Doug Casey

International Man: Across the United States, we are seeing more surveillance infrastructure—Flock license-plate cameras, facial-recognition systems, massive data centers, and proposals for digital ID. Do you see these as separate developments, or as parts of a broader system being built? Doug Casey: It’s a sea change in the way society is structured. And not just in the […]

International Man: The Strategic Petroleum Reserve was created after the 1970s oil shocks to protect the country from severe supply disruptions. Since the war with Iran began earlier this year, Washington has been tapping it again. Is this exactly what the reserve was designed for—or is it being used to suppress oil prices and postpone the […]

International Man: Markets are supposed to reflect economic reality. But when central banks suppress interest rates, governments debase currencies, and major powers manipulate oil prices for political purposes, can any market still be considered honest? Doug Casey: Almost all markets are distorted in some way by government intervention. Interest rates are the price of money itself. They’re […]

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 debt, buy-now-pay-later growth, and U.S. fiscal strain, including $1.3 trillion annual interest expense and $40 trillion owed, warning of defaults or bailouts. They also cover migrant pressure on Spain’s Ceuta and recommend Jean Raspail’s The Camp of the Saints. Finally, they debate Peter Diamandis’ “universal high income” optimism amid AI/robotics and conclude with bullish moves in small-cap resource stocks and extreme commodity undervaluation versus equities.

International Man: A $20 burrito has somehow become a national political issue. Is this just another silly internet controversy, or does it reveal something important about the state of the American economy? Doug Casey: The bottom line is that $20 just isn’t worth that much anymore. Malcolm Forbes used to joke that his idea of social change […]

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, claiming the party intervenes less than often assumed and noting high Chinese savings versus low U.S. savings. They cover the Japanese carry trade, U.S. debt, depression risk, preparation advice for a 31-year-old leaving the military and a 44-year-old permaculture worker, draft speculation, Cyprus investing timing, AI/AGI risks, retirement income strategies, and priorities for small monthly investing, ending with an Einstein interest-rate joke and a teaser for an upcoming Bill Buppert interview.

Many people would like political solutions to their problems. In other words, they want the government to force others to do what they prefer. However, people with any moral sense recognize that can only create more problems. Clever players, especially those with Machiavellian ethics, use the government as a tool. But they prefer to do […]

International Man: For decades, the US has been the world’s dominant military, financial, and political power. Where is the American empire today? Are we witnessing a temporary period of weakness—or something more fundamental, like the beginning of the end of US global hegemony? Doug Casey: The U.S. today is a very different country than it was in […]

International Man: Investors tend to chase whatever is most fashionable at the moment. Where do you see important investment opportunities developing today that most people are overlooking because they aren’t exciting or widely discussed yet? Doug Casey: I’ve specialized in resource stocks for most of my investing life. They’ve treated me very well, although they’re highly cyclical […]

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 noting oil prices and market fragility amid potential rate hikes; Doug discloses he has shorted Nasdaq. They compare alleged state cover-ups to the Charlie Kirk assassination and other disputed events, then address viewer questions on AI-driven job losses, potential debt defaults, protecting oneself via assets and residency abroad, central bank gold moves (including Argentina shipping gold to London), meetups and conferences, precious-metal storage jurisdictions, and Doug’s negative view of Nike as an investment.