выпускать: 2026/07/01 19:55 читать: 0
Оригинальный автор:Doug Casey's Take
Первоисточник:https://www.youtube.com/embed/WtDtLYhtBjE
Find us at https://www.crisisinvesting.com Hormuz Oil Shock, Trump’s Grift and Power Plays, and America’s Radicalizing Politics Doug and Matt discuss rising geopolitical risk around the Strait of Hormuz and argue oil has established a higher base price ($65–$70+), making them bullish on undervalued, high-dividend oil stocks despite investor enthusiasm for tech. They criticize Trump’s handling of Middle East policy, his influence on oil markets, and describe him as erratic, self-promoting, and engaged in “grift,” citing reported crypto revenues and various self-aggrandizing projects and controversies, including disputes involving the Reflecting Pool, passports, and comments about Italy’s leader Meloni. The conversation turns to political radicalization on both left and right, with concerns about hard-left candidates, institutional degradation, executive power precedents, and the monetary system’s role in a K-shaped economy amid surging M2. They also discuss Buttigieg’s CPS incident, upcoming Supreme Court discussion, reading habits, and promote the Crisis Investing newsletter. 00:00 Hormuz Oil Shock 01:05 Why Oil Stocks Cheap 03:40 Trump Unpredictable 05:41 Crypto Grift Talk 08:51 Reflecting Pool Fixation 11:34 G7 Meloni Insult 13:44 Rise of Radicals 19:19 Money Supply Root Cause 23:27 Buttigieg CPS Story 29:11 Parties Splintering 34:42 News Fatigue Books 36:14 Crisis Investing Pitch 37:21 Wrap Up Next Episode
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