri at https://www.amazon.com/dp/3903713023 Doug and Matt interview elite traveler Kolja Spöri about his new book, Dr. Danger Zone, a …
Notes de l’épisode
Find us at www.crisisinvesting.com
Read Dr. Danger Zone by Kolja Spöri at https://www.amazon.com/dp/3903713023
Doug and Matt interview elite traveler Kolja Spöri about his new book, Dr. Danger Zone, a collection of 25 highlight stories from a lifetime of travel to remote and dangerous places, paired with his on-the-ground conclusions that often contradict mainstream narratives. Kolja recounts driving Russia's northern ice roads in extreme cold, visiting conflict zones and politically sensitive regions, and seeking out famous "watering hole" hotels, including Haiti's Hotel Oloffson. The conversation shifts to his views on Turkey's development under Erdoğan, increasing surveillance and political repression in Western Europe—especially Germany—and his belief that Europe is being pushed toward a wider war with Russia while migration is used as a weapon against European civilization. They also discuss his Libya trip during the Arab Spring, his connections that enabled access to places like Chechnya, the FARC, and Mindanao, a rap song made about his life, and his Formula 1 sponsorship career.
00:00 Meet Kolja Spöri
01:09 Inside Dr Danger Zone
04:33 Languages and Turkey
07:48 Europe Turning Point
10:24 War With Russia Fears
15:10 Migration and Culture Clash
21:32 Ice Road Adventure
25:17 Haiti Hotel Legends
27:41 Goma Danger Factors
30:22 Entering Libya During Spring
32:11 Armed Kids Reality
32:51 Planning Warzone Access
33:36 Libya Benghazi Insights
35:16 Borders And Breakups
36:40 Chechnya To FARC
39:00 Mindanao And Militants
41:20 Rap Tribute Breakdown
45:31 Karabakh And Azerbaijan
47:15 Formula One Backstory
49:05 Next Chapter Reflections
50:13 Book Plug And Farewell
Special Guest Bill Buppert
Find us at www.crisisinvesting.com Find Bill at https://substack.com/@cgpodcast The U.S. Military Is a Trillion-Dollar Paper Tiger—Drones, Carriers, and Strategic Failure The hosts interview retired U.S. Army …
Notes de l’épisode
Find us at www.crisisinvesting.com
Find Bill at https://substack.com/@cgpodcast
The U.S. Military Is a Trillion-Dollar Paper Tiger—Drones, Carriers, and Strategic Failure
The hosts interview retired U.S. Army officer and military historian Bill Buppert, fellow at the Libertarian Institute and host of the Chasing Ghosts podcast, about U.S. military shortcomings and strategic failures since 1945. Buppert argues the Pentagon fields expensive "exquisite platforms" that are unfit for 21st-century peer conflict, citing lost influence in the Middle East and Africa and recurring defeats or stalemates in Iraq and Afghanistan. He critiques procurement and consolidation after the 1993 "Last Supper," and highlights troubled systems including the Zumwalt, Littoral Combat Ship, Ford-class EMALS, aircraft carriers, and the F-35's low readiness rates. He emphasizes the revolution of cheap FPV/UAV warfare, salvo competition in air defense, depleted munitions stockpiles (including Stingers), limited U.S. homeland missile defense, and vulnerabilities such as container-launched drones. The conversation also covers Ukraine's prospects against Russia, NATO red lines, Iran's terrain and history, and the importance of considering moral injury in war.
00:00 Meet Bill Buppert
01:52 Paper Tiger Pentagon
04:56 Iraq War Blowback
06:24 Rakes and Stupidity
10:22 Bureaucracy and Budgets
12:05 Navy Procurement Fails
14:05 Carrier and EMALS Risks
18:49 Drones Change Warfare
24:13 Defense Industry Monopoly
27:20 Salvo Competition IAMD
31:46 Carriers vs China Math
36:28 F-35 Readiness Disaster
39:56 Homeland Missile Defense Limits
42:58 Smuggled Nukes and Drones
44:22 Homeland Attack Scenarios
46:06 Civil Defense Blind Spot
47:12 Empire Mindset and 9/11
48:25 Bring Policy Home
51:14 Bureaucracy and Defense Waste
53:07 Drones Change Warfare
54:43 Why COIN Fails
56:58 Ukraine Forecast and NATO
59:57 Iran Nukes and Regional Power
01:08:09 Homeschooling and Trades
01:11:29 Iran Terrain and History
01:14:12 Moral Injury and Farewell
Are We Living in 1984?
