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 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."

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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