QE Like Youve Never Seen Before Says Alasdair Macleod

Natural Resource Stocks

Mar 29 2026 | 00:25:39

00:00 / 00:25:39

Show Notes

Recorded on March 24 2026 Alasdair Macleod joins Andy Millette to break down why the recent collapse in gold and silver prices may be far more misleading than most investors realize. He argues that the paper market has detached from the underlying bullion market, that speculative participation is unusually weak, and that retail demand in the Far East is still holding up despite the selloff. The conversation then moves into options pressure, backwardation, and why bullion banks may have a major incentive to keep prices suppressed into expiry and quarter end. From there, Macleod lays out a much larger macro…

Other Episodes

Episode

January 26, 2025 • 00:23:41

North Arrow Minerals Exploring New Gold Opportunities in Botswana with CEO Ken Armstrong

Join us as we sit down with Ken Armstrong, CEO of North Arrow Minerals. In this episode, Ken discusses the company’s pivot from diamond...

Episode

July 19, 2025 • 00:16:29

Understanding the Investment Potential: ECORA Resources in the Critical Mineral Space

In this episode of the 2025 Rule Investment Symposium, Andy interviews Marc Bishop Lafleche, exploring the unique aspects of ECORA a royalty streaming company...

Episode

January 31, 2025 • 00:19:29

Cora Gold's Journey in Mali: Updates, Challenges, and Future Prospects

In this episode, Bert Monro, CEO of Cora Gold, delves into the company’s advancements and challenges in Mali’s gold mining sector. He discusses the...