Podcast · Business

Doug Casey's Take

by Matthew Smith · English · Business

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 Inves

New episodes: Weekly
Typical length: 45 min
Latest: 7 Oct 2026
Language: English

Latest episode

7 Oct 2026 · 44 min

Is This World War III?

Find us at www.crisisinvesting.com After a brief hiatus, Doug and Matt discuss Trump's escalating rhetoric about Iran potentially nuking U.S. cities and argue the U.S. bears historical responsibility for the conflict, citing oil interests, the CIA-backed coup against Mossadegh, the Shah, and the 1979–1980 embassy crisis. Doug says Trump's actions have worsened the situation, advocates a public apology and possible indemnity to de-escalate, and predicts Trump will not complete his term due to impeachment, the 25th Amendment, assassination, or broader instability. They debate nuclear delivery…

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Earlier episodes 29 most recent

E455 · 18 Sep 2026 · 46 min
Investing, Morality, and Drones
Find us at www.crisisinvesting.com Doug and Matt discuss escalating Yemen-Houthi conflict impacts, including disruption of Saudi oil infrastructure and potential wider geopolitical fallout as oil supplies to Europe tighten and fuel prices rise. They pivot to U.S. policy and market fragility, criticizing short-term political decision-making (including possible diesel export bans), warning about deficits, rising rates, and a looming financial crisis, while outlining a defensive investment stance favoring gold, agriculture, and energy. They debate AI fear narratives as regulatory capture,…
E454 · 11 Sep 2026 · 51 min
Lies, Chaos, and 9/11
Find us at www.crisisinvesting.com Doug speaking at New Orleans Investment Conference: https://neworleansconference.com/casey-2/ Doug and Matt reflect on the 25th anniversary of 9/11, arguing the official narrative remains unconvincing, citing unresolved issues like Building 7 and the lack of thorough investigation, and linking this to widespread public distrust in government. They discuss escalating Middle East conflict, including Houthi territorial gains in Yemen, threats to shipping near Bab-el-Mandeb, attacks on Saudi infrastructure, and U.S. strikes on Iranian-linked tankers, while…
E455 · 9 Sep 2026 · 37 min
AI Data Centers, a Stock Market Hyper-Bubble, and the Coming Love & War Robot Age
Matt and Doug discuss the rapid buildout of AI data centers, local backlash, and Doug's view that the frenzy reflects an unprecedented stock-market "hyper-bubble" led by major tech and AI firms. Doug argues most data-center capacity is used to surveil and influence citizens more than to "manipulate atoms" in the real world, making it a threat to personal freedom, and notes the trend runs counter to technology historically becoming smaller, cheaper, and more dispersed. They explore whether AI could become "alive" and indistinguishable from humans (via the Turing test idea), cite concerns from…
E454 · 4 Sep 2026 · 50 min
Lindsay Clancy, Data Centers, And Another Falklands War
Find us at www.crisisinvesting.com Doug and Matt discuss the Lindsay Clancy case, noting reports of an 11–1 jury split favoring a temporary-insanity outcome and debating punishment versus lifelong institutionalization, deterrence, and an anarcho-capitalist justice model focused on restitution rather than "debt to society." They react to a Gallup poll showing 89% of Americans believe government corruption is widespread and consider implications for institutional trust and social stability. Viewer questions cover backlash to AI data centers (noise, surveillance fears, and a potential…
E453 · 3 Sep 2026 · 1 hr 17 min
The Great Game with michael Yon
Find us at www.crisisinvesting.com Find @michaelyon at https://substack.com/@michaelyon Michael Yon the "Great Game": Chokepoints, Hydraulic Warfare, and Where Conflict Spreads Next The host interviews Michael Yon from Japan as he prepares for his baby's imminent birth, briefly discussing Japanese traditions around the kiri (paulownia) tree, then shifts to geopolitics and Yon's view of a global "great game" centered on routes, resources, and information warfare. Yon says the Strait of Hormuz is effectively closed and argues conflicts are interconnected, predicting flashpoints including the…
E452 · 28 Aug 2026 · 55 min
Special Guest: Kolja Spöri
Find us at www.crisisinvesting.com Read Dr. Danger Zone by Kolja Spöri at https://www.amazon.com/dp/3903713023 Doug and Matt interview elite traveler Kolja Spöri about his new book, Dr. Danger Zone, a collection of 25 highlight stories from a lifetime of travel to remote and dangerous places, paired with his on-the-ground conclusions that often contradict mainstream narratives. Kolja recounts driving Russia's northern ice roads in extreme cold, visiting conflict zones and politically sensitive regions, and seeking out famous "watering hole" hotels, including Haiti's Hotel Oloffson. The…
