Will Gold Stocks "Re-Rate" When Earnings Catch Up to $Gold? episode artwork

EPISODE · Feb 13, 2026 · 19 MIN

Will Gold Stocks "Re-Rate" When Earnings Catch Up to $Gold?

from Doug Casey's Take · host Doug Casey & Matt Smith

Crisis Investing Q&A: Gold Miners, US Politics, and Safe Investments with Doug Casey In this episode, Doug Casey addresses questions from Crisis Investing subscribers. Topics include the impact of gold prices on miners and explorers, the potential benefits of keeping a portion of your portfolio in cash, and the possible advantages of investing in Aris Mining's planned move to the NYSE. Doug also gives his take on meeting political figures, the risks of investing in private companies, and the merits of retiring in Panama. Additionally, Doug discusses the issues with security in Mexico, the implications of Uruguay's president visiting China, and the considerations for storing gold to avoid potential US government confiscation. 00:00 Introduction and Overview 00:11 Gold Miners and Stock Appreciation 01:50 Meeting Political Figures 06:15 Private Company Investments 08:05 Cash Management Strategies 09:36 Aris Mining and NYSE Listing 10:50 The Great Taking and Economic Concerns 12:41 Retirement in Panama and Other Locations 14:53 Silver Investment Risks in Mexico 16:49 US-China Relations and Uruguay's Strategy 17:58 Gold Confiscation and Offshore Storage 19:14 Conclusion and Wrap-Up

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Will Gold Stocks "Re-Rate" When Earnings Catch Up to $Gold?

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