Macroscopic Podcast

Michael Howell, CEO of CrossBorder Capital and author of Capital Wars, breaks down why global liquidity—not interest rates—drives markets, and warns of a looming $70 trillion debt refinancing wall that could trigger a systemic financial crisis between 2025–2028. We dive into the real cause behind every market crash, the growing collateral shortage, and the capital war between the U.S. and China, including how gold and Bitcoin could emerge as the ultimate winners.

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⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Timestamps:

00:00 - Intro

In this conversation, Eric Basmajian discusses his insights on the economic cycle, focusing on the relationship between the economy and the stock market, the role of the Federal Reserve, and the importance of understanding both secular and cyclical trends. Eric emphasizes the need for a narrow scope of monetary policy and the significance of leading indicators in predicting economic downturns.

👉 ⁠https://qrco.de/Macroscopic_1Gram⁠

📲 Download the GoldRepublic app:

- Google Play: ⁠https://play.google.com/store/apps/details?id=com.goldrepublic⁠

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🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Timestamps:

In this interview, Francis Hunt (The Market Sniper) shares with host Alexej Jordanov why gold is hitting all-time highs, what’s really driving the $9 trillion US debt rollover crisis, and how investors should prepare for a global financial reset.

We discuss the end of the 40-year debt cycle, rising stagflation risks, central bank gold accumulation, the weakening dollar, and why traditional safe havens are failing. Is gold the last asset standing? Is silver next? Will Bitcoin keep up?

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Timestamps:

00:00 – Introduction & Macro Backdrop

01:11 – Trade War & Geopolitical Shifts

02:21 – Debt-Based Collapse Explained

04:01 – From Return on Capital to Return of Capital

05:22 – The $9 Trillion Problem

07:04 – The Global Financial Reset Has Begun

08:21 – Lessons from the UK Bond Crisis

09:20 – Gold Holders vs. Social Unrest

10:03 – Fortress America: Strategy or Desperation?

12:56 – Retail Collapse & No Melt-Up Ahead

16:12 – This Time Is Different: Hyper-Stagflation

17:44 – Dow/Gold Ratio: The Big Signal

23:32 – Silver Will Shine—But Not Yet

26:18 – Technical Targets: Gold $9000+?

27:55 – Bitcoin vs. Gold

30:08 – Bitcoin/Gold Ratio Breaks Down

31:15 – Fear Trades, Recession, and the Real Economy

34:25 – The Real Nature of This Crisis

35:19 – Rolling Pain, Banking Crisis to Come

40:00 – Currencies Most at Risk

43:16 – The Carry Trade Time Bomb

47:48 – Liquidity Spike vs. Reality

50:17 – Possible Policy Responses: Capital Controls & Defaults

52:07 – Europe’s Next Move: Pensions, CBDCs, and Monetising Citizens

53:27 – War Bonds & the Weaponisation of Savings

55:19 – Hyper-Stagflation and the Two Economies

57:15 – Where to Go: Geography & Strategy

1:02:08 – Final Thoughts & Call to Action

Recording date: 15th October 2024

Dutch financial expert and author Willem Middelkoop dives deep into the shifting global economic landscape, discussing the possible end of the dollar's dominance, the rise of BRICS, and what he calls "The Big Reset." Middelkoop, known for his book The Big Reset: War on Gold and the Financial Endgame, shares his insights on the economic cycles shaping our world, the role of gold in a new financial order, and the challenges central banks face in managing inflation and preventing future crises.

Throughout the conversation, Middelkoop explores the rise of the BRICS nations as a challenging counterweight to the Western-led financial system, highlighting how China, Russia, and other non-Western countries are pushing for a new world order. He also discusses the potential for a global financial crisis, the impact of commodity shortages, and why precious metals like gold and silver remain critical assets for preserving wealth in uncertain times.

Topics:

- The decline of the dollar and the rise of BRICS

- Cycles of financial crises and inflation patterns

- The strategic importance of gold and silver

- The future of commodities in a new financial system

- Geopolitical power shifts between the West, China, and Russia

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Timestamps:

0:00 - Introduction

5:30 - Willem's Background in Journalism and Shift to Finance

8:20 - The Role of Patterns and Cycles in Financial Markets

11:40 - 80-Year Cycles and the Upcoming Financial Crisis

15:00 - Inflation Trends and Central Bank Responses

19:05 - Cycles of Boom and Bust in Financial Markets

23:40 - The Rise of China and Its Economic Impact

27:30 - BRICS and the New Financial System

30:20 - Challenges within the BRICS Alliance

33:55 - Geopolitical Shifts and potential for World War 3

38:30 - The Importance of Gold in a Reset Scenario

42:10 - The Role of Commodities in the Future Economy

46:20 - The Influence of ESG on Commodity Markets

50:00 - Investment Strategies in Uncertain Times

54:30 - Outlook for Europe Amid Global Shifts

57:15 - Future Scenarios for the Big Financial Reset

1:02:10 - The Importance of Diversification and Precious Metals

1:06:30 - Conclusion

Recording date: 19th September 2024

In this conversation, Alexej and Hugh Hendry follow up on their previous conversation about the deflationary collapse and its implications of financial markets and the economy. They discuss the Niederhoffer Rule, the significance of Treasury yields, and the interplay between inflation and GDP growth. The conversation also explores Japan's financial stability, the ongoing crisis in China, and the potential for a deflationary shock in the near future. The dialogue culminates in a discussion about the clash of financial titans, particularly the tensions between the US Federal Reserve and Asian economies, and the broader implications for global markets. In this conversation, the host and guest delve into the complexities of the banking system, the Eurodollar system, and the historical context of monetary policy. They discuss the implications of the yield curve, the performance of gold versus equities, and the potential for economic distress. At the end of the conversation Hugh lays how this cataclysmic event could present an incredible money making opportunity never seen before in human history.

