Macroscopic Podcast

Alasdair Macleod, a renowned monetary expert, discusses China's strategic moves amidst the looming collapse of the US dollar. He reveals China's massive gold accumulation and its plan for a gold-backed settlement system, aiming to reshape global finance. Highlights include the growing distrust in the US dollar, the implications of Japan's bond market crisis, and the opening of Shanghai's gold exchange vaults. Macleod emphasizes the shift towards gold-backed currencies and China's quest for economic dominance, signaling a potential reset in international markets.

Macro strategist Henrik Zeberg shares his insights on the financial market’s imminent challenges. He predicts a euphoric final surge in risk assets, followed by a significant downturn, citing overvaluation and looming recession risks linked to the housing market. Zeberg discusses Bitcoin’s potential rally to $148K and a bullish outlook for Ethereum and small-cap stocks. He warns of a deflationary environment if the Fed maintains tight policies too long, while making a strong case for gold and commodities as vital investments.

Grant Williams, a financial expert and author known for his insights on macroeconomics, delves into a profound '100-year pivot' in global finance. He discusses the waning trust in Western institutions and the emergence of parallel systems driven by BRICS nations. Williams urges a mindset shift from getting rich to staying rich, highlighting gold's revival amidst the decline of U.S. hegemony. He analyzes the complexities of bond markets, the impact of the U.S. debt downgrade, and the need for resilience in today's volatile investment landscape.

Lyn Alden, an investment strategist and financial analyst, discusses the unraveling U.S. monetary system. She explains how trade deficits have weakened America's industrial base and critiques the so-called "exorbitant privilege" of the dollar. The conversation touches on Trump’s flawed trade policies, the parallels to the 1985 Plaza Accord, and China's aim for a stable currency. Alden also reflects on the rise of gold and Bitcoin as vital reserve assets and warns of potential turmoil in bond markets, suggesting a shift towards a multipolar monetary future.

Hugh Hendry, an esteemed economist and former hedge fund manager, dives deep into the shifting tides of global trade and U.S. economics. He draws striking parallels between historical figures and Donald Trump's policies, suggesting a painful yet necessary rebalancing in trade. Hendry critiques China's manipulation of currency and portrays the dollar as a public good under siege. He anticipates deflationary pressures in China and champions Bitcoin as a strategic asset for future investments, shedding light on his own portfolio choices.

Michael Howell, CEO of CrossBorder Capital and author of Capital Wars, analyzes the global liquidity crisis looming between 2025 and 2028. He emphasizes that liquidity—not interest rates—drives markets and warns of a $70 trillion debt refinancing challenge. Howell discusses the U.S.-China financial conflict and the growing debt risks that could trigger a systemic crisis. He also highlights gold and Bitcoin as potential safe havens, exploring their roles in navigating this complex financial landscape.

In this conversation, Eric Basmajian discusses his insights on the economic cycle, focusing on the relationship between the economy and the stock market, the role of the Federal Reserve, and the importance of understanding both secular and cyclical trends. Eric emphasizes the need for a narrow scope of monetary policy and the significance of leading indicators in predicting economic downturns. The discussion also touches on current economic signals and the rising odds of a recession in 2025. In this conversation, Eric Basmajian discusses the current economic landscape, focusing on recession odds, the impact of tariffs, and the dynamics of the housing market. He emphasizes the importance of analyzing economic indicators beyond stock market performance and highlights the sequential nature of housing construction and its relation to the business cycle. Basmajian also shares investment strategies for navigating a potential downturn, advocating for defensive assets and the role of gold as a safe haven. He concludes by addressing the future of asset markets and the significance of labor market dynamics in determining economic health. 🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic : 👉 ⁠https://qrco.de/Macroscopic_1Gram⁠ 📲 Download the GoldRepublic app: - Google Play: ⁠https://play.google.com/store/apps/details?id=com.goldrepublic⁠ - Apple Store: ⁠https://apps.apple.com/nl/app/goldrepublic/id475643876⁠ 🟠 Buy and store physical allocated gold, silver and platinum. 👉 Open an account: https://bit.ly/38stf7p​ ⚠️ DISCLAIMER ⚠️ The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent. The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor. Timestamps:

