Kinvestor, Released on 7/16/26 (Recorded on 7/15/26)

In this episode, Arlen is joined by Doug Casey, legendary investor, speculator, and bestselling author. Doug and Arlen discuss why he believes we’re living through the greatest financial bubble in history, why commodities and resource stocks are poised to outperform, and how investors can prepare for what’s ahead. They also explore the future of AI, uranium, education, and the lessons Doug has learned after more than five decades in the markets.

(Timestamps are below the video)

00:00 Intro
01:10 Meet Doug Casey
02:06 Biggest financial bubble in history?
05:18 Who is buying U.S. government bonds?
08:11 Why today’s market is more dangerous than ever
10:25 Why investors ignore gold
12:47 Doug’s new book: The Preparation
20:23 Commodities and mining stocks are undervalued
25:16 AI, data centers & the coming energy boom
27:17 Are we still early in the resource bull market?
30:05 Nuclear power, SMRs & the future of electricity
33:37 Why Doug says “government is not your friend”
35:47 Doug’s biggest investing lessons
37:40 What will bring investors back to mining stocks?
40:12 “High-tech, big wreck”
42:56 Gold vs. Bitcoin
44:00 Copper vs. Uranium
44:41 Oil vs. Natural Gas
47:18 One country Doug is most bullish on
48:28 Best investing books to read
50:52 Outro

Doug Casey is an American-born libertarian economist and advocate of the free market. He is a bestselling financial author, international investor, entrepreneur, and the founder and chairman of Casey Research, a provider of subscription financial analysis about specific market verticals including natural resources, metals, mining, energy, commodities, and technology. He has authored multiple books, including Crisis Investing, the top-selling investing book of all time, Totally Incorrect, Right on the Money and The Preparation. He also publishes a video podcast called Doug Casey’s Take and publishes articles at International Man. 

  commodities, gold, investing, uranium