Interview with GoldRepublic
This interview with Alexej Jordanov was conducted on Tuesday
“Alasdair Macleod returns to Macroscopic with a stark warning: the conflict with Iran is not just another geopolitical flashpoint, but a potential catalyst for the endgame of the global fiat currency system. In this conversation, he explains why the real story is not only war or oil, but the chain reaction from energy disruption to higher bond yields, collapsing credit, and a broader monetary crisis.
”We discuss why Alasdair believes bond markets are now the most important signal to watch, why Japan may be the hidden trigger for a global debt unwind, and why a move above 5% on the US 10-year Treasury could break equity markets. He also lays out why he sees the recent correction in gold as a paper shakeout rather than a fundamental reversal, and why physical demand from the East continues to reshape the gold market.
”The conversation also covers the Strait of Hormuz, inflation risks, the future of the petrodollar, yuan-based trade, private credit fragility, and why Alasdair argues that investors need to think differently about money, credit, and real wealth. His conclusion is blunt: get out of credit and understand the role of gold before the next phase of this macro shift arrives.”


It would be worthwhile for Alasdair to address issues cited in this article and see how he rebuts these arguments involving a return to a gold standard https://bit.ly/4c1Nc6a
Puerile analysis of Iran war. So Iran, having lost most of its political and military leadership, and all of its navy and air forces, is akin to …a successful Ukraine?”
I agree on the currency situation, but the Iran war is about oil.