Doug Casey's Take

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

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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.

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

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, mortgage plans, and the broader economic outlook, alongside Doug's personal insights on various geopolitical issues such as El Salvador's crackdown on MS gangs, Alberta's potential independence, and prospects of underwater mining. Viewers' questions range from precious metals storage to the viability of gemstone investments, making it a comprehensive discussion on multiple pertinent topics.
00:00 Introduction and Viewer Questions
00:10 Trump's Cost of Living Proposals
03:05 Critique of Trump's Economic Plans
06:46 Healthcare and Insurance Issues
11:49 Housing Market and Mortgage Ideas
17:06 Trump's Gaza Peace Plan
27:58 Viewer Questions on Investments and Global Politics
33:24 Discussing El Salvador's Prison System
38:06 Stock Ownership and Physical Certificates
42:33 Real Estate Market During Economic Crisis
46:35 Dividends in Physical Gold
54:03 Alberta's Potential Independence
55:39 Deep Underwater Autonomous Mining
57:50 Speculation on Iraqi Dinar Reevaluation
01:02:52 Casey's Speculation and Development
01:05:19 Conclusion and Final Thoughts

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 delves deeply into the political tension within the U.S., highlighting Trump's administration's aggressive stance on immigration, the controversial role of ICE agents, and potential civil unrest in Minnesota. Additionally, they analyze the political climate in Iran and Venezuela, contemplating the implications of U.S. foreign interventions. The discussion closes with concerns about the financial system and the potential for a significant economic downturn.
 00:00 Introduction and Current Events Overview
01:00 Political Predictions and Trump's Future
04:20 Iran and Military Strategies
09:43 Venezuela and Speculative Investments
14:09 Minneapolis and Somali Immigration Issues
22:33 ICE and Police Brutality
24:47 Political Figures and Their Controversies
26:20 Government Corruption and Financial Mismanagement
28:29 Minnesota's ICE Surge and Public Reaction
29:40 The Role of Femininity in Society
31:35 Potential Civil Unrest and Global Conflicts
40:35 Concerns About the Future