Doug Casey’s Take, Released on 2/13/26
In this episode, Doug Casey addresses questions from Crisis Investing subscribers. Topics include the impact of gold prices on miners and explorers, the potential benefits of keeping a portion of your portfolio in cash, and the possible advantages of investing in Aris Mining’s planned move to the NYSE. Doug also gives his take on meeting political figures, the risks of investing in private companies, and the merits of retiring in Panama. Additionally, Doug discusses the issues with security in Mexico, the implications of Uruguay’s president visiting China, and the considerations for storing gold to avoid potential US government confiscation.
00:00 Introduction and Overview
00:11 Gold Miners and Stock Appreciation
01:50 Meeting Political Figures
06:15 Private Company Investments
08:05 Cash Management Strategies
09:36 Aris Mining and NYSE Listing
10:50 The Great Taking and Economic Concerns
12:41 Retirement in Panama and Other Locations
14:53 Silver Investment Risks in Mexico
16:49 US-China Relations and Uruguay’s Strategy
17:58 Gold Confiscation and Offshore Storage
19:14 Conclusion and Wrap-Up
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
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.
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