Doug Casey's Take

Q&A from subscribers of phyle.co  Doug answers about his major influences, experiences in the commodities market, and the best states to live in the U.S. Doug shares a unique perspective on hunting for good investments, the pros and cons of different measurement systems, and potential global economic shifts. He also provides insights into the Canadian banking system, the potential for geopolitical tensions with China, and investments in revenue-generating real estate.  00:00 Introduction and Mentors 06:54 Getting Started in Commodities 09:48 Best US States to Live In 12:12 US Bonds and Dollar Selloff 16:23 Gold as a Safe Haven 17:32 Housing Market Insights 21:04 Metric vs. American System 24:44 Canada's Banking and Economic Concerns 27:30 The Canadian Dilemma: Assets and Expatriation 29:01 Gold's Supercycle: Insights and Speculations 32:04 Debating Antitrust Laws and Market Dynamics 34:30 Investing in Royalty and Streaming Companies 35:47 Exploring Cambodia and Southeast Asia 38:27 Self-Sufficiency in Argentina 40:14 Starting a New Country: Challenges and Possibilities 42:51 Bitcoin vs. Gold: A Financial Debate 45:59 Guyana's Growth and Sociopolitical Landscape 49:40 Potential Hot War with China: Implications 52:24 Real Estate Investments: Doug's Perspective 53:22 Conclusion and Upcoming Projects

In this episode, Matt and Doug discuss the broader implications of Trump's economic plan, including his focus on tariffs and national security. They dive into whether national security threats are real or a governmental construct and analyze the underlying motivations behind Trump's economic strategies and defense spending. Doug calls into question the efficacy and real purpose of the tariffs and the trillion-dollar defense budget, suggesting that these moves might be aimed at countering China's growing economic power. They also explore the potential global consequences of these policies, including a possible lead-up to World War III, and highlight the current state of the stock and bond markets, gold prices, and the potential for a mining boom. Throughout, they put forth a call to action for listeners to review their personal financial positions, particularly in terms of gold and silver investments, amidst the evolving global economic landscape. 00:00 Introduction and Overview 00:08 The Trump Economic Plan and Tariffs 00:50 National Security Debate 03:23 Defense Spending and Priorities 04:32 China's Economic Power 05:27 US Manufacturing Challenges 07:48 Tariffs and Trade Deficits 08:52 Global Trade Dynamics 10:45 US Foreign Policy and Military Actions 17:16 Ukraine Conflict and US Involvement 22:32 Impact of Drone Strikes on Russia 25:06 The Trump Regime and Anti-Woke Sentiments 27:13 Impact of Tariffs on Manufacturing 29:01 Liberation Day and Economic Consequences 34:27 Stock Market and Investment Strategies 36:00 Gold and Financial Chaos 41:40 National Security and Global Order 44:29 Final Thoughts and Viewer Engagement

Join us for a compelling conversation with Frank Giustra, a prominent investor and philanthropist, as he shares his expertise on the global markets, geopolitical shifts, and the future of various industries. From his insights on gold and mining to his views on AI and the potential for global conflict, Frank provides a well-rounded perspective on current and future trends. Don’t miss his take on investment opportunities, the impact of AI on jobs, and the strategic importance of regions like Africa and Uruguay. 00:00 Introduction and Special Guest Frank Giustra 00:45 Frank Giustra's Market Insights and Career Highlights 02:00 Discussion on Global Geopolitical Landscape 04:01 Trump's Influence on Global Politics 17:22 The Role of NATO and the Ukraine Conflict 26:35 Middle East Tensions and Israel's Strategy 38:10 Global Economic Shifts and Gold's Role 49:37 The Power of BRICS and Economic Threats to America 50:10 Trump's Response and the US Fiscal Position 53:11 The Future of Gold and Junior Mining Companies 53:49 The Impact of Speculation and ESG on Mining 01:12:02 The Role of AI and Robotics in the Future 01:23:37 Geopolitical Tensions and the Future of Africa 01:31:35 Final Thoughts and Personal Reflections

https://www.crisisinvesting.com In this episode, Doug and Matt discuss the escalating tensions with Iran and the unpredictable actions of President Trump. They analyze Trump's diplomatic strategies, military maneuvers, and the geopolitical implications for countries like Israel, Russia, and China. The conversation then shifts to economic policies, focusing on tariffs, the global economy, and the Argentine leadership under President Malay. They critically assess Malay's economic strategies, NATO ambitions, and positions on Israel and Ukraine. The episode concludes with a discussion on the potential impact of student loans, FHA scandals, and market movements, capped with a look forward to their upcoming conversation with Frank Ster of the International Crisis Group. 00:00 Introduction and Greetings 00:24 Escalating Tensions with Iran 02:00 Trump's Unpredictable Foreign Policy 06:48 Secondary Tariffs on Russia 11:57 Concerns About Argentina's Economic Policies 21:43 Economic Woes and Market Predictions 27:04 Gold Market and Central Bank Strategies 29:21 Conclusion and Upcoming Discussions

