Doug Casey's Take - podcast cover

Doug Casey's Take

Matthew Smithwww.crisisinvesting.com
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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Episodes

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 ce...

Apr 15, 202644 minEp. 440

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 i...

Apr 10, 202644 minEp. 439

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 ...

Apr 07, 202630 minEp. 438

Americas Economic Future

Find us at www.crisisinvesting.com 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 s...

Apr 03, 202646 minEp. 437

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...

Apr 01, 202642 minEp. 436

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 so...

Mar 25, 20261 hr 20 minSeason 435Ep. 3

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 n...

Mar 20, 202649 minEp. 434

Skynet, The city of London & More

Find us at www.crisisinvesting.com 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 questio...

Mar 13, 202657 minEp. 433

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 destru...

Mar 11, 202636 minEp. 432

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 ex...

Mar 06, 202648 minEp. 431

This Is What A Crisis Looks Like!!

Find us at www.crisisinvesting.com 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 region...

Mar 04, 202655 minEp. 430

Scammers, "crappy little" mining stocks, and a war nobody's pricing in

Doug & Matt Q&A: Scam Warnings, Private Placements, Gold Outlook, Business Advice, and Living Abroad Doug and Matt warn subscribers about scammers impersonating them on Substack to pitch a mentorship program with urgent funding deadlines, stressing they will never solicit business opportunities and that their only related activity is sharing private placement ideas with VIP members. They discuss strong recent performance in small mining stocks, arguing the sector remains tiny, illiquid, ...

Feb 27, 202636 minEp. 429

Iran & Epstein Fallout

Find us at www.crisisinvesting.com Doug and the host discuss escalating tensions with Iran and the risks of US military action, then pivot to media and politics including Washington Post subscriber losses/layoffs, Trump's cabinet optics, Pam Bondi's testimony, and expectations around the Epstein files. They answer subscriber questions on the DEAGEL report, the dollar and immigration, retiring in El Salvador vs. the Southern Cone, robot leasing and rapid advances in China, unrealized-gains taxati...

Feb 20, 202652 minEp. 428

Will Gold Stocks "Re-Rate" When Earnings Catch Up to $Gold?

Crisis Investing Q&A: Gold Miners, US Politics, and Safe Investments with Doug Casey In this episode, Doug Casey addresses questions from Crisis Investing subscribers. Topics include the impact of gold prices on miners and explorers, the potential benefits of keeping a portion of your portfolio in cash, and the possible advantages of investing in Aris Mining's planned move to the NYSE. Doug also gives his take on meeting political figures, the risks of investing in private companies, and the...

Feb 13, 202619 minEp. 427

What Happens To Gold Stocks In A Crisis?

Get an education on mining stocks: https://expertsroundtable.substack.com/p/rua-gold-corp-doug-caseys-experts Free newsletter on critical minerals: https://statespeculator.substack.com/ Subscribe to CrisisInvesting.com In this episode, Doug discusses a range of topics from Bitcoin's long-term viability and real estate opportunities in Argentina, to strategic investments in gold and specific mining stocks. He also addresses listener questions on fractional reserve banking, the state of the Japane...

Feb 06, 20261 hr 15 minEp. 426

State Capitalism & Mining Stocks

Find us at www.crisisinvesting.com In this episode, Doug and Matt discuss the recent activity in metals and mining markets, including the U.S. government's strategic initiatives to stockpile critical minerals. They scrutinize Trump's $12 billion Project Vault and proposals to expand the export-import bank's budget, exploring how these moves could affect the mining industry. The conversation then shifts to the burgeoning AI landscape, noting developments in AI that enable bots to interact, rememb...

Feb 04, 202633 minEp. 424

Silver Top? When to Sell?

Find us at www.crisisinvesting.com Doug and Matt Discuss Iran Tensions, Precious Metals Market, and Investment Strategies In this episode, Doug and Matt tackle timely questions from their subscribers, focusing on the escalating tensions with Iran and potential U.S. actions under President Trump. They explore the potential impacts on regional stability and the global economic landscape, including how it might affect oil prices and military strategies. The conversation shifts to the precious metal...

Jan 30, 202644 minEp. 423

Our Portfolio Booms While Things Fall Apart

→ 20% off link: https://www.crisisinvesting.com/2026 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 ...

Jan 28, 202642 minEp. 422

Silver over $100! What comes next?

Find us at www.crisisinvesting.com In this enlightening episode, Matt and Doug discuss the historic highs in silver, breaching $100 per ounce, and gold approaching $5000. They analyze the rapid movement in the precious metals markets, discuss strategies for holding and buying more, and delve into the lagging performance of mining stocks. They touch on broader economic issues, including Trump's political maneuvers, global unrest, and the absurdity of the ongoing drug war. Doug shares insights on ...

Jan 23, 202659 minEp. 421

Trump's Debt Band-Aids And The New "Board of Peace"

Mentioned in this video: CrisisInvesting.com Expertsroundtable.substack.com swpcayman.com (gold storage) In this episode, Doug Casey and the host discuss a variety of topics including Trump's recent recognition of the cost of living crisis in America and his proposed solutions, like a 10% cap on credit card interest and a $2,000 rebate on tariffs. They also dive into Trump's Board of Peace for the Gaza Peace Plan and the individuals involved. The conversation extends to commentary on healthcare,...

