Doug Casey’s Take, Released on 7/3/26

On the July 3 observed July 4 holiday, Matt and Doug compare America’s 1976 Bicentennial mood with today, citing major shifts in demographics, a larger population, widening class divides, the decline of manufacturing, and especially computerization and heavy screen time, alongside reduced patriotism and optimism and more political polarization. They discuss changing race relations and immigration, then pivot to subscriber Q&A about Crisis Investing after Lau Veges’ departure, risks of foreign bank accounts amid potential capital controls, gold-backed “goldbacks,” whether a US government could compel the Sprott Uranium Trust to sell uranium, possible investment opportunities in a collapsing Cuba, views on the death penalty and abortion, where “renaissance men” are most common, why countries splitting can be beneficial, concerns about Javier Milei’s pro-Israel actions and immigration stance, and why they won’t track panelists’ personal trades from their experts roundtables.

(Timestamps are below the video)

00:00 1976 vs Today
02:06 Population and Lifestyle Shifts
04:09 Middle Class Squeeze
05:50 Computers Change Everything
07:20 Immigration and Identity
11:11 Patriotism and Politics
14:13 Subscriber Q and A Begins
17:52 Foreign Accounts and Controls
20:52 Goldbacks and Gold Money
24:29 Uranium Trust and State Power
29:55 Cuba Collapse and Opportunities
33:02 Cuba Property Outlook
34:19 Death Penalty Rethink
36:21 Abortion Family Choice
40:21 Renaissance Men Today
44:30 When Countries Split
47:15 Milei Zionism Concerns
57:46 Roundtable Stock Followups
01:01:49 Holiday Signoff

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.

Matt Smith is Founder of Royalty Exchange, a jobs portal in the late 1990’s, an ad agency, a marketing analytics business, and several niche publishing companies. He is now a cattle rancher in Uruguay and co-hosts the YouTube show Doug Casey’s Take.