Doug Casey's Take Podcast | Featuring Frank Giustra
I recently joined Doug Casey and Matthew Smith for a wide-ranging conversation on Doug Casey’s Take. We covered a lot of ground—from the global economic outlook to gold, AI, and the geopolitical flashpoints shaping the world today.
In this conversation, I share my views on:
• Why I’m seriously considering Uruguay and Argentina as geopolitical lifeboats
• The risks I see in Trump’s foreign policy and trade strategies
• Gold’s evolving role in a new global monetary system
• Why junior miners still aren’t moving—even with $3,000 gold
• How AI and robotics are changing the course of human history
• The rising importance of Africa in the race for critical minerals
If you’re trying to make sense of where the world is headed—and how to position yourself accordingly—I hope you’ll find this episode thought-provoking.
🔗 Full timestamps below:
00:00 Introduction and Special Guest Frank Giustra
00:45 Market Insights and Career Highlights
02:00 Global Geopolitical Landscape
04:01 Trump’s Influence on Global Politics
17:22 NATO and the Ukraine Conflict
26:35 Middle East Tensions and Israel’s Strategy
38:10 Global Economic Shifts and Gold’s Role
49:37 BRICS and Economic Threats to the U.S.
50:10 Trump’s Response and the U.S. Fiscal Position
53:11 The Future of Gold and Junior Mining Companies
53:49 Speculation, ESG, and Mining Challenges
01:12:02 AI, Robotics, and What Comes Next
01:23:37 Africa’s Geopolitical Future
01:31:35 Final Thoughts and Reflections
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