https://www.youtube.com/watch?v=xh_0ljdCX7U

In today's Island Wealth Strategic Report you will get a summary of this video with Alasdair MacLeod below.

You can take this to your next Family Office meeting, with your wife or husband and your kids, where you discuss how the kids are going to manage your wealth in this Credit bubble we are in.

Nothing is financial advise, for educational and entertainment purposes only. I'm not your financial advisor. I only care about your wealth.

🧠 Strategic Economic Intelligence Report

Based on Alasdair Macleod – WTFinance Interview: “1929 Repeat As Credit Bubble Collapses”

📅 Date: July 28, 2025 | 🎙️ Duration: ~42 minutes

⸻

🔟 Top 10 Summary Insights

1. ⚠️ We are at the peak of a global credit bubble — unsustainable debt levels mirror 1929.

2. 📉 Bond yields rising = massive repricing of debt, crushing bond and equity valuations.

3. 🔁 Debt trap dynamics — higher interest payments lead to higher deficits, lower growth, and a vicious spiral.

4. 📉 Global recession already underway — small and mid-sized businesses are struggling, official stats are misleading.

5. 💸 Fiat currencies are rapidly devaluing — it’s not gold rising, it’s fiat collapsing.

6. 🏛️ Central banks are trapped — no room to cut interest rates in a stagflationary environment.

7. 🏚️ Property values will collapse in real terms — even luxury villas can become net liabilities.

8. ⚒️ Base and precious metals remain deeply undervalued (lowest since 1900 in gold terms).

9. 🧨 Crisis is inevitable — timeframe: within the next 18 months or sooner.

10. 🛡️ Preserving wealth is now more important than growing it. Get out of credit. Get into corporeal money (gold/silver).

⸻

📊 List of Economic Variables Mentioned

🔗 Variable Linkage Flow (Simplified Macro Chain)

Debt Levels ↑ → Bond Yields ↑ → Credit Cost ↑ → Business Defaults ↑ → Equity Prices ↓ → Confidence ↓ → Investment ↓ → Recession ↑ → Tax Revenue ↓ → Budget Deficit ↑ → Currency Confidence ↓ → Inflation ↑ → Fiat Value ↓ → Gold/Silver ↑ → Real Estate (Net Real Value) ↓ → Capital Flight ↑

💥 Risk & Opportunity Snapshot – Your Asset Overview

👨‍👩‍👧‍👦 Family Home Wealth Meeting – What to Discuss 🗣️

🛑 1. “Get Out of Credit”

— Move savings from banks, debt instruments, and leveraged property into assets with no counterparty risk.

🏡 2. Don’t Count on Real Estate

— Reassess long-term assumptions. High maintenance and low liquidity make it risky in currency collapse scenarios.

🪙 3. Increase Exposure to Physical Precious Metals

— This is the only historical store of value across systemic collapses.

🚫 4. Reconsider Crypto as a Hedge

— Bitcoin is not functioning as true money in this scenario. It’s speculative and power-dependent.

📉 5. Expect 18-Month Crunch Window

— Prepare liquidity buffers and escape routes (i.e. residency, backup plans, physical asset access).

🧠 6. Teach the Next Generation

— Introduce basic concepts of “real money vs. credit,” the history of fiat, and importance of independence.

💰 Capital Allocation Recommendation

🧠 Final Message from Alasdair (paraphrased)

“It’s not about growing your wealth anymore. It’s about protecting it.

Get out of credit. Get into real, physical money.”

🎯 TL;DR

Preserve > Grow.

Get out of debt-backed assets.

Gold is not going up — your money is going down.

Runy Calmera

Island Wealth