In this interview, Francis Hunt (The Market Sniper) shares with host Alexej Jordanov why gold is hitting all-time highs, what’s really driving the $9 trillion US debt rollover crisis, and how investors should prepare for a global financial reset.We discuss the end of the 40-year debt cycle, rising stagflation risks, central bank gold accumulation, the weakening dollar, and why traditional safe havens are failing. Is gold the last asset standing? Is silver next? Will Bitcoin keep up?🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :👉 https://qrco.de/Macroscopic_1Gram📲 Download the GoldRepublic app:- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876🟠 Buy and store physical allocated gold, silver and platinum.👉 Open an account: https://bit.ly/38stf7p​⚠️ DISCLAIMER ⚠️The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.Timestamps:00:00 – Introduction & Macro Backdrop 01:11 – Trade War & Geopolitical Shifts 02:21 – Debt-Based Collapse Explained 04:01 – From Return on Capital to Return of Capital 05:22 – The $9 Trillion Problem 07:04 – The Global Financial Reset Has Begun 08:21 – Lessons from the UK Bond Crisis 09:20 – Gold Holders vs. Social Unrest 10:03 – Fortress America: Strategy or Desperation? 12:56 – Retail Collapse & No Melt-Up Ahead 16:12 – This Time Is Different: Hyper-Stagflation 17:44 – Dow/Gold Ratio: The Big Signal 23:32 – Silver Will Shine—But Not Yet 26:18 – Technical Targets: Gold $9000+? 27:55 – Bitcoin vs. Gold 30:08 – Bitcoin/Gold Ratio Breaks Down 31:15 – Fear Trades, Recession, and the Real Economy 34:25 – The Real Nature of This Crisis 35:19 – Rolling Pain, Banking Crisis to Come 40:00 – Currencies Most at Risk 43:16 – The Carry Trade Time Bomb 47:48 – Liquidity Spike vs. Reality 50:17 – Possible Policy Responses: Capital Controls & Defaults 52:07 – Europe’s Next Move: Pensions, CBDCs, and Monetising Citizens 53:27 – War Bonds & the Weaponisation of Savings 55:19 – Hyper-Stagflation and the Two Economies 57:15 – Where to Go: Geography & Strategy 1:02:08 – Final Thoughts & Call to Action

Recording date: 15th October 2024Dutch financial expert and author Willem Middelkoop dives deep into the shifting global economic landscape, discussing the possible end of the dollar's dominance, the rise of BRICS, and what he calls "The Big Reset." Middelkoop, known for his book The Big Reset: War on Gold and the Financial Endgame, shares his insights on the economic cycles shaping our world, the role of gold in a new financial order, and the challenges central banks face in managing inflation and preventing future crises.Throughout the conversation, Middelkoop explores the rise of the BRICS nations as a challenging counterweight to the Western-led financial system, highlighting how China, Russia, and other non-Western countries are pushing for a new world order. He also discusses the potential for a global financial crisis, the impact of commodity shortages, and why precious metals like gold and silver remain critical assets for preserving wealth in uncertain times.Topics:- The decline of the dollar and the rise of BRICS- Cycles of financial crises and inflation patterns- The strategic importance of gold and silver- The future of commodities in a new financial system- Geopolitical power shifts between the West, China, and Russia🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :👉 https://qrco.de/Macroscopic_1Gram📲 Download the GoldRepublic app:- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876🟠 Buy and store physical allocated gold, silver and platinum.👉 Open an account: https://bit.ly/38stf7p​⚠️ DISCLAIMER ⚠️The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.Timestamps:0:00 - Introduction5:30 - Willem's Background in Journalism and Shift to Finance8:20 - The Role of Patterns and Cycles in Financial Markets11:40 - 80-Year Cycles and the Upcoming Financial Crisis15:00 - Inflation Trends and Central Bank Responses19:05 - Cycles of Boom and Bust in Financial Markets23:40 - The Rise of China and Its Economic Impact27:30 - BRICS and the New Financial System30:20 - Challenges within the BRICS Alliance33:55 - Geopolitical Shifts and potential for World War 338:30 - The Importance of Gold in a Reset Scenario42:10 - The Role of Commodities in the Future Economy46:20 - The Influence of ESG on Commodity Markets50:00 - Investment Strategies in Uncertain Times54:30 - Outlook for Europe Amid Global Shifts57:15 - Future Scenarios for the Big Financial Reset1:02:10 - The Importance of Diversification and Precious Metals 1:06:30 - Conclusion

Hugh Hendry, a renowned former global macro investor known for his contrarian financial insights, dives into heightened concerns regarding a deflationary collapse and its implications for market dynamics. He discusses the tensions between the U.S. Federal Reserve and Asian economies, Japan’s financial stability, and how the ongoing crises in China impact global investments. Hendry also examines the banking system's complexities, the yield curve's significance, and the potential for unprecedented profit-making opportunities amid chaos.