{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Looming Economic Cataclysm","description":"Find us at www.crisisinvesting.com &amp;nbsp;The hosts discuss Trump saying an Iran MOU is \u201cover\u201d after reported attacks on ships in the Strait of Hormuz area, a major U.S. strike, and Iranian retaliation against U.S. bases in Bahrain and Kuwait, while noting uncertainty about attribution. They argue markets appear complacent despite the potential for a severe real-economy shock from disrupted oil flows, SPR drawdowns, and possible wider chokepoint closures (Hormuz, Bab el-Mandab). The conversation covers Iran\u2019s internal backlash after Khamenei\u2019s death and the likelihood of escalation, plus spillover risks from Russia-Ukraine strikes on refining assets and Europe\u2019s militarization. Doug outlines positioning: long oil via spreads and producers, long grains and gold miners, and considering bearish semiconductor hedges, while warning of bubble valuations and broader systemic financial risks. 00:00 Iran Deal Collapses 01:58 Calm Before Oil Shock 05:06 Oil and Grain Trades 10:02 Hormuz War Scenarios 12:32 Iranian Public Backlash 16:21 Israel and Turkey Risks 19:56 Financial Domino Effects 22:13 Europe Russia Escalation 25:17 Trump Megalomania Talk 29:21 How to Hedge Now 30:36 Bubble Shorts Semis SpaceX 35:18 Market Vibe and Indicators 40:13 World War III Fears 42:05 Wrap Up and Next Episode ","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\/42016095\/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\/42016095"}