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Is the Global Financial Power Shifting from the West to the East?

Date of recording: Monday 7th of April 2025

In this fascinating interview, investor and strategist Louis-Vincent Gave (Founder and CEO at Gavekal) joins us to explore the future of the global economy, the escalating US-China trade war, and the potential rise of Hong Kong as the new financial hub of the world.

We dive into:

• China’s pivot from real estate to industrial dominance

• The growing economic alliance between China, Russia, and India

• The emergence of a new “Asia Dollar” system based on the Hong Kong Dollar

• How the weaponization of the U.S. dollar is driving countries toward de-dollarization

• Why gold may return as a global settlement tool

• The breakdown of traditional 60/40 investment strategies

• The geopolitical and financial implications of “Fortress America”

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Are we still on course on the "blow-off top"? Henrik comes back on the podcast to share updates about his market hypothesis on the "blow-off top".

In this conversation, Alexej and Henrik Zeberg discuss the current state of the market, focusing on tariffs, inflation, and the role of the Federal Reserve. They explore the implications of recent economic indicators, the potential for a recession, and the dynamics of liquidity in the market. Henrik emphasizes the importance of understanding the broader economic context and the timing of market movements, while also addressing the challenges posed by tariffs and inflation. In this conversation, Alexej and Henrik Zeberg discuss the current state of the dollar, housing market, liquidity injections, and predictions for equities and Bitcoin. They explore the implications of a declining dollar, the deadweight loss in the housing market, and the potential for a recession driven by liquidity. The discussion also covers the impact of oil prices on the economy and the ongoing trade wars, emphasizing the need for market participants to adapt to changing conditions.

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Legendary investor Rick Rule joins Alexej Jordanov for a no-holds-barred conversation on the state of the global monetary system, the real rate of inflation, and why gold and silver remain essential tools of financial defense.

Rick dismantles official economic projections, exposes the flawed logic behind CPI statistics, and explains how governments quietly tax through inflation and unfunded promises. He discusses the structural cracks in the U.S. fiscal system, the dangerous concentration of global debt, and why the math simply doesn’t work.

We also dive into:

• The weaponization of the U.S. dollar

• Why central banks are aggressively buying gold

• The myth of a return to a public gold standard

• The emerging commodity supercycle

• And the explosive potential of silver in a precious metals bull market

Recording date: 29/01/2025

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Macro strategist Tavi Costa returns to unpack 2025’s biggest market moves. From gold soaring past $3,000/oz to a potential commodity supercycle, Tavi predicts the dollar’s decline, a Fed misstep that could crash markets, and explosive upside for copper, silver, and mining stocks. Are two-year yields about to collapse? Is this the golden age of mining? Discover his data-driven insights in this exclusive interview!

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.

◻️ Tavi Costa:

- Website: https://www.crescat.net/

- X: https://x.com/TaviCosta

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

In this powerful interview, Togolese activist Farida Nabourema provides a deep dive into Togo’s ongoing struggle under one of Africa's longest-standing autocratic regimes. She paints a stark picture of life under a "thug regime," where Togolese citizens are treated as hostages rather than citizens, enduring decades of oppression, economic exploitation, and human rights abuses. Nabourema details the impact of the CFA franc currency, originally a colonial tool, which still ties Togo’s economy to French control. This system forces the country to store its reserves in France and allows France to set monetary and fiscal policies, leaving Togolese citizens vulnerable to devaluation, inflation, and restrictive economic policies.

As an activist with a family history of resistance, Nabourema reflects on her personal journey of activism, initially inspired by her father and grandfather’s struggle for Togo’s independence from colonial rule. She discusses the limitations of traditional resistance methods and her realization that Bitcoin could offer a unique form of financial independence for Togolese citizens. Through Bitcoin, Nabourema sees the potential for financial equality, resistance, and economic freedom, noting that it bypasses restrictive banking systems that are weaponized by authoritarian regimes.

Nabourema calls on viewers to understand Togo’s plight, challenge international support for oppressive regimes, and become allies in the fight for justice. She stresses that this struggle isn’t just about supporting Togo but about building a more just world, free from exploitation. Through this conversation, Nabourema provides insights into the resilience of Togolese citizens and how decentralized finance could serve as a path toward liberation.

🏆 GET ONE FREE GRAM OF GOLD by opening an account at GoldRepublic :

👉 https://qrco.de/Macroscopic_1Gram

📲 Download the GoldRepublic app:

- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic

- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🟠 Buy and store physical allocated gold, silver and platinum.

👉 Open an account: https://bit.ly/38stf7p​

⚠️ DISCLAIMER ⚠️

The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.