WTFinance, Released on 4/5/24 (Recorded on 4/3/24)
During our conversation we spoke about how the FED have lost control, what this means for inflation and interest rates, the potential bond yield blowout, why the system hasn’t collapsed yet, gold to continue to go higher and more. I hope you enjoy!
0:00 – Introduction
1:39 – Overview of markets
3:38 – What influenced stop of bond yield blowout?
6:57 – Financial repression to save system?
8:22 – Onshoring to benefit US?
9:42 – Why has system not collapsed yet?
11:20 – No strong economy challenging the US?
14:57 – What is behind the rise in gold?
19:12 – Shift in what credit buys you?
22:00 – Speculators benefit from currency depreciation
23:15 – Real assets to benefit?
28:13 – Other commodities to benefit?
30:45 – China indebted?
35:59 – One message to takeaway from our conversation?
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.