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Matt and Doug take subscriber questions for Crisis Investing while reacting to current events: a reported new $250 bill featuring Trump (and claims about a "gold note"), Trump imagery in passports, and the impact on Americans abroad. They discuss a raid on a CIA supervisor found with 303 kilos of gold, $20 million in cash, and luxury watches, raising concerns about CIA controls and corruption. The conversation turns to the Iran conflict and the Strait of Hormuz, arguing U.S. actions have repeatedly tightened shipping despite talk of wanting the strait open, with tolling, sanctions, and 1,500–1,700 ships reportedly stuck. They answer questions on inflation, Polymarket vs investing, how oil pricing works, what could invalidate their worldview, AI/robotics investing (favoring China/robots), OPEC weakening, skepticism on SpaceX/OpenAI/Anthropic IPOs, oil stocks and dividends, and preferred older vehicles to avoid surveillance tech.

00:00 Subscriber Q&A Setup

00:25 Trump 250 Dollar Bill

03:36 Passports and Global Backlash

05:15 Venezuela 51st State Post

07:00 CIA Gold Hoard Scandal

12:28 Iran War Fog and Losses

13:56 Hormuz Strait Toll and Sanctions

22:40 Energy Prices in Uruguay Argentina

25:38 Inflation Deficit and Collapse Risks

26:51 Betting Versus Investing

27:04 Polymarket And Market Corruption

29:03 Oil Futures Versus Physical

31:24 When The Worldview Breaks

38:12 AI Robots Real Edge

41:52 OPEC Control And Breakup

43:37 SpaceX IPO Bubble Bells

45:55 Why Own Oil Stocks

48:14 Cars Surveillance And Sweet Spot

51:09 Wrap Up And Next Week