{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Doug Casey: This Is \u201cUltra Serious\u201d","description":"an Supply Destruction, Energy Shortages, and Why Gold Miners Are Still Hated&amp;nbsp; 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\u2019s actions and messaging, speculate about political fallout, and note reported U.S. losses and broader regional disruption, including Dubai\u2019s 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&amp;amp;A covers Argentina relocation choices, Uruguay conference timing, \u201cGreat Reset\u201d 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\u2019s 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 ","author_name":"Doug Casey's Take","author_url":"https:\/\/www.crisisinvesting.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40561715\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/40561715"}