The End of America.
Notas do episódio
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