A “terrible storm” is approaching the US bond market as the global financial architecture begins a fundamental shift toward hard assets, according to Colonel Douglas Macgregor. With gold inching above $4,600 and silver rebounding into the mid $70s, the guest argues that the economic fallout from the conflict in the Middle East is reaching a critical tipping point. According to Macgregor, the real reason the Strait of Hormuz closed was due to insurance giants like Lloyd’s of London—not direct military force – effectively halting commercial traffic.
In this exclusive interview, Macgregor provides a blunt assessment of what he claims is an urgent US interceptor missile shortage and explains why he believes legacy military infrastructure is obsolete in the face of modern drone warfare. According to the Colonel, a “hidden” supply chain crisis is emerging, including the threat of a global fertilizer shortage and an urgent necessity for “resource sovereignty” in rare earth refining.
Recorded March 31 2026
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00:00 Introduction
00:51 Breaking Peace Signals
01:21 Who Really Closed Hormuz
02:31 China Peace Framework
03:13 Famine and Water Risks
04:53 Missile War Reality Check
07:59 ISR Strike Game Changer
11:08 What Victory Looks Like
17:29 Strategic Minerals and Refineries
29:03 Bond Market and Final Advice
#Gold #Silver #Macroeconomics #Geopolitics #BondMarket #Petrodollar #StraitOfHormuz #KitcoNews #DouglasMacgregor
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27 Comments
Colonel Macgregor provides a blunt assessment today, claiming the U.S. produces only seven interceptor missiles a day while facing a 'terrible storm' in the bond market. He argues the real reason the Strait of Hormuz closed was due to Lloyd’s of London insurance rates – not just military force.
Do you agree with the Colonel that we are seeing a permanent shift toward resource sovereignty, or can the petrodollar system be saved?
Hình như D.TRUMP vừa chiếm lại kênh đào PANAMA cho nước MỸ và gia đình D.TRUMP .
Điều đáng lo là việc quản lý phí đi qua kênh đào PANAMA rất tùy hứng và tùy thuộc cảm xúc cá nhân . Ví dụ tao không thích mày , phí qua kênh tao tăng lên 10 lần – 20 lần . Thậm chí cấm mày lưu thông qua kênh ! Đó là chơi kiểu gì vậy hả MỸ – Anh – EU – NATO : Kiểu chơi của CÔN ĐỒ , kiểu CHÓ ĐẺ ! Chấm hết !!!
This guy talks like, he still has access to critical Intel. Sounds like he is an anti Trumper. I'm not sure why you would interview this guy.
usa has no gold
world cuts of all trade with usa and drops the usa dollar
that usa dollar is now worth fook all
usa is worth fk all
@kitco Would you be so kind and use exact date of recording stamp on the screen? It will be very usefull nowadays. Thank you for very informative and interesting channel, great job!!!
When i hear this person speaking i find it' hard to believe that he ever was loyal to the United States. Sounds like a. Congress man
We don't need more anti-missles missiles, that part of the conflict is ending, control of the strait will force the end soon. Closing the strait guarantees the end within a few days. .
Great now that everybody knows where our fertilizers comes from, let's remain people where they end up: in the toilet, in sewage water, in our rivers and finally pollute the oceans and screw up the calcification process by coccolithophores, and it is our biggest carbon sink on earth.
Simple and easy say “Trump grabbed the Chinese’s bait”
It’s not easy to unhook now. This war, China planned for Joe Biden to jump in to, but uncle Joe was listen to his advisers.
Anyone else think this guy is jus propaganda
America in the last days will be insignificant. A pastor prophecies this 3 decades ago.
Col the US need to protect the south china see that China is claiming coz they are claiming the Spratly and all down to Singapore. They want to control that trade route and take all Asian countries. They will then block the use of USA military to pass to south E Asian sea trade route. You do not want the china control that OKEY?
Col. McGregor forUS President……for the survival of America!!!🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸👍👍👍
Buy food, but gold and silver can be forbidden like after WII
this is proof that even welfare state is not a solution to human problems,
Trump thinking..how can i mess up the world completly..ummm let me think..😂😂😂i dont know yet
Funny seeing how utterly WRONG you and the "Colonel" were/are
This was worth the watch! Thank you.
Outer Mongolia? Maybe check your map. I think you mean Inner Mongolia and the ecological disaster known as the Bayan Obo mine.
Trump is a business men NO more !
Up against naivete, or refusing/denying the unseen hand puppeteer of trump, etal….lol
The Bond Market is already showing signs of stress. The Auctions in the US have not been robust for sure.
BUT, BUT, BUT,
WE GOTS TA GO BACK TO THE MOON BEFORE ANY OF THIS WAR SHIT EVEN MATTERS, RIGHT?😂😂😂😮😮
If the USA is energy independent, why would gas go up a single penny in the USA. None of our fuel goes through the Whoremoose.