In this conversation with Maurice Jackson of Proven & Probable, I discuss the new America, philosophy, resource stocks, precious metals, and the deeper cultural and economic changes reshaping the United States.

The discussion moves between investing and civilization because the two are connected. Markets do not exist in isolation. They are shaped by institutions, incentives, moral habits, political decay, and the ability—or inability—of a society to think clearly about risk, responsibility, and value.

Watch the full discussion below:

Key Takeaways

• Why the “new America” reflects deeper cultural, political, and institutional change
• How philosophy shapes the way investors understand risk, value, and opportunity
• Why resource stocks and precious metals matter in a world of monetary and political disorder
• The importance of independent judgment in markets and public life
• How civilizational decline affects economics, investing, and social trust