Macroscopic Podcast

In this episode of the Macroscopic Podcast, Alexej Jordanov speaks with Alasdair Macleod about China’s new gold clearing system in Hong Kong, the shift of physical gold and silver from West to East, and why Beijing may be preparing for a future without the U.S. dollar. Macleod explains why China is accumulating gold, silver, copper and other strategic commodities, how the Shanghai Gold Exchange an...

In this episode of the Macroscopic Podcast, Brent Johnson returns to explain why the dollar system may be entering a new phase. We discuss the rise of stablecoins, the battle between onshore and offshore dollars, the future of the Eurodollar market, and how the U.S. Treasury could use digital dollar rails as a geopolitical weapon. Brent also breaks down why gold can sell off during a crisis, why d...

Rick Rule returns to the Macroscopic Podcast for a timely conversation on gold, silver, copper, oil, platinum, interest rates, and the next phase of the natural resource bull market. After a major correction in precious metals and mining stocks, Rick explains why lower prices may not be bad news for long-term investors and why he believes the “easy money” in resources may be gone, while the “sure...

Is the financial system designed to take your wealth? In this in-depth interview, Alexej Jordanov sits down with Simon Dixon — economist, author of Bank to the Future, and one of the earliest Bitcoin investors — to follow the money behind central banks, gold, the collapsing petrodollar, and the rise of what he calls the Financial Industrial Complex (FIC). From the dot-com crash that wiped out his...

Recorded: 3rd of June 2026 Lyn Alden returns to the Macroscopic Podcast where we cover a lot of ground: why sovereign bond yields keep climbing across the G7, what the Strait of Hormuz closure actually means for energy markets and global supply chains, and why Lyn thinks the risk is still underpriced. We also get into gold officially overtaking US Treasuries as the world's top reserve asset — what...

Francis Hunt aka The Market Sniper returns to break down why silver is the trade of the cycle, his $330/oz price target, and the "Trump Trauma Triangle" squeezing oil, bonds, and gold into a tighter and tighter corner. We cover: - The Trump Trauma Triangle and why it's shrinking - Why silver is the "Porsche Turbo" of this bull market - The $330 silver target still on track - China's silver buying...

Two of the world's most respected gold experts — Peter Schiff and Jim Rickards — sit down in Amsterdam for a no-holds-barred 2h45m debate on the future of gold, the death of the dollar, and the coming financial reset. They agree on one thing: gold is going dramatically higher. They disagree on almost everything else: hyperinflation vs. deflation, Trump's tariffs, the Fed's relevance, and whether $...

William White, former Chief Economist at the BIS, returns for a candid conversation on the breaking points of the global monetary system. We discuss the regime change underway at the Fed, why financial repression is already here, the biggest energy shock the world has ever known, and the transatlantic battle over stablecoins versus the digital euro. Bill explains why "banks create money out of not...

Michael Howell returns to the podcast to break down why the real threat to markets is not just war or recession fears, but a tightening global liquidity cycle. He explains how the Iran shock, rising energy prices, China’s gold buying, and the coming debt refinancing wall are all converging into a powerful macro shift. The discussion covers gold, oil, bonds, the dollar, repo stress, and why markets...

In this interview of the Future of Gold series, Isabella Kaminska explains why stablecoins are a new tool of American power. We discuss whether the US is shifting from republic to empire, why tariffs are really about sovereignty, how the dollar system is defended through geopolitical force, and what all of this means for gold, China, and the future of global finance. A wide-ranging conversation on...

In this Future of Gold interview series, John Butler explains why he believes gold is gradually returning as global money and why gold could reach $100,000/oz. He discusses the failures of the current debt-based monetary system, the growing role of BRICS, and why rising geopolitical tensions and de-dollarization could accelerate gold’s remonetization.  He also explores how a future gold-backed sy...

In this final Future of Gold roundtable from Cape Town, Alexej Jordanov hosts Izabella Kaminska and John Butler on for a discussion that goes deep into some of the most debated and controversial questions in the gold market. The panel explores what Basel III really means for gold, why so many investors misunderstand its role as collateral, and whether gold is truly being elevated inside the financ...