E451 · 25 Aug 2026 · 1 hr 16 min
Special Guest Bill Buppert
Find us at www.crisisinvesting.com Find Bill at https://substack.com/@cgpodcast The U.S. Military Is a Trillion-Dollar Paper Tiger—Drones, Carriers, and Strategic Failure The hosts interview retired U.S. Army officer and military historian Bill Buppert, fellow at the Libertarian Institute and host of the Chasing Ghosts podcast, about U.S. military shortcomings and strategic failures since 1945. Buppert argues the Pentagon fields expensive "exquisite platforms" that are unfit for 21st-century peer conflict, citing lost influence in the Middle East and Africa and recurring defeats or…
E450 · 21 Aug 2026 · 45 min
Are We Living in 1984?
Find us at www.crisisinvesting.com Doug and Matt answer viewer questions on which dystopian story best fits the West today, focusing on expanding surveillance tech and a drift toward "1984," plus a nod to a second dystopia involving "Soma." They discuss the U.S. pressuring the Netherlands via the MATCH Act to curb ASML chip-tool sales to China, arguing there's no legitimate state role and warning it could damage ASML and supply chains. On reserve currency, Doug says paper currency is a government substitute for money and predicts a return to gold. They debate China's "communist" label,…
E459 · 19 Aug 2026 · 25 min
Is Academia Riddled with Fraud?
Find us at www.crisisinvesting.com The hosts discuss the death of Cambridge professor Jason Arday, describing him as Cambridge's youngest Black full professor and alleging his career was built on fabricated claims and widespread plagiarism, with media framing his death as a tragedy potentially linked to press scrutiny. They argue plagiarism and DEI bureaucracy are widespread in academia and connect this to the student-debt crisis, citing 9 million borrowers in default and noting shifts from COVID-era payment freezes to paused collection tools. The conversation broadens to rising consumer…
E458 · 14 Aug 2026 · 37 min
Doug Casey's $10,000 Bet: Trump Won't Finish His Term
War Expands, Trump's Security Fears, and the Case for Commodities as AI Accelerates The speakers discuss the ongoing war and recent reports of Trump appearing fearful, citing images of him golfing behind concertina wire with air-defense systems and an earlier escape in a catering vehicle, alongside a $10,000 bet that he will not finish his term. They warn of potential Iranian retaliation and domestic blowback, arguing MANPADS and simple, hobby-like drones could be used against U.S. targets, and note a pattern of attacks on energy infrastructure, including Libyan oil facilities. They advocate…
E457 · 12 Aug 2026 · 1 hr 26 min
Special Guest: Colonel Douglas Macgregor
Find us at www.crisisinvesting.com Find Col. Douglas MacGregor at www.macgregorwarrior.substack.com https://www.youtube.com/@macgregorwarriordiplomacy and https://nationalconversation.org/ No Existential Threat from China/Russia—America's Real Crisis Is Internal In a wide-ranging discussion, Col. Douglas MacGregor argues there are no existential military threats to the United States from China or Russia, contending the most serious dangers come from instability and organized crime in Mexico and the Caribbean Basin, weakened social cohesion, mass migration, and loss of American identity. He…
E456 · 31 Jul 2026 · 38 min
The Camp of the Saints
Find us at www.crisisinvesting.com Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan's The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain's small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci's Senate testimony, Rand Paul's…
E456 · 31 Jul 2026 · 38 min
The Camp of the Saints
Find us at www.crisisinvesting.com Ceuta Migrant Surge, Fauci Senate Testimony, DEI in Nolan's The Odyssey, and Escalation Toward World War III Matt and Doug discuss a sudden influx of about 49,000 Moroccans into Spain's small enclave of Ceuta, questioning how the territory can house and feed them, whether NGOs and Moroccan authorities facilitated the crossing, and how Spain or the EU could respond given asylum rules and limited enforcement. They compare the event to past mass-migration episodes in Europe and the U.S. The conversation shifts to Anthony Fauci's Senate testimony, Rand Paul's…
E454 · 24 Jul 2026 · 46 min
The Saudi Nuke Deal, Section 219, and the "Golden Age"
Find us at www.crisisinvesting.com Doug and Matt discuss headlines and subscriber questions, starting with a survey claiming 30% of Americans admit to shoplifting and what that says about social trust, morality, and societal decline. They talk about New York's worsening conditions, Trump's announced Saudi nuclear deal and subsequent reversal, and a House-passed NDAA provision (Section 219) calling for deeper US-Israel military/intelligence integration, which they argue signals late-stage empire and foreign influence via AIPAC. They critique Trump's "golden age" claims, note rising yields and…
