⚔️📈Geopolitics | Critical minerals | Energy battles | Investing alpha Follow for raw insights & edge.
Joined April 2022
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Exclusive:
Three of Britain’s four nuclear deterrent submarines are out at sea in an "unusual" situation, @thetimes has been told
It has been at least five years since this happened, according to former naval source
thetimes.com/article/17663c5…
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Recently a subscriber pointed out China's vast refining capacity, and that they use their oil reserves as a tool, drawing them down and waiting things out. They asked if I felt that with the U.S. midterm elections coming up, wouldn't hobbling the Trump administration be in their long-term interest.
China has the world’s second largest economy. The World Bank says that 21 percent of China’s gross domestic product comes from exports, and the International Monetary Fund says that 11 percent of those exports go directly to the U.S. (This excludes indirect exports.) If there were a global recession based on the economic crisis triggered by the Iran war and oil prices, China would have a major domestic economic problem. The danger to China of losing up to 21 percent of its income far outweighs any short- or long-term impact it could have on the U.S. midterms.
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There is currently widespread concern that rapid technological change will fundamentally change the nature of work. In this paper we show that, despite 140 years of technological change, more than 70 percent of employment today is located in occupations whose core economic functions already existed in the late nineteenth century.
lup.lub.lu.se/search/files/2…
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GOLD TELEGRAPH CONVERSATION 21:
DOUG CASEY
"The world is going to go back to gold. And the only question is at what price?"
In this wide-ranging conversation, Doug Casey explores why he believes the international monetary system is approaching a historic turning point, why central banks are accumulating gold, and how America's growing debt burden could reshape the global financial order.
We discuss the consequences of abandoning the gold standard in 1971, the weaponization of the U.S. dollar, China's monetary ambitions, and why Doug believes a return to gold-backed system could require a dramatically higher gold price.
Beyond monetary policy, Doug reflects on his remarkable career as an investor, his experiences traveling to more than 150 countries, the future of individual freedom, and why he sees extraordinary opportunities in energy and mining stocks.
Doug Casey is a legendary contrarian investor, author of Crisis Investing, and founder of Casey Research.
Thank you for joining me, Doug.
TIMESTAMPS:
(00:29) – Doug Casey's Early Life & Becoming a Contrarian
(03:29) – Discovering Gold, Economics & the Investment World
(06:23) – Buying Gold at $35 & Lessons From Five Decades of Investing
(10:53) – Crisis Investing, Global Travel & Lessons From Around the World
(14:33) – Human Nature, Loyalty & the Importance of Personal Character
(16:54) – Nixon's 1971 Decision to Close the Gold Window
(19:29) – Why Governments Abandoned Gold as Money
(23:18) – Why Gold Is Not Viewed Well by Power
(26:32) – Central Banks, Gold Accumulation & the Future of the U.S. Dollar
(29:11) – Russia's Frozen Reserves & the Weaponization of the Dollar
(37:10) – The Future of Digital Money
(39:52) – Is the International Monetary System Approaching a Historic Reset?
(43:13) – America's Debt Crisis: Default or Inflation?
(45:56) – The IMF, World Bank & Global Financial Institutions
(48:00) – The Decline of Empires
(50:24) – China's Economic Strategy & the Changing World Order
(53:08) – BRICS & the Return to Gold
(57:50) – Doug Casey's Warning...
