I am not too familiar with Doug Casey (any input regarding his reputation and track record would be appreciated).

Here his Bio from Wikipedia:

[Douglas "Doug" Casey is an American free market economist, best-selling financial author, and international investor and entrepreneur. Since 1979, he's written a monthly investment newsletter, The International Speculator.
His 1979 book Crisis Investing (1979) became the largest selling financial book in history, listing at #1 on the New York Times Best Seller list for a total of 12 non-consecutive weeks.]


I also found this firm, which he founded (also mentioned in the below-noted audio clip):

Now that this has been clarified, here are the audio clips:

Part 1 (7min. - Audio)

Part 2 (7min. - Audio)

Part 3 (7min. - Audio)