E453 · 17 Jul 2026 · 40 min
Trump's Price Tag
Find us at www.crisisinvesting.com Matt and Doug discuss a proposed Trump "$1 gold coin," calling it inappropriate for a sitting president and a sign of "end-stage empire," comparing it to Rome's shift to leaders' faces on coinage. They also cover a plan to sell early access to Trump's Truth Social posts for $100,000/month amid allegations of stock front-running, plus a $500,000-entry private D.C. club tied to Trump's son as legalized influence peddling. The conversation shifts to escalating U.S.-Iran conflict risks, possible boots-on-the-ground odds, Israel's role, parallels to Iraq/WMD…
E452 · 8 Jul 2026 · 43 min
Looming Economic Cataclysm
Find us at www.crisisinvesting.com The hosts discuss Trump saying an Iran MOU is "over" after reported attacks on ships in the Strait of Hormuz area, a major U.S. strike, and Iranian retaliation against U.S. bases in Bahrain and Kuwait, while noting uncertainty about attribution. They argue markets appear complacent despite the potential for a severe real-economy shock from disrupted oil flows, SPR drawdowns, and possible wider chokepoint closures (Hormuz, Bab el-Mandab). The conversation covers Iran's internal backlash after Khamenei's death and the likelihood of escalation, plus spillover…
E451 · 3 Jul 2026 · 1 hr 3 min
"Dangerous and Capable of Almost Any Kind of Stupidity" — Doug Casey on America at 250
Find us at https://www.CrisisInvesting.com 1976 vs Today: Patriotism, Demographics, Tech, and Subscriber Q&A on Capital Controls, Uranium, Cuba, and Milei On the July 3 observed July 4 holiday, Matt and Doug compare America's 1976 Bicentennial mood with today, citing major shifts in demographics, a larger population, widening class divides, the decline of manufacturing, and especially computerization and heavy screen time, alongside reduced patriotism and optimism and more political polarization. They discuss changing race relations and immigration, then pivot to subscriber Q&A about Crisis…
E449 · 1 Jul 2026 · 38 min
Doug Casey: "Trump Will Not Fully Serve Out His Term"
Doug Casey on oil's new floor, the $1.4 billion grift, and why the next president will make Trump look like a moderate Doug made a call on this week's episode that stopped me mid-conversation: he's betting Trump resigns before 2028. Not impeachment. Not the 25th Amendment. Resignation — dressed up, in Doug's telling, with "some nonsensical reason why. Well, time for Vance to get groomed or whatever." And he didn't stop there: "I'd also make book that Melania is going to divorce him." His suspicion? The Melania coin was part of the alimony settlement. You can dismiss that as Doug being Doug.…
E449 · 19 Jun 2026 · 43 min
Trump's Peace Deal: "It's Going to Blow Up"
Find us at www.crisisinvesting.com Matt and Doug discuss the proliferation of U.S. holidays, including Juneteenth and Martin Luther King Day, before turning to the opening of Obama's presidential library and Trump's competing, highly theatrical library renderings, comparing modern presidential libraries to pyramids and noting Biden's reported difficulty raising funds. They debate Trump's showmanship around his birthday and a ceasefire/peace deal they expect won't hold, citing Iran's improved position, unresolved issues, disrupted shipping in the Strait of Hormuz, and risks to oil prices.…
E448 · 17 Jun 2026 · 50 min
Peace Bombshell & Israel as the 51st State
Find us at www.crisisinvesting.com Matt and Doug discuss a reported US–Iran peace deal whose MOU hasn't been released, doubting it will last due to Israel–Iran hostility and Israeli opposition, while arguing the US bombing of Iran was unnecessary and that the deal looks like a US surrender with potential reparations (estimated $300B) and possible UAE/private funding plus future service fees after 60 days. They then focus on provisions in the NDAA (Section 219) and an Intelligence Authorization Act measure (Sen. Tom Cotton) that would fuse US–Israel military and intelligence programs,…
E447 · 12 Jun 2026 · 45 min
SpaceX Rings the Bell While Gold Hits Zero
Matt and Doug discuss SpaceX's IPO jumping from 135 to about 171 a share and compare the frenzy to the dotcom era, noting its importance for broader market sentiment and Elon Musk's reported trillionaire status. They mention reading Peter Thiel's Zero to One, then pivot to extreme bearish sentiment in gold miners (a bullish index falling from 100 in January to 0 on June 10) and argue this may be a buying opportunity, alongside unloved oil despite ongoing Strait of Hormuz disruptions and prices around $80 WTI/$84 Brent. They cover rising inflation (CPI 4.2%), skepticism about official…
E447 · 10 Jun 2026 · 1 hr
Special Guest: Tom Woods
