Triangle Investor, Released on 6/8/26 (Recorded on 6/6/26)

In this wide-ranging interview, legendary investor Doug Casey joins us to discuss the current commodity bull market, gold, silver, uranium, energy, inflation, the Iran conflict, and the growing risks facing global financial markets. Casey explains why he believes commodities remain historically cheap, why central banks are driving gold higher, why uranium and nuclear energy could see massive demand growth, and why he prefers mining and energy stocks over the broader stock market. The conversation also covers the Strait of Hormuz, oil prices, government debt, inflation, the “everything bubble,” and Casey’s warning that we may have already entered what he calls the “Greater Depression.”

0:00 Intro
01:04 Where Are We in the Commodity Bull Market?
03:24 Gold’s Historic Rise: Monetary or Geopolitical?
06:25 Silver Outlook & Why Casey Remains Bullish
08:42 Uranium, Japanese Reactor Restarts & Utility Contracting
13:02 Iran Conflict: Investment Implications & Market Impact
19:15 Could Hormuz Trigger Another 1970s-Style Energy Crisis?
21:59 Stock Market Risks, Debt & Government Finances
25:08 Is the Stock Market in a Bubble?
27:01 How Gold, Silver & Mining Stocks Could Perform During a Crash
29:52 Why Doug Casey Is Raising Cash Today
30:23 New Books, International Man & Crisis Investing

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. 

  gold, investing, silver, uranium