Interview with Dunagan Kaiser

This interview with DK was earlier this week...

“Alasdair Macleod warns that the U.S. bond market is dangerously mispriced, with rising interest rates failing to offset growing credit risks—especially for foreign investors.”

“He argues that markets misunderstand risk and that declining confidence in U.S. Treasuries signals a broader collapse in the Western credit-based financial system. Meanwhile, Macleod highlights China's decades-long accumulation of gold as part of a strategic move to internationalize the yuan and eventually back it with gold, contrasting sharply with Western reliance on fiat money.

“He explains that gold remains real money—while everything else, including government bonds and CBDCs, is simply credit or political control in disguise. With geopolitical tensions rising and global currencies weakening, Macleod urges individuals to prioritize wealth preservation through physical gold as the world nears the bursting of the largest credit bubble in history.”