Silver mispriced
This interview with Dunagun Keiser of Liberty and Finance is topical, covering silver mispricing, the consequences of Hormuz, and more!
“Alasdair Macleod outlines a rapidly shifting global monetary and commodity landscape driven by physical metal flows, geopolitical disruption, and weakening confidence in paper markets.
”He explains how China’s aggressive accumulation of silver and other critical materials is reshaping global supply dynamics while exposing a growing disconnect between physical markets and exchange pricing. The conversation also explores how rising industrial demand, constrained supply chains, and changing export behavior in key nations are intensifying pressure across silver, copper, and energy related inputs.
”The discussion expands into the broader geopolitical backdrop, including tensions involving Iran and the Strait of Hormuz, and how disruptions in energy and chemical supply chains could ripple into agriculture, manufacturing, and food prices. Macleod also examines the implications of weakening confidence in fiat currencies, accelerating foreign positioning shifts out of US financial assets, and the long term consequences for gold and silver as alternative stores of value.”
INTERVIEW TIMELINE:
0:00 Intro
1:30 Global Silver Supply Conflict | Resource Control & Strategic Metals Competition
15:00 Gold Market Manipulation | Gold Accumulation Strategies & Price Suppression Debate
19:00 Global Commodity Shortages | Supply Chain Disruptions & Raw Materials Crisis
25:00 BRICS Expansion | De-Dollarization Trend & Collapse of US Dollar Dominance
43:50 Alasdair Macleod | Macro Finance Insights | Monetary System Breakdown Analysis
Thanks Alasdair. I listened to it earlier this morning and it's very informative. Interesting what DK mentioned about what UBS and the other bank said about gold and I liked your response. Strange behaviour but then again there's something very strange about everything right now. Nothing is as it should be. There's certainly some jiggerypokery going on by a few untouchables. That's for sure! Although the end game seems clear to you guys the bit in the middle is a head scratcher for you. You've got your work cut out trying to make sense of it.
There’s so much wisdom born of a lifetime of research in how the commodities are brought to market, how they are used, and the impact disruptions will have on the world’s economies. I will watch it again and recommend it friends.