Episode Details

Recorded on February 3 2026 Doug Casey joins Steve Yang to lay out a blunt framework for what happens when debt, central banking, and political incentives collide. Doug argues you should think of today’s moment less as a bull market in gold and more as a bear market in the dollar, because gold functions as base money while currencies are substitutes that can fail under stress. From there, the conversation moves into what a real monetary reset could look like for everyday life, how institutional credibility breaks down, and why uncertainty tends to produce chaos instead of clean outcomes. Doug…