Find us at www.crisisinvesting.com Doug and Matt answer viewer questions on which dystopian story best fits the West today, focusing on expanding surveillance tech and a drift toward "1984," plus a nod to a …
Notes de l’épisode
Find us at www.crisisinvesting.com
Doug and Matt answer viewer questions on which dystopian story best fits the West today, focusing on expanding surveillance tech and a drift toward "1984," plus a nod to a second dystopia involving "Soma." They discuss the U.S. pressuring the Netherlands via the MATCH Act to curb ASML chip-tool sales to China, arguing there's no legitimate state role and warning it could damage ASML and supply chains. On reserve currency, Doug says paper currency is a government substitute for money and predicts a return to gold. They debate China's "communist" label, claiming the party intervenes less than often assumed and noting high Chinese savings versus low U.S. savings. They cover the Japanese carry trade, U.S. debt, depression risk, preparation advice for a 31-year-old leaving the military and a 44-year-old permaculture worker, draft speculation, Cyprus investing timing, AI/AGI risks, retirement income strategies, and priorities for small monthly investing, ending with an Einstein interest-rate joke and a teaser for an upcoming Bill Buppert interview.
00:00 Viewer Questions Return
01:11 Surveillance State Fears
03:58 Chip War and ASML
06:53 Reserve Currency and Gold
09:08 Is China Really Communist
11:50 Japan Carry Trade Risks
14:17 Starting Prep at 31
17:14 Generalist or Specialist
19:02 Draft Anxiety and Independence
22:29 Cyprus Investing Outlook
24:15 AI Agents Gone Rogue
25:21 Is AI Becoming Life
27:14 Investing Around AI Risk
28:39 Boats Planes And Expat Taxes
30:29 Critical Metals Watchlist
31:56 Retirement Income Portfolio
33:35 Small Budget Priorities
35:54 Robot Liability Questions
38:32 Antifragile Society Debate
42:06 Wrap Up And Interest Rates Joke
44:14 Next Guest Announcement
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 …
Notes de l’épisode
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
Special Guest: Colonel Douglas Macgregor
Find us at www.crisisinvesting.com Find Col. Douglas MacGregor at www.macgregorwarrior.substack.com https://www.youtube.com/@macgregorwarriordiplomacy and https://nationalconversation.org/ No Existential Threat …
Notes de l’épisode
Find us at www.crisisinvesting.com
Find Col. Douglas MacGregor at www.macgregorwarrior.substack.com
https://www.youtube.com/@macgregorwarriordiplomacy
and https://nationalconversation.org/
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
The Camp of the Saints
Find us at www.crisisinvesting.com 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 …
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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
The Camp of the Saints
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
The Saudi Nuke Deal, Section 219, and the "Golden Age"
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
Trump's Price Tag
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
Looming Economic Cataclysm
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
"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 …
Notes de l’épisode
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
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 …
Notes de l’épisode
Doug Casey on oil's new floor, the $1.4 billion grift, and why the next president will make Trump look like a moderateDoug 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 trailTrump'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 economicsDoug'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 worseMamdani 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 thisAmid 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 episodeTrump'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 thingJohn 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 crisisinvesting.com.
Trump's Peace Deal: "It's Going to Blow Up"
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
Peace Bombshell & Israel as the 51st State
Find us at www.crisisinvesting.com 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 …
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Find us at www.crisisinvesting.com
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
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 …
Notes de l’épisode
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
Special Guest: Tom Woods
Find us at www.crisisinvesting.com Find Tom at www.tomwoods.com 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 …
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Find us at www.crisisinvesting.com
Find Tom at www.tomwoods.com
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
Is Your Money Safe?
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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
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 …
Notes de l’épisode
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
Trump's $250 Billion Dollar Bill, CIA Gold Hoard & More
Find us at www.crisisinvesting.com 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 …
Notes de l’épisode
Find us at www.crisisinvesting.com
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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