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Alasdair MacLeod
Macro analyst and writer focused on monetary history, precious metals and financial markets; contributes detailed analysis on gold, silver, bonds and currency dynamics and is featured as the episode's primary expert guest.
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Jan 1, 2026
• 40min
Alasdair MacLeod: China BROKE the SILVER market
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Alasdair MacLeod, a macro analyst renowned for his insights into monetary history and precious metals, discusses the seismic shifts in global markets. He predicts a major equity crash linked to rising bond yields, drawing parallels to the 1929 financial crisis. Alasdair highlights a potential historic silver squeeze driven by China's reduced supply and industrial demand, particularly from solar and EV sectors. He emphasizes the complex dynamics of the silver market, including forced short covering and declining liquidity.
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