Battle of the hegemons
With Peter Gadsdon of Mining Network we discuss Venezuela in the context of the US relationship with Russia and China. Recorded only yesterday
“Gold market analyst Alasdair Macleod joins Peter Gadsdon to discuss escalating risks to the U.S. dollar amid heightened geopolitical friction, including the recent regime change in Venezuela. Macleod draws stark parallels to the Weimar Germany hyperinflation of the 1920s, warning that U.S. equities could lose over 95% of their value when priced in gold as fiat currency debasement accelerates.
”Key topics include China's potential financial countermeasures, the commodity supercycle, rising bond yields, and the structural shift toward BRICS and Asian-led growth. Macleod argues the post-Bretton Woods dollar system is approaching its endgame, driven by unsustainable debt, quantitative easing, and eroding global confidence.
Notable quote: "If you look at the value of stocks in gold, pricing them in gold, I think they'll lose well over 95% of their value."
#Gold #Dollar #economics
Timestamps:
00:00 - Introduction and Venezuela Regime Change Impact
00:32 - Acceleration of U.S.-Asia Conflict
03:52 - Escalation Risks: Russian Tanker Boarding and Ukraine
07:14 - China's Financial Response and Dollar Vulnerability
09:21 - Commodity Boom: Copper, Silver, and China’s Strategy
13:53 - Dollar Debasement vs. Real Commodity Valuation
15:43 - Inflationary Pressures and Fed Policy Critique
18:38 - Leadership Change at the Fed and Market Signals
22:38 - China’s Treasury Strategy and Global Dedollarization
25:24 - Equity Bubble Risks and AI Hype
30:21 - Gold as the Ultimate Measure of Value
31:53 - Historical Parallels: Weimar Germany Collapse
35:27 - Can the Crisis Be Delayed?
40:31 - China’s Gold Reserves and Potential Gold Standard
45:11 - Geopolitical Backdrop: Ukraine, NATO, and Western Decline
53:33 - Closing Gold and Silver Price Outlook
Think this was one of the very best and most far reaching of your more recent interviews .
The only thing that surprised me ( lest I missed it ..?? ) - was that in all of the obvious viewpoints
as to China's ongoing voracious appetite for Silver and desire to pretty much lock down what she's got + how she's effectively controlled Silver prices for many , many years now ......WAS - that I don't think I heard any mention of the equally insatiable appetite for Silver from INDIA - an equally enormously populace country ( 1.4 x Billion + ) , and which is clearly now moving at a pace of progress and development on all fronts as has been the case with China over recent decades .
Is what's happening in Iran and its currency crisis a mirror of what a currency collapse in the West will look like?? "Iran imposed a nationwide internet blackout as widespread protests driven by soaring prices, currency collapse, and economic hardship spread to all provinces, with human rights groups reporting dozens of protesters killed and thousands arrested, while authorities intensified crackdowns, blamed foreign interference, and faced mounting pressure as demonstrations, strikes, and symbolic acts like toppling statues signaled the country’s largest unrest in years."