Doug Casey's Take

Matthew Smith
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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.

  1. 19 HR AGO

    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, and largely unowned by the public and fund managers, and explain why they favor private placements for discounts and warrants, citing a VIP deal in Midnight Sun copper explorer bought at $0.22 with a $0.30 warrant and later trading above $1.35. They answer questions on starting or buying businesses by focusing on solving niche problems and avoiding "influencer" strategies, remain bullish on gold and related stocks, discuss English-speaking relocation options and Chile's livability, share stories about reckless youthful speeding, touch on glyphosate concerns, and speculate about potential U.S. action against Iran. 00:00 Scam Alert Mentorship Messages 01:18 Mining Stocks Bull Market Thesis 03:16 Private Placements VIP Strategy 05:17 Starting Businesses Finding a Niche 07:11 Influencer Culture Reality Check 11:04 Reinvesting Profits Trend Following 11:51 Second Residency English Options 14:43 Corvette Chase Jail Story 17:27 Muscle Cars and Drag Racing 20:16 Gold Price Overextension Debate 23:21 Living in Chile Pros and Cons 26:12 Glyphosate and Organic Food 28:06 Holding Cash in Treasuries 28:44 Buying a Business Owner Financing 30:33 Iran War Talk and Wrap Up

    36 min

  2. 20 FEB

    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 taxation in the Netherlands, rare-earth supply constraints, lawfare experiences and AI-driven enforcement, Hong Kong property, and why they favor gold/silver and mining stocks over overpriced US equities. 00:00 Iran War Drumbeat: Carriers, Motives, and Blowback Risks 04:06 Nukes, News Fatigue, and Tuning Out the Doom Cycle 07:22 Washington Post Meltdown: Subscribers, Layoffs, and AI Newsrooms 10:53 Scouting America & Eagle Scout Perks (Plus a Fed Chair Joke) 15:48 Pam Bondi, Trump's Cabinet Optics, and the Epstein Files Fallout 20:47 Subscriber Q&A: The Deagel Report—Forecast or Psyop? 23:31 If the Dollar Loses Reserve Status: Immigration, Inflation, and Tariffs 26:46 Retiring to El Salvador vs. the Southern Cone (Argentina Rumors) 29:21 Free Speech vs. the State: When "Hate" Becomes a Censorship Pretext 29:50 Robot Ownership Goes Subscription: Leasing, Updates, and Remote Kill Switches 31:28 China's Humanoid Robot Boom: Dances, Kung Fu, and a Friendly Terminator Future 32:25 Netherlands' Unrealized Gains Tax Shock: Capital Flight, Passports, and US Spillover 35:10 Can the West Replace China's Rare Earth Processing? The Real Bottleneck 36:54 Lawfare in Practice: The Domain Name Lawsuit That Cost $35K 39:11 AI + the Legal System: $3,500/hr Lawyers and the Coming Explosion of Automated Enforcement 41:52 If Democrats Sweep Power: Portfolio Defense, Debt Reality, and Why Gold Stays 44:03 Seasteading & City-States: Why It's a Billionaire's Game (Minerva, Honduras, and Coast Guards) 47:45 Hong Kong Property Revisited: Common Law, Deflation, and a Legendary Real Estate Win 49:25 Should You Avoid US Stocks? Overvaluation, Currency Debasement, and the Mining Stocks Bet (Wrap-Up)

    52 min

  3. 13 FEB

    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 merits of retiring in Panama. Additionally, Doug discusses the issues with security in Mexico, the implications of Uruguay's president visiting China, and the considerations for storing gold to avoid potential US government confiscation. 00:00 Introduction and Overview 00:11 Gold Miners and Stock Appreciation 01:50 Meeting Political Figures 06:15 Private Company Investments 08:05 Cash Management Strategies 09:36 Aris Mining and NYSE Listing 10:50 The Great Taking and Economic Concerns 12:41 Retirement in Panama and Other Locations 14:53 Silver Investment Risks in Mexico 16:49 US-China Relations and Uruguay's Strategy 17:58 Gold Confiscation and Offshore Storage 19:14 Conclusion and Wrap-Up

