Yesterday I Doug Casey back on the podcast for a second time. We talked about how things are progressing through the Fourth Turning, why he thinks we are seeing the early stages of World War III, and where the opportunities are in financial markets. You can find Doug at The International Man, The Crisis Investing Substack, and the YouTube channel, Doug Casey’s Take. You can also find the book that he released with Matt and Maxim Smith, The Preparation, which provides an alternative experience to college. It’s a book I wish I had when I was in high school.
Podcast Summary
His view on how the Fourth Turning is playing out and why he thinks it will be a bumpy ride for at least the next decade.
The growth of AI and the surveillance state and where that leads.
Opportunities in the energy sector with the disruption in the Strait of Hormuz.
The setup for the metals complex and why he thinks the metals are closer to fair value while the miners and producers are still very undervalued.
The setup for the agricultural commodities heading into next year.
Why he typically focuses on the smaller commodity stocks.
How all of the global conflicts are connected and why he thinks Israel won’t be around in a decade.
Book Recommendations: The Education Of A Wandering Man by Louis L’amour & How You Can Profit From The Coming Devaluation by Harry Browne.
