ALASDAIR MACLEOD | Currency Devaluation Will Lead To Significant Changes In The Gold Price!
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ABOUT ALASDAIR MACLEOD
Longtime educator for sound money, economics, geopolitics, and everything to do with gold and silver.
Find his writings and research at AlasdairMcleod.substack.com
Find Alasdair on X: https://x.com/MacleodFinance
Chapters
00:00 Introduction to Gold Market Dynamics
08:01 The Role of Central Banks and Gold Leasing
10:13 Basel III and the Need for Gold
12:54 Treasury Secretary's Position on Gold
15:22 Currency Devaluation and Gold Valuation
18:36 The Importance of Gold Ownership
21:54 Trump's Remarks on Inflation and Economic Policy
27:25 Reshoring Manufacturing and Mining Complex Challenges
28:30 Exploring the Mining Sector's Potential
30:19 The Shift from Tech to Value Investments
32:32 Public Sentiment and Gold's Performance
34:32 The Silver Market Dynamics
40:07 US-China Economic Relations and Future Prospects
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In this conversation, Gary Bohm and Alistair McLeod delve into the current dynamics of the gold market, exploring the implications of increased gold shipments to the U.S., the role of central banks in gold leasing, and the impact of Basel III regulations on banks' gold holdings. They discuss the recent comments from the U.S. Treasury Secretary regarding gold, the potential for currency devaluation, and the importance of owning gold in today's economic climate. The conversation also touches on President Trump's remarks about inflation and the challenges facing the U.S. mining complex in the context of reshoring manufacturing.
SOME TAKEAWAYS:
- The surge in gold shipments to the U.S. indicates a liquidity crisis in the gold market.
- Central banks are heavily involved in gold leasing, impacting market dynamics.
- Basel III regulations classify gold as a tier one asset, increasing banks' need for gold.
- The U.S. Treasury Secretary's comments on gold reflect a trader's perspective rather than policy direction.
- Currency devaluation could lead to significant changes in gold valuation.
- Owning gold is seen as a hedge against the declining value of the dollar.
- President Trump's remarks on inflation highlight the complexities of economic management.
- The U.S. economy is facing contraction despite positive GDP numbers.
- The mining sector needs more investment to support reshoring manufacturing efforts. Many exploration stocks are undervalued and poised for takeovers.
- The disparity between equities and bonds will impact market dynamics.
- Portfolio managers will shift from tech stocks to mining investments.
- Public sentiment towards gold and silver is currently bearish but may change.
- Silver has been in a deficit for seven years, indicating strong future demand.
- The relationship between the US and China is likely to worsen, affecting global markets.
SOUND BITES
"The whole system has come under a horrible strain."
"It's never too late to buy gold."
"This disparity is going to undermine equities."
"Gold has hit new highs, we don't understand why."
"The trigger is the collapse of the tech bubble."
"Silver has been in deficit going on five years."
"Silver is like gold on steroids."
"The NASDAQ is a bubble, bubble, toil and trouble."
"Gold is real money, get out of credit."
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