In this episode, Doug and his co-host dive into the controversy surrounding the use of the Signal app by top U.S. security officials and discuss the implications of leaked war plans. They analyze the U.S.'s involvement in Yemen, the intricacies of attacking Iran, and the chaotic situation in the Middle East. The conversation also covers the challenges of obtaining reliable news in a digital age, the impact of tariffs on the global economy, and China’s evolving stance towards the U.S. The hosts debate about unlocking pension savings in Europe, the threat of capital levies, and the potential privatization of the TSA. Finally, they touch on the rising copper prices and what this could mean for the economy. They wrap up with a look at the future of European migration trends and the ongoing challenges in finding credible information on global events. 00:00 Introduction and Signal App Controversy 01:44 US Military and Yemen Conflict 04:32 Israel and Middle East Tensions 06:10 Signal Chats and War Ethics 18:10 Government Overstaffing and Waste 22:24 Economic Policies and Tariffs 28:01 Mark Carney's Public Comment and Trump's Statements 28:21 Concerns Over the Digital Euro and European Savings 28:52 European Exodus: Where to Go? 31:31 Unlocking Savings: Historical Context and Implications 34:10 Trump's Government Reallocations and Capital Levies 38:19 Epic City: Islamic Property Development in Texas 48:01 Copper Prices and Economic Predictions 51:54 Gold Stocks and Market Outlook 53:00 Conclusion and Farewell

In this compelling discussion, Doug addresses a variety of pressing issues raised by members, notably debunking misconceptions about Trump's view on the EU and the state of global economics. He discusses the formation and evolution of the EU, the printing and exporting of US dollars, the impact of tariffs, and the future of the euro. The conversation also delves into the economic situation in Argentina and the effectiveness of Malay's reforms. Doug shares thoughts on Trump's Mar-a-Lago Accord, potential global economic disruptions, and strategies for financial security. The dialogue covers Trump's stance on NATO and the Russia-Ukraine conflict, the recent election outcome in Uruguay, and the benefits of having dual citizenship. Doug also speculates on the impacts of technological advancements like robots and blockchain in daily life and global economies. Finally, he discusses environmental concerns like water scarcity and clarifies misconceptions about the mineral wealth of Ukraine. 00:00 Introduction and Opening Remarks 00:05 Trump's Comments on the EU 00:37 Historical Context of the EU 01:39 EU's Bureaucracy and Regulations 02:32 Trump's Misconceptions about the EU 03:00 Economic Comparisons: US vs. EU 06:36 Argentina's Economic Situation 08:56 Inflation and Price Changes in Argentina 12:39 Real Estate Opportunities in Argentina 12:58 The Mar-a-Lago Accord and Economic Reset 14:13 Trump's Economic Policies and Predictions 16:28 Gold Prices and Investment Advice 19:09 US Involvement in NATO and Europe 22:19 Uruguay's Political and Economic Landscape 26:44 Goldbacks: A New Form of Currency 27:36 The Future of Money: Gold and Blockchain 28:11 The Value of Physical Gold 29:42 Gold in Zimbabwe: A Personal Anecdote 30:55 Considering a Second Home and Citizenship 32:57 Living in Argentina vs. Uruguay 36:45 The Breakup of Nations and Technocratic Governance 38:09 Technological Advancements and Their Impact 44:44 The Future of Water Supply 47:44 Debunking Myths About Ukraine's Mineral Resources 51:22 Conclusion and Final Thoughts

Follow Porter at: https://portersjournal.com/   We're joined by our old friend Porter Stansberry, founder of Porter and Company, for an in-depth discussion on investing, market trends, and financial newsletters. Porter shares his journey influenced by Doug Casey and delves into the importance of quality investment research. The conversation includes noteworthy insights from financial theory, stock market cycles, bond markets, and the profound impacts of technology and social aspects on investments. Porter also introduces his investment favorites like Hershey and Hovnanian, highlighting strategies for finding resilient stocks. The discussion wraps up on personal notes about friendships and enduring grace in volatile times. This episode is packed with valuable advice for anyone interested in markets and investing. 00:00 Introduction and Guest Welcome 00:31 Porter's Early Career and Mentorship by Doug Casey 01:11 Insights on the Investment Newsletter Industry 01:46 Financial Theory and Newsletters: A Discussion on Quality 10:19 Market Trends and Predictions 18:08 The Impact of Technology on Finance and Society 20:30 The Future of Robotics and AI 29:59 Philosophical Reflections and Major Mistakes in History 41:56 Online Poker Legalization in the US 42:24 Impact of AI on Employment 42:47 Universal Basic Income and Job Displacement 42:51 Historical Job Programs and Government Interventions 43:25 AI's Effect on Various Job Sectors 44:05 Future of Human Creativity and AI Limitations 45:38 Economic Predictions and Historical Comparisons 48:29 Personal Anecdotes and Experiences 50:24 Technological Advancements and Societal Changes 01:02:25 Market Analysis and Investment Strategies 01:13:14 Closing Remarks and Gratitude