(59:52) – Artificial Intelligence, Technology & the Future of Civilization
(1:02:09) – Doug Casey's Investment Strategy: Energy & Mining Stocks
(1:06:38) – Unforgettable Experiences Visiting Mining Projects Around the World
(1:09:32) – The Most Important Lessons From a Lifetime of Investing & Travel
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It’s still meaningless small amounts. The merging of neutron stars—a kilonova—is the only place where the pressure is high enough and the neutron flow fast enough to build such a heavy element. The collision must produce heat up to an insanely high 10 billion degrees C to allow the “rapid neutron capture” required to produce gold. As a reference, our sun’s core is only 15 million degrees C. frankgiustra.com/posts/the-f…
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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It’s still meaningless small amounts. The merging of neutron stars—a kilonova—is the only place where the pressure is high enough and the neutron flow fast enough to build such a heavy element. The collision must produce heat up to an insanely high 10 billion degrees C to allow the “rapid neutron capture” required to produce gold. As a reference, our sun’s core is only 15 million degrees C. frankgiustra.com/posts/the-f……
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Following up on the two previous pieces I poster here over the weekend on the French crisis, here is a third piece, published today…
research.gavekal.com/article…
I also discussed the crisis with friend @ErikSTownsend in a soon to be released @MacroVoices podcast episode…
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Very interesting interview. Worthwhile especially if you are interested in #gold
The world is waking up to some very significant news.
The brilliant Judy Shelton has been appointed Counselor to Treasury Secretary Scott Bessent, where she will advise on currency policy.
Sound money...
Watch my full sit down with Judy, here: youtube.com/watch?v=USGjSU5y…
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Talking about one of the most interesting chapters in my upcoming book “The Money Dilemma” ….Out on November 3rd.
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An American PMC provides security to the president of DRC.
Not saying Kennedy was in on that. But there are several extremely high profile security jobs run by U.S. PMC's in DRC that would put their personnel in direct competition with Russian interests there.
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My first copy. Out Nov 3. Preorder on Amazon -amazon.co.uk/Money-Dilemma-U…
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Mongolia has ordered surveillance measures on its border with Russia after a reported plague death.
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Venezuela's Cardón Oil Refinery, the country's second-largest, exploded and caught fire today.
The facility has reportedly halted operations, per Reuters.
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Many people forget this:
In August 2025, the Federal Reserve published a research note looking at what would happen if the United States revalued its 261.5 million ounces of gold from the absurd statutory price of $42.22 an ounce toward market value.
Funny how things come around.
I will never forget Ron Paul telling me on my show about asking Ben Bernanke why central banks owned gold.
His answer?
“Tradition.”
The Federal Reserve itself is publishing research discussing gold revaluation.
I wonder what Ben thinks about all of this today.
Let’s watch how all of this unfolds…
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CDC is aware of and closely monitoring reports of a suspected case of pneumonic plague in the Irkutsk region of Russia that resulted in a death. We are working across the U.S. government to assess developments as additional information becomes available.
While the circumstances of this reported case remain unconfirmed, plague is a serious bacterial disease that is treatable with antibiotics, particularly when recognized and treated early.
Pneumonic plague can spread person-to-person through respiratory droplets during close contact, which is why rapid identification and treatment of infected individuals, and monitoring of potentially exposed individuals, are important public health measures.
At this time, there is no indication of a broader threat to the United States, but CDC and our interagency partners are prepared and will continue to monitor the situation closely.
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BREAKING:
Kazakhstan, Uzbekistan, Kyrgyzstan and Mongolia impose various forms of sanitary and quarantine checks at border crossings with Russia.
They are taking precautions over fear of potential spread of pneumonic plague in the Irkutsk are after a deadly accident in a biolab
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Pentagon inked a deal with Overview Energy to design, build, and test a homing beacon that beams space-based solar from orbit to Earth. First demo planned for 2028; GEO constellation rollout starts in 2030. #Solar #Space #Energy #DoD
oilprice.com/Energy/Energy-G…
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Scott Bessent, the man now running Treasury, said it himself before he ever took the job:
"In the next few years, we are going to have some kind of grand economic reordering. Something equivalent to a new Bretton Woods."
Read my last article: goldtelegraph.substack.com/p…
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The Western world is flirting with total financial destruction...this 👇is what can happen when it all goes wrong 😧
"My father lost everything in Argentina due to hyperinflation. We lived there in the 1960s... by the time he received his money a few years later, it was worthless."
- @Frank_Giustra
Hyperinflation can happen very quickly.
Watch the full conversation: youtube.com/watch?v=KjVUA7yq…