Jan 17, 20261 hr 6 minEp. 420

Will Trump Finish His Term?

In this episode, Doug and Matt return from a six-week hiatus to discuss a busy period marked by significant global events, including the volatile gold and silver markets, recent actions in Venezuela, and the unstable geopolitical landscape. Doug offers a broad, 30,000-foot view of the current global situation, predicting that instability will increase, potentially leading to significant political changes in the U.S., such as the possibility of Trump not finishing his term. The conversation also ...

Jan 14, 202643 minEp. 419

Stop Leaving Your Money to People Who Hate You

Johann Kurtz on 'Leaving a Legacy': Vital Insights into Multigenerational Wealth and Family Dynasties Johann's important book: https://a.co/d/7OmwAS6 Substack: https://becomingnoble.substack.com/ Join us for an enlightening conversation with Johann Kurtz, author of 'Leaving a Legacy: Inheritance, Charity, and Thousand-Year Families.' Johann discusses the thought-provoking questions that spurred the creation of his book, focusing on the moral, philosophical, and practical reasons for preserving f...

Nov 28, 20251 hr 14 minEp. 418

Skyscraper Effect, Resource Revolution & More

Find us at www.crisisinvesting.com In this episode, Doug Casey and Matt discuss various questions from their subscribers. Topics range from the impact of AI on jobs, the enduring value of businesses that AI cannot replace, and the economic implications of universal basic income. They also delve into the 'skyscraper effect' as a predictor of financial downturns in places like Punta del Este, Uruguay. The discussion then shifts to the future prospects of commodities like gold, silver, uranium, and...

Nov 21, 202544 minEp. 417

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, Ar...

Nov 14, 20251 hr 39 minEp. 416

Doug Caseys Back: Stimi Checks, 15 Year Car Loans, Hate Speech, And More

Find us at www.crisisinvesting.com In this episode, Doug and Matt reconnect after a long hiatus to discuss pressing issues in politics and economics. They analyze the bizarre relationship between Trump and an Al-Qaeda figure, the alarming state of free speech legislation in South Korea, and the absurdity of 15-year car loans. They also touch on the implications of tariffs, the unemployment crisis among college graduates, and the future prospects in a world increasingly influenced by AI and robot...

Nov 12, 202542 minEp. 415

Cultural Crossroads: Istanbul to Azerbaijan

In this episode, Doug and Matt kick off their travel story from the Hotel in Istanbul. They share vivid memories of Doug's first trip in 1967 via the Orient Express. The conversation then pivots to their recent adventure in Azerbaijan, including a rare visit to formerly occupied territories and discussions about the nation's surprising development and infrastructure projects. Despite confronting complex historical and geopolitical themes, including tensions with Armenia, the duo highlights the t...

Oct 29, 202549 minEp. 414

Gold Fever: The Future of Precious Metals

Find us at www.crisisinvesting.com Doug and Matt discuss Doug's recent travel from Virginia to Buenos Aires, gourmet Pacific Northwest seafood, and the impact of gold's rising value on their financial outlook. They delve into the potential devaluation of the US dollar and its implications on gold investments. The conversation also touches on the deployment of National Guard troops in American cities, the likelihood of a civil war, and Trump's chances of winning the Nobel Peace Prize. Lastly, the...

Oct 10, 202539 minEp. 413

Doug Casey on the Government Shutdown, Trump's "Enemy Within", and the Coming Chaos

What can you do? Get prepared financially by subscribing to https://crisisinvesting.com and with skill development from our new book, The Preparation: https://a.co/d/f8XtkcZ In this episode, Doug and his co-host discuss the recent government shutdown and its implications, with particular focus on how it may benefit President Trump by allowing him to make changes without congressional approval. They express concerns about Trump's increasing authoritarian tendencies and potential impacts on US dem...

Oct 03, 202555 minEp. 412

Nationalize the Gold Mines?

In this episode, Doug answers a range of questions from members of the file. Topics covered include concerns over potential gold mine nationalization in Canada, the state of Battle Bank, investment opportunities in Uruguay's real estate market, Doug's 'casey free ride' investment principle, and potential internal chaos in Brazil. Doug also touches on the rise of evangelical Christianity, prohibition of usury in Islam, and the idea of opening a Rick's Cafe in unstable regions. The session conclud...

Sep 26, 202542 minEp. 411

New Alliances Leading Us to Disaster

Find us at: www.crisisinvesting.com In this episode, Doug discusses a range of global and domestic topics. Highlights include a new defense pact between Pakistan and Saudi Arabia following a significant meeting in Doha, and historical reflections on George Washington's farewell letter advising against foreign entanglements. Doug critiques the current state of U.S. foreign policy and comments on the ongoing political climate, including reactions to Charlie Kirk's situation and potential changes a...

Sep 19, 202530 minEp. 410
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