Alasdair Macleod (https://alasdairmacleod.substack.com/) discusses the current vulnerabilities of equity markets due to rising bond yields, the implications for ordinary investors and the financial system, and the geopolitical dynamics surrounding currencies. He emphasizes the importance of gold and silver as real money and critiques the actions of central banks and financial institutions. MacLeod also addresses the potential future of gold-backed bonds and the challenges facing the dollar and other fiat currencies.

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INTERVIEW TIMELINE:

0:00 Intro

0:53 Stock market

7:00 Rising US bonds yeilds

14:00 Impact of higher yeilds

16:30 Banking system

21:22 BIS & BRICS

24:42 BRICS & gold

30:17 Systemic problems

33:19 Trump & gold currency

36:00 Gold price

40:58 Macleod on Substack

41:53 Weekly specials

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