Description
Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is a Bestselling Author, Speculator, Founder of Casey Research, and Voluntarist Philosopher. The conversation opens with an analysis of the disconnect between geopolitical turmoil, specifically the disruption of oil flows through the Strait of Hormuz, and equity markets trading near all-time highs. Casey argues the recent de-escalation between the U.S. and Iran is likely temporary, as the core dispute between Israel and Iran remains unresolved. Despite this volatility, he remains bullish on oil, favoring oil and gas stocks due to their low representation in the market and high dividend yields, a sentiment he backs with his own investment strategy.
Recorded on: June 24, 2026
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Timestamps:
00:00:00 - Introduction
00:01:02 - Oil Market Geopolitics and Prices
00:06:57 - Oil Inventories and Demand Outlook
00:09:06 - Debt Economy and Greater Depression
00:11:03 - Electrification and Nuclear Future
00:14:27 - Long-term Commodity Price Trends
00:16:21 - Agricultural Commodities Discussion
00:21:34 - Fertilizers and Natural Gas
00:25:30 - Potash, Phosphate, & Sulphur
00:28:21 - Gold and Silver as Savings
00:33:20 - Mining Stocks and Value
00:40:00 - Mining Sector Companies
00:44:00 - Investment Strategies and Placements
00:47:26 - Other Commodities Opportunities
00:49:48 - Guest Projects and Resources
Guest Links:
YouTube: https://www.youtube.com/channel/UCEJR3OAeHBNz7aGtFRZXArQ
Doug Casey's Take: https://internationalman.com
Amazon Novels: https://tinyurl.com/an3uxhc
Book 'The Preparation': https://tinyurl.com/theprepa
Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on "rational speculation," especially in the high-potential natural resource sector. Doug's most recent book, "Assassin," can be found on Amazon.
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. Doug has lived in 10 countries and visited over 175. Today you're most likely to find him at La Estancia de Cafayate (Casey's Gulch), an oasis tucked away in the high red mountains outside Salta, Argentina.