Ep.35 Live from the Vault:

China’s hidden gold reserves to crush the dollar. Feat. Alasdair Macleod

This week Andrew Maguire sits down to discuss the gold and silver markets with Alasdair Macleod, one of the most requested guests and respected figures in the financial and precious metals industries. 

Andrew Maguire and the former stockbroker, banker and economist each offer their take on China’s hidden gold reserves and explore the potential impact on the US dollar price.

With just 90 days remaining until Basel III comes into effect, Andrew Maguire gives an update on the BIS scrambling to square up its unallocated gold positions and offers a prediction on what Q2 holds for gold and silver.

0:00​ Start

1:02​ Andrew Maguire intro

3:02​ 90 days to go until Basel III…

12:24​ Central banks grow physical reserves

19:00​ Intro Alasdair Macleod

21:12​ Are rising bond yields bad for gold?

24:45​ Forget debt-to-GDP. Think debt to tax base.

33:22​ The future of Europe

38:21​ China’s hidden golden reserves

44:20​ Dollar to sink - gold to rise?

51:06​ There’s no silver out there!

54:20​ Gold: silver - What’s the right portfolio balance?

60:20 Alasdair Macleod’s take on Basel III