Show notes
Find us at www.crisisinvesting.com Matt and Doug discuss the proliferation of U.S. holidays, including Juneteenth and Martin Luther King Day, before turning to the opening of Obama's presidential library and Trump's competing, highly theatrical library renderings, comparing modern presidential libraries to pyramids and noting Biden's reported difficulty raising funds. They debate Trump's showmanship around his birthday and a ceasefire/peace deal they expect won't hold, citing Iran's improved position, unresolved issues, disrupted shipping in the Strait of Hormuz, and risks to oil prices. They then address Ukraine's drone attacks on Moscow and concerns about an escalating, lingering war. Doug shares his positioning in gold miners, energy, uranium, and a corn ETF, answers subscriber questions on filmmaking/royalties, the FIFA World Cup and U.S. border hassles, trade blocs like Mercosur/EU, recommended books, and impressions of Malaysia and Penang. 00:00 Holiday Overload Debate 01:06 Which Holidays Matter 02:24 Equinoxes and Global Days Off 03:25 Juneteenth and Identity Politics 05:08 Obama Library Obamalisk 06:55 Trump Library Renderings 09:38 Pyramids and Presidential Tombs 11:31 Biden Library Money Trouble 14:25 Trump Birthday Peace Deal 15:13 Hormuz Oil and Ceasefire Doubts 18:02 Ukraine Drone War Escalation 20:02 War Escalation Risks 21:01 Ceasefire Won't Hold 22:13 Crisis Investing Plays 23:34 Corn ETF Thesis 25:47 Film Investing Reality 29:55 FIFA World Cup Fallout 34:23 Trade Blocs Skepticism 36:19 Five Books To Read 38:56 Malaysia And Penang 41:35 Weekend Signoff