Find us at www.crisisinvesting.com Find Tom at www.tomwoods.com In a wide-ranging discussion, Tom Woods joins Doug Casey and the host to assess current U.S. politics, culture, and economics. Woods reflects on Trump's 2024 win, the apparent retreat and performative nature of "wokery," and a broader sense that public life is "oddly fake," arguing that Trump squandered political capital and abandoned promising ideas like DOGE while ballooning spending, pursuing misguided trade and housing approaches, and attacking right-wing dissenters. They discuss generational divides in information and…
E446 · 5 Jun 2026 · 36 min
Is Your Money Safe?
Find us at www.crisisinvesting.com Matt and Doug open with a light discussion about June holidays, local attitudes toward Pride Month in Virginia, and Trump's unusual AI-style memes, then shift into subscriber questions. Doug explains his cautious stance on sizing into cheap junior mining and gold stocks while wanting more cash "dry powder" amid fears of a potential deflationary market collapse that could temporarily drag miners down too. They discuss whether nuclear weapons and modern city-targeting warfare violate the Geneva Conventions, citing WWII bombings, Korea, Iraq infrastructure…
E445 · 3 Jun 2026 · 43 min
Melt Up?
Find us at www.crisisinvesting.com Matt and Doug discuss whether current markets resemble a melt-up fueled by AI enthusiasm, citing massive gains in large-cap tech and AI-related stocks, surging option speculation including same-day expirations, and the growing proliferation of ETFs. They note trillions sitting in money market funds that could re-enter risk assets, but warn rising rates and heavy government/agency-paper exposure could contribute to a bust. They contrast expensive AI leaders with deeply out-of-favor mining, gold, and oil stocks, arguing commodities may be at new equilibrium…
E444 · 29 May 2026 · 51 min
Trump's $250 Billion Dollar Bill, CIA Gold Hoard & More
Find us at www.crisisinvesting.com Matt and Doug take subscriber questions for Crisis Investing while reacting to current events: a reported new $250 bill featuring Trump (and claims about a "gold note"), Trump imagery in passports, and the impact on Americans abroad. They discuss a raid on a CIA supervisor found with 303 kilos of gold, $20 million in cash, and luxury watches, raising concerns about CIA controls and corruption. The conversation turns to the Iran conflict and the Strait of Hormuz, arguing U.S. actions have repeatedly tightened shipping despite talk of wanting the strait open,…
E443 · 22 May 2026 · 49 min
"This Ends Badly" – Doug Casey on America's Breaking Point
Matt and Doug discuss signs of consumer strain in the U.S.—record-low sentiment, rising delinquencies, and high prices—alongside a stock market at all-time highs, comparing the disconnect to historical episodes like Germany's 1923 hyperinflation. They argue official inflation measures are unreliable, deficits and money printing persist, foreign holders are cutting U.S. Treasuries, and gold benefits while mining stocks remain cheap; Doug remains long gold, oil, and commodities and warns the AI/data-center boom may be a debt-fueled bubble. The conversation turns to widening inequality,…
E442 · 24 Apr 2026 · 42 min
Trumps Next Move
Find us at www.crisisinvesting.com Matt promotes the Crisis Investing newsletter and VIP private placements, citing past returns and highlighting Midnight Sun's gains and the free Experts Roundtable featuring Arizona Eagle Mining. Doug and Matt discuss Spirit Airlines' bankruptcy and criticize a proposed government bailout as state capitalism, then argue the FAA and TSA should be abolished or privatized. They question Trump's claims about saving eight Iranian girls from execution, debate marijuana reclassification, and emphasize personal responsibility and cultural causes of drug use. In…
E441 · 17 Apr 2026 · 30 min
The Strait "Reopens" and Gold Keeps Climbing
In today's episode: Good news broke this morning: the Strait of Hormuz is officially open again — assuming you believe what you read in the papers, which Doug emphatically does not. Oil dropped toward $80, gold crept toward $5,000 (a combination Doug calls "a little bit counterintuitive"), and meanwhile C-130s keep flowing into the Middle Eastern theater around the clock. As Doug puts it, "chances are this is just a pause in hostilities — everybody's taking the opportunity to reload." From there the conversation goes exactly where you'd hope it would. We get into Pete Hegseth's now-infamous…
E440 · 15 Apr 2026 · 44 min
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 centers on the escalating conflict with Iran, heated disagreements among investors and military…

About Doug Casey's Take

Doug Casey's Take is a English business podcast from Matthew Smith. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Matthew Smith
Language: English
Category: Business
New episodes: Weekly
Typical length: 45 min
Latest episode: 7 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1538161518

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