Reinvent Money

Alasdair Macleod on Gold's Break Out - "They will have to Print, Print, Print!"

August 8, 2026·48 min
Episode Description from the Publisher

Gold, silver, oil, Japan, and the bond market are colliding in a way that could reshape inflation, fiat money, and global liquidity. In this conversation, former stock broker and banker Alasdair Macleod argues the recent surge in precious metals is not a fake breakout but a warning sign of deeper credit stress. Paul Buitink and Macleod break down why gold is acting as an escape from credit risk, how oil and fuel shortages could squeeze economies, and why Japan’s bond market matters for U.Follow Alasdair here:https://www.macleodfinance.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:41 Gold and silver's breakout, fake or real?4:14 How important is the war in the Middle East for gold9:58 Oil, inflation and shortages14:33 The link between rates and gold23:50 South Korea and other central banks demand for gold27:55 Japan's and US intervention39:41 Stress in bond markets and the end of fiat currencies47:21 Outro

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