Asset Strategies International, Released on 4/1/25
Now that Q1 of 2025 has wrapped up, I thought it would be worthwhile to share a brief conversation with you. I recently spoke with Alasdair Macleod, who was Head of Research for Goldmoney for 14 years and recently started his own substack MacleodFinance. Alasdair’s insights into those markets for 2025 are absolutely worth the 20-minute listen. Alasdair and I talk about the inevitable bursting of the credit bubble, the Q1 outperformance of gold and silver, and what key indicators for the market can be found in central bank balance sheets.
Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy. Read Macleod’s writing: https://www.goldmoney.com/research and MacleodFinance Substack.