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Doug Casey's Take

Doug Casey's Take

By: Matthew Smith
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About this listen

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. Economics Personal Finance Political Science Politics & Government
Episodes
  • Special Guest: Kevin Bambrough on HydrogGraph and Nanotech
    Mar 25 2026

    Former Sprott CEO Kevin Bambrough on Hydrograph: Fractal Graphene, Nanotech's Breakout Moment Podcast hosts interview Kevin Bambrough, author and former Sprott CEO, about why he became a major shareholder in Hydrograph and why he believes graphene—specifically Hydrograph's turbo-stratic, fractal graphene aggregates—solves key industry problems like clumping and poor dispersion that plagued earlier graphite-derived approaches.

    Bambrough recounts his investing background and explains graphene's sought-after properties (strength, conductivity, EMF shielding) and why Hydrograph's purity and SP2 bonding matter for real-world applications. The panel discusses potential use cases across polymers, coatings, tires, construction materials, batteries, semiconductors, and military needs, plus Hydrograph's patent moat and licensing potential. They cover manufacturing via acetylene/oxygen combustion in a chamber, economics such as a stated $250,000/ton price with far lower required loadings, modular "Hyperion" scaling, work with dozens of companies, and catalysts like EPA approvals, a possible Nasdaq listing, and a Texas gas-plant partnership, while noting execution and IP/theft as key risks.

    00:00 Meet Kevin Bambrough

    00:32 From Computers to Markets

    01:57 Sprott Years and Track Record

    03:19 Discovering Hydrograph

    05:36 Graphene Hype vs Reality

    07:46 Why Graphene Matters

    11:21 Hydrograph Fractal Advantage

    16:06 Sci Fi Use Cases

    20:47 AI Accelerates Innovation

    23:26 Moat Patents and Monopoly

    26:42 Is the Stock a Bubble

    30:59 Flow State Deep Research

    35:38 Graphene Types and Construction

    40:08 How the Graphene Is Made

    41:48 Detonation Cycle Basics

    42:34 Fractal Graphene Formation

    43:58 Pricing And Battery Value

    45:57 Polymer Bottles And Low Loading

    49:13 Unit Economics And Scaling

    51:59 First Customers And Auto Wins

    56:24 Texas Gas Plant Expansion

    59:16 Risks Patents And Execution

    01:08:51 Catalysts Nasdaq And Deals

    01:16:00 Final Takeaways And Wrap

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    1 hr and 20 mins
  • Doug Casey: This Is "Ultra Serious"
    Mar 20 2026

    an Supply Destruction, Energy Shortages, and Why Gold Miners Are Still Hated

    Doug and Matt discuss escalating conflict in Iran, including attacks on production/refining/shipping facilities and the potential closure of the Strait of Hormuz, arguing markets are underpricing the resulting supply destruction and global knock-on effects already seen in Asia (fuel shortages, reduced air travel, four-day work weeks). They criticize Trump's actions and messaging, speculate about political fallout, and note reported U.S. losses and broader regional disruption, including Dubai's tourism/finance and potential UAE banking stress. They react to Trump promoting watches and seeking a commemorative gold coin, then shift to investing: favoring commodity exposure (corn and possibly rice) due to fertilizer impacts, and urging gradual buying of cheap gold miners given extremely bearish sentiment and low P/E ratios. Subscriber Q&A covers Argentina relocation choices, Uruguay conference timing, "Great Reset" debate, drones, Falklands, media sources, short-term cash parking, war propaganda, carbon credits skepticism, mining catalysts (notably drill results in a bull market), and a coming interview with Hydrograph's largest shareholder pitching a potential 100-to-1 case.

    00:00 Iran Strikes Escalate
    03:42 Energy Shockwaves Worldwide
    07:35 Dubai Fallout and Bank Risk
    09:07 Trump Watch Ad Controversy
    10:44 Coin Proposal and Removal Talk
    12:25 War Losses and Ground Invasion Fears
    14:36 Spending Blowout and Staff Resignations
    19:02 Insulating With Commodities
    20:15 Argentina Relocation Picks
    21:54 Subscriber Q and Great Reset Debate
    25:26 Drone Delivery Future
    26:04 Falklands Refuge Reality
    27:44 Rubicon Deep State Show
    28:13 Assessing Escobar Sources
    29:43 Buying Gold Miners Dip
    31:46 Learning Markets Slowly
    32:27 Red Pilling Youth Ethics
    36:52 Parking Cash Safely
    37:39 Iran War Propaganda Logic
    40:54 Carbon Streaming Skepticism
    42:19 Miners Sentiment Catalysts
    45:40 Junior Miner 10x Triggers
    47:41 Hydrograph Interview Tease
    49:09 Weekend Sign Off

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    49 mins
  • Skynet, The city of London & More
    Mar 13 2026

    Find us at www.crisisinvesting.com

    Doug and Matt discuss a Palantir Maven Smart System demo that fuses multiple military data feeds into one targeting workflow, likening it to "Skynet" and warning that removing the final human approval is near. They cover Anthropic's stance on not enabling "evil" uses versus dependence on government contracts, and debate whether massive AI data center spending could become stranded as models advance quickly and projects like "Stargate" fall apart. Member questions address biometric border expansion and the end of travel privacy, lab-grown/transmuted gold and future supply from seawater, kelp, and asteroids, Cuba's likely collapse and negotiations with the U.S., AI data center local costs, offshore gold storage and impending FX controls, City of London conspiracy claims, portfolio implications of Iran-related oil disruptions, gold miners vs juniors, broker access to Canada, stop-loss risks, Uruguay/Argentina as safer regions, and tech/nanotech as hardest to analyze.

    00:00 Palantir Skynet Demo

    04:24 Anthropic vs Pentagon

    06:25 AI Data Center Bubble

    10:19 Buenos Aires Round Table

    12:59 Tourism Overcrowding

    16:00 Air Travel Breaking Down

    19:33 Biometrics and Travel Privacy

    23:30 Lab Grown Gold Explained

    25:54 Cuba Next on the List

    28:17 Local Costs of Data Centers

    30:04 Data Center Bubble

    30:38 Offshore Gold Storage

    32:44 City of London Myths

    36:18 Oil Stocks and War

    38:21 Gold Miners Strategy

    41:42 Accessing Canadian Stocks

    43:10 Stop Loss Debate

    46:05 Uruguay as Safe Haven

    49:16 Israel Iran Motives

    53:07 Hardest Stocks to Analyze

    55:05 Wealth Transfer Prep

    56:35 Wrap Up and Next Week

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    57 mins
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