Doug Casey’s Take, Released on 3/5/25

In this episode of Doug Casey’s Take, Doug and I discuss Trump’s latest speech and the broader geopolitical shifts unfolding before our eyes. As always, Doug doesn’t hold back. “Trump is mightily entertaining, but let’s be honest—his rhetoric is often nonsense. That doesn’t mean he’s wrong about everything.” “The U.S. government is a dangerous predator sitting on top of America. People conflate the government with the people—they’re not the same.” “If you want to solve the drug problem, legalize drugs. That’s the only answer. Everything else is theater.” We cover Trump’s plan to “unshackle” the economy, the deep state’s resistance, the looming financial collapse, and why he believes America’s overreach—from the Panama Canal to Greenland—is a mistake. Doug also gives his take on the latest Ukraine minerals deal and what’s going on with Europe ramping up military spending.

00:00 Introduction and Initial Impressions of Trump’s Speech
00:15 Entertainment Value and Comparisons to Zelensky’s Visit
01:28 Analyzing Trump’s Speech and Economic Claims
03:07 Fact-Checking and Media Reactions
05:49 Trump’s Economic Policies and Their Implications
19:06 Discussion on Social Security and Tax Policies
21:56 Trump’s Proposals for the Auto Industry and Tariffs
27:23 Declaring War on Drug Cartels
29:58 The Cycle of Violence and Drug Addiction
32:08 The Death Penalty Debate
34:49 Transgender Issues and Child Transition Surgery
37:00 National Security and the Golden Dome
39:28 Reshoring Shipbuilding and the Panama Canal
44:51 Trump’s Radical Policies and Greenland
54:48 European Relations and Defense Spending
58:59 The Mineral Deal in Ukraine
01:01:48 Concluding Thoughts and Future Speculations

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 four books, including Crisis Investing, the top-selling investing book of all time, Totally Incorrect, and Right on the Money. He also publishes a video podcast called Doug Casey’s Take and publishes articles at International Man. 

  economy, politics, Trump