Yesterday I had Doug Casey on the podcast, and we got into a bunch of different topics across the commodities space and financial markets. We talked about the bubble forming in the tech sector with the AI capex boom, the future of the US, and other things to keep an eye on for the next several years. You can find Doug at The International Man, The Crisis Investing Substack, and the YouTube channel, Doug Casey’s Take. You can also find the new book that he released recently with Matt and Maxim Smith, The Preparation, which provides an alternative experience to college. It’s a book I wish I had when I was in high school.

Podcast Summary

* The last bull market for gold as it becomes a central part of the financial system again.

* Silver and platinum as industrial metals, and why he’s bullish on those metals as well.

* The bull case for energy, including uranium and coal.

* The future of the US and the breakdown of our political system.

* The AI capex boom, how it could change society, and how a lot of the technological developments are net negatives on society.

* The different geopolitical brushfires around the world, from the Middle East, to Eastern Europe, Venezuela, and China.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe