The Real Trade May Not Be Gold Anymore | Doug Casey

Register here for The 2026 Rule Symposium on Natural Resource Investing: CLICK HERE: https://cvent.me/XOqdLa?via=TheDeepDive.ca #gold #mining #iran #oilcrisis #stockmarket #oil #money In this conversation with Doug Casey, Author and Founder of International Man, Casey Research, we discuss the war in the Middle East, the growing instability in politics, and why he believes investors need to think more defensively even as the long-term case for gold remains intact. Doug explains why he is not worried about physical gold, why he is trimming mining stocks despite still being bullish on commodities, and where he sees better value now, from food commodities to oil, gas, coal, and uranium. What makes this discussion stand out is that it does not follow the usual metals script. Doug connects geopolitics, inflation, market bubbles, energy realism, and the capital flooding into AI infrastructure into one broader macro view. He argues that some of the most hated parts of the commodity market may now offer the best setups, while crowded areas of the market could be far more dangerous than most people think. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter. Catch our full suite of content below: Website: https://thedeepdive.ca/ Twitter: https://twitter.com/TheDeepDive_ca Facebook: https://www.facebook.com/TheDeepDive.ca/ Instagram: https://www.instagram.com/the.deep.dive/ LinkedIn: https://www.linkedin.com/company/the-... ==================================================================== Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more. We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets. ================================================================= TheDeepDive.ca Team Writers: Jordan Lutz & Steve Hyland Producer: Chriz Rayos Host: Steve Hyland Post Production Head: Oveja Rayos ================================================================= Disclaimer: Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses. 00:00 Introduction 01:21 Canada Is Cooked? 07:53 Trump, Iran, and a Country on Edge 12:25 Gold Is Fine, Stocks Are Not 17:42 The Trade Moves Beyond Gold 24:28 The Dirty Energy Comeback 27:58 AI Mania Meets Reality 33:07 Why Commodities Still Win