Dear Subscribers,

Doug has Internet challenges in Argentina, and I've had the same here in Turkey, so we weren't able to have our usual conversation this week. However, I do have another thought-provoking conversation recorded at our last Casey Research Summit to share with you. This one is with Karl Denninger; he has a very different way of looking at things than Doug and I do, but still comes to some similar conclusions regarding the US economy and how to invest. Perhaps precisely because he has such a different frame of reference, I found this to be one of the more striking conversations I had at the Summit.

I hope you enjoy it.


Louis James
Senior Metals Investment Strategist
Casey Research

Karl Denninger was one of 28 financial luminaries who offered timely market commentary at the Navigating the Politicized Economy Summit last September in Carlsbad, California. You may not have been there, but you can still hear every minute of all the presentations – which include actionable investment advice – with the Summit Audio Collection (over 20 hours' worth in all).