  In this episode of Doug Casey’s Take, Doug and I discuss Trump’s latest speech and the broader geopolitical shifts unfolding before our eyes. As always, Doug doesn’t hold back. “Trump is mightily entertaining, but let’s be honest—his rhetoric is often nonsense. That doesn’t mean he’s wrong about everything.” “The U.S. government is a dangerous predator sitting on top of America. People conflate the government with the people—they’re not the same.” “If you want to solve the drug problem, legalize drugs. That’s the only answer. Everything else is theater.” We cover Trump’s plan to “unshackle” the economy, the deep state’s resistance, the looming financial collapse, and why he believes America’s overreach—from the Panama Canal to Greenland—is a mistake. Doug also gives his take on the latest Ukraine minerals deal and what’s going on with Europe ramping up military spending. 00:00 Introduction and Initial Impressions of Trump's Speech 00:15 Entertainment Value and Comparisons to Zelensky's Visit 01:28 Analyzing Trump's Speech and Economic Claims 03:07 Fact-Checking and Media Reactions 05:49 Trump's Economic Policies and Their Implications 19:06 Discussion on Social Security and Tax Policies 21:56 Trump's Proposals for the Auto Industry and Tariffs 27:23 Declaring War on Drug Cartels 29:58 The Cycle of Violence and Drug Addiction 32:08 The Death Penalty Debate 34:49 Transgender Issues and Child Transition Surgery 37:00 National Security and the Golden Dome 39:28 Reshoring Shipbuilding and the Panama Canal 44:51 Trump's Radical Policies and Greenland 54:48 European Relations and Defense Spending 58:59 The Mineral Deal in Ukraine 01:01:48 Concluding Thoughts and Future Speculations

In this episode, Doug shares notable events from history, including the assassination of Malcolm X and Nixon's visit to China. He reflects on the evolving nature of prominent figures and events, such as Robert Mugabe's legacy and Jeff Bezos' recent declaration regarding the Washington Post's editorial stance. The discussion transitions into the potential impacts of financial resets, gold markets, and the role of various government and private sector players in shaping economic trends. Doug and his co-host also delve into questions from their file members, touching on artificial intelligence, inheritance strategies, the future of gold, and the implications of financial instability. The episode concludes with thoughts on Argentina's political scenario and the global financial system's unpredictable landscape. 00:00 Historical Reflections: Malcolm X and Mugabe 02:30 Nixon's Legacy and Economic Policies 06:20 Media Critique: Washington Post and The Economist 08:29 Epstein Files and Government Transparency 16:32 Inheritance and Wealth Allocation 20:11 Boomer Generation: Characteristics and Criticisms 24:45 Philosophical Beliefs and Politics 25:10 Financial Reset Predictions 26:32 Gold's Role in the Economy 29:34 Market Correction and Mining Stocks 31:09 Trump's Cabinet Picks and Political Views 36:00 Argentina's Political and Economic Climate 43:41 Gold Deposits and Market Impact 46:27 Government Accountability and Private Sector 47:53 Conclusion and Farewell

In this episode, Doug Casey addresses questions from the private community of CrisisInvesting.com. The discussion begins with Doug's thoughts on Cape Verde as a potential business opportunity, where he shares his experiences and insights on the country's lack of resources and dependence on European tourism. It then transitions to a conversation about the anticipated trends in five-year and ten-year US Treasury rates, where Doug predicts an upward motion due to current fiscal policies. The episode also covers potential Plan B destinations in Africa, where Doug recommends Namibia and Botswana for their stability and low population density. The conversation shifts to the viability of coffee farming as an investment opportunity, with Doug highlighting the complexities of farming. Other topics include Trump's Gaza plan, the role of the International Criminal Court, the rise of regional hegemons, cultural shifts in the West, and Doug's perspective on stock market trends and investments. The episode concludes with Doug's thoughts on influential books by Neil Stevenson and their relevance to the CrisisInvesting community.   00:00 Introduction and Community Questions 00:14 Cape Verde: Business Opportunities 02:19 Interest Rates and Financial Predictions 06:15 Plan B Destinations in Africa 08:48 Coffee Farming as an Investment 12:24 Trump's Gaza Plan and ICC Sanctions 15:29 Global Hegemony and Cultural Decline 18:22 Living Abroad and National Identity 22:34 Volunteering and Charity 23:11 Neil Stevenson's Books 28:03 Stock Market Predictions and Moderna 31:18 Conclusion and Next Week's Questions