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 crisi...

Francis Hunt on why the global system is entering a debt-fiat breakdown, why private credit may be the next major fault line, and why he believes today’s instability is not random but coordinated. The discussion covers redemption limits in private credit funds, rising bond yields, the long-term implications for the dollar, why stablecoins cannot absorb the scale of sovereign debt issuance, and why...

Brent Johnson joins us in this Future of Gold Series to unpack why stablecoins may become far more than a crypto story. In this conversation, he argues that stablecoins could reinforce U.S. monetary power, reshape global commerce, and even evolve into a geopolitical tool of empire rather than just a new source of Treasury demand and potentially replace the Federal Reserve. We also discuss the futu...

In this Future of Gold Session from Cape Town, Francis Hunt, Brent Johnson, Whitney Baker, and Michael Every debate the breakdown of the old financial order and the clash between debt, gold, power, and real-world supply chains. The conversation explores deglobalization, empire decline, the dollar’s future, China’s industrial strength, private credit fragility, stablecoins, and whether the next res...

In this second session of the Future of Gold series, Brent Johnson, Whitney Baker, Izabella Kaminska and John Butler debate one of the most consequential questions of our time: is the global monetary system on the verge of a historic reset, and what role will gold play in what comes next? The conversation starts with gold’s re-emergence as a monetary anchor, then escalates into a sharp disagreemen...

In this interview of the Future of Gold series, Whitney Baker describes the fragility of the global financial system and why she believes we are moving closer to a major monetary and market reset. The discussion explores the long-term consequences of debt expansion, money printing, and policy distortion, and why today’s system may be far less stable than it appears on the surface. A major focus is...

In this first session of The Future of Gold, Alexej Jordanov hosts Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska and John Butler on a heated panel exploring the macro endgame of the current monetary order. We explore whether we are nearing the end of the dollar’s dominance, what role stablecoins could play in extending U.S. monetary power, and why gold may be re-emerging as the ul...

Michael Every on the breakdown of the old global order, the return of hard power, and why traditional market thinking may no longer be enough. In this first interview of the Future of Gold series, we explore why geopolitics, energy, military strategy, and capital markets are now deeply intertwined. Michael explains why the so-called rules-based order may be ending, why Europe is increasingly expos...

Rick Rule joins us for a masterclass on natural resource investing: what actually works, what’s hype, and why most investors get wrecked even in bull markets. We cover his core contrarian framework “buy hate, sell love,” why he sold most of his silver and rotated into miners, and how to separate saving (gold) from investing and speculation. Rick also breaks down why gold moved first, why mining eq...

Leading precious-metals analyst (The Gold Observer / Money Metals) Jan Nieuwenhuijs unpacks the hidden mechanics behind the global shift in the monetary system: China’s gold strategy, Europe’s long-running “gold equalization,” and how non-dollar settlement infrastructure could change reserve assets and pricing power.  We cover why China accelerated buying after 2022, the case that real PBoC reser...

Louis-Vincent Gave argues we’re in a synchronized global reflation. Fiscal deficits are expanding, central banks are accommodating, yield curves are steepening, and commodities are breaking out. Financials, metals, emerging markets and Latin American debt are responding accordingly. The key risk? Not the Federal Reserve tightening—but energy prices or a bond market revolt. On China, he makes a blu...

Matthew Piepenburg argues that we are living through a slow but historic turning point marked by rising bond yields, collapsing trust in institutions, and the gradual erosion of U.S. dollar dominance. We discuss Japan as the canary in the coal mine, why central banks are trapped between saving their bond markets or their currencies, and why the next Fed pivot is likely to mean more liquidity and f...

Lynette Zang joins me for a deep dive into the end stages of the fiat monetary system. Drawing on decades of studying currency life cycles, she explains why the dollar’s purchasing power is effectively approaching zero, why gold and silver are not “rising” but currencies are failing, and why we are entering a historic monetary regime shift. We discuss gold’s true fundamental value, the collapse of...