Doug Casey: “The World Is Going Back to Gold”

Oct 27, 2026

One of the most fascinating conversations I’ve had on Gold Telegraph is now live.

Legendary contrarian investor Doug Casey joined me for a wide-ranging discussion about what could be one of the most important financial developments of our lifetime: a fundamental reset of the international monetary system.

Doug has spent more than five decades studying markets, money, and the rise and fall of nations.

And he believes the world is approaching another historic turning point.

We discussed why he thinks:

The monetary system established in 1971 is approaching another major upheaval.
America’s debt burden has passed the point of no return.
China and other countries are increasingly looking beyond the U.S. dollar.
Gold could once again become the foundation of the international monetary system.

Perhaps his most extraordinary argument came when we discussed what a return to gold-backed currencies could actually look like.

Doug suggested that restoring gold convertibility could require $40,000 gold — a hypothetical monetary-reset valuation, not a price prediction.

But this conversation goes far beyond gold.

We explored the lessons of history, the dangers of digital currencies, America’s changing position in the world, and what Doug has learned from a lifetime of investing and traveling across more than 150 countries.

Whether you agree with him or not, his perspective is worth hearing.

I hope you enjoy the conversation.