Interview with Paul Buitink
This interview with Paul of Reinvent Money was conducted last Thursday and focuses on the war against Iran, its likely outcome, and consequences for markets.
“Paul Buitink talks to former banker and stockbroker, precious metals expert and author Alasdair Macleod about the war in the Middle East. Alasdair thinks US and Israel can't win this, other than a Pyrrhic victory. Iran is prepared and will fight an asymmetric war including causing maximum damage onto the world, for example by closing off the Strait of Hormuz.
”Alasdair expects the dollar to surge in the short run but in the longer run he expects the West to collapse, massive inflation to arrive and gold, silver and commodities to profit from the conflict.
Recorded on the 5th of March.”
Follow Alasdair here:
Follow Paul on X here:
https://x.com/paulbuitink
Timestamps:
0:00 Intro
1:54 Who will win the war in the Middle East
10:09 Was the conflict priced into gold and silver prices?
12:29 Who will the conflict looking at markets?
22:18 Insuring the Strait of Hormuz
25:17 The role of China and Russia
34:25 Record low open interest in paper silver
39:00 China's banks dumping treasuries
42:10 Should you rotate from gold into oil and other commodities?
45:52 Expect massive inflation
49:20 How should you adjust your portfolio
Excellent ( as ever ) - thank you / Simon .
I just want to highlight about the comment about command control and why its been decentralized.
I believe the Ayotallah designed it this way, he knew if they took the bait and was stupid enough to kill him, this will be a war of attrition, when you split the groups in fractions who are very different, to say what happened in iraq.
You have a common enemy which is the usa and israel, even though the structure is still there, but the groups move in certain independent ways that they think can hurt the opposition in the most efficient way. which makes the situation even more dangerous if there is no over sight, and over sight can only be established if the Another supreme leader is installed, this i believe is the last thing this a Ayotallah did before he was killed.
Unify its natation, remove all differences until the problem is solved, and weaken the middle east to how they want it, for example Bahrain. Even if they don't do as much damage as they want, if the access point is shut, it will make the satellite states of the usa and israel demand to leave, its country.
Which is the greatest strategy for the war, they wont come to the negation table, they will try to remove as much presence as they can of the usa and israel in the middle east and they will make the world stand against them reason being, for the price of commodity going up, and you have checkmate.