Episode Details

Doug Casey and Matt Smith on the gap between the flash and the bang. The war in the Middle East started February 28th, the Strait of Hormuz is choked, and Saudi Arabia and Yemen are now at war, yet most Americans still ask "What war?" Spot oil in the North Sea is $136 while the futures market says somewhere in the $90s. Why are markets disconnected from reality, and how long before the bang? Plus Saudi Arabia and MBS, Egypt, Israel fatigue, Indonesia's gas lines, AI and the new rust belt, the Fort Hood execution, and why Doug says "the shit will really have hit the fan" anytime between tomorrow and a couple of years from now.

Find us at https://crisisinvesting.comAsk Doug a question: https://crisisinvesting.com (click "Ask Doug")
See Doug at the New Orleans Investment Conference, Oct 28-31: https://neworleansconference.com/casey-2/

00:00 Welcome And New Orleans
02:02 Worse Than The Worst Case
05:11 $136 Oil On The Ground
06:52 Markets You Can't Trust
10:36 Refineries And Fuel Shortages
13:03 Saudi Arabia Is Next
17:36 Egypt's Ticking Time Bomb
20:50 Israel Fatigue
26:04 Indonesia's Gas Lines
31:07 We Saw The Flash. Where's The Bang?
33:33 Rates, Bonds, And A Bifurcated America
36:09 AI And The New Rust Belt
39:37 Billionaires And Their Bodyguards
41:57 Kunstler And Agreeing To Disagree
44:37 Tankers In The Strait
47:36 Books: Vikings And The Mandibles
51:06 Overproduction Of Elites
52:33 Trump's $5,000 Video
54:09 The Fort Hood Execution
1:05:59 Press Secretary And Guilfoyle
1:09:23 Monica's Podcast
1:13:21 Wrap Up