Latest / The Competent Investor
Alasdair Macleod: Geopolitical Moves – The True Gold Reserves of China, Russia, and the USA
Tom welcomes Alasdair Macleod, Head of Research for GoldMoney and author of the Macleod Finance Substack to discuss the current state of the financial system and the potential implications of recent liquidity strains. He notes that the Federal Reserve’s Repo facility has been used to manage liquidity issues, which he attributes to quantitative tightening and the US Treasury’s significant reliance on T-bills for financing.
Watch this video on YouTube
Macleod predicts that the Fed will continue to ease monetary policy, potentially leading to more quantitative easing, which could debase the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.