About this episode
Doug and Matt discuss the economic implications of the Iran war and share insights on investing and business strategies.
Find us at www.crisisinvesting.com Doug and Matt discuss a podcast featuring MIT professor Ted Postel, agreeing the Iran war is an escalating catastrophe with unavoidable, chaotic economic consequences driven by higher petroleum prices. They answer subscriber questions on how rising diesel impacts mining all-in sustaining costs (estimated 10–25%), how to identify viable new business ideas by solving real problems, and how Doug would start investing today by focusing on currently cheap resource stocks while avoiding becoming a one-trick pony. Doug recounts a few tense travel encounters (Haiti and Congo), outlines private placement risks (illiquidity and funding needy companies) and rewards (discounts and warrants), and says no clear asymmetric trade exists without reliable on-the-ground information. They cover music royalties, Brazil travel and bureaucracy, vaccine skepticism, corn's subsidies versus a bullish ag view, draft avoidance uncertainty, 401(k) dilemmas, dollar devaluation and gold, numismatics demand issues, and Hydrograph as a high-risk speculation where taking a "Casey Free Ride" is prudent. 00:00 Subscriber Q&A Kickoff 00:37 Podcast Takeaways on War 02:20…
People in this episode
Hosts: Doug Casey, Matthew Smith
Guest: Ted Postel
Topics covered
- economic consequences
- investing strategies
- mining costs
- private placements
- travel experiences
- music royalties
- vaccine skepticism
Keywords
- economic future
- petroleum prices
- diesel impact
- resource stocks
- private placement risks
- music royalties
- gold
- numismatics
Mentioned in this episode
Organizations: Hydrograph, MIT
Places: Iran, Haiti, Congo
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