Macroscopic Podcast

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...

Legendary contrarian Hugh Hendry returns to tear apart consensus macro thinking. We dive into price regime shifts, the collapse of old valuation frameworks, and why silver, Japan, and volatility matter far more than inflation narratives or fiat-collapse hysteria. Hugh explains why the yen is experiencing the biggest currency crash in 50 years, why the Nikkei could 5x, why silver could reach $200,...

In part 2 of this interview with Arno Wellens, we dive deep into the digital euro, CBDCs, and digital identity, exposing what’s really behind the push for a cashless Europe. We discuss negative interest rates, the removal of cash, capital controls, and how monetary policy is shifting toward surveillance and control. Is the digital euro about convenience — or about power, coercion, and the future o...

Is the Eurozone heading toward a new credit crisis? In this first part, Arno Wellens points on the structural fragilities inside the eurozone that are pushing Europe toward another systemic crisis. We discuss why France and Italy are trapped in a debt spiral, how the ECB is forced to repress interest rates despite persistent inflation, and why financial markets are starting to price sovereign risk...

Alasdair MacLeod returns on the Macroscopic Podcast to unpack what may be the most explosive macro setup of the decade: a global bond market break, a looming equity crash and the accelerating endgame of the fiat currency era. We also dive into the historic surge in precious metals, particularly silver and platinum, and why this time the rally may not be a speculative blow-off, but instead a struct...

In this in-depth conversation, with Matthew Piepenburg, Henrik Zeberg and Franics Hunt we walk through the final sequence of a stressed financial system: where liquidity disappears first, how policy makers respond when their usual tools stop working, and why markets often look strongest right before the break. We discuss: • How late-cycle liquidity actually unwinds • The final “risk-on” moves that...

The global monetary system is more fragile than ever. Dr. Marc Faber explains why debt, money printing, and geopolitics are pushing the world toward a major financial and political rupture. We discuss gold as real money, central bank gold accumulation, bubbles in equities, the risks of World War, and how to position your wealth to lose the least when the crash comes. Topics include: monetary syste...

In this episode Ronnie Stoeferle, we dive deep into the current gold bull market, the breakout in silver and mining stocks, and why the gold–silver ratio could signal explosive upside ahead. Ronnie explains where we are in the cycle, how central banks are reshaping the monetary system, and why gold, silver, and real assets are back at center stage. If gold reaches ambitious targets, silver could d...

In this episode, Grant Williams joins Alexej Jordanov to break down the real endgame unfolding beneath markets: the loss of trust in fiat money, the quiet move back toward gold, and the growing monetary divide between East and West. We discuss the future of the dollar, the viability of a new gold standard, and what a genuine reset might look like for investors, central banks, and sovereign debt ma...

In this special episode, Jim Rickards shares with Alexej Jordanov some of his most urgent warnings yet. We dive into the hidden systemic risks building inside the stablecoin market, why Tether could trigger a global liquidity freeze, and how a run on Treasury bills could ignite a full-scale monetary crisis. Rickards also breaks down the real purpose behind the Mar-A-Lago Accord, the weaponization...

Matthew Piepenburg breaks down the forces driving today’s fragile financial system — from the Fed’s century-old power structure to the $600T derivatives machine few dare to discuss. We dig into gold’s role in the coming reset, the rise of stablecoins as a hidden demand tool for U.S. Treasuries, and why central banks are quietly repositioning for a new monetary order. 🏆 GET ONE FREE GRAM OF GOLD b...

Michael Howell returns to the Macroscopic Podcast to break down the truth behind the latest repo market blowout, the Fed’s hidden QE, and the coming liquidity war between East and West. In this powerful conversation, Howell explains why every financial crisis is ultimately a refinancing crisis, why liquidity is the real lifeblood of the global system, and how the U.S. and China are fighting a sile...

Gold’s price is accelerating faster than ever! According to Francis Hunt ( @TheMarketSniper1 ), we’re now in a true parabolic phase that signals the collapse of fiat confidence itself. In this powerful interview, Francis joins Alexej Jordanov on The Macroscopic Podcast to explain why this isn’t a gold top but the beginning of a historic revaluation across precious metals. Francis breaks down why g...

Eric Yeung (aka KingKong9888) lays out the silent revolution unfolding across the BRICS nations with China leveraging gold, India accumulating silver, and Russia pushing for a collateral shift away from U.S. Treasuries. We discuss how the LBMA and COMEX are under pressure, why physical gold is flowing East, and how a bi-metallic system using gold and silver as trade collateral could reshape global...

Legendary resource investor Rick Rule returns to break down the real drivers behind gold’s breakout, the deep dysfunction in global bond markets, and why a 75% collapse in the dollar’s purchasing power may already be underway. Rick explains why U.S. Treasuries are a “lousy deal”, how central banks are quietly dumping dollars for gold, and why there's no silver shortage but that other signals might...

Veteran investor Willem Middelkoop lays out why central banks are quietly hoarding gold, how the “war on gold” and dollar weaponization shattered trust in fiat, and why stress in COMEX could trigger a violent revaluation—think $10k–$20k gold and $100–$200 silver. We chart the rise of a two-track system (BRICS vs. West), the coming return of gold to settlement, and what this reset means for savers...