Startpagina Podcasts Macroscopic Podcast
Macroscopic Podcast

Macroscopic Podcast

GoldRepublic 65 Afleveringen okt. 6, 2026

Podcast covering macroeconomics, geopolitics, history and financial markets with a focus on the emergence of new monetary era driven by sound money like gold, silver and Bitcoin hosted by Alexej Jordanov. This podcast is brought by GoldRepublic, a leading physical precious metals dealers in Europe with more than USD 1,5 billion under custody for more than 100.000 trusting clients.

Afleveringen

Henrik Zeberg: Why Bond Yields Are About to Collapse
Henrik Zeberg: Why Bond Yields Are About to Collapse okt. 6, 2026 5325 Henrik Zeberg returns to Macroscopic to explain why he believes markets are approaching the final stage of the economic cycle. While much of the market is focused on sticky inflation, rising bond yields and the risk of a sovereign debt crisis, Henrik argues that the real warning signs are emerging in the labour market, housing and credit. We discuss why he expects bond yields to fall sharply, why
Luke Gromen: This Is How Hyperinflation Begins
Luke Gromen: This Is How Hyperinflation Begins sep. 24, 2026 5126 Macro strategist Luke Gromen joins Alexej Jordanov to explain why both Fed rate hikes and rate cuts are now inflationary, why the US bond market, not the stock market, is the real bubble, and why he believes gold is headed to five figures. In this conversation, Luke breaks down the fiscal dominance trap facing the Fed, why $40 trillion in US debt makes rate hikes self-defeating, and why 53 out of
Francis Hunt vs Brent Johnson - Debate on Dollar Milkshake Theory & Monetary Endgame
Francis Hunt vs Brent Johnson - Debate on Dollar Milkshake Theory & Monetary Endgame sep. 13, 2026 4243 Brent Johnson and Francis Hunt go head-to-head over the future of the US dollar and the Dollar Milkshake Theory. Hunt argues that rising Treasury yields increasingly reflect a loss of confidence in US debt, driving capital toward gold, commodities and eventually away from the dollar. Johnson pushes back: dollar strength was never the end goal of the theory, but a catalyst for a broader sovereign d
Michael Every: The Global System Is Coming Apart
Michael Every: The Global System Is Coming Apart aug. 30, 2026 4085 Alexej Jordanov speaks with Rabobank strategist Michael Every about a global system increasingly driven by statecraft, military power and control over physical resources rather than conventional market forces. They examine whether the United States is becoming overstretched across Iran, Russia, Ukraine and China—and how a further escalation could test NATO, disrupt energy infrastructure and rapid
John Butler: Only Gold Will Survive This Bond Market Crisis
John Butler: Only Gold Will Survive This Bond Market Crisis aug. 26, 2026 3325 John Butler explains why the US bond market may be entering a dangerous new phase and why gold could be the ultimate winner. We discuss rising Treasury yields, government bond buybacks, America’s debt burden, recession risks, Japan’s US Treasury holdings, and the growing threat to confidence in the dollar. John also reveals why gold is rising alongside real yields, how central-bank gold buying si
Francis Hunt: Japan's Debt Crisis Could Send Silver to $330
Francis Hunt: Japan's Debt Crisis Could Send Silver to $330 aug. 16, 2026 3821 Francis Hunt returns to Macroscopic to explain why Japan’s bond crisis could become America’s problem. We discuss the yen carry trade, the growing pressure on US Treasuries, and how an interconnected debt crisis could spread across global markets. Francis also shares his outlook for gold, silver and platinum including why another precious-metals washout may come before the next major move higher.
David Rosenberg Warns The Mother of Consumer Recessions Is Here
David Rosenberg Warns The Mother of Consumer Recessions Is Here aug. 9, 2026 3737 The AI boom is masking serious weakness across the US economy. David Rosenberg sees stagnant employment, falling real incomes, contracting housing and business investment, and a consumer increasingly dependent on stock-market wealth and record credit-card debt. Markets have shifted from pricing Federal Reserve cuts to expecting higher interest rates following the US–Iran war and oil shock. Rosenb
Peter Schiff: Japan, Bonds or the AI Bubble... What Breaks First?
Peter Schiff: Japan, Bonds or the AI Bubble... What Breaks First? aug. 5, 2026 2880 Peter Schiff’s central warning is blunt: America’s fiscal position cannot support the US dollar indefinitely. Rising debt costs, persistent inflation and weakening demand for Treasuries could end in a sovereign debt and reserve currency crisis. He argues that Japan could accelerate the reckoning. Higher Bank of Japan rates and a stronger yen may unwind the yen carry trade, forcing sales of US bon
Jim Rickards Warns: Global Shutdown Is Near
Jim Rickards Warns: Global Shutdown Is Near jul. 28, 2026 3125 Jim Rickards warns that a global economic shutdown may be approaching as the Strait of Hormuz and Red Sea disruptions collide with depleted strategic reserves, rising energy prices and fragile supply chains. In this interview, Rickards explains why he expects a severe US recession, higher inflation and a major escalation in the Iran war. He also shares his outlook for gold, including a possible d
Grant Williams: Gold Is Warning Us About The Coming Reset
Grant Williams: Gold Is Warning Us About The Coming Reset jul. 22, 2026 4083 Grant Williams joins Macroscopic to discuss why the 40-year easy money era may be coming to an end and why he is now more focused on protecting wealth than chasing returns. We cover gold and silver, the possibility of a financial reset, China’s gold strategy, changes in Japan and Europe’s economic problems. Grant also explains how investors approaching retirement can protect their purchasing powe
Michael Oliver: A Nuclear Event Is Coming to Financial Markets
Michael Oliver: A Nuclear Event Is Coming to Financial Markets jul. 15, 2026 3415 In this interview Alexej Jordanov speaks with Michael Oliver, the founder of Momentum Structural Analysis who explains why the U.S. stock market may be completing a long and laborious top, why rising Japanese and U.S. bond yields could force central banks to print aggressively, and why capital is already beginning to rotate into gold, silver, miners and commodities. Michael also explains why the
Alasdair Macleod: How China Is Preparing for a Dollar Collapse & Currency Reset
Alasdair Macleod: How China Is Preparing for a Dollar Collapse & Currency Reset jul. 9, 2026 3706 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 a

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