    19 min

  4. 6 FEB

    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 Japanese stock market, and the impact of financialization on various assets. Additionally, Doug gives his insights on a new Hollywood movie, the difference between commodity prices in the East and West, and strategies for investing in small and medium enterprises. 00:00 Introduction and Subscriber Questions 00:21 Bitcoin's Viability as a Currency 05:18 Bitcoin's Financialization and Market Dynamics 12:44 Real Estate Opportunities in Argentina 19:01 Investing in Small and Medium Enterprises 21:18 Gold Mining Stocks and Market Analysis 28:18 Christianity's Influence on Western Civilization 40:29 Doug's Take on Ari's Strategic Mining 43:40 Review of DiCaprio's New Film 47:34 Gold as a Tier One Asset and Tax Implications 49:51 Investing in the Japanese Stock Market 54:36 Silver Market Dynamics and Arbitrage 59:12 Fractional Reserve Banking and Usury 01:04:53 Stock Market Crash and Precious Metals 01:11:42 Stop-Loss Strategies in Mining Stocks

    1h 15m

  5. 4 FEB

    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, remember, and even form communities autonomously. Doug and Matt also delve into the criticism of governmental interference and potential impacts on investors, touching on the broader implications of AI on the job market and future technological advancements. The episode wraps up with investment advice and Doug's thoughts on regulatory changes. 00:00 Introduction and Market Overview 00:16 Government Interventions in Mining 01:06 Economic Implications of Government Actions 03:23 Historical Context and Strategic Metals 11:05 AI Developments and Ethical Considerations 18:35 Impact of AI on Jobs and Industries 23:09 Gold and Silver Market Dynamics 30:13 Conclusion and Investment Advice

    33 min

  6. 30 JAN

    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 metals market, with an emphasis on silver and gold's recent bullish run, investment strategies, and the arbitrage between different markets. Doug and Matt also advice on when to sell and swap precious metals, discuss the impact of industrial demand on prices, and address the importance of a global perspective on investments. 00:00 Introduction and Subscriber Questions 00:14 Potential Conflict with Iran 06:16 Market Reactions and Precious Metals 07:17 Silver Market Dynamics 10:53 Investment Strategies and Market Chaos 20:49 Portfolio Management and Broker Recommendations 25:18 Big Producer and Royalty Names 28:08 Physical Precious Metal Storage 31:24 Financial Newsletters for Investments 35:49 Gold and Silver Market Trends 38:52 Antiquated Metals Pricing in Mining Reports 42:30 Final Thoughts and Future Outlook

    44 min

  7. 28 JAN

    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 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: https://www.crisisinvesting.com/2026 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.

    42 min

  8. 23 JAN

    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 historical U.S. territorial expansion, the implications of Alberta's potential secession, Trump's so-called 'Board of Peace,' and the intense dynamics involving China and other global powers. Listener questions spark discussions on diverse investing strategies, private ownership, and managing personal wealth amidst chaotic global markets. 00:00 Market Madness: Silver and Gold Surge 02:00 Mining Stocks: The Hidden Gems 04:17 Experts Roundtable: Insights and Discussions 06:43 Trump's WEF Speech and Political Reactions 08:16 The Board of Peace: Trump's Global Strategy 13:56 Drug War and Societal Issues 18:15 Global Territories: Greenland, Cuba, and More 30:21 The Pathological Behavior of Leaders 30:41 Jared Kushner's Vision for Gaza 31:40 The Unpredictable Future 32:53 Comparing Trump and Gorbachev 35:58 David Rogers Webb's Choice to Stay in Europe 41:52 Investing in Newsletters and Media Outlets 51:27 Alternative Investments: Farmland and Royalties 56:10 The Future of the US Dollar 58:49 Conclusion and Farewell

    59 min
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About

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.

Information

  • Creator
    Matthew Smith
  • Years Active
    2020 - 2026
  • Episodes
    100
  • Rating
    Explicit
  • Show Website
    Doug Casey's Take

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