Macroscopic Podcast

Lawrence Lepard, an investment manager and sound money advocate, discusses the imminent collapse of the global monetary system. He highlights the dangers of inflation and U.S. debt, arguing that a currency reset may be necessary. Lepard envisions a future where Bitcoin and gold serve as safe havens, predicting potential prices of $30,000 for gold and $1 million for Bitcoin. He critiques current financial practices and advocates for individuals to utilize Bitcoin as a personal banking solution, empowering them against financial instability.

Francis Hunt, known as The Market Sniper, shares profound insights into macroeconomics and financial markets. He warns of an impending crisis tied to the yen carry trade and systemic stress indicators. Hunt predicts instability in U.S. stocks and a rise in gold prices, targeting $3,700, while highlighting the undervaluation of platinum. He also discusses a temporary dip in silver, followed by an explosive rally as the crisis unfolds. His expertise offers a gripping look at how geopolitical tensions and financial dynamics shape investment strategies.

William White, a former central banker at the Bank for International Settlements, discusses the perils of decades of easy monetary policies. He warns about the potential shift from debt deflation to hyperinflation, exploring the fragility of the current debt-driven system. White highlights the rising necessity for gold as a stable asset amidst fiscal dominance and increasing international tensions. He provides insights into the balance needed in economic policies and the impact of Basel III regulations on financial stability, making for a thought-provoking discussion on the future of the global economy.

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: