Spoke with Alasdair Macleod on the topics of gold, gold demand, and the demand for real money. Politics, geo-politics and others all have a say and a play but what influence do they have on gold...Alasdair knows. Come see what he had to say here.
Detailed Timestamps
00:00 Introduction
01:11 A gold run – paper gold wants physical delivery
03:30 COMEX stocks are declining
07:38 Gradual tightening in liquidity in the paper markets
08:55 Is leasing your gold a good idea?
10:52 Overweight dollars
12:20 China’s gold plan
18:42 Gold is being set up as a trade currency for balance of payments
20:50 Dollar falling, yields rising, what does it mean…debt trap
24:52 Fed will be “politely” asked to lower rates…good idea?
28:07 How will gold react to either monetary or fiscal policy?
29:55 It’s a different era and world for tariffs
31:18 More government instability on the way
34:28 Perma-bulls
Hi Alasdair, just got a notification that this guy is following me, I take it it is not you! Lovely chap that I am, I don't actually write substack articles and don't really have much of interest to say!
https://substack.com/@alasdair22?utm_source=new-follower-email
Don't know if you can report this as a fraud account?
Meantime, keep up the good work.
PS "following" and "followers" are strange words aren't they. In the physical world if someone was following you you would probably report them to police! Equally if you are a "follower" or have "followers" in the real world you are probably involved in some religion or even a cult! (That's the level of interesting that I am, comments like that!)
Thank you Alasdair.